Zygos
Last Updated
Overview
Zygos software helps law firms and corporate service providers manage matters, KYC checks, and billing in one system. Its screening feature requires compliance staff to review potential matches and resolve false positives. However, it centralizes screening histories, decisions, and ongoing alerts, helping teams maintain a consistent record for each client.
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Starting Price
Custom
Zygos Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is Zygos?
Zygos is cloud-based practice management software for law firms, Trust and Corporate Service Providers (TCSPs), accountants, and in-house legal departments. Its capabilities span project management, litigation, documents, Know Your Client (KYC), client screening, financial management, entity administration, time tracking, and mobile access. The platform also structures firm-specific operations using configurable project types, fields, relationships, and workflows. It links matters, corporate records, documents, time entries, and invoices within a shared environment, giving teams a connected operational record.
What Is Zygos Best For?
KYC Compliance Automation — Zygos’ best feature — centralizes risk-based client assessments and documentation reviews for compliance teams. It applies a built-in algorithm to customizable questionnaires, records economic profiles, and monitors document expiration and reassessment dates. This makes the platform stand out from general practice management platforms by embedding regulatory checks within client records. As a result, teams can identify missing information and upcoming compliance actions without maintaining separate assessment processes.
How Much Does Zygos Cost?
The estimated Zygos price starts at $75–$110/user/month, likely with a minimum seat count (5–10 users), common for CSP/compliance-grade platforms. Other potential charges may include:
- Implementation/Setup Fee: Typically, $1,500–$10,000+ as a one-time charge, depending on firm size and data complexity
- Onboarding/Training: May cost $500–$3,000, although it can be bundled with setup for larger contracts
- Data Migration: Likely $1,000–$8,000+, depending on the volume and complexity of legacy client and entity records
- Third-Party Integrations: Often $50–$300/month/integration, while custom API connections may incur separate fees
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Zygos Integrations
The vendor does not disclose its integrations with third-party platforms.
How Does Zygos Work?
Here's a step-by-step guide to use Zygos features:
- Log in to the cloud-based platform using authorized account credentials
- Create client profiles and complete customizable KYC questionnaires, economic profiles, and required document checklists
- Screen individuals or entities against PEP and sanctions lists, then review matches and record false-positive decisions
- Set up legal matters, corporate projects, companies, trusts, or funds with relevant parties, relationships, and custom fields
- Configure project workflows to generate task lists, deadlines, fees, disbursements, reminders, and matter stages
- Store matter and entity documents using custom folders, tags, metadata, permissions, and searchable text
- Track working time with timers or calendar entries, then convert billable activity and expenses into invoices
- Monitor pending tasks, compliance reassessments, document expirations, unbilled work, collections, and performance reports
Who Is Zygos For?
The legal platform serves organizations across regulated professional fields and sectors, including:
- Law firms
- Corporate service providers
- Trust companies
- Accounting firms
- Audit practices
- Professional service organizations
Zygos Use Cases
After evaluating Zygos features, we identified several situations in which it could perform particularly well, including:
Compliance Officers Managing Overdue KYC Reassessments
When client documents expire and risk reviews sit in spreadsheets, reassessments tend to slip. Zygos scores each client through customizable questionnaires and a risk-based algorithm. Officers can then track upcoming expirations and reassessments on one dashboard, while reports flag clients missing documents.
Corporate Administrators Tracing Ownership Across Complex Entity Structures
Corporate administrators face difficulty tracing beneficial ownership across connected companies, trusts, funds, and multiple jurisdictions. They record corporate transactions in Zygos, and the platform updates group structures and follows ownership links toward the ultimate beneficial owner. As a result, users gain a clearer historical record for registers, resolutions, and regulatory reporting.
Litigation Lawyers Coordinating Court Deadlines Across Proceedings
Litigation lawyers risk missing filing dates when one matter contains several proceedings, hearings, and procedural stages. The platform connects each court event with predefined tasks — lawyers record the proceeding and monitor the generated next steps through the matter overview.
Corporate Service Providers Managing Recurring Fees
Nominee fees and other recurring charges are easy to lose track of across dozens of entities. Zygos could help here, as its Financials module handles recurring charges and multi-currency billing across entities. A work in progress (WIP) screen also shows logged time not yet invoiced.
Firms Consolidating Separate Practice Tools
Some firms run KYC in one tool, timesheets in another, and client files in a shared drive. Zygos could be a practical fit for them, since it brings onboarding, time tracking, billing, and documents into one system for practices ranging from solo lawyers to 200-member firms.
Is Zygos Right For You?
Zygos may suit growing law firms and TCSPs that expect their operational requirements to expand. The vendor positions it for solo practitioners through 200-member firms. Custom project types, workflows, fields, and an open REST API also allow these organizations to adapt the platform as their processes develop. The vendor reports serving over 350 law firms and corporate service providers worldwide. Its clients include LLPO, Evidentrust, Deneo Partners, and Elias Neocleous & Co.
For security, the platform uses a private AWS cloud cluster, AES-256 encryption, web application firewalls, active monitoring, two-factor authentication, password policies, user permissions, and IP restrictions.
One potential advantage over conventional case-management platforms is that the vendor offers litigation, corporate administration, KYC, AML screening, and financial management capabilities within one environment. This broader scope may reduce dependence on separate systems for legal and corporate service operations.
Unsure whether Zygos suits your requirements? Get in touch at (661) 384-7070, and we will help you assess it more clearly.
Zygos Features
Project Management
It organizes legal and corporate work through custom project types, fields, states, relationships, permissions, and matter-level records. The workflow engine generates tasks and deadlines from predefined checklists while assigning corresponding fees and disbursements to individual activities.
Financial Management
This feature records invoices, receipts, credit notes, expenses, payments, interest, and debt-collection activity. Its trust-accounting structure separates client funds from debtor balances, while configurable catalogues support fixed-fee, time-and-material, item-based, retainer, and recurring-charge billing.
Document Management
The platform functionality extracts searchable text and metadata from uploaded files, then categorizes them through tags and custom folder structures. It also logs emails, generates documents from templates and stored quick fields, and applies access permissions at the document level.
Client Screening
Zygos compares individuals and entities against global PEP and sanctions lists using Acuris Risk Intelligence data. The module supplements structured screening with public-source checks, stores screening histories, filters possible matches, records false-positive decisions, and monitors changes involving sanctions, PEP status, or adverse media.
Pros And Cons of Zygos
Pros
Automated workflows keep recurring tasks organized
Full-text search speeds document retrieval
WIP tracking exposes overlooked billable hours
Ownership mapping clarifies complex entity structures
Court calendars keep proceedings coordinated
Recurring charges simplify annual service billing
Cons
UBO calculations may require manual input
Court templates might vary by jurisdiction
Custom workflows could take time to configure
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Frequently Asked Questions
What language does Zygos support?
The vendor website is available in English.
What types of pricing plans does Zygos offer?
Zygos offers monthly and annual subscriptions, with estimated pricing of $75–$110/user/month and a likely minimum of 5–10 users. Get a flexible Zygos cost based on your organization’s requirements and size.
Does Zygos offer an API?
Yes, the vendor offers an API.
What other apps does Zygos integrate with?
The vendor hasn’t disclosed any information about its third-party platform integrations.
Who are the typical users of Zygos?
Typical users include law firms, corporate service providers, trust companies, accounting firms, audit practices, and professional service organizations.
Does Zygos offer a mobile app?
Yes, the platform offers a dedicated mobile app.
What level of support does Zygos offer?
Zygos offers support through phone, email, live chat, and online form.