Can multiple attorneys be listed as Responsible Attorney ?
The Responsible Attorney section in the Matter page allows you to list a single attorney and is intended to inform other team members of the attorney taking the lead in the Matter. It’s important to note that all attorneys who have access to the Matter and have the appropriate permissions (as set in the settings under “User list”) will be able to view and edit details, and contribute to the Matter.
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
How do I pay multiple invoices for different clients at the same time?
In Zola Suite, you have the ability to pay multiple invoices at once with a single payment method using our Apply Direct Payment Module. If the payment is coming from a third party, and not the client themselves, you may need to pay invoices for ...
What is Split Billing and How Do I Use It?
Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties. First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under ...
How Do I Format a Matter That Has Multiple Primary Clients?
If you have a Matter that has more than one Primary Client and cannot make one party the primary client, you can use this solution to organize your Matter: When you are creating the Matter add a new company as a Primary Client. This new Company will ...
What is an Originating Attorney Report?
The Originating Attorney Report will tell you the realized and unrealized revenue from Matters within a selected date range, grouped by the Originating Attorney. You are able to filter by date, client, Matter, practice area, and originating ...
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