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About ContractZen

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

About LegalTrek

Servicing lawyers from the East Coast to Asia-Pacific and from South Africa to Norway, LegalTrek is leader in practice management for boutique and mid-sized corporate law firms.Whether in the Cloud or installed on your premise, LegalTrek is designed to set you ahead of the competition and delight even your most sophisticated corporate clientele.You no longer need to put up with administration slowness or mundane tasks. LegalTrek saves your time for what really matters - serving your clients and earning new business while increasing profits.

About Zola Suite

Zola Suite brings next generation, cloud-based legal practice management software to medium-sized and large firms. With its full-featured platform and native applications, Zola Suite encompasses everything you need to manage the business of your practice in one secure place. Improve efficiency, delegation and accountability within your firm whether you’re in the office, in court or on the go. Integrates with LawPay, Quickbooks, RPost and much more.

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Summary

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

Summary

  • Automatic Invoicing and Transparent Work Reports.

  • Alternative Fee Arrangements.

  • Complete Permissions and Visibility Control.

  • Comprehensive Reporting and Matter Management.

  • Simple Time Tracking.

  • Accurate Billing.

Summary

  • Legal cloud-based practice management software

  • 360-degree integrated practice management system for law firms

  • Intuitive, fast, fun interface

  • Everything your firm needs to manage the business of your practice in one place

  • Enforces organization, streamlines workflow and facilitates collaboration

  • Full legal accounting (business and IOLTA trust)

  • Powerful built-in email capabilities

Pricing

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Starting from 39$ user/month.

Pricing

Core (Annual)

$59.00
1 user(s) / month
Included in plan:
  • Advanced calendar and task management
  • Intelligent built-in email capabilities
  • Dedicated iOS and Android apps
  • Secure client portal
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (1 TB maximum storage)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (2 accounts)
  • Standard reporting
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Introductory and annual remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit (additional charge)

Core (Monthly)

$69.00
1 user(s) / month
Included in plan:
  • Advanced calendar and task management
  • Intelligent built-in email capabilities
  • Dedicated iOS and Android apps
  • Secure client portal
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (1 TB maximum storage)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (2 accounts)
  • Standard reporting
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Introductory and annual remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit (additional charge)

Enterprise (Annual)

$79.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (unlimited)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise (Monthly)

$89.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (unlimited)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise Plus (Annual)

$89.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Save files with a single click from any application using zDrive
  • Smart in-document search (coming soon!)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Sync bank or credit card accounts (unlimited)
  • Trust requests
  • Vendor bill management
  • Department-based accounting
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Custom permission profiles
  • Custom permission profiles
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Dedicated CSM
  • Automation performed by the Zola Suite team
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise Plus (Monthly)

$99.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (unlimited)
  • Save files with a single click from any application using zDrive
  • Smart in-document search (coming soon!)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay* (LawPay monthly fee waived)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Department-based accounting
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Custom permission profiles
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Dedicated CSM
  • Automation performed by the Zola Suite team
  • Annual website marketing audit
  • Service level commitment agreement
  • Sync bank or credit card accounts (unlimited)

FAQs

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Zola CRM

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What platforms does this service support?
  • iOS and Android mobile apps

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We offer help articles, free onboarding and training, and customer support

  • Does this service integrate with any other apps?
  • LawPay, Microsoft Word™ (Windows Desktop Versions 2013 and 2016), RPost, Dropbox, Box, OneDrive, LawToolBox, Microsoft Outlook, Gmail, Google Drive, Google Calendar, Quickbooks, Office 365

  • Who are the main user groups of this service?
  • Mid-sized and large law firms.

  • What is this service generally used for?
  • Law firms looking for next generation, cloud-based practice management software to manage all aspects of their practice within one secure and intuitive interface.

  • Does this service offer an API?
  • No

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Other

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English, Finnish
Regional Restrictions:
No restrictions.

Other

Who uses LegalTrek
  • Personal
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Bulgarian, German, English, Macedonian, Serbian
Regional Restrictions:
No restrictions.

Other

Who uses Zola Suite
  • Personal
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
U.S. only
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