Does Zola Suite have a Client Portal?

Does Zola Suite have a Client Portal?

Yes, we do have a secure client portal called Caseway.

You can share Zola Suite Documents and Invoices with clients

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    • How Can I Share Documents with My Clients Through Zola Suite?

      Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Navigate to the document section Click on the 3 dots on the far right side of the document you'd like to share ...
    • How Do I Share Invoices With My Clients Through Zola Suite?

      There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the menu in the far right of the individual invoice record or select ...
    • 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 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 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 ...

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