Casetrackerlaw.com

  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...

  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...