Manage Matters
How To Create And Manage Your Matters In ZenCase
Matter Based Security
View Matters And Save Custom Filters
Find A Matter In ZenCase
Create A Matter In ZenCase
Edit A Matter In ZenCase
Transfer Matter To Another Client
Add A Task For A Matter
Add A Task Blueprint To A Matter
Add A Memo For A Matter
Add Custom Records To A Matter
Add Custom Information For A Matter
Add A Document For A Matter
Add A Connection For A Matter
Add A Charge For A Matter
View A Matter Ledger And Matter Balance
Add A Role Or Rate Assignment For A Matter
Add An Event For A Matter
Add A Trust Transaction For A Matter
Setup Billing Contact For Matter Address On Invoices
Setup Default Invoice Discount For A Matter
Setup LEDES Billing For Matter
Setup Custom LEDES Template For Matters
Setup Fixed Fee Billing For Matters
Setup Fixed Fee Task Billing For Matters
Setup Split Fee Billing Arrangements For A Matter
Setup Percentages for Allocation Fees For A Matter
Setup Percentage Of Invoice Fees Soft Cost For A Matter
Setup Charge Interest For Matters
Setup Matter Budget Notifications
Perform Billing Actions On A Matter Page In ZenCase
Merge Multiple Matters
Delete A Matter
View History Audits For A Matter