• Editing Draft Fees

    In this video, we will go through how to make edits to a Draft Fee in Caseload

  • Sending Fees to Clients

    In this video we will go through how to send fees out to clients in Caseload

  • Creating Time Entries

    In this video we will look at how to log time entries in Caseload, including tracking accurate time on email imports, document production & event creation

  • Creating New Client

    In this video, we will go through how to create a new Client in Caseload

  • Creating Contacts

    In this video, we will go through how to create new Contacts in Caseload

  • Creating Matters

    In this video we will go through how to create a new Matter in Caseload

  • Menu Navigation

    In this video we will look at navigating through the menu system in CaseLoad

  • Exporting Attachments

    In this video we will look at how to export attachments from CaseLoad to folder and email

  • Importing Emails

    In this video we will learn how to import all client communication with replies sent from CaseLoad

  • Event Navigation

    In this video we will look at navigating the events view including previewing attachments

  • Importing Attachments

    In this video we will look at how to import documents into Caseload at client or matter level

  • Document Production

    In this video we will walk through how to generate a document from template using the Document Production feature

  • Creating Events

    In this video we will look at event creation to store client communications

  • Creating Leads

    In this video we will show you how to quickly add new leads in Caseload

  • Working with Leads

    In this video we will show you how to nurture leads to make them feel the love and be on the road to becoming a client for life

  • Converting a Lead

    In this video we will look at how to secure a new prospect and how they become a valued client in Caseload

  • Generating Fees

    In this video we will go through how to use the fee generation wizard to create a Draft Fee in Caseload

  • Running a Timer

    In this video, we will walk through how to track your fee activity in real time using the running timer feature in Caseload

  • Working with Timesheets

    In this video, we will look at timesheet activity to add, amend & delete entries. Plus how to post timesheet

TAKE THE NEXT STEP

Get started with Denovo today

Schedule time with our legal technology experts for a personalised demonstration of our CaseLoad Software.

Book a Demo ⟶
Hi, I’m Grant, do you want to have a quick chat about our software before you book a demo?Let’s set up a call