Firm Settings
How do I stop users from creating activity for closed periods?
If you would like to set up your books so that new transactions cannot be backdated, or so that new transactions cannot impact closed periods, you can set the specific dates in your Firm Settings in the Billing & Accounting section under Billing ...
What are Default Soft Costs?
If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time. To create a default soft cost, or template, ...
Where Do I Find My Licensing Information?
In your Firm Settings, Active users can be viewed and managed under “Users & Groups.” To view License counts and expiration dates, click on the “+” symbol to add a new user. This will open a module where you can invite a new user. License counts and ...
How can I charge Invoice Level Discounts to just Fees, and not Expenses?
If your firm would like to exclude any costs when applying Invoice Level discounts you will want to make a change to your billing options to enable this feature. Under Firm Settings -> Billing Options ensure “Do not apply Invoice Level Discounts to ...
How Can I Request That My Data Be Deleted?
Yes! At Zola, we take the security and privacy of our user data very seriously. If you would like to put in a request to have our internal team remove your user data, please contact our support team. After we receive your request for data deletion, ...
How Do I Add Group Permissions for Matters?
Do you have Matters and Practice Areas that only a group of users require access to? Not everyone at the firm needs access to a certain practice area and the Matters related to them? Now you have the ability to create groups for permissions. This ...
How Do I Create Default Reminders for Calendar Events?
If you are using LawToolBox to create automated Events based on court dates, Zola Suite offers the ability to set standard reminders for each of these Events. Reminders can be set up by an Administrator or Office Manager by going to your Firm ...
Where Can I Input My Tax ID for LEDES Invoicing?
If you are generating LEDES invoices and your uploader requires your tax ID to be present on the invoices, you can input that ID into Zola Suite. Go to Firm Settings Under Billing, select Billing & Accounting Click on 'Update Tax Payer Id' ...
How Do I Export My Data Out of Zola Suite?
We have made it easy for you to export your core and Accounting data. To export your Contacts, Calendar data, Time Records, and basic Matter information Go to your Firm Settings Go to 'Your Zola Suite Account' > Export > click 'Download Data' This ...
Can I Use Client Numbers?
If you are migrating your Matters from another software, our team can import your current Matter names in their current format. Zola Suite is Matter-centric, and creates a unique Matter number for each new Matter created. You can group Matters by ...
How Do I Edit Permission Levels?
If you have Administrative permissions in Zola Suite, you are able to edit the permission levels of users in your account. You can restrict or expand what the users are able to view. To do so: Go to Firm Settings and select Users Click on the pencil ...
How Do I Remove a User From My Account?
If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings. We recommend deactivating a user and inviting any new users to maintain data integrity. Go to Firm Settings Select the ...
What are Default Payment Terms?
Under Billing Options: Firm Settings > Billing & Accounting Options section, there is a dropdown list for Default Payment Terms. This drop down field provides you with options to change the default terms of payment for all invoices generated. 1%/10 ...
How Can I Recover Deleted Data?
Have you ever accidentally deleted something and needed to get it back? If you delete any important data such as a Document, Matter, Contact, or Email Zola Suite's Support team can recover it for you. We backup our servers every hour, so no need to ...
How Do I Have Custom Fields Show in Every Matter?
If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option. Simply go to Firm Settings Custom Fields Here you can select All Practice Areas option from the dropdown list.
When Should I Use Custom Fields?
Custom Fields can be created for any Matter or Contact information you would like readily available. In order to create custom Contact and Matter Fields, an administrator will need to go into Firm Settings. Custom Matter Fields will show in the ...
How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
Firm Settings Overview Video
How Do I Add New Practice Areas?
Practice Areas can be created and edited in your Firm Settings: From your Firm Settings, Go into Matters & Contacts > Practice Areas Select the (+) to create a new Practice Area. Type in your new Practice Area > hit enter > press the blue ...
How Do I Change the Names and Colors of Event Categories on My Calendar?
If you would like to change or create new Event Categories for Calendars you can! You can also change the colors to keep yourself more organized! Go to your account's Firm Settings. In the Event Categories section, you can add new event categories or ...
Can I Change the Way My Matter Numbers are Formatted?
Go to the Firm Settings of your account. Go to Matters & Contacts > Matter Options If you're moving over from another practice management program and have a numbering system in place, you can start where you left off by selecting to Set ...
Do All Zola Suite Users Need to Have the Same Email Domain as the Main User?
No, we don't place any restrictions on who you can invite to your firm. Feel free to invite anyone you'd like to join your Zola Suite account!
What Are the Permission Levels for User Roles?
In Zola Suite, if you are creating a new user or editing a current one knowing what role to select for that user is vital to their access to your company's account. Below is a chart outlining the differences:
Where Does the Picture I Upload Into My Settings Appear?
Your user picture, also known as your avatar, will display on the top right of your Dashboard. This avatar will display when others in the firm assign things such as tasks to you. You can easily change your picture by navigating to My Settings and ...
What is the difference between My Settings and Firm Settings?
My Settings gives you access to your personal settings such as User Profile settings, Email Account settings and Password settings. Firm Settings is for administrator use and allows customization of the firm's Zola account. Users with access to ...
What is the “Activity Log" in Firm Settings?
This is your real-time feed of your account. The Activity Log shows entries of everything your firm is working on. You can create time entries from an item by clicking the green clock icon on its row. If a Matter is associated with the entry it will ...