How Can I Request That My Data Be Deleted?
Yes! At Zola, we take the security and privacy of our user data very seriously. If you would like to put in a request to have our internal team remove your user data, please contact our support team.
After we receive your request for data deletion, we will reach out to verify this request with the Firm Administrator within your firm (in the case that the requestor is not the Firm Administrator).
No data will be removed until the deletion is verified with the Firm Administrator.
Once the request is verified with the Firm Administrator, we will send the task for data removal to our internal staff and update the requestor and Firm Administrator of the data deletion.
Does Zola Suite Offer Data Migrations?
If you'd like to have your data imported into Zola Suite you can fill out our Data Migration Request Form or navigate to the Calendar section. Click on "Import" to top of the page and click on "Import Request". You will first need to export your ...
How Can I Recover Deleted Data?
Have you ever accidentally deleted something and needed to get it back? If you delete any important data such as a Document, Matter, Contact, or Email Zola Suite's Support team can recover it for you. We backup our servers every hour, so no need to ...
FAQ : Onboarding and Data Migration
Frequently Asked Onboarding and Data Migration Questions Onboarding Questions Where do I send questions about the onboarding and data migration process? You can send an email to: Onboarding@getcaret.com. What is the onboarding process like? Our ...
How Do I Create a Retainer Request in Zola Suite?
If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation. This can also be done to create Retainer Replenishment requests. First, go to a thoroughly populated Matter ...
How Do I Export My Data From Clio?
If you are a current Clio user, you can export most of your core data by visiting this link: https://app.goclio.com/export On this page, you have the ability to download .csv (Excel compatible spreadsheets) of your information. Just click on the ...
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