What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows:
- The firm to share documents with clients
- Clients to share documents with the firm
- The firm to send invoices with clients
- Clients to pay their invoices with a credit card. *This requires a connection via APX
How Does My Client Make a Payment Through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do My Clients Register Their Caseway Account?
If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...
Can a Client Make a Partial Payment Through Caseway?
Clients can submit a partial payment through our Online client portal, Caseway. To do this, you will need to share the invoice with them via Caseway. Once they have logged in, they can choose the amount they wish to pay. At this time, clients can ...
Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with APX. In addition to securely sharing invoices via Caseway, you can also send your clients a link through email or our Bulk Billing Center that will allow ...
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