Can I add non-Matter related Notes?
Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all.
Also, you can create a Matter for a potential/ referral and set the status to be "Pending", as seen below. This way, you can keep all of the potential's information in one place. Once the potential becomes a client, you can change the status to "Open".
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?
Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 ...
How Do I Add User Rates to a Matter?
If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...
Experiencing degraded performance in Zola Suite?