Kinum Client Portal Tutorials

 

Step 2 Tutorials  (Fixed Fee service)  Read the PDF Tutorial:  Step 2 Tutorial (and basics of Step 3) (5 pages) Or watch the 📹Video Tutorial – Steps 2 & 3 – (20 minutes)  Topics in the Video / Bookmarks  – Video Starts: Understand the Step 2 and Step 3 Services (Watch)   – Submit Account to Step 2 or Step 3: (Watch)  – Manage Accounts, Post Payments & Handling Disputes: (Watch)  – Using Post a Note Feature: (Watch)  – Statements and Invoices: (Watch)  – Upload Debtors using Excel: (Watch)  – Move accounts from Step 2 to Step 3: (Watch)  – List of all Disputed accounts: (Watch)

Step 3 Only Tutorials  (Contingency Fee Service)  Read the PDF Tutorial: Step 3 Tutorial (3 pages) Or watch the 📹 Video Tutorial – Step 3 – (20 minutes) Topics in the Video / Bookmarks  – Video Starts: Understand the Step 3 Services (Watch)  – Submit Account to Step 3: (Watch)   – Manage Accounts, Post Payments & Manage Disputes: (Watch)   – Take action on Disputed accounts: (Watch)   – Using Post a Note Feature: (Watch)   – List of Disputed Accounts: (Watch)   – Statements and Invoices: (Watch)   – Upload Debtors using Excel: (Watch)   – Does your portal have more than one location? (Watch)

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Do you have Multiple Locations on the portal?

Each location will appear in a dropdown if you have setup multiple locations with us.
Extremely Important: Please select the correct location before submitting accounts to us.

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Set up Direct Deposit ( Online form – Secured by RightSignature)

• Payment Authorization Form
  ( Click Here for a short document explaining various options in this form. This allows us to direct deposit Step 3 collections to you. If you prefer, you can also authorize Kinum to electronically withdraw the amount payable to us.)

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Common Tutorials for Step 2 and Step 3 

• • Taking Action on Disputed Accounts
  • Understanding Statements and Invoices (2 page)
  • Upload Debtors using Excel Spreadsheet (1 page)
    ( In case you want to submit a batch of accounts at once instead of entering them one by one. Please have your rep train you first on this.)
  • Set your Settle in Full percent (Allow Kinum to settle accounts for a lower amount if needed)

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An overview of our collection services. Steps 1, 2, 3 & 4 (2 minutes)