Getting started with new software can feel like a lot at first. We created this page to make learning Client Dispute Manager easier.
You don’t need to learn everything at once. Work through the training below at your own pace, starting with the Quick Tour and moving through each section as you’re ready.
And if you get stuck along the way, you don’t have to figure it out alone. We’ve included additional training and support options at the bottom of this page whenever you need extra help.
Ready? Start with Step 1 below.
STEP 1 — Get Familiar With CDM
CDM Quick Tour — 8-Part Video Series
New to Client Dispute Manager? This is the best place to begin.
The CDM Quick Tour includes 8 videos designed to introduce you to the software and help you become more comfortable navigating the system.
Work through the videos at your own pace. You don't have to learn or remember everything the first time through. The goal is to get familiar with CDM, understand where things are located, and build a foundation before moving into the more detailed training.
Best for: Brand-new users or anyone who wants to go back to the basics.
8 Quick Tour Videos
STEP 2 — See How Everything Works
Full CDM Software Walkthrough
Once you are familiar with the basics, take a deeper look at the software.
The Full CDM Software Walkthrough gives you a more complete view of Client Dispute Manager so you can better understand the system before working with your clients.
Don't worry about memorizing everything you see. The goal is to understand the overall system and know where to return when you need a specific tool.
Best for: Users who want a more complete understanding of the CDM software.
Watch the Full Software Walkthrough →
STEP 3 — Learn the Dispute Workflow
Dispute Flow Training
Now that you know your way around CDM, it's time to learn the dispute flow.
Use this training to better understand the process of working through disputes inside the software.
We recommend completing the Quick Tour and Full Software Walkthrough first. That way, the screens and tools you see during this training will already feel more familiar.
Best for: Users who are ready to begin learning how to use CDM for dispute work.
Watch the Dispute Flow Training →
🗓️Keep Learning With the 30-Day Fast Start Guide
Want a More Structured Plan?
If you prefer having a clear path to follow, use the 30-Day CDM Fast Start Guide.
Instead of trying to learn the entire software in one sitting, the guide gives you a structured resource you can follow as you get started with CDM.
Start the 30-Day Fast Start Guide →
🆘Still Having Trouble? We're Here to Help.
You don't have to figure everything out by yourself.
If you're stuck, confused about a feature, or need someone to help you understand how to use the software, take advantage of the support and training options available to you.
👤 Schedule a One-on-One Walkthrough
Sometimes the easiest way to learn is to have someone walk you through it.
Schedule a one-on-one walkthrough if you need more personal help getting comfortable with Client Dispute Manager.
Schedule Your One-on-One Walkthrough →
🎥 Join Our Live Software Training
Want to see the software demonstrated live?
Join our live software meeting Monday through Friday at 2pm EST to learn more about using CDM and get additional guidance.
Join the Live Software Training →
💬 Explore All CDM Support Options
Need help with a specific question or issue?
Visit our Support Channels page to see the different ways you can get assistance from the Client Dispute Manager team.
You Don't Have to Learn CDM Overnight
The biggest mistake you can make is trying to understand every feature before you start.
Focus on learning what you need for your next step. As you continue using Client Dispute Manager, the screens, tools, and workflow will become more familiar.
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