Video Training

This is the best place to get started to learn how to use ZenCase

10 articles in this collection
Written by TJ Fraser

Basic User Training

How to Create a New Client

This video illustrates how to create a new client

Written by TJ Fraser
Updated over a week ago

How to Create a New Matter

This video illustrates how to create a new matter

Written by TJ Fraser
Updated over a week ago

How to Create and Modify a Contact

This video illustrates how to create and modify a contact

Written by TJ Fraser
Updated over a week ago

How to search for clients, contacts and matters

This article contains a video on how to search for clients, contacts and matters

Written by TJ Fraser
Updated over a week ago

Creating Connections between People, Organizations and Matters

This video illustrates how to create connections between people, organizations and matters

Written by TJ Fraser
Updated over a week ago

How to Create a New Task

This video illustrates how to create a new task

Written by TJ Fraser
Updated over a week ago

How to Create and Use Task Blueprints

This video illustrates how to create and use task blueprints

Written by TJ Fraser
Updated over a week ago

How to Enter and See Time Entries, Expenses, Collections and Receivables

This video illustrates how to enter and see time entries, expenses, collections and receivables

Written by TJ Fraser
Updated over a week ago

Creating, Saving and Finding Documents with the NetDocuments Integration

This is a video on how to use NetDocuments with ZenCase

Written by TJ Fraser
Updated over a week ago

Custom Records for Litigators

This video shows how litigators can use Custom Records.

Written by TJ Fraser
Updated over a week ago