Support for Hard Costs and Soft Costsīecause Zola Suite has complete accounting system built-in, you can pass on both hard and soft costs to clients. Zola Suite is robust enough to handle emailing of thousands of invoices for each billing cycle with a single click. Emails are sent to your clients from your actual account. Zola Suite supports various bulk actions for firms that generate a large volume of invoices including bulk invoicing, bulk-application of trust funds, bulk email blasting of invoices and Statements of Account to facilitate timely payments and improve cash flow. Batch Billing and Batch Invoice Email Blasting This significantly reduces errors and billing workflow friction for firms that represent clients on multiple matters, LEDES Billing and UTBMS Codesįor firm’s that represent corporate clients who require invoices in electronic format, Zola Suite offers Legal Electronic Data Exchange Standard (LEDES) compliant invoices using ABA UTBMS codes. Zola Suite offers the ability to set billing profiles on a per-client basis which are automatically inherited by any new matter created for the respective client. Zola Suite also provides firm administrators with the option of locking-down invoices that have been approved so that they cannot be edited and instead of allowing deletes, they become voided in order to maintain record chanin. You can set invoices to be in approved status upon creation or require draft mode and/or approval. Zola Suite can also automatically create hard cost expense entries as you make checks to vendors and from syncing your bank or credit card activity with your financial institution. You can pass on expenses to clients through Soft Cost entries.
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December 2022
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