Getting Started
How To Get Your Organization Set Up On ZenCase
By Keith and 2 others3 authors40 articles
- Creating A SurePoint Practice Pro (formerly ZenCase) Organization
- Inviting Users To Your Organization
- Add Your Organization Information
- Configure Your Organization Settings
- Configure Your Firm General Settings
- Configure Your Firm Billing Settings
- Setup Role Groups
- Setup LEDES Billing For Your Organization
- Setup Default Charge Description With LEDES Codesets
- Create Custom LEDES Billing Templates
- Setup Percentages for Allocation Fees For The Firm
- Setup A Soft Cost Expense For Percentage Of Invoice Fees
- Setup Charge Interest For Your Firm
- Create Security Groups For Your Organization
- Add Custom Fields for your Organization
- Add Custom Records for your Organization
- Add Integrations for your Organization
- Dashboards For Security Groups In SurePoint Practice Pro (formerly ZenCase)
- SurePoint Practice Pro (formerly ZenCase) Chrome Extension
- How to restrict users from accessing the Automations section in Practice/Finance Pro.
- Finance Pro - How to use the Quick Search Feature
- How can I track user login activity and status in Practice Pro?
- Import Data Migration Order Sequence
- Import Data Migration Tips and Tricks
- Import Organization Defaults For Your Firm
- Import Members, Contacts, Matters, And Tasks
- Import Contact Connections, Roles, And Memos
- Import Contact Custom Fields and Values
- Import Matter Custom Fields and Values
- Import Matter Zen KM Items
- Import Task Blueprint Libraries
- Import Task Memos
- Import Task Custom Fields and Values
- Import Legacy Billing Records Into Practice Pro (formerly ZenCase)
- Import Client Ledgers
- Import Matter Ledgers
- Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments
- Import Trust Transactions
- Data Migration Go Live Checks