Kinum Client Portal Tutorials

Step 2 Tutorials ( Fixed Fee Connect Service)

• Client Portal Tutorial – AUTOMATIC ( Unpaid accounts move from Step-2 to Step-3 automatically) (5 pages)
• Client Portal Tutorial – AUTHORIZED ( You manually select which accounts move from Step-2 to Step-3) (5 pages)
• 📹 Video Tutorial (20 minutes)

Step 3 Tutorials ( Contingency Fee Collect Service)

• Client Portal Tutorial for Step 3 only  (3 pages)
• Set your Settle in Full percent (Allow Kinum to settle accounts for a lower amount if need be)

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)

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.

Other ( Online forms – Secured by RightSignature)

• ACH Direct Deposit Form only – Only for depositing money in your bank for the amount recovered in Step 3   (DOES NOT allow Kinum to withdraw money from your bank account. There is no cost to you.)
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• 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.)
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• Letter Vendor Authorization Form ( For clients using the Upload Debtors feature.)
  ( Click here for a short document explaining – When and why this is needed? )