How Do I Register For Zola Caseway?
If your law firm needs to send you invoices or documents, they can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with Caseway. Before you can log in, you will need to be invited by the firm by way of them ...
How Do I Delete An Email In Zola Suite?
Deleting Emails in your Zola Suite Email Client is simple! Follow the steps below. First, open the Zola Suite Email Client and locate the email you wish to delete. Next, either locate the trash can icon by hovering over the email in your inbox, or ...
How Do I Use LEDES Task Code Budgeting in Zola Suite?
When working with LEDES files in Zola Suite, there is a simple way to keep tabs on Task Budgets so you can calculate the sum of total activity by Activity Codes. Follow the steps below! First, be sure to go to the Options tab within the matter where ...
How Do I Create a Retainer Request in Zola Suite?
If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation. This can also be done to create Retainer Replenishment requests. First, go to a thoroughly populated Matter ...
How Do I Generate an Amount for Trust Replenishment on a Client’s Invoice?
If your firm requires that clients maintain a specific trust balance, the "Required Trust Balance" can be configured to incorporate that number into the client’s invoice balance. Under the Matter Options tab, you will find the "Required Trust ...