What is Zen KM?
Zen KM is your knowledge management center where you can collect, organize, and share your matter information with your legal team.
You can quickly add new subjects, facts, authorities, questions, answers, connections, and documents related to a matter.
You can quickly add dependencies for each as well. For example, does a specific fact relate to a specific subject? You can quickly link these two items together in Zen KM.
Create New Items
When viewing any matter's matter profile page, you will see a new tab called "Zen KM". Click "Zen KM" and you can start adding your important matter information here.
How to add a Subject
You can create new subjects for a specific Matter from the "Subjects" tab in Zen KM.
On your Matter Profile page, click on the "Zen KM" tab
You will see a set of new tabs under Zen KM
Under the Subjects tab, click "Add Subject" right inside of the table
Enter your "Short Name". Short names are a way to organize your subjects.
Enter a description in the "Description" field
Click the ✓ icon in the "Actions" column to Save your new subject
You should now see your new Subject in the table
You have just created a new subject. Any item in Zen KM follows a similar process, simply click on the other tabs and you can create a fact, authority, question, answer, connection or document.
How to Link a Fact to a Subject
You can link any Zen KM item to another item.
From the Subjects tab within Zen KM, select a table row item
Click on the "Link Related Item" button in the Actions column
In the Link Related Item window, select "Fact" for the type of item you would like to link to your subject.
Note: Options are subject, fact, authority, question, answer, connection, or document.You now have an option to create a new fact or choose an existing fact.
Let's create a new fact, the "Create New Fact" option should already be selected
Enter your "Date Type", such as "On", "Around", "After" or "Before"
Enter the "Date Occurred" date
Enter your description in the "Description" field
Enter a link
Click "Save"
You should now see your fact has been created and linked to your subject
You can see this linked relationship also exists on the Facts tab as well
As you can see, it is very easy to create new knowledge items for your matter and link one piece of information to another quickly and easily in Zen KM!