CaseTrackerLaw Training Videos
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Administration
Introduction
Set up sadmin & admin users
Set up sales & task users
Customize Log in screen
System Settings: Defaults
Settings: Other Defaults
Adding Creditors
Adding Claims - Interface or Manually
Status Codes
Adding Forwarding W-Creditor
Adding Attorneys
Manage Email Distribution
Reports Overview
Customizing User Access
Changing A User ID, Transferring Claims & Reminders
Deleting A Payment
Interfaces - Claim Import Interface
PDF Wizard
Click here to view a step by step walkthrough document for PDF Wizard
Collections/Blue Claim Tabs
Working A Claim
Posting Payments
Entering Settlements
Reminders
Notes
Debtor Info
Claim Info
Attaching Documents
Forwarding Claims
Related Claims
Promised Payments
Quick Prints
Status
Collection Rate
Adj Amount Placed
Litigation
Misc Info
Auto Email
Sales
The Salesman Video
Converting Prospect to Client
Reports
Reports Overview
Claims Report [Settings]
Creditors
The Credit Manager Video
Credit Manager (Expanded)
Creditor - Adding Claim
Forwarders
The Forwarder Video
Forwarder - Creditor Adding Claims
Attorneys
Adding a Claim
Testimonials
Lilly
Manage Network Agencies
Coming soon