Manage Contacts
How To Create And Manage Your Contacts In ZenCase
Perform Conflict Check For New Contacts
Find A Contact Or Client In ZenCase
View Contacts And Save Custom Filters
Create A Contact
Create A New Client
Edit A Contact
Add a Connection for a Contact
Add a Memo for a Contact
Add Custom Information For A Contact
View Or Add A Matter For A Contact
Add An Event For A Contact
Add a Role or Rate Assignment for a Client
Add a Charge for a Client
Add a Document for a Client
View A Client Ledger And Client Balance
Add a Trust Transaction for a Client
Setup LEDES Billing For Client
Setup Custom LEDES Template For Clients
Setup Charge Interest For Clients
Merge Multiple Contacts
Delete A Contact
View History Audits For A Contact