Zola Suite Help Site and Portal



    • Recent Articles

    • 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 ...
    • Popular Articles

    • How Do I Enable Spell Check for Google Chrome?

      You can enable spell check within Google Chrome by using an extension called Grammarly and then turning it on by: Go to Settings. Scroll all the way down and click on Advanced Settings. Under Privacy, find out “Use a web service to help resolve ...
    • How to Adjust the Screen Resolution or Zoom settings in Google Chrome?

      If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
    • How do I export my calendar from Microsoft Office 365?

      If you would like to import your calendar into Zola Suite, you will need to first export it from  Microsoft Office 365: Log into your 365 account (The default login is portal.office.com) Go to your calendar app by selecting the "Calendar" option ...
    • How Do I Enable Spell Check for Microsoft Edge?

      To enable the spell checker on Edge, use these steps: Open Microsoft Edge. Click the Settings and more (three-dotted) button from the top-right corner. Click the Settings option. Click on Languages. Under the "Check spelling" section, turn on the ...
    • How do I export my Calendar from Microsoft Outlook?

      You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export.  Click File > Save Calendar. This will open a window where you will pick where to save the ...

      Experiencing degraded performance in Zola Suite?

      Check our status page to see any known issues that are currently being resolved.