Review the features in the software that allow you to manage and work with claims.
Creditor Mailing Matrix
Learn how to use the Creditor Mailing Matrix in Trustee Suite.
Enhanced Claims Import
Learn how to extract claims data into a file that imports directly into Trustee Suite.
Executing Scheduled Claims Video
A recording of the April 2021 training class.
Keeping up with Claims Management Video
A recording of the August 2019 training class.
Manually Add Claims
Learn how to manually add claims in Trustee Suite.
Navigating Wage Claims Video
A recording of the June 2018 training class.
Scheduled Claims Import
Learn how to import scheduled claims from Schedules D, E and F for purposes of reporting them on the Uniform Forms.
Scrape Scheduled Claims
Learn how to request scraping of scheduled claims for a case directly from the Claims screen.