What is the difference between My Settings and Firm Settings?
My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings.
Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to these settings can edit Matter settings, Billing preferences, Document Settings, Accounting Options and Your Zola Plan settings.
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 ...
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 ...
What Are My Email Server Settings?
When syncing your email with Zola Suite, if you have an email that is hosted by anyone other than Microsoft Office 365 or G Suite you will need to select 'Other' and get your email server settings for an IMAP connection. Every email provider has ...
Experiencing degraded performance in Zola Suite?