Caseway
How Does My Client Make a 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 Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
How Do I Change the Lead Status Back From Retained?
If you accidentally marked a lead as retained and need to have it changed, this can be done by setting the lead to lost or junk by clicking on the three vertical dots next to the lead. This will pull that lead out of the retained status. You can then ...
How Do I Register For Zola Caseway?
If your law firm needs to send you invoices or documents, they can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with Caseway. Before you can log in, you will need to be invited by the firm by way of them ...
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?
If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...
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. Here's how you can avoid this: Once you receive a document from the client, save it directly to the document section of the matter. If it ...
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 ...
How Does the Verification Process Work for a Client Registering for Caseway?
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 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. *This requires a connection ...