Kinum Client Portal Tutorials

Step 2 Tutorials ( Fixed Fee Connect Service)

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

Step 3 Tutorials ( Contingency Fee Collect Service)

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

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)
• 📹 Video Tutorial (20 minutes)

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.)