Firm Settings Overview Video

• Related Articles

• Calendar Overview Video

  ​

• Document Automation Video

  Check out our Custom Form Video

• Intake Forms Video

  For more information on how to use Intake Forms in a Document Template check out our Document Automation Video

• 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 ...

• 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 ...