Getting Started
How To Get Your Organization Set Up On ZenCase
Create a New Client in ZenCase
Creating A 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
ZenCase Dashboards For Security Groups
ZenCase Chrome Extension
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 Connections, Roles, and Memos
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 ZenCase
Import Client Ledgers
Import Matter Ledgers
Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments
Import Trust Transactions