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Getting Started

Getting Started

How To Get Your Organization Set Up On ZenCase

Import From Another System

Import Data Migration Order Sequence

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