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AI – C^RET

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Course Curriculum

Zola Suite: Introduction – Practice Management Preview

27 minutes
Zola Suite – Basic Program Navigation

7 minutes
Zola Suite – Adding a Contact

6 minutes
Zola Suite – Contacts

10 minutes
Zola Suite – Searching in the Contact List

4 minutes
Zola Suite – Adding a Calendar Event

10 minutes
Zola Suite – How to Add a Task

6 minutes
Zola Suite – Matter Dashboard

12 minutes
Zola Suite – Creating a Matter

3 minutes
Zola Suite – Inside a Matter

9 minutes
Zola Suite – How to Use the Task Dashboard

10 minutes
Zola Suite – Document Dashboard and Document Repository Choices

2 minutes
Zola Suite – Using ZDrive With Documents

5 minutes
Zola Suite – Performing a Conflict Check (Universal Search)

3 minutes
Zola Suite – Merge Templates Overview (12.07.21)

6 minutes

Zola Suite – Time Entry

14 minutes
Zola Suite – Flat Fee Entry

6 minutes
Zola Suite – Time and Flat Fee Service Descriptions

6 minutes
Zola Suite – Trust Accounting

15 minutes
Zola Suite – Checks and Bank Registers

19 minutes
Zola Suite – Vendors

5 minutes
Zola Suite – Soft Costs

4 minutes
Zola Suite – Payments to Invoices (Direct Payment)

8 minutes
Zola Suite – Credit Card Transactions

10 minutes
Zola Suite – Create a Bank Account

2 minutes