Product videos and guides for legal software

Most legal software companies need one type of product video for each stage of the customer lifecycle where customers get stuck. For legal software, that means:

• Product demo videos: Show partners and office managers how a case comes together: deadlines, client messages, documents and trust money in one place.
• Customer onboarding videos: Take a new firm from its first conflict check to its first invoice paid online.
• Product training videos: Teach associates, paralegals and billing staff the deeper work: trust reconciliation, batch review and split billing.
• Implementation & setup guides: Walk firms through importing contacts, matters and unbilled time, then connecting accounting and payments.
• Admin & configuration videos: Show firm admins how roles, review permissions and client portal access work before they change them.
• Help center & support videos: Answer the questions firms ask most, like why an import didn't link matters or why a trust reconciliation doesn't balance.

Trainn creates each of these from screen recordings. See how video creation works.

Law firm staff need training matched to their role: running conflict checks and opening matters, recording time and billing, managing trust money, and reviewing documents. Each role uses different screens, so short role-based lessons work better than one long session:

• Intake staff: running conflict checks before taking a client and creating matters linked to clients.
• Billing and accounts staff: recording billable time, sending invoices with online payment, reconciling the trust account and requesting trust deposits.
• Paralegals and litigation support: coding batches of documents and preparing productions.
• Firm admins: roles, review permissions and client portal access.

Record every lesson in a demo firm with made-up clients and matters. See product training videos for legal software.

Let the people who know each workflow record it, and let AI do the editing. At most legal software companies that means sales engineer, product marketing manager, onboarding specialist and customer success manager, none of whom need video skills:

• Record the workflow once in a test account, at a normal pace, with no script or studio microphone.
• Let AI edit. Trainn's AI video agent writes the narration, removes pauses and mistakes, adds zooms and applies your branding.
• Reuse recorded calls. Upload a past onboarding or training call and get short, focused videos from it.
• Keep a reviewer in the loop. The agent never publishes on its own, so a product or compliance reviewer approves every video.
• Get a guide for free. Every video also becomes a step-by-step guide.

For a method, see how to turn screen recordings into tutorial videos.

Create each video and step-by-step guide once, then publish it wherever law firms already look for help, so the answer reaches them inside their work instead of on your website:

• Inside the product. Short walkthroughs shown as in-app guides help law firms on the exact screen where they get stuck.
• In the help center. A video and its guide embedded in each help center article answer questions without a support ticket.
• In a branded academy. Onboarding and role-based courses can sit in a branded customer academy, so new users can start on day one.
• In emails and support replies. One share link works everywhere, and when a screen changes the same link shows the updated video.

SpotDraft, a contract management platform, uses Trainn so its customer success managers can create training videos that all look and sound alike. Before, each manager recorded their own voice; now Trainn adds one consistent AI voiceover and standard intro and outro slides. According to the SpotDraft customer story:

• One consistent library, whoever records the video.
• Fewer repeat training calls, because customers watch the videos first.
• Better calls, since customers arrive having already tried the features.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your legal software, such as one setup or support workflow, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.