How Does the Verification Process Work for a Client Registering for Caseway?
Zola uses multi-factor authentication to ensure maximum security when sharing documents. Therefore an SMS (cell phone) number as well as an email address is required the first time you share documents with an outside user. When you elect to give a client or colleague access to documents, he or she will receive an email from Zola asking the individual to click on a link within the email. Your client will be told to expect a text message with a code which must be entered.
Once this two step process has been completed, the client can choose a username and password which can be used to access the account in the future. The username and password selected by the client will be encrypted so your team will not be able to see this information.
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 ...
Can I View The Email My Client Gets When I Share a Document With Them?
If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...
Can a Client Pay a Retainer Through Caseway?
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a ...
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 ...
If a Client Un-Shares a Document With Me in Caseway, Will I Still Be Able to Access it?
If a Client un-shares a document with you in Caseway, you will no longer be able to access that document. Here's how you can avoid this: Once you receive a document from the client, save it directly to the document section of the matter. If it ...
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