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How To Populate Your Subjects, Facts, Authorities, Questions, Answers, Connections, Documents, Memos, and Tasks For Your Matter In One Place

Populating Your Zen KM Matter Information

Quick Add Zen KM Item

You can use SurePoint Pro to track all information due to or from any person or organization.

Tracking Information Due To/From People or Organizations

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Organizing your matter information in one place to share with others

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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