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Payment Plan Options in Casetrackerlaw

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  Payment Plan Options in Casetrackerlaw.com A Comparative Overview Casetrackerlaw.com offers two distinct Payment Plan options, each catering to different needs and preferences of users. The "Promised Pmts" tab is where payment plans are scheduled. Option 1: Detailed Payment Plan The first option requires more comprehensive details from the user. This plan is designed for those who prefer a thorough and meticulous approach to managing payment schedules. Although it involves a more detailed setup process, it does not merge the payment plan information into debtor letter templates. Users who choose this option may find it beneficial for maintaining a detailed record of payment plans, but they will need to manually incorporate payment details into debtor communications. Option 2: Streamlined Payment Plan The second option is less cumbersome and offers a more streamlined experience. It is particularly advantageous for users who wish to have the payment plan informa...
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Remits: A New Feature

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  New Feature: Streamlined Remittance Process in CaseTrackerLaw At CaseTrackerLaw , we continuously enhance our platform to improve efficiency and simplify the debt collection process. Our latest feature provides greater transparency and accuracy when remitting payments to clients. Setting Up for Remittance Before remitting payments, ensure that the client's collection rate is set when submitting a claim. This rate determines how much is withheld from the client and can be configured under Manage Creditors . Steps to Remit Payments Once a payment has been received and posted as a Net Payment with a Remit Date , follow these steps to remit funds to your client: Navigate to the “Remits” link on the red dashboard. The Unconfirmed Remits section will display all pending remittances. Use the filters to locate the desired remits: All Remits Today’s Remits Past Due Remits Select a Specific Date Check the box next to the payments you wish to remit. New Feature: Creditor & Forward...
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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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