Overview

You can view a specific matter and edit details about any matter in ZenCase. Simply start by going to the Matters list page and search or filter for a matter. You can then click on the matter's name from the matter table. This will bring you to the matter details page.

View and Edit A Matter

From the matter details page, select a tab to view and manage your matter details.

Details Tab

You can view and edit the following details for your matter:

  • Matter name

  • Originator

  • Manager

  • Description

  • Status

  • Matter Type

Billing Tab

From the billing tab, you can manage billing information for:

  • Billing notes

  • Minimum trust balance

  • Billing Cycle

  • Billing Type

  • Bill Estimate

  • LEDES enabled (when LEDES is enabled in Firm Settings)

  • LEDES Client/Matter ID (when LEDES is enabled in Firm Settings)

  • Require UTBMS Codes (when LEDES is enabled in Firm Settings)

  • LEDES Expense Codeset (when LEDES is enabled in Firm Settings)

  • LEDES Activity Codeset (when LEDES is enabled in Firm Settings)

  • LEDES Task Codeset (when LEDES is enabled in Firm Settings)

  • LEDES Timekeeper Codeset (when LEDES is enabled in Firm Settings)

ZenKM Tab

Zen KM is the knowledge management center for entering all of your case information and associating/linking all related case information to one another.

Learn more about ZenKM and how to populate your matter information.

You can also add Custom Records to your matter from the ZenKM tab.

How To Edit Matters In Bulk

On the Matters page, you can select multiple matters in the table with the checkbox. Then Click on "Bulk Actions" and select your action.

Bulk editing supports the following actions:

  • Edit Description

  • Edit Bill Estimate

  • Edit Manager

  • Edit Status

  • Edit Billing Cycle

  • Edit Billing Type

  • Edit Statute of Limitations

  • Edit LEDES Enabled

  • Edit Require UTBMS Codes

  • Edit Minimum Trust Balance

Once you've selected an action from "Bulk Actions", then enter the value in the pop up window and click "Save".

You should see the items successfully updated in the table. You may need to refresh the page to view updates.

If you have any questions, please feel free to contact us.

Did this answer your question?