Video Training

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

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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
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Written by TJ Fraser
Updated over a week ago

How to Create a New Matter

This video illustrates how to create a new matter
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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
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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
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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
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Written by TJ Fraser
Updated over a week ago

How to Create a New Task

This video illustrates how to create a new task
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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
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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
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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
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Written by TJ Fraser
Updated over a week ago

Custom Records for Litigators

This video shows how litigators can use Custom Records.
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Written by TJ Fraser
Updated over a week ago