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Introducing the Enhanced “Misc Info” Blue Tab

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  At Casetrackerlaw, we are committed to providing you with features that simplify your workflow and make debt collection more manageable. From creating automatic claim ID numbers to generating bulk debtor letters, our system offers numerous tools to streamline your processes. One of these features is the "Misc Info" blue tab . Found in every system, this tab allows you to enter and store additional information for which there may not be dedicated fields. For example, the "Debtor Info" tab provides four phone number fields, which can be linked to online dialer services like " Ring Central ."   This field is also a mergeable field when importing new claims. But what if you need to store more phone numbers? We’re excited to introduce a new enhancement to the Misc Info tab . It can now accept additional phone numbers, which become clickable "hot links" once saved. These numbers, displayed in red, will appear beneath the hard-text numbers alr...
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System Settings: Global Defaults for In-House Users

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  Casetrackerlaw is versatile, transparent, and highly customizable. While many software systems limit users' control over settings, Casetrackerlaw empowers users to tailor their system according to specific needs—whether globally or per individual user. Each system comes with pre-configured “default settings,” which users can leave as is or modify to suit their firm's or company's unique requirements. Below are some of the key default functions that can be globally adjusted in Casetrackerlaw for in-house users: Default Notes Accessibility: Options include All, Internal Note, Attorney, or Self. Default Collection Method: Choose from Flat Rate, Sliding Scale, or Allocation-Based methods. Default “New Claim” Status: Set the default status for all new claims entered into the system. Default Claim Payment Allocation: Select how payments are allocated using options like IPC, PIC, CIP, ICP, or PCI. Casetrackerlaw provides global default s...
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