8 workflow automations purpose-built on top of Zola Suite — no data leaves your system, no parallel tool for your team to learn.
AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in EstateExec, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against EstateExec, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from EstateExec, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Zola Suite for any repetitive process. Tell us what you'd automate.
