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.
- 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.
- 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.
How Do I Export My Data Out of Zola Suite?
We have made it easy for you to export your core and Accounting data. To export your Contacts, Calendar data, Time Records, and basic Matter information Go to your Firm Settings Go to 'Your Zola Suite Account' > Export > click 'Download Data' This ...
Does Zola Suite Offer Data Migrations?
If you'd like to have your data imported into Zola Suite you can fill out our Data Migration Request Form or navigate to the Calendar section. Click on "Import" to top of the page and click on "Import Request". You will first need to export your ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
FAQ : Onboarding and Data Migration
Frequently Asked Onboarding and Data Migration Questions Onboarding Questions Where do I send questions about the onboarding and data migration process? You can send an email to: Onboarding@getcaret.com. What is the onboarding process like? Our ...
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
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