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CASETRACKERLAW TRAINING VIDEOS

Table of contents

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Frequently Asked Questions | Introduction | Creditor | Forwarder | Administrator | Collector | Forwarding Attorney | Sales |

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Frequently Asked Questions

1. Printing with headers an footers 1:56 2.69 MB 10/21/2009
2. Keeps going back old claim 2:30 4.20 MB 10/21/2009
3. Deleting Cookies 1:26 2.35 MB 02/01/2010

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Introduction

1. Overview Casetrackerlaw 2:31 6.23 MB 06/02/2009

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Creditor

1. Debtquest.net Creditor Demo 4:44 8.48 MB 08/17/2009
2. Manage Claims 2:34 3.56 MB 06/10/2009
3. Creditor New Claim Notification 3:32 5.72 MB 08/22/2009
4. Home Page 2:53 5.56 MB 06/06/2009
5. Message Board 00:52 1.03 MB 06/06/2009
6. Creditor Briefcase 1.31 2.71 MB 03/17/2009
7. Edit Profile 0:54 7.24 MB 06/05/2009
8. Creditor Pending Money Report 2.19 4.39 MB 03/09/2009
9. Creditor Claim Report 3.07 21.20 MB 03/09/2009
10. Creditor Attach Docs 1.16 2.03 MB 03/19/2009
11. To Do List 1:05 1.24 MB 06/05/2009
12. Creditor Performance Report 1.34 9.44 MB 03/05/2009
13. Adding Claims W/Attachments 2.33 3.98 MB 03/06/2009
14. Creditor Status Report 1.32 2.73 MB 03/06/2009
15. Creditor Basic Demo 6.37 12.20 MB 03/11/2009
16. Creditor Email Claim Update 2:15 5.47 MB 08/22/2009

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Forwarder

1. Creating A Creditor_Forwarder 1:07 1.06 MB 03/05/2008
2. Home Page_Forwarder 1:50 2.37 MB 03/05/2008
3. Adding Admin Users 1:29 2.20 MB 12/08/2009
4. Adding Claim 2:05 3.67 MB 06/09/2009
5. Admin_Create_Forwarder 2:11 2.40 MB 03/08/2008
6. Forwarder-Creating-Location 1:06 1.40 MB 03/09/2008
7. Admin_Creating_Username_for-a_Forwarder_Location 2:49 4.48 MB 03/09/2008
8. Forwarder_Adding Claims for a Location 2.95 2.95 MB 03/09/2008
9. Forwarder_Location Adding Claim 1:40 1.88 MB 03/09/2008
10. multi_login_forwarder 3:09 5.15 MB 08/13/2008
11. Setting Access Levels_Forwarders 2:55 3.94 MB 12/22/2009
12. Giving Privileges to Forwarders 2:55 3.94 MB 12/22/2009

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Administrator

1. Admin Creditor Add Claim 3:14 7.97 MB 09/21/2009
2. Admin Add Creditor 4:10 7.93 MB 09/21/2009
3. Letter Wizard Create New Letter Template 8:53 14.20 MB 12/04/2009

Claim Tabs

1. Claim Info 3:40 5.15 MB 10/02/2009
2. ClaimTabs_Collection Rate 1:52 5.35 MB 03/15/2008
3. Claim Tabs_Trust_Account 1:48 5.31 MB 03/22/2008
4. Claim Tabs Payments 2.53 7.82 MB 03/22/2008
5. Claim Tabs Status 2:38 6.54 MB 03/22/2008
6. Tabs_Debtor Info 1:50 7.36 MB 10/01/2009
7. Latest Updates 1:30 2.93 MB 10/08/2009
8. Reminders 2:29 6.74 MB 10/05/2009
9. Tabs Creditor-Forwarder 0:53 2.49 MB 10/10/2009
10. Tabs Overview 7:46 24.30 MB 10/10/2009
11. Adding Payments 5:54 7.34 MB 10/03/2009
12. Fax Campaign 3:00 6.80 MB 02/17/2009
13. Auto Email 1.48 3.38 MB 02/18/2009
14. 411.com Reverse Lookup 1.8 2.06 MB 02/19/2009
15. Next Reminder 1.23 4.86 MB 02/20/2009
16. Related Claims 1:00 1.00 MB
17. Status-Part 1 3.07 7.78 MB 09/28/2009
18. Fees 1:38 2.03 MB 09/29/2009
19. Status_Part 2 2:48 12.30 MB 09/29/2009
20. Notes 1:50 4.35 MB 10/05/2009
21. Tabs Summary 1:23 5.13 MB 10/12/2009

Forwarders

1. Adding Forwarder 2:06 2.98 MB 10/24/2009

Forwarding

1. Create Forwarded Attorney 0.00 MB 03/05/2008

Hourly Billing

1. Hourly_Timesheet :52 1.33 MB 03/05/2008
2. Billing Updates 10-08 1:51 1.81 MB 11/20/2008

Interface

1. YGC Interface 2:30 4.36 MB 03/05/2008

Interfaces

1. CSV/Excel Interface 7:15 3.27 MB 04/14/2009
2. Letter Wizard 2:25 6.05 MB 01/21/2010
3. CSV Interface 2:21 5.56 MB 01/22/2010

Manage Attorneys

1. Forwarding - View all Claims forwarded 1:06 1.70 MB 08/31/2009

Manage Collectors

1. Assign Collector to Creditor 2:39 6.21 MB 05/16/2009
2. Collector Claim Transfer 1:53 6.97 MB 05/15/2009
3. Transfer Claims 1:34 1.93 MB 10/06/2009

New Features

1. Automated Reminders 2:16 4.00 MB 04/04/2008

Overview

1. Admin_Add_Claim_Creditor 2:30 3.60 MB 03/05/2008
2. admin_Add_Claim_Forwarder 2:09 2.60 MB 03/05/2008
3. Admin_Home 2:59 2.30 MB 03/05/2008
4. Admin_Manage_Creditors 3:04 4.69 MB 03/05/2008
5. Admin_Manage_Forwarders 3:35 4.45 MB 03/05/2008
6. Admin Adding Claims 2:48 5.33 MB 07/03/2009

Payments

1. Admin_Post_Payment 4:41 13.90 MB 03/05/2008
2. Payments_C-F-I-P :52 1.33 MB 03/05/2008
3. Payments_F-C-I-P 2:30 4.36 MB 03/05/2008
4. Payments_Forwarded_Attorney_Fees 2.0 2.00 MB 03/05/2008
5. Offset Amount 0.00 MB 03/05/2008
6. Payment_Allocation_I-P 2.30 4.36 MB 03/05/2008
7. Payment_C-I-P 0.00 MB 03/05/2008
8. Cost Retained 0.00 MB 03/05/2008
9. Payment_I-P-C :52 1.33 MB 03/05/2008
10. Remits_Indiviual 2:30 4.36 MB 03/05/2008
11. Remits_Multiple :52 1.33 MB 03/05/2008
12. Reports_Money Report 2:30 4.36 MB 03/05/2008
13. Tracking Payment Updates 2:32 6.46 MB 10/01/2008
14. Offset Remit 1:45 2.93 MB 10/02/2008
15. security updates-payments 1:42 5.49 MB 10/02/2008
16. Tracking Payment Updates 2:32 6.46 MB 10/02/2008

Reminders

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

Reports

1. Admin_Account_Executive_Report 2:22 3.84 MB 03/05/2008
2. Admin_Account_Receivable_Report :58 2.70 MB 03/05/2008
3. Admin_Advanced_Status_Report 2:50 7.70 MB 03/05/2008
4. Admin_Bankruptcy_Report 1:53 4.64 MB 03/05/2008
5. Admin_Claim_Overview_Report :52 1.33 MB 03/05/2008
6. Admin_Client_Performance_Report 2:30 4.36 MB 03/05/2008
7. Admin_Collector_Commission_Report 1:03 1.74 MB 03/05/2008
8. Admin_Reports_Claim_Invoice :52 1.33 MB 03/05/2008
9. Admin_Reports_Collector_Work_Log 2:30 4.36 MB 03/05/2008
10. Admin_Reports_Collector_Work_Que :52 1.33 MB 03/05/2008
11. Admin_Reports_Judgments 2.0 2.00 MB 03/05/2008
12. Forwarded Claims Report 1.48 2.40 MB 04/04/2009
13. Advanced Status Report 0.00 MB 03/05/2008
14. Money Report 0.00 MB 03/05/2008
15. Reports_Overdue 2:30 4.36 MB 03/05/2008
16. Reports_Promised_Money :52 1.33 MB 03/05/2008
17. Reports_Remittance_Report 2:30 4.36 MB 03/05/2008
18. Reports_Status Report 0.00 MB 03/05/2008
19. Reports_Task :52 1.33 MB 03/05/2008
20. Statute of Limitation Report 2:12 7.00 MB 09/26/2008
21. Amount Placed In Reports 2:07 2.00 MB 09/26/2008
22. Claim Age Report 2 2.80 MB 09/27/2008
23. Promised Report 1:40 6.22 MB 11/19/2008
24. Claims Report 4:43 11.00 MB 12/19/2008
25. No Reminder Report 2:08 2.80 MB 02/28/2009
26. Bonding Report 1:34 1.61 MB 02/28/2009
27. Reports 1:00 1.50 MB 10/06/2009
28. Status Date Report 1:37 3.04 MB 12/18/2009
29. Reminder Type Report 1:39 2.93 MB 12/22/2009
30. Status Codes With Reminders 1:57 7.38 MB 12/22/2009

Settings

1. Admin Home Page Settings 1:21 2.99 MB 08/15/2009
2. Admin_Claim_Type_Settings 1:46 3.22 MB 03/05/2008
3. Admin_Collector_Settings 2:10 3.61 MB 03/05/2008
4. Admin_Create_Collector 1:32 2.33 MB 03/05/2008
5. Admin_Create_Salesperson 1:41 2.82 MB 03/05/2008
6. Admin_Create_Staff_Member_Admin 2:05 2.74 MB 03/05/2008
7. Admin_Privelege_Settings 2:30 5.67 MB 03/05/2008
8. Admin_Settings_Overview 2.0 2.00 MB 03/05/2008
9. PdfTemplate 3:09 5.06 MB 03/05/2008
10. Status_Access_Security 2:34 6.24 MB 05/24/2008
11. Settings Claim Forwarding Instruction Template 2:23 5.91 MB 09/23/2009
12. Settings Status Codes 2:41 6.90 MB 09/25/2009
13. Table Settings Preview 1:44 2.33 MB 12/30/2009

Test

1. Test Camtasia Studio :20 699.00 MB 11/25/2009

Trust Account

1. Overall_TrustAccount 2:30 4.36 MB 03/05/2008
2. TrustAccount Overview 0.00 MB 03/05/2008
3. 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
4. Step 4:Generating Letters 3:51 4.92 MB 09/19/2009

Wordperfect

1. Generate a Word Perfect Letter 1:43 1.94 MB 10/12/2008
2. Create Word Form Document 3:10 2.22 MB 10/12/2008

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Collector

1. Admin_Manage Collectors .49 1.83 MB 03/31/2008
2. Collector Settings 2:54 6.06 MB 04/01/2008

Status Codes with Text

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

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Forwarding Attorney

1. Forwarding_Attorney_Preview :54 1.22 MB 03/05/2008

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Sales

1. Sales Adding Prospect 2:48 5.70 MB 06/02/2009
2. Sales_Upload_Leads 3:20 6.93 MB 05/17/2008
3. Sales_Manage_Leads 2:42 3.72 MB 05/17/2008
4. Sales_Working_Prospects_Vol-1 3:13 5.77 MB 05/18/2008
5. Sales Timesheet 1:47 2.51 MB 06/02/2009
6. sales uploading to sales pitch 2:01 3.44 MB 06/02/2009
7. 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

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