I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?
Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 – Estate of Kevin Jones) or even the date the case was opened along with the client's name and corresponding practice area (e.g. 2013-Kevin Jones- Estate Planning).
- You can select your preferred format by going to “Firm Settings" and clicking on “Matter Options."
- You can also have the matter number start from a selected number. Checking off the box next to "Set Starting Matter Number" will allow you to enter your starting number.
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Am I Able to Change How My Matters Are Named in Zola Suite?
Yes, you can set how new Matters will be named in your firm's account in Firm Settings in the Matter Options page. If you would like to pick up from a previous numbering system, you are able to set the starting matter number for your cases. You can ...
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