Creating Clients and Matters

In this video, we will guide you through the process of creating clients and matters. We will explore the different options available, and the steps involved in creating a new client and matter account. We will also explain the importance of entity details and how they affect document production. Throughout the video, we will provide tips and suggestions to help you fill out the necessary information effectively. By the end of this video, you will have a clear understanding of how to create clients and matters in our system.

Navigating Clients and Matters

In this video, we will guide you through the process of navigating the matter account view inside case load. we will explain how to access balance information, understand different types of balances, and explore various sections such as postings, fees, and debit/credit slips. By the end of the video, you will have a clear understanding of how to navigate the account view and access important information related to your matters.

Document Production

In this video, we will guide you through the process of document production of letters and emails in CaseLoad. We will explore the different options available and where the documents are stored within the matter.  We will explain the steps to create a matter letter document, including selecting the appropriate template and searching for specific documents. Additionally, we will demonstrate how to create a planned event following the document creation. By the end of the video, you will have a clear understanding of how to navigate the document production feature in CaseLoad.

Getting Documents into a Matter

In this video, we will show you how to easily import documents into a matter. You can now drag and drop documents from your folders or downloads directly into the matter. We will demonstrate how to import documents to new events or existing events using the Alt key. Additionally, we will explain how to add documents to events from within the event itself. By the end of this video, you will have a clear understanding of how to efficiently manage documents within a matter.

Importing Emails

In this video, we demonstrate how to import emails into CaseLoad. We show you how to access the import feature from Outlook, retrieve mailbox items, and select specific emails or subfolders to import. We also explain how to import multiple emails at once and how to handle emails with attachments. This video provides a step-by-step guide on how to efficiently import emails into CaseLoad, saving you time and ensuring all relevant information is stored in the system.

Managing Events in CaseLoad

In this video, we explain the concept of events section in CaseLoad, focusing on distinguishing between actual and planned events. We demonstrate how to navigate through events for today, planned events, and overdue events, emphasising the importance of managing tasks effectively. Viewers are guided on changing event statuses, dates, and assignments to streamline their workflow efficiently.

Planned Events & Smart Milestones

In this video, we explain the functionality behind planned events and how they can sync to your Outlook calendar. We also discuss how we can generate smart milestones to help with the progress of planned events. By setting reminders for both past and future events, we can ensure that nothing falls through the cracks. We demonstrate how to manually create planned events and how to set them up automatically using our addons. Additionally, we show how smart matter milestones can be used to track the progress of a case and generate emails or documents for clients.

Sending Emails & SMS

In this video, we will demonstrate how to effectively use email and SMS communication within CaseLoad. We will show you how to compose and send emails to contacts associated with clients or matters, as well as how to attach multiple documents to an email. Additionally, we will explain how to reply to emails and forward them within CaseLoad. Lastly, we will cover how to send text messages to clients and receive their replies. By the end of this video, you will have a clear understanding of how to utilise email and SMS communication features in CaseLoad.

Right Click Options on Documents

In this video, we will demonstrate the various right click options available on the documents view in caseload. We will show you how to create revisions, rename documents, and remove documents from the file. Additionally,  we will explain how to tag documents quickly from the documents grid and the events grid. Pay close attention to these options as they can greatly improve your workflow.