Practice Pro

How To Create A New Organization In SurePoint Practice Pro

Creating A SurePoint Practice Pro (formerly ZenCase) Organization

How To Invite The Rest Of Your Team To Your Practice Pro Organization

Inviting Users To Your Organization

How to Add Your Firm Information, such as Logo, Tax ID and Locations

Add Your Organization Information

How To Add Divisions, Abbreviations, Relationship Roles, Matter Types, Billing Cycles, Billing Types, Member Types, And More

Configure Your Organization Settings

How To Configure Your Firm General Settings For Two Factor Auth, Custom Numbers, and Task Requirements

Configure Your Firm General Settings

How To Configure Your Firm Billing Settings To Start Sending Invoices

Configure Your Firm Billing Settings

How To Add Role Groups In Firm Settings In Practice Pro

Setup Role Groups

How To Enable And Use LEDES Billing For Your Organization In Practice Pro

Setup LEDES Billing For Your Organization

How to Setup And Use the Default Charge Description With LEDES Codesets in Practice Pro

Setup Default Charge Description With LEDES Codesets

How To Create Custom LEDES Billing Templates In Firm Settings In SurePoint Practice Pro (formerly ZenCase)

Create Custom LEDES Billing Templates

How To Setup Percentages For Allocation Fees to Originators and Working Members For The Firm In PracticePro (formerly ZenCase)

Setup Percentages for Allocation Fees For The Firm

How To Setup A Soft Cost Expense For Percentage Of Invoice Fees In SurePoint Practice Pro (formerly ZenCase)

Setup A Soft Cost Expense For Percentage Of Invoice Fees

How To Setup Charge Interest For Your Firm In Practice Pro

Setup Charge Interest For Your Firm

How To Setup Security Groups For Your Firm Members In SurePoint Practice Pro (formerly ZenCase)

Create Security Groups For Your Organization

How to Add Custom Fields for Client, Companies, Matters, Tasks, and People

Add Custom Fields for your Organization

How to Add Custom Records for your Organization

Add Custom Records for your Organization

How to Add an Integration for your Organization

Add Integrations for your Organization

How To Enable  Dashboards For Security Groups In SurePoint Practice Pro

Dashboards For Security Groups In SurePoint Practice Pro (formerly ZenCase)

Add subjects, facts, legal authorities, documents, questions and answers to ZenKM knowledge management system with the Chrome extension

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?

Christine Clark

Keith Bell

Mike Stephens

General Setup

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SurePoint Practice Pro Home

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.