CARET Legal License Management FAQ’s

  • Updated

 

Welcome to the CARET Legal License Management FAQ's! We understand that there can be questions regarding license management, so we've put together a guide to help answer some common questions. 

 

Minimum License Requirements 

  1. All subscriptions carry a minimum number of licenses, which is initially determined at the time of enrollment and is reestablished upon renewal, including multi-year agreements. 

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  2. If a user is added without a vacant license available, a new license is created, which raises the minimum number of licenses for the remainder of the subscription term. 

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  2. To reduce the minimum license quantity, simply provide written notice at least 30 days prior to renewal, and the change will be applied upon renewal. Renewal notifications are sent to the billing contacts provided during enrollment. 

 

Managing Your Licenses 

  1. You can find your licensing information in the Firm Settings.  

 

  1. Should you have any questions, you can contact billing@zolasuite.com for clarification.  

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  3. Licenses are not permanently tied to individual users. Deactivating users alleviates the licenses they occupied, which can then be filled by the next users added without charge as the license has already been purchased. 

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  2. Once a user is invited, they are immediately activated in the system and must occupy a license. 

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  2. If there is no vacant license available to be filled, a prorated charge based on the day the user was invited will be generated. We recommend inviting a user closely to when they will begin logging in to avoid paying more than is necessary, as well as deactivating unnecessary users as soon as possible. 

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  2. We discourage the modification of an existing user to a new user's information; this will change the historical data to the new user's name.  

  1. All users are required to have their own unique login. 

 

Official Documentation of License Policies 

  1. Our terms of service are linked in your enrollment and can be viewed on our website. Please see our Terms of Service for any updates to our policies. This help article is solely intended to address FAQ's as of the time it was published. 

 

We hope that this guide has been helpful in managing your licensing. If you have any further questions or concerns, please don't hesitate to reach out to our Customer Success Team atcsmteam@getcaret.com. Thank you for choosing CARET Legal! 

 

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