ZenCase

About ZenCase

ZenCase is developed by attorneys for attorneys.

Key features include:
 Time and Billing – Seamless integration of time entry, expense entry, client invoicing and payments, into one comprehensive but easy to use web-based platform. Simple time entry. Customized views for each member of the firm.
 Accounting & Trust Account – Integrates seamlessly with QuickBooks Online. View balance sheets or income statements broken out by attorneys or divisions. Easily maintain all necessary documentation for inflow and outflows of trust account funds.
 Document Management – Quickly save and reference later all firms’ documents and client related email. Integrates seamlessly with NetDocuments, SharePoint, Box or OneDrive.
 Document Automation – Leverage firm and association best of bread work-product with very little effort. Documents, spreadsheets, or even a PowerPoint presentation can be created from ZenCase with only a couple of clicks.
 Client Relationship Management – A single database for firm contacts, with quick access, filters and history. Show relationships between every contact and organization to run a conflict search with a click of a button.
 Knowledge Management – Eliminate information overload by having one single source of truth for you or your team to link every subject, fact, documents, legal authority, question, answer, person or organization. With the click of a button, all this information can be cloned for other members of your firm.
 Task Automation – Show what everyone should be doing and when. Incorporate true project management to ensure that every client matter is handled efficiently.
 Project Management – Keep track of case information relating to important documents, deadlines, and items in one place for each matter.
 Business Intelligence – The ability to gain deeper insight into your law firm by having every relevant data point from client interaction to attorney performance captured in one central solution.
 Collaborative Workflow – Ensure every member of your team - small or large - knows what to do and when to do it. When members go out on vacation, others can easily see their task and deadlines to jump right in.