Getting Started
How To Get Your Organization Set Up On ZenCase
By Christine and 2 others3 authors39 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
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
Import Matter Connections, Roles, and Memos