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Video Training

This is the best place to get started to learn how to use ZenCase

Getting Started

How To Get Your Organization Set Up On ZenCase

Integrations

Instructions For Connecting And Using Each Of ZenCase's Supported Integrations

Manage Contacts

How To Create And Manage Your Contacts In ZenCase

Manage Matters

How To Create And Manage Your Matters In ZenCase

Manage Tasks

How To Create And Manage Your Tasks In ZenCase

Manage Unbilled Charges

How To Create And Manage Time Entries, Fixed Fees, and Expenses For Your Matters In ZenCase

Manage Billing

How To Manage Your Invoices And Payments In Zencase

ZenKM (Knowledge Management)

Organizing Your Matter Information in One Place to Share with Others

Document Automation

Generating New Documents With Pre-existing Information Using A Document Blueprint

Mobile App

How To Install And Use ZenCase Mobile App

Outlook Mail

How To View And Manage Mail For Contacts And Matters In ZenCase

Reports

How To View Reports In ZenCase

Miscellaneous