CaseTrackerLaw Training Videos
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  • Administration

    • Access Controls 2026
    • Add Claim Form Options 2026
    • Adding A Creditor 2026
    • Adding Attorney & Forwarding A Claim 2026
    • Adding Claims - Interface or Manually
    • Adding Forwarding W-Creditor
    • Bulk Email Regulation F Letter 2026
    • Changing A User ID, Transferring Claims & Reminders
    • Claim Information Display Settings 2026
    • Customize Log in screen
    • Customizing User Access
    • Deleting A Payment
    • Interfaces - Claim Import Interface
    • Introduction
    • Manage Email Distribution
    • PDF Wizard

      Click here to view a step by step walkthrough document for PDF Wizard

    • Set up sadmin & admin users
    • Set up sales & task users
    • Settings: Other Defaults
    • Status Codes Explained 2026
    • Support Link 2026
    • System Settings (global defaults) 2026
    • System Settings: Defaults

  • Attorneys

    • Attorney Accepting a Claim 2026

  • Collections/Blue Claim Tabs

    • Adj Amount Placed
    • Attaching Documents
    • Claim Info
    • Collection Rate
    • Debtor Email Campaign 2026
    • Debtor Info
    • Entering Settlements
    • Forwarding Claims
    • Litigation
    • Misc Info
    • Notes
    • Posting Payments
    • Promised Payments
    • Quick Prints
    • Related Claims
    • Reminders
    • Status
    • Working A Claim

  • Creditors

    • Creditor - Adding Claim
    • The Credit Manager Video

  • Forwarders

    • Forwarder - Creditor Adding Claims
    • The Forwarder Video

  • Reports

    • Advanced Search/Update 2026
    • Claims Report [Settings] 2026
    • Collector Claims Report 2026
    • Judgement Report 2026
    • No Reminder Report 2026
    • Overdue Contact Report 2026
    • Promised Report 2026
    • Remittance Report 2026
    • Reports Overview 2026
    • Settlement Report 2026

  • Sales

    • Converting Prospect to Client
    • The Salesman Video

  • Testimonials

    • Lilly

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