Training Videos

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

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

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