Zenas: A Legal Case Management System

For solo practitioners using the WordPerfect Office Suite

Zenas is a case management system written using only the WordPerfect Office Suite, centering on the Quattro Pro spreadsheet. It is set up for solo practitioners such as myself and it is offered free of charge to any who find it useful, whether for solo legal practice, other legal practice, other business uses, or for studying spreadsheet programming. I simply ask that if people find it useful, that they remember the poor and consider an extra donation to a charity for the relief of poverty.

Installation. Although many functions of the spreadsheet are usable immediately, to utilize all features, you should place the files in folders with these names:

C:\Cases\Zenas 1. Create this folder manually.
2. Drag all of the notebooks (qpw files) from Zenas.zip into that folder.
C:\Cases\Zenas\Macros 3. Create this folder manually.
4. Drag all of the macros from ZenasMacros.zip into this folder.
C:\Cases\Zenas\Forms 5. Create this folder manually.
6. Drag all of the files from ZenasForms.zip into this folder.

Users can change the default location of files by manually editting them. See the Zenas.pdf manual for details. I decided to hard-code those locations in order to allow the macros to be used right away.

Zenas generates case-specific mindmaps, but does not contain the software for viewing them. Among those that can view these mindmaps, both Freemind and Freeplane are available for downloading. On the use of mindmaps in a law practice, see my discussion on this site. For galleries of mindmaps for other uses, see here and here.

The files. Here are the files for the Zenas system:

2017-09-23  09:47 AM           167,519 Zenas.zip
2017-09-23  09:47 AM            44,542 ZenasForms.zip
2017-09-23  09:47 AM            77,924 ZenasMacros.zip

Zenas.zip contains Zenas.qpw, the Quattro Pro notebook at the center of the system and all of the other notebook (QPW) files it uses. Zenas.qpw contains sample case data. Feel free to change or delete them and to add your own data. Selected screenshots are available. Zenas.zip contains:

2017-09-23  09:46 AM           251,808 Zenas.qpw
2017-09-23  09:46 AM            10,752 Diary.qpw
2017-09-23  09:46 AM            50,688 ZenasForms.qpw
2017-09-23  09:46 AM            10,240 Status.qpw
2017-09-23  09:46 AM            23,183 SetDeadlines.qpw
2017-09-23  09:46 AM            15,960 Problems.qpw
2017-09-23  09:46 AM             8,908 Suits.qpw
2017-09-23  09:45 AM            26,287 Book.qpw
2017-09-23  09:45 AM            18,472 SendAll.qpw
2017-09-23  09:45 AM            11,264 ContactSearch.qpw
2017-09-23  09:45 AM            11,776 TrustBalances.qpw
2017-09-23  09:45 AM            12,800 UnbilledTime.qpw
2017-09-23  09:45 AM            13,495 Balances.qpw
2017-09-23  09:45 AM             9,216 BillingsSearch.qpw
2017-09-23  09:45 AM            10,240 OperatingSearch.qpw
2017-09-23  09:45 AM            14,069 PeopleSearch.qpw
2017-09-23  09:45 AM            11,900 CaseSearch.qpw
2017-09-23  09:45 AM            14,336 CaseDiary.qpw
2017-09-23  09:45 AM             6,656 TrustAccount.qpw
2017-09-23  09:45 AM            15,872 TitlelogViewer.qpw
2017-09-23  09:45 AM            30,369 Projects.qpw

ZenasMacros.zip contains the following Perfectscript macros:

2017-08-28  04:53 PM             9,496 ZenasClientFiles.wcm
2017-07-05  03:34 PM            28,239 ZenasMindMap.wcm
2016-09-06  01:11 PM             3,074 ZenasMailMerge.wcm
2016-05-01  02:51 PM             8,185 ZenasLaunch.wcm
2016-04-13  03:55 PM            18,549 ZenasShowCase.wcm
2016-03-10  06:28 PM             2,702 ZenasShellExecute.wcm
2016-03-10  01:14 PM            35,535 ZenasMerger.wcm
2016-02-29  02:09 PM            21,922 ZenasPickCase.wcm
2016-02-25  12:54 PM            16,107 ZenasShowPerson.wcm
2016-02-25  12:31 PM            17,596 ZenasPickListedCases.wcm
2016-02-25  11:39 AM            30,234 ZenasPickPerson.wcm
2016-02-25  11:39 AM             4,180 ZenasFileFolders.wcm
2016-02-25  07:04 AM            16,086 ZenasPickActor.wcm
2016-02-25  06:59 AM            15,033 ZenasPickList.wcm
2016-02-22  07:31 PM            11,805 ZenasPhoneNo.wcm
2016-02-20  05:44 PM             4,289 ZenasDiaryTime.wcm

ZenasForms.zip contains form files used by Zenas.

2017-09-23  09:46 AM            75,264 Invoice.qpw
2015-04-18  07:13 AM             3,519 Envelope.frm
2015-04-18  07:13 AM             3,727 Envelope.wpt
2015-04-18  07:13 AM             7,809 CoverLetter_Clerk.wpt
2015-04-18  07:13 AM             4,412 CertificateOfService.wpt
2015-04-18  07:13 AM            16,038 Caption_NDGa.wpt
2015-04-18  07:13 AM            14,141 Caption.wpt
2015-02-26  04:17 PM             3,524 FileLabels.wpt
2015-01-24  11:38 AM             4,179 standard.mm
2015-01-24  11:38 AM             6,109 Case_Template.mm
2014-11-11  01:51 PM               229 Dollars.png
2014-06-30  11:40 AM             3,998 OperatingCheck.wpt
2014-06-30  11:40 AM             3,998 TrustCheck.wpt
2013-11-19  03:06 PM             3,459 ClosedFileSheet.wpt
2013-10-23  03:36 PM             4,005 BoxSheet.wpt
2013-10-21  12:55 PM             2,640 FileSheet.wpt

Zenas.pdf (January 25, 2015) is a 4.4 MB manual explaining how to use the Zenas system.

How-to guides. These PDF files contain multiple screen shots to show how to use selected features of the Zenas system. These files were created with Corel's Presentations.

Importing Data into Zenas 391KB April 13, 2013
Opening a New Case 285KB April 13, 2013
Adding Actors to the Case 548KB April 13, 2013
Changing Data on the Case and People 516KB April 13, 2013
Closing (and Re-opening) a Case 332KB April 13, 2013
Using the Time Sheet 288KB April 13, 2013
Sending an email to multiple people involved with the case 382KB April 14, 2013
Adding Rule-Based Deadlines/Ticklers 435KB April 14, 2013
Handling Billing 481KB April 14, 2013

Change Log. Since April 2014, all changes, whether major or minor, are noted on the Log sheet of Zenas.qpw in columns AI and AJ. That change log can be viewed here.

Prior major revisions.

Zenas macros were first re-written to utilize WordPerfect's document assembly functions ("merges").

In April 2013, the accounting system (interface and macros) was extensively re-written to improve and automate more functions.

In October 2013, the macros for assembling case-documents that were written at the start of the year were replaced. Though they were bulletproof, they were cumbersome and relatively slow. The new system involves a macro that takes data directly from Zenas and places it in forms newly coded to use the macro. In November 2013, the table-handling feature of new macro merger was modified for greater stability in generating invoices.

In December 2013, the entire Zenas notebook was revised to apply one consistent font and interface, thus eliminating unnecessary formatting and reducing its size by about one-half. The listing of parties on the CaseView page now links connected parties by color.

Later major revisions.

In May 2014, the method of viewing data captured by Titlelog was revised to get around the nuisance of Quattro Pro's somewhat broken ParseExpert system. A new notebook, TitlelogViewer.qpw, was added to deal with it.

In and after August 2015, many of the functions in Zenas.qpw were split out to separate QPW files, to improve both the aesthetics and the programming.

In March 2016, the system of generating invoices was re-written. The invoice form was changed for clarity and then created in a QP template rather than being merged into a WordPerfect document, improving its speed too.

A Quattro Pro Cheat Sheet (July 18, 2013) is also available here. It contains over ten pages of notes about how to use QP functions and macros to get data from databases, put data into databases, and manipulate the data in databases, and then use it in WordPerfect.