Can I see other people's tasks within my firm?
You can see other team member's Tasks by using the advanced search. Simply start typing their name and pick them from the list - Zola will do the rest. You can see multiple user's task lists by using the "Assigned To" field.
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 ...
What is a Firm Collaborator?
Through the Firm Collaborators feature, you can assign additional users to a matter. A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal. To add a Firm Collaborator, navigate to ...
How do I to Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
How do I use Firm Budgeting?
Zola Suite’s Firm Budgeting will allow you to create many budgets, specifying a budget figure for any applicable Profit & Loss accounts. These budgets can then be selected on the Profit & Loss Report, comparing them to the actuals and displaying the ...
Why can't I see all of my Events and Tasks on the Dashboard?
Only your first 10 Upcoming Events and Tasks will show on the Dashboard of the iOS App. If you would like to see all of your entries, hit "View all" on either section.
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