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.