Firm Settings Overview Video

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• 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 the ...

• What is the difference between My Settings and Firm Settings?

  ​My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings. Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to ...