Caseway
How Do I Apply Trusts Funds to Multiple Invoices at a Time?
If you are looking to apply trust funds to more than one open invoice at a time, then you can use the batch application of trust funds feature in Zola Suite. This feature allows you to choose a source account, where the funds are coming from, ...
How do I generate 1099’s in Zola Suite?
You can produce a list of Vendors with the option to generate a 1099-MISC or 1099-NEC form in the 1099 Reporting Section. To access this report, go to Accounting > Reports > Vendor Reports > 1099 Reporting By default Vendors who have received at a ...
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
What is the Bulk Billing Center and How Do I Use It?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of account. These emails with the invoices attached will be sent ...
Can I Recover a Deleted Matter or Documents?
There may be times where you need to recover a Matter or Document that has previously been deleted. It may have been deleted in error, or there may still be open AR associated with the Matter that needs to be addressed. Whatever the reason, you can ...
What is the Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
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 to Set Up an iOS Developer Account?
In order to place your new Caseway mobile app on the app store, we need the firm to create their own iOS developer account. Before you start make sure that you have the following information: Registered Legal Entity Name (Not DBAs, Fictitious ...
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
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 ...
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 ...
If a client un-shares a document with me in Caseway, will I still be able to access it?
If a Client un-shares a document with you in Caseway, you will no longer be able to access that document. To avoid this, save it directly to the document section of the matter. If it becomes unshared, the document will still exist in the matter ...
How does my client make a LawPay payment through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via LawPay by following the steps below: Login to Zola Caseway. Under Invoices ...
Does Zola Suite have a Client Portal?
Yes, we do have a secure client portal called Caseway. You can share Zola Suite Documents and Invoices with clients
When a client uploads a Document, where can I see it?
Any documents uploaded in Caseway will show in that Matter's documents in the tab Shared with me via Caseway. You will see when it was upload, who it was uploaded by and which Matter it belongs to. From this tab you can add the document as a new ...
How can I revoke a client’s access?
If a Document is shared with a Caseway user, a user icon will show next to the Matter name. To revoke access from a Caseway user, follow the steps below. Click on the User icon, which will bring up a list of users the Document is shared with. Find ...
Where can clients log in to the client portal, Caseway?
Your clients can log into their accounts by going to https://www.zolacaseway.com/. Before they can log in, they will need to be invited
How does the verification process work for a client signing up for a free account?
Zola uses multi-factor authentication to ensure maximum security when sharing documents. Therefore an SMS (cell phone) number as well as an email address is required the first time you share documents with an outside user. When you elect to give a ...
How Do I Assist My Client With Caseway Registration?
Due to the privileged and confidential nature of communications between client and counsel, please click here for list of trouble-shooting steps you can use should your client have any issues during the Caseway registration process.
How do I invite someone to Caseway?
The firm must share an invoice or share a document with the contact in order for a Caseway user registration invitation to be sent out.
What can I share with clients through the Caseway client portal?
Zola Suite’s secure client portal, Caseway, allows the firm to share documents with clients clients to share documents with the firm the firm to send invoices with clients clients to pay their invoices with a credit card. *requires LawPay integration