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CARET Legal (formerly Zola Suite)
- Clearing Cache and Deleting Cookies
- Copy Contact Information With One Click
- Do All Zola Suite Users Need to Have the Same Email Domain as the Main User?
- Does CARET Legal have a Client Portal?
- Does Zola Suite Offer Data Migrations?
- Email Setup Overview
Zola Suite Web
- Firm Settings
- Can I set a Starting Invoice Number?
- Color Coding Matter Roles
- Does RPost Offer Discounts?
- Does Zola Suite Support Other Languages?
- How Do I Add a New User to My Account?
- How do I add custom Matter Roles to a Matter Contact?
- Can I assign a Task to a different user after it has been created?
- How Can I Protect my Webforms From Spam?
- How do I create Leads?
- How do I Install the CARET Legal CRM Web Form on my Wordpress Website?
- How do I manually add the CARET Legal CRM Webform to my Website?
- What Is a CRM?
- Can a Client make a partial payment through Caseway?
- Can a Client pay a Retainer through Caseway?
- Can My Clients Upload documents For My Review?
- How can I revoke a client’s access?
- How can I share documents with my Clients through CARET Legal?
- How Do I Assist My Client With Caseway Registration?
Zola Suite Mobile
- Am I able to access Zola Suite on the go?
- Can I create new entries in the CARET Legal iOS application?
- Can I see my firm's Activity Feed on the iOS app?
- Does the timer on Zola Suite Mobile sync with the timer on Zola Suite Web?
- How to use 3D touch on the CARET Legal iPhone application
- How to view my CARET Legal Calendar on my iPhone?
- Bank Account Reconciliation in CARET Legal
- Billing a Flat Fee Invoice in Zola Suite
- Billing a Time Entry in CARET Legal
- Bulk Billing Center in Zola Suite (Condensed)
- Calendar Overview in CARET Legal
- Custom Matterscapes in Zola Suite