Kinum Client Portal Tutorials

PDF Tutorials

– Step 2 Tutorial ( Fixed Fee Connect Service)

• Client Portal Tutorial Step 2 (and basics of Step 3) (5 pages)

– Step 3 Tutorial ( Contingency Fee Collect Service)

• Client Portal Tutorial for Step 3 only  (3 pages)

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📹 Video – Client Portal Tutorial (20 minutes)

 

📹 Video – Understand our Collection Services (2 minutes)

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Clients with Multiple Locations (or Master/Subs)

Each entity will appear in the dropdown if you have set up multiple locations with us.
Please select the correct location before submitting accounts to us.

Common Tutorials for Step 2 and Step 3 

• 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)
• Set your Settle in Full percent (Allow Kinum to settle accounts for a lower amount if need be)

Other ( Online forms – Secured by RightSignature)

• Kinum 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 and electronically draw the amount payable to Kinum if applicable.)