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CASETRACKERLAW TRAINING VIDEOS

Table of contents

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FAQs | Introduction | Creditor | Forwarder | Administrator | Collector | Forwarding Attorney | Sales |

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FAQs

1. How To Delete Cookies 1:26 2.35 MB 02/01/2010

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Introduction

1. Overview Casetrackerlaw 4:52 12.90 MB 06/06/2011

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Creditor

1. Creditor Reminders 2:38 3.81 MB 06/03/2011
2. Creditor Client Performance Report 1:37 1.56 MB 06/01/2011
3. Creditor Profile Request 2:03 5.92 MB 06/06/2011
4. Creditor_Advanced Status Report 2:16 3.06 MB 06/01/2011
5. Creditor Briefcase 1:02 1.80 MB 06/03/2011
6. Demand Letter Part 1 1:04 1.80 MB 05/25/2011
7. Demand Letter Part 2 1:51 2.31 MB 05/25/2011
8. Creditor Overview Part 1 1:30 2.85 MB 05/25/2011
9. Creditor Overview Part 2 2:53 6.43 MB 05/27/2011
10. Creditor Adding A Claim 2:22 2.76 MB 05/27/2011
11. Creditor Manage Claims 2:22 3.33 MB 05/27/2011
12. Creditor Status Report 1:05 1.68 MB 05/27/2011
13. Creditor Pending Money Report 1:40 2.15 MB 05/27/2011
14. Creditor Claims Report 2:19 3.04 MB 05/27/2011
15. Creditor Money Report 1:19 1.72 MB 05/27/2011

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Forwarder

1. Adding Admin Users 1:29 2.20 MB 12/08/2009
2. Adding Claim 2:05 3.67 MB 06/09/2009
3. Admin_Create Forwarder 1:53 2.06 MB 01/15/2011
4. Giving Privileges to Forwarders 2:55 3.94 MB 01/15/2011
5. Adding Forwarder 2:06 2.98 MB 10/24/2009

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Administrator

1. Admin Forwarding A Claim 3:48 12.60 MB 06/08/2011
2. Admin_Home Page Set Up 1:51 3.25 MB 06/07/2011
3. Admin_Client Dashboard Access 2:35 4.16 MB 12/20/2010
4. Admin Forwarding A Claim 3:48 12.60 MB 06/08/2011
5. Admin Forwarding A Claim 3:48 12.60 MB 06/08/2011
6. Admin Creditor Add Claim 3:14 7.97 MB 09/21/2009
7. Admin Add Creditor 4:10 7.93 MB 09/21/2009
8. Admin Dashboard Latest Updates 1:57 6.16 MB 06/09/2011

Claim Tabs

1. Quick Prints_Fixing Margins 2:02 3.54 MB 12/20/2010
2. Related Claims Tab 1:23 3.87 MB 12/20/2010
3. Latest Updates 1:30 2.93 MB 10/08/2009
4. Claim Info Tab 1:45 6.41 MB 12/20/2010
5. Reminders 2:29 6.74 MB 10/05/2009
6. Tabs Creditor-Forwarder 0:53 2.49 MB 10/10/2009
7. Tabs Overview 7:46 24.30 MB 10/10/2009
8. Fax Campaign 3:00 6.80 MB 02/17/2009
9. Auto Email 1.48 3.38 MB 02/18/2009
10. Next Reminder 1.23 4.86 MB 02/20/2009
11. Related Claims Tab 1:23 3.87 MB 01/21/2011
12. Status-Part 1 3.07 7.78 MB 09/28/2009
13. Notes 1:50 4.35 MB 10/05/2009
14. Blue Claim Tab_Reminders 1:19 3.36 MB 07/09/2011

Features

1. Timesheets_Billing 3:10 11.70 MB 06/10/2011
2. Global Connect Interface2 2:47 6.41 MB 06/09/2011

Hourly Billing

1. Billing Updates 10-08 1:51 1.81 MB 11/20/2008

Interfaces

1. Letter Wizard - Tips 4:08 10.80 MB 01/22/2011
2. CSV/Excel Interface 7:15 3.27 MB 04/14/2009
3. Letter Wizard - Basic Demand 4:49 12.50 MB 01/31/2011
4. Letter Wizard - Edit a Letter 2:25 6.05 MB 01/21/2010
5. CSV Interface 2:21 5.56 MB 01/22/2010

Manage Collectors

1. Assign Collector to Creditor 2:39 6.21 MB 05/16/2009

Overview

1. Admin Adding Claims 2:48 5.33 MB 07/03/2009

Payments

1. Tracking Payment Updates 2:32 6.46 MB 10/01/2008
2. security updates-payments 1:42 5.49 MB 10/02/2008

Reminders

1. Reminder Update 2:22 4.80 MB 02/28/2009

Reports

1. Client Performance Report 1:51 3.10 MB 10/30/2010
2. Last 50 Status 2:25 6.02 MB 10/23/2010
3. Expense Report 1:54 2.77 MB 10/28/2010
4. Collector Comm Money Report 2:17 3.09 MB 10/28/2010
5. Advanced Status Report 1:37 3.20 MB 12/20/2010
6. Collector Work Log Report 1:34 2.03 MB 12/20/2010
7. Forwarded Claims Report 2:17 2.88 MB 12/20/2010
8. Claims Invoice Report 1:12 2.65 MB 12/20/2010
9. Reports Overview 0:37 0.99 MB 01/21/2011
10. Reports Claim Age Report 3:13 5.45 MB 06/03/2011
11. No Reminder Report 1:41 5.37 MB 01/17/2011
12. Promised Report 3:24 8.96 MB 01/17/2011
13. Reports Reminder Types 3:13 8.98 MB 06/03/2011
14. Status Date Report 1:37 3.04 MB 12/18/2009
15. Status Codes With Reminders 1:57 7.38 MB 12/22/2009
16. Money Report 1 And 2 2:53 7.49 MB 05/08/2010

Settings

1. Admin_Status Category Setting 1:36 3.84 MB 11/12/2010
2. Admin_Bulk Delete Claims 1:36 2.88 MB 12/20/2010
3. Table Settings Preview 1:44 2.33 MB 01/17/2011
4. Settings Status Codes 2:41 6.90 MB 09/25/2009

Trust Account

1. Overrall Trust Acct Update 10-08 2:46 4.04 MB 11/20/2008

Word Mail Merge

1. Step 1:Word Mail Merge Setting 2:07 2.14 MB 09/19/2009
2. Step 2:Creating Word Templates 4:07 8.08 MB 09/19/2009
3. Step 3:Casetracker Word Settings 2:16 2.51 MB 09/19/2009

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Collector

Status Codes with Text

1. Status Codes_With Text 1:21 4.67 MB 12/21/2009

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Forwarding Attorney


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Sales

1. Sales Adding Prospect 2:48 5.70 MB 06/02/2009
2. Sales Timesheet 1:47 2.51 MB 06/02/2009
3. Sales Basic Overview 3:04 6.72 MB 06/02/2009

Preview

1. Sales Upload Leads (Preview) 1:54 4.14 MB 12/29/2009

Training

1. Sales Tool Training 9:24 13.90 MB 01/15/2011

System requirements

Windows Macintosh
  • 1024x768 or higher screen resolution
  • Mac OS X or higher
  • Broadband Internet connection (ISDN/DSL/CABLE)
  • Adobe Flash� required*:
  • One of the following browsers:
    • Safari 1.0 or better (part of the Mac OS X system)
    • Firefox 1.0 or better