Compare Zola Suite vs ESM Suite

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77%
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68%
37%
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Crozscore:

62%
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25%
interest falling
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Software Description:

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.

Software Description:

The ESM Suite helps organizations spend less time managing the process of strategic planning, and more time making better strategic decisions. ESM helps organizations design, track, and adapt their strategic plan over time through automated Balanced Scorecards, KPI monitoring, and strategic initiative management.

Organizations can track their strategy from the organizational level and cascade plans to business units and individuals.

Features:

  • CRM Integration
  • History/Version Control
  • Accounts Receivable
  • General Account Ledger
  • Billing/Invoicing
  • P&L
  • Balance Sheet
  • Accounts Payable
  • External Integrations
  • Expense Tracking
  • Contact Sharing
  • Contact Management
  • Password & Access Management
  • Email Integration
  • Dashboard
  • Multi-User
  • File Sharing
  • Scheduling
  • Notifications
  • Calendar Management
  • Data Import
  • 2-Factor Authentication

Features:

  • Feedback Management
  • Notifications
  • Multi-User
  • Data Visualization
  • Analytics
  • Dashboard
  • Project Management

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

Summary:

  • Balanced Scorecard automation software

  • Quickly lay out your strategic plan in one powerful tool

  • Track and visualize key performance indicators with charts and online reporting

  • Monitor your project portfolio, track milestones and tasks, and align initiatives to strategy

  • Align business units to a central vision with cascading Balanced Scorecards

  • Eliminate slideware hassle with instantly generated strategic reports and documents in PDF, PPT, and Excel.

  • Visualize your plan with dynamic strategy maps

  • Align employees to the organizational plan with Personal Balanced Scorecards and employee reviews.

Core (Annual)

$59.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync 2 bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting
  • Choose from 5 pre-set permission profiles
  • Introductory and annual 1 to 1 training
  • Document storage (1 TB)

Core (Monthly)

$69.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync 2 bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting
  • Choose from 5 pre-set permission profiles
  • Introductory and annual 1 to 1 training
  • Choose from 5 pre-set permission profiles
  • Document storage (1 TB)

Enterprise (Annual)

$79.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Choose from 5 pre-set permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management

Enterprise (Monthly)

$89.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Choose from 5 pre-set permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management

Enterprise Plus (Annual Subscription Required)

$89.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Custom permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management
  • Automation package

Pro

$880.00
per month
Included in plan:
  • Everything in free
  • Custom Balanced Scorecard Templates
  • Design Dynamic Strategy Maps
  • Configuration Training
  • Dedicated Account Manager
  • Balanced Scorecard Automation
  • and more...

Free

Free
Included in plan:
  • Design your Balanced Scorecard or strategic plan
  • Excel Exports
  • Create Objectives, Measures, and Initiatives all in one tool
  • SWOT Analysis
  • PESTEL Analysis
  • Porter's 5 Forces
  • Change Agendas

FAQs:

    What are some applications this service is commonly used in tandem with?
  • LawPay, Microsoft Word™ (Windows Desktop Versions 2013 and 2016), RPost

  • 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?
  • No

  • 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

FAQs:

    Does this service offer an API?
  • Yes. ESM uses it's web services API to integrate with a wide variety of business intelligence system.

  • What platforms does this service support?
  • ESM supports all modern browsers and mobile devices browsers.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials, guides, and customer support are all offered right in ESM. In addition, we host over 1,000 Balanced Scorecard articles, research, and best practice examples.

  • Who are the main user groups of this service?
  • Small-to-enterprise size organizations interested in making the strategic planning and Balanced Scorecard management process faster and easier.

  • Does this service offer multi-user capability (e.g. teams)?
  • Because we believe that your strategy should engage your entire company, ESM has an unlimited user licensing model. Permissions and security are controlled with a robust role-based system per team.

  • What is this service generally used for?
  • Organizations can quickly design their strategic plan, share their Balanced Scorecard, and track progress over time. ESM helps clients:

    save time by instantly generating strategy meeting reports and documents
    communicate the strategic plan with online views
    create a single version of the truth that eliminates the need for compiling hundreds of presentation slides

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

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

Other:

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

Other:

Who uses ESM Suite
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Arabic, Spanish, Chinese, French, English
Regional Restrictions:
No restrictions.

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