What is the difference between My Settings and Firm Settings?

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• 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 the ...

• 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. There are a few methods throughout Zola Suite to set up increments for time-based billing. Setting increment when creating a new matter Create a new ...

• How Do I 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 ...

• How Do I Receive Renewal Notifications?

  The Billing Contacts added under Plans and Payments are the contacts being designated to receive a Renewal Notification. The Renewal Notification applies to annual subscriptions and will be sent out in advance of the deadline as a reminder to submit ...

• How Do I Remove a User From My Account?

  If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings. We recommend deactivating a user and inviting any new users to maintain data integrity. Go to Firm Settings Select the ...