Training Video Library
Welcome to the FluentCase Training Video Library. Here you’ll find comprehensive video tutorials covering all aspects of the FluentCase platform.
Getting Started Videos
Feature Training
- Matters Management
- Documents
- Email Productivity
- Calendar & Events
- Tasks
- Automations
- Copy Service
- Print & Mail
- JetFiling
Integration Videos
Administration Videos
Mobile Videos
Workers Compensation
EAMs Integration
The EAMs integration is designed to support your workers compensation cases with importing cases, creating new cases and filing documents with the many workers compensation appeals boards across California.
Workers Compensation Integrated Forms
Use our integrated forms that are commonly used in the workers compensation field taken straight from the WCAB forms website. Your matters data will merge into the integrated fields saving you data entry time and manual spelling errors.
JETFiling
Boost your workers compensation matter productivity by filing new applications for adjudication, requesting hearing dates, and filing unstructured forms without leaving your FluentCase instance. The jetfiling tool can be used by every one of your staff. All your filings will be recorded in matter activity for easy reference.
Copy Service Orders
Submit copy service subpoena orders directly from within FluentCase. Submit, Track, and Receive your copy service orders directly to the matter they relate to. Your records are returned as a PDF from your vendor of choice.
User Personalization
Custom Themes
Customize your user experience with a "light, dark, and high contrast" theme choice.
Matter Dashboard Personalization
Personalize the look and feel of how you view the matter dashboard. Move and resize the many panels on your dashboard to your desired experience.
Email Messaging Composition Shortcut
Keep email subject lines consistent by selecting what information from the matter is always in the subject line.
User Productivity Tools
Calendar Subscription
Integrate your Google or Outlook Calendars with your FluentCase account to stay connected to your firm and personal calendars. Subscribe to your iCal firm calendar and view it on your pc, mobile phone, or tablet.
Email Integration
Integrate your Google and Outlook email services with your FluentCase account to link outgoing and incoming emails with related matters. No more adding a "cc" email address to have a message linked to a matter.
Configuring Outlook Sync
Connect your Microsoft Outlook account with FluentCase to seamlessly manage your email, sync folders, and link emails to matters. Integrate your Outlook calendar and manage all your communications in one place.
Email/Task/Memo Internal Notifications
View your email, memo, and task notifications in your FluentCase user experience. Know when there is something new to review.
Task Management
Task Management
Keep your team on task and your matters progress moving towards settlement with task creation and automated task creation using the workflow creator.
Workflow Creator for Tasks/Events
Design your own workflow for when a new task or event is created and assigned to internal staff based on the tags that you use as triggering events. When a new file has been opened. Task the attorney responsible and legal assistant to review the matter or set appointments.
Mobile Device Friendly
Access FluentCase from your mobile device anytime. Review matter content, email documents, and collaborate with your team from the comfort of your phone.
Memo Messaging
Use the internal memo messaging tool to keep email collaboration to a minimum especially when the content is related to a matter. Internal Memos never leave the system.
Matter Management & Organization
Unreviewed Matter/Stale Matter Management
Keep your matters moving and teams up to date with the matters with notifying them which ones have gone stale or haven't been reviewed yet.
File Archive/Export
This tool will help you to select the files that you need to download in bulk for distribution or select all files in a matter for archiving and distribution.
Word Template Integration
Bring your very own forms and templates to life in FluentCase. Your letters can be customized to merge matter data directly into each template saving you data entry time and reducing manual spelling errors.
Multi-practice Matter Management
Bring all your law practice types to a single practice management system. Personal Injury, Employment, Workers Compensation, etc.
Printing Envelopes
Print mailing envelopes for the party member of your choice at the tip of your fingers.
Letterhead Integration
Bring your company letterhead into your firm account to be used in all your letters. Company letterhead data merging is a "set it and forget it feature".
Matter Merging
Merge matters together to clean up duplicates and keep your firm data hygiene clean and efficient.
Rolodex Deduplication Tool
Merge duplicate rolodex entries together to keep your data clean and organized.
Unlimited Matter Tag Creation
Take advantage of the activity tagging system and create the tags that best fit your practice needs. Click on the "Document" tag to view all the "Documents" in the activity log.
Related Matter Reference
Relate matters together and add activity content that is shared amongst the related matters. Log a call on each matter at the same time.
Document Management
Batch Scan Document Splitting
Create a batch of scanned documents that include our document separator sheet and upload that batch to FluentCase. Watching many documents become individual files for easy matter relating.
Image File Merging
Merge copies of your receipts, invoices, and other image file types together to create a single document to be shared.
Document Merging
Merge multiple documents together to create a single shareable file via email, cd, usb drive media types.
Matter Search Firm Wide
Matter search will help you find the matter you are looking for. Using as little as 3 characters to begin producing results.
Email Features
Email Switch Case Matter
This feature will allow you to switch an already linked email from one matter to another matter.
Email Send Later
This feature will allow you to schedule an outgoing email for sending at a later date and time.
Link Multiple Emails to a Matter
Link multiple emails to a matter for better organization and tracking of email communications.
Advanced Features
AI Enabled Document Processing
Leverage AI technology to automatically process and organize your documents.
Searching Task Comments
Search through task comments to find specific information and discussions related to your tasks.
Reports
Generate comprehensive reports to analyze your firm's operations and productivity.
Signature Feature
Add digital signatures to your documents and communications.
Vendor Integrations
LegalPal Integration
Connect your LegalPal account with FluentCase to share matter data with your mobile application.
DocuCents Integration
Connect your DocuCents account with FluentCase to easily access your mailing data to complete your letter mailing process.
Dropbox Data Backup
Backup your uploaded files to your personal Dropbox account for safekeeping.
Google Drive Data Backup
Backup your uploaded files to your personal Google Drive account for safe keeping.