Getting Started

How To Get Your Organization Set Up On ZenCase

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23 articles in this collection
Written by Christine Clark and TJ Fraser
General Setup

Creating A ZenCase Organization

How To Create A New Organization In ZenCase
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Written by Christine Clark
Updated over a week ago

Inviting Users To Your Organization

How To Invite The Rest Of Your Team To Your ZenCase Organization
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Written by Christine Clark
Updated over a week ago

Add Your Organization Information

How To Add Your Firm Information, Such As Logo, Tax Id And Locations.
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Written by Christine Clark
Updated over a week ago

Configure Your Organization Settings

How To Add Divisions, Relationship Roles, Matter Types, Member Types, Subject Matters, Billing Types, and Task Types
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Written by Christine Clark
Updated over a week ago

Configure Your Firm Billing Settings

How To Configure Your Firm Billing Settings To Start Sending Invoices
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Written by Christine Clark
Updated over a week ago

Create Security Groups For your Organization

How To Setup Security Groups For Your Firm Members In ZenCase
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Written by Christine Clark
Updated over a week ago

Add Custom Fields For Your Organization

How To Add Custom Fields For Client, Companies, Matters And People
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Written by Christine Clark
Updated over a week ago

Add Custom Records For Your Organization

How To Add Custom Records for Matters
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Written by Christine Clark
Updated over a week ago

Add Integrations For Your Organization

How To Add An Integration For Your Organization
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Written by Christine Clark
Updated over a week ago

ZenCase Chrome Extension

Add subjects, facts, legal authorities, documents, questions and answers to ZenKM knowledge management system with the Chrome extension
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Written by TJ Fraser
Updated over a week ago
Import From Another System

Import Data Migration Tips and Tricks

Import Data Migration Tips and Tricks When Importing Data From Another System Into ZenCase
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Written by Christine Clark
Updated over a week ago

Import Data Migration Verification Checklist

How To Verify Your Migration Data Before Importing Into ZenCase
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Written by Christine Clark
Updated over a week ago

Import Organization Defaults For Your Firm

How To Import Locations, Divisions, Relationship Roles, Matter Types, Member Types, Subject Matters, etc Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Members, Contacts, Matters, And Tasks

How To Import Members, Contacts, Matters, And Tasks Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Contact Connections, Roles, And Memos

How To Import Contact Connections, Roles, And Memos In ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Contact Custom Fields and Values

How To Import Contact Custom Fields And Values In ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Matter Connections, Roles, and Memos

How To Import Matter Connections, Roles, And Memos In ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Matter Custom Fields and Values

How To Import Matter Custom Fields And Values In ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Task Memos

How To Import Task Memos In ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Unbilled And Billed Time Entries, Expenses, Invoices, And Payments

Import Unbilled And Billed Time Entries, Expenses, Invoices, And Payments Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Client Ledgers

How To Import Client Ledgers Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Matter Ledgers

How To Import Matter Ledgers Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago

Import Trust Transactions

Import Trust Transactions Into ZenCase From Another System
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Written by Christine Clark
Updated over a week ago