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:
- On Hold
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."
"On Hold" is an additional option that can be used as well. "Closed" and "On Hold" matters will not display in active matter dropdown menus. This will limit you from creating time entries or assigning emails to those matters.
Time entries can be created from "Closed" and "On Hold" matters directly within the matter details page.
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 ...
Once a Matter has been closed, can I reopen it?
Yes, a Closed Status is in no way permanent. If at any time you need to reopen the Matter, you can simply: click on the Matter within the “Matters" section of your account. Sort by status at the top of the page or do a search to quickly locate it. ...
What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...
Can I add non-Matter related Notes?
Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all. Also, you can create a Matter for a potential/ referral and set the status ...
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 ...
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