Can I control the metrics up at the top?
At this time, the metrics at the top cannot be changed. In the future, we plan to introduce more granular reporting so you have greater insight on the operations and case management of your firm. Stay tuned for this great improvement, and so many others, headed your way in the months ahead!
What Does the Search Bar at the Top of the Page Do?
The search bar at the top is called the Universal Search which will look throughout Zola Suite for entries that match your search. You can use this as a search tool, or as a conflict check for your cases. For example, typing "John" in the box, it ...
What is meant by billable hours and actual hours in the chart at the top of the page?
Actual hours do not show work rounded up (this is set under “My Settings in the “Billing Options” section) and reflect the exact number of minutes worked. The billable hours contain the rounded up numbers that were billed to the client.
What Is a CRM?
Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals! Identify and cultivate high-value prospects Automatically track where your leads are coming from Organize leads by source, practice ...
How Do I Export My Data From Practice Panther?
Contacts: Click Clients on the left sidebar, or (depending on your version) Contacts at the top of your screen Filter your information provided as needed Choose columns for export Click Export on the bottom right Matters: Click Matters (Cases) on the ...
Can my clients upload documents for my review?
Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them. You will receive an email notification each time a document is added. They upload, ...
Experiencing degraded performance in Zola Suite?