How Do I Use The Referral Report in Zola Suite?

How Do I Use The Referral Report in Zola Suite?

Zola Suite gives you the option to link a Referral Source to each of your Matters. This will let you keep track of revenue from specific Referral Sources.

  1. This can be done from the Matter Creation Screen or from the Options Tab of a Matter that is already created. The Referral must be an existing Contact or can be created as a new Contact if needed with the Plus Sign. 

  2. As soon as you begin Invoicing this Matter, you will see the Referral listed in the Referral Source Report, listed under Compensation reports. This Report will give you insight over time into how much revenue this Referral has brought to your Firm by Billed and Realized amounts. 

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