Some features are hard to explain in a help article
Problem
Trust reconciliation compares three reports in a set order.
How to handle it
Show each report on screen, one chapter each.
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Product training videos for legal software
Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your legal software into product training videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Publish them as courses in a branded customer academy and see who completed them.
3-day free trial, then $19/month.
What are product training videos for legal software?
Product training videos for legal software are short lessons that teach firm staff the deeper work after onboarding, such as reconciling a trust account or reviewing documents in batches. Associates and paralegals change often, so lessons need to be easy to give every new hire. Trainn creates them from recordings, split into chapters by step.
Common product training workflows for legal software
| Workflow | Who records it | Best format | Sensitive data on screen | What triggers an update |
|---|---|---|---|---|
| Reconcile the trust account against the bank statement | Product trainer | Video with chapters | Trust balances | Reconciliation report changes |
| Request a trust deposit from a client | Customer success manager | Video | Client names, amounts | Request form changes |
| Code a batch of related documents at once | Product trainer | Interactive walkthrough | Document text | Review tools change |
| Build the list of withheld privileged documents | Product trainer | Video | Document titles | Production steps change |
| Split one invoice between several paying parties | Customer success manager | Step-by-step guide | Invoice amounts | Billing options change |
What makes training hard for legal software teams?
New people on the customer side need retraining
Problem
Paralegals and associates rotate, and each new hire needs the same lessons.
How to handle it
Keep a starter course any new hire can take.
Customers only use the basic features
Problem
Firms track time but never use batch review or split billing.
How to handle it
Teach one advanced feature per lesson, tied to a task they already do.
How Trainn creates product training videos for legal software
- Solves: Some features are hard to explain in a help article
Trainn's AI video agent
Upload a recorded training webinar. Trainn's AI video agent cuts it into focused lessons with clean narration for your review. See how video creation works.
- Solves: Some features are hard to explain in a help article
Video Chapters
Split the reconciliation lesson into chapters, one per report, so staff can jump to the part they need.
- Solves: New people on the customer side need retraining
Turn Narration to AI Voiceover
Trainers explain naturally; Trainn turns it into a clean AI voice so every lesson sounds consistent.
-
Translate lessons into 30+ languages for firms with multilingual staff.
- Solves: Customers only use the basic features
Collections
Group lessons into a starter course and an advanced course and share one link in a customer training academy.
- Solves: Customers only use the basic features
Video Analytics
See who finished each lesson, so success teams know which firms to nudge.
Enterprise security, privacy and compliance
- ISO 27001 certified
- SOC 2 Type 2 attested
- GDPR compliant
Recording Legal Tech workflows safely
- Record lessons in a training firm with made-up clients and trust entries.
- Use sample documents for review lessons; privileged text must never be real.
- Blur anything real with Blur a Spot. Automatic blur through Trainn's AI video agent is coming soon.
How legal software teams use Trainn
Videos before the call make every call more useful
Having the videos handy is better because sometimes we cannot get that 1-hour training slot from the customer. So I send them the videos to watch before the call. On the call, we have a more informed conversation since the customer has already tried some features out.
Chalormee Basu
Customer Success Lead
Source: SpotDraft customer story
Frequently asked questions
What training do law firm staff need after onboarding?
After onboarding, law firm staff need training on the work where mistakes are costly: trust accounting, document review and billing. Each role needs different lessons:
- Billing and accounts staff: reconciling the trust account against the bank statement, requesting trust deposits and splitting invoices between paying parties.
- Litigation support and paralegals: coding batches of related documents and building the list of withheld privileged documents for a production.
- New associates and paralegals: a starter course covering the daily basics, because firms rotate staff often.
- Firm admins: roles, review permissions and client portal access, covered separately in admin guides.
Short, chaptered lessons let each person jump to the step they need. Trainn can group them by role in a customer training academy.
Can AI turn existing documents into training videos?
Partly. AI can draft a script from a document, but the most accurate training videos for legal software come from recording the real product, because documents go out of date and don't show the actual screens. A practical approach:
- Use the document as your outline. Follow its steps while you record the workflow in a test account.
- Let AI write the narration from what you do on screen. Trainn turns your clicks or your spoken explanation into a clean AI voiceover.
- Reuse recorded training calls. Upload a past webinar and Trainn's AI video agent cuts it into short, focused lessons.
- Keep a written version too. Trainn turns every video into a step-by-step guide, so the document stays useful and matches the screens.
How do you measure the ROI of customer training?
Measure customer training ROI by comparing what trained law firms do differently with the cost of training them: wider feature use, fewer support tickets and less live-training time for your team. What to track for legal software:
- Use of advanced features taught in lessons, such as “reconcile the trust account against the bank statement”, before and after customers complete the course.
- Support tickets on trained topics, for example questions about “request a trust deposit from a client”.
- Hours of live training replaced. Every self-paced lesson a customer completes is time your team didn't spend repeating the same session.
- Completion and drop-off for each lesson, to see which ones work and which need fixing.
Trainn's video analytics show who watched each lesson and where viewers stopped.
How much does Trainn cost?
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 “reconcile the trust account against the bank statement”, 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.
Related
Trainn is an AI-powered product video and guide creation platform that turns screen recordings into product demo videos, training videos, onboarding videos, step-by-step guides, and interactive walkthroughs. Trainn also delivers this content externally through a branded no-code LMS, or in-app through embedded tutorials to train customers at scale.
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