ZenCase Reviews

ZenCase is definitely a time saver and very user friendly!

We're only able to have one Trust/Operating account tied in.

I find it relatively easy to enter my time entries.

The software would be much more useful if integrated with Outlook

As Billing Manager, their ease of billing is so refreshing. I am able to create prebills based on specific filters such as Matter Manager, billing type, matter type, etc. I no longer have to print out prebills, I can create them and the Managing Attorney can go through them within Zencase and make any necessary changes and mark them as approved. When the invoices are ready to be finalized, with a click of a button all the expense back-up is attached at once. That is Awesome! Zencase has saved me Hours of time searching for and attaching expense documents to my bills so invoices get out the door quicker, and money comes back in quicker. A great improvement for Cash Flow.

I have no Cons about this software. It has made monthly billing easier, faster, and more efficient. If issues happen to arise, The Customer service team can be reached via Chat, and respond almost immediately.

I like the ease of looking up matter numbers, and of entering time for each matter. The report functions are also relatively intuitive and helpful for goal tracking.

The layout is a little different than what I am used to, but I am adjusting to it. I understand there were some struggles in migrating from our prior time-entry program to ZenCase, but I was not directly involved in that.

Very user friendly! Great way to manage time, expenses and invoicing.

We do not use an integrated document management and I think that would be beneficial for me!

Zencase is a convenient and modern way of inputting time. By far, the best feature is the ability to input time without needing to be connected to a remote server.

I wish there were an ability to pre-set some of the most used features for time entries, including setting matters to default as billable. That would be a great tip!

This software is very customizable and easy to use. My favorite feature is the task management with filters and options to save searches, and the ability to make quick notes in the body of each task for ease of reference.

The document merge feature is sometimes glitchy, but when it works, it's really fantastic.

My favorite feature in ZenCase is the Document Blueprint module that allows me to create simple document templates and populate them with data fields that carry forward to any future documents created for that matter. It truly saves hours of my time every week.

My least favorite thing about ZenCase is that it holds me accountable!

ZenCase is user friendly, Customer Service is A+, Everything is at your fingertips. Great search/filter capabilities. The Billing/Invoicing in ZenCase has helped our firm tremendously. The BEST part is that your expense backup/receipts gets attached directly to the back of your firms invoices, NO having to go search for documents which is very time consuming. ZenCase has helped with time management in our billing department.

N/A-When we do experience issues- Support is extremely fast to fix.

Integrates with Net Documents, Can find list of cases

Can't start timer without filling timecard - problematic when trying to time a phone call. Can't add a task from Outlook, particularly for minor tasks or reminders for which I end up using red flags in Outlook instead - would be great to add an Outlook email via drag and drop into tasks. New email window useless because it does not assign emails to cases automatically after assigning them in Net Documents. I would have to assign each email twice - once in Outlook using the ND module, and then again in Zen. Cannot assign events vis Zen because I cannot invite assignees (option turned off), so I have to use Outlook instead as my calendar. Task list in Zen does not default to my tasks; have to use a filter each time. Should be able to change due dates directly from list without opening up. Should have option to create a time entry from each task, event, and email. A to do list would be nice.

Tracking/recording time, invoicing and managing receivables
Managing Information - Documents and our firm knowledge
Managing projects and associated task

I would like to see more reports available, but I know we can create custom reports. I would also like to see a basic document automation process for letters. The Document Blueprints feature works well for more complex documents (probably great for legal fillings).

Time and billing and document generation.

Anytime I run into an issue, I am able to reach out to ZenCase's tech support for a quick fix.

The features ZenCase are a game changer. This product far outweighs any other case management product I have used in my career as a Paralegal. Ease of use after the initial understanding of the product capabilities is extraordinary.

Nothing really comes to mind at this time as any issues have been resolved within the year I have been using the product. They are constantly trying to improve it and make it better.

The case management aspect and task lists by date.

The combined issues with other programs such as netdocuments.

I like the billing part of this software as it is very easy to use and easy to track your time

There isn't anywhere to keep track of upcoming deadlines and places to put reminders.

The snappiness and quickness of the product. The time tracking is top notch. I do not experience much in the way of technical issues.

The screen in screen document management with NetDocs is not something I often use. Typically I will just have each open on their own tab.

The task management and time tracking is tremendous.

No cons so far. ZenCase works so well and meets my needs.

It's easy to input billing time and open mew files

Lack of records request/management section

Very comprehensive platform for managing my entire law practice end to end. Love Zencase!

No negatives with this platform. It solves all my practice management requirements.

Easy to use, great task management and easy use of filters and sorting

Merging and creating documents are always an issue

I like it all, especially the ZenKM feature.

It would be nice to have Outlook integration

It fully integrates all aspects of my practice and I can run reports on everything.

I was not sure how to use certain features.

I love that it is very organized and easy to navigate through a case with the different folders and able to create our own subfolders. Also very easy to open up a new matter.

I wish we were able to drag documents to tasks and files rather than uploading them. And it can sometimes run really slow, but that might be a firm's network issue.