Embed Video Guidance into Your Case Stages (No Tech Skills Required)

In this hands-on session, we’ll show you how to embed short, easy-to-digest videos directly into your case stage descriptions to guide and inform clients at every step of their journey. Using only your smartphone and a few simple techniques, you’ll learn how to create impactful, in-platform video guidance without adding time or complexity to your workflow.

We’ll walk through exactly how to record, upload, embed, and manage your videos inside Case Status, so you can enhance communication, reduce client confusion, and deliver a more engaging, transparent experience—without relying on outside tools, production teams, or technical expertise.

‍