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.


    Status

    Experiencing degraded performance in Zola Suite?