How Do I Create a New Matter?
Setting up a new Matter can be done in two ways:
- They can be quickly added from any section of Zola Suite through the Quick Add menu
- From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu.
In the New Matter page fill out all of the required information, along with any additional information you have. Please note that any field marked with a purple line is required for the Matter to be created.
Once you click on Create Matter, the case will show in your Matter List. You can now set up new events, upload relevant documents (and share these with your client), create associated tasks and generate invoices for the case.
How Do I Export My Data From Time Matters?
Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check Include field names ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want ...
How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by: Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...
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