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
What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *This requires a connection ...
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 Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway" To get started: Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual ...
How Do I Register For Zola Caseway?
If your law firm needs to send you invoices or documents, they can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with Caseway. Before you can log in, you will need to be invited by the firm by way of them ...
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 ...
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