Matters
Using Zola Suite's Personal Injury Module
Zola Suite now has a Personal Injury Module to help you track and disburse Settlements more efficiently! To get started using this feature, you'll want to go into Firm Settings-> Billing and Accounting-> PI Expense Categories and PI Settlement Memo. ...
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 the ...
How do I Create Custom Matterscapes?
Matterscapes gives you a custom view of all your matter records by whichever matter or custom field you would like to filter by and or add to view in the columns. To create a Custom Matterscape: Go to the Matter List and select "Preview Custom ...
How Do I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
How Do I Add User Rates to a Matter?
If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
What Are Rate Cards and How Do I Use Them?
If you have a specific user rate that you use over and over again rather than having to set up user rates in the Matter or assign them to a Contact, you can create a rate card. These Rate cards can be selected on a Contact or for a Matter. To create ...
What Are the Different Billing Types?
Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...
What is a Contingency Based Matter?
When you have a Matter you know will be contingency based, upon creation you can set that up. Once the Matter has been created all Time Entries related to this Matter will come up as No Charge, Don't Show. Once the settlement has been awarded, you ...
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want ...
How Do I Format a Matter That Has Multiple Primary Clients?
If you have a Matter that has more than one Primary Client and cannot make one party the primary client, you can use this solution to organize your Matter: When you are creating the Matter add a new company as a Primary Client. This new Company will ...
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
How Do I Remove a Contact From a Matter?
You can remove a Contact from a Matter in the Contacts tab of that specific Matter. As seen below, select the menu button of the Contact and click Remove from Matter.
How Do I Print All Time Entries for a Matter?
You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
I Accidentally Deleted a Matter, Can I Undo the Deletion?
Accidents happen, but don't worry Zola Suite has got you covered! Locate the 'Deleted' Matters section by clicking the Matters icon on the navigation pane. Find the necessary matter and click "Restore Matter." If you accidentally deleted a matter ...
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
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. There are a few methods throughout Zola Suite to set up increments for time-based billing. Setting increment when creating a new matter Create a new ...
Can I Control the Metrics Up at the Top?
At this time, the metrics at the top cannot be changed. In the future, we plan to introduce more granular reporting so you have greater insight on the operations and case management of your firm. Stay tuned for this great improvement, and so many ...
How do I add custom Matter Roles to a Matter Contact?
You can add new custom Matter Roles in Firm Settings, under the Matters and Contacts tab. To do this, please follow the steps below. 1. While in your Zola account, go into the Firm Settings. 2. Go into the Matter and Contacts tab and select Matter ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open Pending On Hold Closed There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
Can multiple attorneys be listed as Responsible Attorney ?
The Responsible Attorney section in the Matter page allows you to list a single attorney and is intended to inform other team members of the attorney taking the lead in the Matter. It’s important to note that all attorneys who have access to the ...
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.
If I am setting up a matter, can I change the billing details later on?
Absolutely! Virtually every aspect of a matter can be edited as the case progresses. You can navigate through the tabs to modify.
How should I configure the billing for a new matter to be flat fee and hourly?
The billing type you select for a Matter is for internal reference and will not limit the entries you can add, you will always be able to create time entries and add flat fees to an Invoice for a Matter. To notate this billing when adding a new ...
If I enter a statute of limitations for a new matter, what happens?
When entering a statute of limitations, Zola will automatically place an event on your calendar so it doesn't fall off of your radar. The details will be automatically added and the event will be added to the Statute of Limitations calendar category. ...
If I give someone permission initially, can I revoke it later on?
Sure, this can easily be done under the “Options” tab of any given matter and Permission section; simply click on “x” the left of the name. Once the individual has been removed, he or she will not be able to see any information related to the Matter ...
Once a Matter has been closed, can I reopen it?
Yes, a Closed Status is in no way permanent. If at any time you need to reopen the Matter, you can simply: click on the Matter within the “Matters" section of your account. Sort by status at the top of the page or do a search to quickly locate it. ...
Can I label a matter as belonging to 2 different practice areas?
No, a matter can only be labeled as pertaining to one practice area. If you’re handling cases involving multiple practice areas, in most cases, it makes sense to create a separate matter for each.
I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?
Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be a simple number (e.g. 00010) or a number and matter name (e.g. 00010 ...
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
Am I Able to Change How My Matters Are Named in Zola Suite?
Yes, you can set how new Matters will be named in your firm's account in Firm Settings in the Matter Options page. If you would like to pick up from a previous numbering system, you are able to set the starting matter number for your cases. You can ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
Why restricted users to Matters are able to view Accounting data?
By default Zola is set up so Matter Permissions do not apply to Accounting data. If you would like to limit who sees Accounting for all Matters in your firm, you can change a user's Permission level to Staff. This will limit their access so they do ...