Setting Up Your Account
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 ...
User Permission Level Management
Firm Administrators can determine how much access each user has within the program based on the Permission Level they are assigned. The Permission Level must be chosen at the time the user is created/invited, however administrators can change the ...
How Do I Set Up Two-Factor Authentication?
For an added layer of security on your Zola Suite account, you can choose to enable two-factor authentication when logging in. To enable this feature Go to your My Settings and under 'User Information' you will see 'Enable 2 Factor ...
What are Zola Suite's System Requirements?
Are you concerned that Zola Suite may not work with your computer, or will require you to get new hardware? Zola Suite is 100% cloud-based and works with most systems. For optimal performance, we recommend using Google Chrome, however, Zola Suite is ...
How do I activate my account?
When your trial expires, you can choose to subscribe to Zola Suite through your Firm Settings. Under Plans & Payments, you will see your plan details. Here, you can enter your payment information. Then select Activate Account.
Zola Suite Overview Video
How Do I Add or Update Zola Suite Subscription Billing Information?
All Zola Suite subscription billing information can be located by going to: Firm Settings Click Plans and Payments in the Your Zola Account section of the menu. If you have any questions please reach out to the Zola Suite Support
What is my Zola Suite login/username?
Your Zola Suite username will be the email address your initial invite was sent to. To locate and edit the username click here.
How Do I Add a New User to My Account?
Setting up a new account for a staff member or even a new attorney in your office is simple and quick. Under the Firm Settings of your account, go to the Users section. Then click on the Add New icon (located at the top right-hand corner of the ...
Why Should I Add My Email Account to Zola Suite?
Email is an essential piece of Zola Suite, and the one time setup is quick and painless. With our native email client, you get all the features of a regular email client in addition to being able to: Assign multiple emails to a matter with a click of ...