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

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