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 settings for nearly every function within the system. You can define how emails are handled, payments are entered, and reminders are set, among countless other customizable options.  To make changes, go to Settings and find System Settings.

For more information or to arrange a brief overview of the “System Settings” features, feel free to contact our office. We’re always just a phone call away.

www.casetrackerlaw.com

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