What can I share with clients through the client portal?

What Can I Share With Clients Through the Caseway Client Portal?

Zola Suiteā€™s secure client portal, Caseway, allows:

  1. The firm to share documents with clients
  2. Clients to share documents with the firm
  3. The firm to send invoices with clients
  4. Clients to pay their invoices with a credit card. *requires LawPay integration

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    • 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 ...
    • How Do I Resend the Caseway Invitation and Security Code to a Client?

      The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
    • How Can I Share Documents with My Clients Through Zola Suite?

      Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
    • How Do I Share Invoices With My Clients Through Zola Suite?

      There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual invoice record or select multiple ...

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