You can view a specific matter and edit details about any matter in ZenCase. Simply start by going to the Matters list page and search or filter for a matter. You can then click on the matter's name from the matter table. This will bring you to the matter details page.

From the matter details page, select a tab to view and manage your matter details.

You can view and edit the overview details for your matter:

You can view and edit the following details for your matter:

You can view and edit the LEDES details for your matter when LEDES is enabled for the firm:

From the billing tab, you can manage billing information for:

From the info tab, you can manage custom field information specified by your firm administrator. Your firm administrator has the ability to configure specific custom fields to be visible in the matter header.

From the budget tab, you will get an overview of the current budget amounts in comparison with the threshold budget amounts to see how much has been used. Matter budgets are configured in the "Settings" tab of the matter.

Zen KM is the knowledge management center for entering all of your case information and associating/linking all related case information to one another.

Learn more about ZenKM and how to populate your matter information.

You can also add Custom Records to your matter from the ZenKM tab.

On the Matters page, you can select multiple matters in the table with the checkbox. Then Click on "Bulk Actions" and select your action.

Bulk editing supports the following actions:

Once you've selected an action from "Bulk Actions", then enter the value in the pop up window and click "Save".

You should see the items successfully updated in the table. You may need to refresh the page to view updates.

If you have any questions, please feel free to contact us.