What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open, Pending and Closed. There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be selected once your firm has been formally retained. A Pending status may be assigned to a matter when the firm has yet to be retained but there is some data or information pertaining to a case (e.g. after an initial consultation but before a retainer agreement has been executed). Once a matter has been resolved, the status should be changed to "Closed."
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
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