Training Videos
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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
Creating Contacts
In this video, we will go through how to create new Contacts in Caseload
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
Creating Matters
In this video we will go through how to create a new Matter in Caseload
Creating New Client
In this video, we will go through how to create a new Client 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
Document Production
In this video we will walk through how to generate a document from template using the Document Production feature
Editing Draft Fees
In this video, we will go through how to make edits to a Draft Fee in Caseload
Event Navigation
In this video we will look at navigating the events view including previewing attachments
CaseLoad AML Risk Assessment
In this video we will introduce our digital risk assessment in CaseLoad which allows you to track all of your risk assessment metrics per transaction.
Executry Part 1
Creating an Executry
Executry Part 2
Executors, Beneficiaries, Assets & Expenses
Executry Part 3
Document Production
Executry Part 4
HMRC Forms and Reports
Executry Part 5
Accounts Postings and Events & Documents View
Executry Part 6
Transfers to Beneficiaries, Prior Legal Rights & Pecuniary Legacies
Exporting Attachments
In this video we will look at how to export attachments from CaseLoad to folder and email
Generating Fees
In this video we will go through how to use the fee generation wizard to create a Draft Fee in Caseload
Importing Attachments
In this video we will look at how to import documents into Caseload at client or matter level
Importing Emails
In this video we will learn how to import all client communication with replies sent from CaseLoad
Menu Navigation
In this video we will look at navigating through the menu system 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
Sending Fees to Clients
In this video we will go through how to send fees out to clients 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
Working with Timesheets
In this video, we will look at timesheet activity to add, amend & delete entries. Plus how to post timesheet
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