How do I integrate Worldox with Zola Suite?

How do I integrate Worldox with Zola Suite?

Prior to integrating Worldox with Zola Suite, you must first ensure you are using Worldox Web 3.

The Worldox Web 3 software is included for all Worldox clients with a current maintenance agreement.  If your firm is on Worldox GX4 but has not yet added Worldox Web 3 to your implementation,  you can request your Worldox Web 3 license by sending an email to  If your firm is on an earlier version of Worldox , you can request your upgrade to Worldox GX4 ( and once upgraded, you can add Worldox Web 3. For additional information

Additionally, you must be using one of the following Matter Number options in Zola Suite which includes a Client ID and Matter ID:

Integrating with Zola Suite

Each user will need to connect his/her individual account with Worldox.

To enable the Integration:

  1. Enter My Settings via the dropdown on the far right of any page

  2. Once opened, under Preference select the “Enable Integration..” button.

  3. You will be prompted to supply your Worldox URL/Username/Password **Please note this only needs to be done once**

Creating New Workspaces

With this integration, users can, with a single click, create a matter in Zola Suite, a Matter in Worldox and have the two linked.

To Do So:

  1. Browse to the New Matter Page in Zola Suite

  2. Fill out all required fields

  3. Select the “Map Matter to Worldox” option on the lower right hand side

  4. Select the Cabinet of your choosing

Once created, a Worldox tab will display on the Matter Dashboard, displaying the newly created matter.

    • Related Articles

    • How Do I Attach Documents to Tasks?

      You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark ...
    • Can I Access Documents From Other Sources?

      Within Zola Suite, you can access any of your Zola Documents that are stored inside OneDrive Personal and OneDrive for Business. Once your Zola account has been integrated with OneDrive, you'll be able to "link" a matter folder within the Documents ...
    • Can I Share Multiple Documents at Once?

      Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
    • Can I Download Multiple Documents at Once?

      With Zola Suite's Document Management system you can store your important Documents, and have them available to share or access at any time. When a document is uploaded to a Matter in Zola Suite, the file will be stored on our servers, and will be ...
    • Why Aren't Documents Opening with zDrive Windows?

      With most locally downloaded and installed programs, if left running for too long, you may need to close out of it and restart it. If you are experiencing issues opening documents in zDrive, restarting the application should be the first step in ...


    Experiencing degraded performance in Zola Suite?