Letter Wizard: Merging Claim Information into Letters

 Casetrackerlaw comes equipped with 2 tools that will allow you to create your own templates for demand letters, notices and acknowledgments as well as professional legal court forms that will merge with claim information. 

Letter Wizard is a cool feature that works similar to Word.  Create simple custom templates like demand letters and notices that merge with claim information.  If there isn’t a merge code listed that you need, we can add it.  All of your templates will be stored in the Letter Wizard where you can edit them.  You can also personalize templates for a specific client and just by changing the name of the template, you can create a new template, preserving the original. 

To create a template, go to Settings and select Letter Wizard.  Click the link “Create New Letter Template” at the top of the page.   The below illustration shows the merge code drop-down menu options.  As you type your letter, you will select the merge code you need from the drop-down menu.  Save your work as you go.
 

At the bottom of the letter wizard, you will see “Letter Settings”.  Set up the template with defaults.
*Name your template.  This is the name you will see in Quick Prints.
*Use Letterhead: either your template will include the letterhead or you can have the letterhead default to a company address located in Settings called Edit Letterhead.  This letterhead is the default for invoices and statements as well.
*Use as Receipt: 2 options; Do not use or use this letter.  If you select “Use this letter”, it can only be generated 1 time per claim.
*New Claims Default: 2 options; Do not use or use this letter.  This option is for when a new claim is submitted, an acknowledgment email is sent automatically.
*Signature: add a signature to this letter
*Reminder Days: enter a number for when the collector is to contact the debtor.
*Reminder Type: enter the type of reminder this is
*Reminder Note: enter a note for the collector
*Save generated letter to Attachments? Yes or No (the letter will automatically attach to the claims attachments blue tab screen)
*Letter Available to Sales Dept?  Yes or No (if you have a sales team, a sales letter can be added for the sales team to send to prospects & is available from the CRM)

To generate a letter that merges with claim information, you will go to the “Quick Print” blue tab when working on a claim and click the Get Letters button.  The next screen will give you a list of the templates in the Letter Wizard to choose from.

Select the template, then select how you want to generate it.  Either add the template to the Quick Print Queue located on the red dashboard, generate a Html format, pdf format or you can edit the template then generate it.  The change will only affect this claims template, not the letter wizard template.  The letter will automatically attach to the claims Attachments if it is set up to do so.

Visit www.castrackerlaw.com to learn about more great features.