Can I Use Client Numbers?

If you are migrating your Matters from another software, our team can import your current Matter names in their current format. 

Zola Suite is Matter-centric, and creates a unique Matter number for each new Matter created. You can group Matters by client name, through the Matter list or Contact section.

When setting up your Matter Number format, you will have options to choose from, including some of the following:

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• Is My Client Able to View Any of Their Matter Information?

  No, this information is intended for internal use only within Zola Suite. Should you give a client the option to sign up for Caseway, they will only be able to view Documents and Invoices that you have shared with them.

• How Does My Client Make a Payment Through Caseway?

  Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...

• How Do I Resend the Caseway Invitation and Security Code to a Client?

  The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...

• Can I View The Email My Client Gets When I Share a Document With Them?

  If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...

• How Do I Change the Primary Client in a Matter?

  If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...