Practice Pro

Practice Pro - Entering Time Training Video

Configuring GL Allocations Training Video

Configuring Finance Pro GL Allocations Training Video

SurePoint Finance Pro -Check Requests videos

SurePoint Finance Pro - Check Requests videos

Practice Pro - Conflict Check Training Video

Practice Pro - Trust Accounting Training Video

Practice Pro - Tasks Training Video

Practice Pro - Setting Up and Managing Split Billing Training Video

Practice Pro - Finance Core Integration Training Video

Practice Pro - Home Screen Overview Training Video

SurePoint Pro - Security Groups and Permissions Training Video

Practice Pro Mobile App Training Video

SurePoint Pro -Client and Matter Overview

Finance Pro - General Ledger (Accounts) Training Video

Finance Pro -  Accounts (General Ledger) Training Video

Finance Pro - Reports in Finance Pro Training Video

Finance Pro - Accounts Payable

Finance Pro - Sales Taxes Training Video

Practice Pro - Add a Contact or Client Training Video

Practice Pro - Automated Time Manager Training Video

Practice Pro - Billing Statements Training Video

Practice Pro - Client Refunds Training Video

Practice Pro - Create Custom Record Templates for Client Intake Training Video

Practice Pro - Deposits Training Video

Practice Pro - Edit Prebills Training Video

Practice Pro - Entering Hard and Soft Costs Training Video

Practice Pro - Client Intake Training Video

Practice Pro - Calendar Training Video

Practice Pro - Business Intelligence Training Video

Practice Pro - How to create a matter Training Video

Practice Pro - Payments Training Video

Practice Pro - Reports for Practice Pro-Finance Core Training Video

Practice Pro - Generate and Send Invoices Training Video

Practice Pro - Generating Pre-Bills Training Video

SurePoint Pro-NetDocuments Integration Training Video

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Video Training Articles

This video illustrates how to create a new client in SurePoint Practice Pro (formerly ZenCase)

How to Create a New Client

This video illustrates how to create a new matter in SurePoint Practice Pro (formerly ZenCase)

How to Create a New Matter

This video illustrates how to create and modify a contact in SurePoint Practice Pro (formerly ZenCase)

How to Create and Modify a Contact

This article contains a video on how to search for clients, contacts, and matters in SurePoint Practice Pro (formerly ZenCase)

How to search for clients, contacts, and matters

This video illustrates how to create connections between people, organizations and matters - Practice Pro (Formerly ZenCase)

Creating Connections between People, Organizations and Matters

This video illustrates how to create a new task in SurePoint Practice Pro (formerly ZenCase)

How to Create a New Task

This video illustrates how to create and use task blueprints in SurePoint Practice Pro (formerly ZenCase)

How to Create and Use Task Blueprints

This video illustrates how to enter and see time entries, expenses, collections and receivables in SurePoint Practice Pro (formerly ZenCase)

How to Enter and See Time Entries, Expenses, Collections and Receivables

This is a video on how to use NetDocuments with SurePoint Practice Pro (formerly ZenCase)

Creating, Saving and Finding Documents with the NetDocuments Integration

This video shows how litigators can use Custom Records. Practice Pro (formerly ZenCase)

Custom Records for Litigators

Basic User Training

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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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