Can I see my firm's Activity Feed on the iOS app?
You can! Simply tap the activity icon, located in the top right corner of the iOS app's Dashboard, and it will bring you to the activity feed.
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
How to Set Up an iOS Developer Account?
In order to place your new Caseway mobile app on the app store, we need the firm to create their own iOS developer account. Before you start make sure that you have the following information: Registered Legal Entity Name (Not DBAs, Fictitious ...
What is the “Activity Log" in Firm Settings?
This is your real-time feed of your account. The Activity Log shows entries of everything your firm is working on. You can create time entries from an item by clicking the green clock icon on its row. If a Matter is associated with the entry it will ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
Experiencing degraded performance in Zola Suite?