How To Add Your Firm Information

From your Dashboard, click on your name in the upper right hand corner of the ZenCase screen. A drop down will appear. Choose "Firm Settings".

From the Firm Settings page, click on the "Settings" tab.

Click on "Locations" from the left sidebar navigation.

On the Locations page, click "Add Location" button.

In the Add Location popup window, enter your Location Name

Enter the location address

Enter the location city

Enter the location state

Enter the location postal code

Check if you would like this to be your default address.

Click "Save".

Once you have added locations, then you can select your location in the top right of the page where it says "Main Location".

In the top right corner of the ZenCase screen, select the down arrow next to your name.

From the drop down navigation menu, select "Firm Settings".

In the header bar, you will see a box on the left for adding your firm logo.

Click the "Logo" box or drag and drop your logo image into the box.

You should now see your firm logo uploaded into the box.

In the header bar, enter your Organization website

Enter your Tax Id

Under Main Location, select a location from the drop down

Under Main Contact, search for a user by name

Select a member from the drop down