How Do I Register For Zola Caseway?

How Do I Register For Zola Caseway?

If your law firm needs to send you invoices or documents, they can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with Caseway.

  • Before you can log in, you will need to be invited by the firm by way of them sharing a Document or Invoice via Caseway:




  • Once you are invited you will receive an email with a link to register your account, as well as an SMS text message with a unique activation security code you will need in order to complete the registration.


  • When you click on Register Account in the email, you will be redirected to zolacaseway.com where you can enter the SMS text message activation code.

  • After you have entered the activation code, you will be asked to create a username and password which will allow you to access www.zolacaseway.com at any time.





    • Related Articles

    • How Do I Resend the Caseway Invitation and Security Code to a Client?

      The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
    • How Do My Clients Register Their Caseway Account?

      If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...
    • How Does My Client Make a Payment Through Caseway?

      Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
    • What Can I Share With Clients Through the Caseway Client Portal?

      Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *This requires a connection ...
    • Is My Client Able to View Any of Their Matter Information?

      No, this information is intended for internal use only within Zola Suite. Should you give a client the option to sign up for Caseway, they will only be able to view Documents and Invoices that you have shared with them.

    Status

    Experiencing degraded performance in Zola Suite?