How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal
is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and customize it to the firm that has invited you to use Caseway.
CSFP in Apple App Store
Once you have opened the app on your device you will be prompted to add a firm code**. This firm code will be provided by your firm. Input the firm code in the designated field and click "Validate." You will then see a new window pop-up with the firm's logo. Click "OK" to navigate to the login page. This will be a personalized login page with the firm's logo and name.
Once you have clicked "OK" you will then use the username and password that you created when you registered for Caseway. You are able to toggle the Remember me and Touch/Face ID on this page.
Going forward you will see the firm's logo when looking for the Caseway app on your phone. You will never again need to add the firm code unless the Caseway app is removed from your iOS device.
**If you do not have the firm code please reach out to the firm that has asked you to download this app.
Android users can go directly to the Google Play store and search either by Zola Suite, or for the firm name.
How to Set Up an iOS Developer Account?
In order to place your new Caseway mobile app on the app store, we need the firm to create their own iOS developer account. Before you start make sure that you have the following information: Registered Legal Entity Name (Not DBAs, Fictitious ...
How Do My Clients Register Their Caseway Account?
When you want to share invoices or documents with your clients, you can do so through our secure client portal, Caseway. Before they can log in, they will need to be invited by first sharing a Document or Invoice via Caseway Once they are invited ...
How do I invite someone to Caseway?
The firm must share an invoice or share a document with the contact in order for a Caseway user registration invitation to be sent out.
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 ...
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. *requires LawPay integration
Experiencing degraded performance in Zola Suite?