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Highrise

 4 ratings CRM

Zola Suite

 48 ratings Legal
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About Highrise

Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.

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
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

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

Summary

  • Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.

  • Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.

  • Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.

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

  • Credit card required: N/A
  • Free: 2 users, no files, 250 contacts.
    Solo: $29/month; 1 user; 20,000 contacts.
    Basic: $24/month; Up to 6 users; 5,000 contacts.
    Plus: $49/month; Up to 15 users; 20,000 contacts.
    Premium: $99/month; Up to 40 users; 30,000 contacts.
    Max: $149/month; Unlimited users; 50,000 contacts.
    Contact them [email protected] for additional options.

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 multi-user capability (e.g. teams)?
  • Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...

  • What platforms does this service support?
  • It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.

  • Who are the main user groups of this service?
  • Main users of Highrise are small and medium-sized business owners.

  • What is this service generally used for?
  • It is used as a contact management platform.

  • What are some applications this service is commonly used in tandem with?
  • Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.

  • Does this service integrate with any other apps?
  • Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.

  • Does this service offer guides, tutorials and or customer support?
  • They offer online support and video tutorial.

  • Does this service offer an API?
  • It offers integration with many 3rd party tools via API.

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

Other

Who uses Highrise
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
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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