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 (Coming Soon)
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