Manage Matters
How To Create And Manage Your Matters In ZenCase
By Christine and 2 others3 authors34 articles
- Matter Based Security
- View Matters And Save Custom Filters
- Find A Matter In SurePoint Practice Pro (formerly ZenCase)
- Edit A Matter In SurePoint Practice Pro (formerly ZenCase)
- Transfer Matter To Another Client
- Add a Task for a Matter
- Add a Task Blueprint to a Matter
- Add a Memo for a Matter
- Add Custom Records to a Matter
- Add Custom Information for a Matter
- Add a Document for a Matter
- Add a Connection for a Matter
- Add a Charge for a Matter
- View A Matter Ledger And Matter Balance
- Add a Role or Rate Assignment for a Matter
- Add an Event for a Matter
- Add a Trust Transaction for a Matter
- ZenKM To-Go User Guide
- Setup Billing Contact For Matter Address On Invoices
- Setup Default Invoice Discount For A Matter
- Setup LEDES Billing For Matter
- Setup Custom LEDES Template For Matters
- Setup Fixed Fee Billing For Matters
- Setup Fixed Fee Task Billing For Matters
- Setup Split Fee Billing Arrangements For A Matter
- Setup Percentages for Allocation Fees For A Matter
- Setup Percentage Of Invoice Fees Soft Cost For A Matter
- Setup Charge Interest For Matters
- Setup Matter Budget Notifications
- Perform Billing Actions On A Matter Page In Practice Pro (formerly ZenCase)
- Merge Multiple Matters
- Delete A Matter
- View History Audits For A Matter
- Practice Pro -How to Create a Matter - 2 Options available