What is a Contingency Based Matter?
When you have a Matter
you know will be contingency based, upon creation you can set that up.
Once the Matter has been created all Time Entries related to this Matter will come up as No Charge, Don't Show.
Once the settlement has been awarded, you can deposit the full amount into your Trust Account as a New Retainer and manually make the percentage calculations.
You can then write Trust checks for the amounts that are owed to both you and your client.
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
What Are the Different Billing Types?
Within Zola Suite, there are multiple options for how you would like to bill each Matter. Below are all of the options Zola Suite offers and how each of them will work for any time entries you create: Time-Based Only: This will make all of the time ...
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
Experiencing degraded performance in Zola Suite?