Practice Pro

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

Mike Stephens

Basic User Training

www.zencase.com

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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.

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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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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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