When adding a new matter, I see there is a space to add client goals and a description of the matter

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.


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    Status

    Experiencing degraded performance in Zola Suite?