Video Library

Short, task-based walkthroughs for the work you do in Uncle Kam.

Watch and learn

Walkthroughs

1:01

Get set up

Give your practice room to breathe. Pause new opportunities, then switch back when you’re ready.

1:03

Get set up

Choose how you hear about opportunities and understand what each SMS approval option does.

1:18

Find clients

Check the request, fit, timing, and price before deciding. See how a previously secured opportunity appears.

1:00

Find clients

Find the right client record, review what you know, and prepare for a useful first conversation.

1:05

Manage client work

Prepare a client meeting with a clear purpose, the right format and an agreed time.

1:20

Manage client work

Turn the agreed work into a clear scope, deliverables and milestones before submitting a contract.

1:26

Manage client work

Choose a form, explain the documents you need, and track what is still waiting on the client.

1:15

Manage client work

Follow the difference between a funded milestone, an invoice marked Paid and a bank deposit.

2:10

Tax planning

Explain what each deliverable does, review the assumptions, and agree on a practical next step.