What is the “Activity Log" in Firm Settings?
This is your real-time feed of your account. The Activity Log
shows entries of everything your firm is working on.
You can create time entries from an item by clicking the green clock icon on its row. If a Matter is associated with the entry it will assign it automatically.
Adding Firm Attendees On Calendar Events
When it comes to creating a calendar Event that multiple Zola Suite users will be attending, there is no need to invite them as an attendee via email. Each Zola Suite user has their own unique Calendar, where they can add Events for themselves, or ...
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
How Do I Set Up Increments for Time-Based Billing?
Zola Suite supports increments on a per-matter basis and also supports a firm-wide default increment. Setting increment when creating a new matter Create a new matter Under New Matter form, you can define the increment under the BILLING section. ...
What is a Firm Collaborator?
Through the Firm Collaborators feature, you can assign additional users to a matter. A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal. To add a Firm Collaborator, navigate to ...
How do I to Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
Experiencing degraded performance in Zola Suite?