"Matter Documents" vs "Shared with me via Caseway"
"Matter Documents" include everything you and fellow staff members have uploaded or created for a particular matter.
The "Shared with me via Caseway" section shows documents shared by clients or colleagues who you’ve invited to collaborate. Documents in this section can be moved over to the Matter documents as new documents or new versions of existing documents upon approval.
What Do My Clients Have Access to in Caseway?
When your clients log in, they will be able to Select a Matter from the dropdown if they have more than one to View any Documents shared with them View any Invoices shared with them Upload Documents to share with the firm
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do I Resend the Caseway Invitation and Security Code to a Client?
The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
Is My Client Able to View Any of Their Matter Information?
No, this information is intended for internal use only within Zola Suite. Should you give a client the option to sign up for Caseway, they will only be able to view Documents and Invoices that you have shared with them.
How Do My Clients Register Their Caseway Account?
When you want to share invoices or documents with your clients, you can do so through our secure client portal, Caseway. Before they can log in, they will need to be invited by first sharing a Document or Invoice via Caseway Once they are invited ...
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