How Does the “Smart Suggest” System Work?
have panic rush over you when you realize you sent an email to the wrong
recipient? Zola Suite's revolutionary “Smart Suggest" system helps you to
avoid such errors by suggesting only relevant contacts when composing a new
Compose a new email
Select a Matter
Click on To field
Notice the program suggest contacts.
What are Zola Suite's System Requirements?
Are you concerned that Zola Suite may not work with your computer, or will require you to get new hardware? Zola Suite is 100% cloud-based and works with most systems. For optimal performance, we recommend using Google Chrome, however, Zola Suite is ...
What are Work Categories?
Work Categories are any time-based work, or hourly services, that you charge for. They will be made available to you when creating new Time Entries and will show up on Invoices if a description is not provided. You can add new Work Categories from ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
What is the difference between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite; one is mainly used for hourly billing, while the other is for a flat fee service. A “work category” would be the type of work or task you are doing as you bill ...
How do I create a work type for a time entry or a service for a flat fee?
In your Firm Settings under the Work Categories section you can add work types and in the next section called Service Descriptions you can add services for flat fees Don't understand the difference between Work Types and Services?
Experiencing degraded performance in Zola Suite?