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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