What is the difference between a contact's Matter Role and a Contact Type?
Matter roles are how a contact relates to a Matter. When you assign a contact to a Matter you define how they are related to the Matter, this is their role. Roles can be Opposing Counsel, Other Interested Party, This role is Matter specific and contacts can have different roles in other Matters.
When you are sending out matter related emails, our Smart Suggest feature will show you a list of all these contacts and their roles.
A contact type is how the Contact relates to your firm. Some examples of this are Client, Friend, Networking contact, etc. You can either add a new type, or select one that you have previously added.
How Do I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
How Do I Remove a Contact From a Matter?
You can remove a Contact from a Matter in the Contacts tab of that specific Matter. As seen below, select the menu button of the Contact and click Remove from Matter.
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used to create and export contact lists. A tag is a self-building library of keywords that the system will remember and allow you ...
How do I add custom Matter Roles to a Matter Contact?
You can add new custom Matter Roles in Firm Settings, under the Matters and Contacts tab. To do this, please follow the steps below. 1. While in your Zola account, go into the Firm Settings. 2. Go into the Matter and Contacts tab and select Matter ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
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