Casetrackerlaw.com

  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...

  Staff, System Settings & Navigation Bar Settings Super Admin (Sadmin) has capabilities above all other users and is the only user who can access “Staff.” Super Admin controls what other in-house users can access, from claim tabs to reports. Limits can be set for each user. 1. Click Settings , then Click Staff . Here, you create in-house users (Sadmin, Admins, Collectors & Sales) and customize their access and limits. The Username and Password, user email address, staff name, user status, and phone number are set up here. The email, phone, and commission fields are all optional and don’t need to be filled in.   The yes/no questions below must be set for each in-house user. Claim Status / Payment Access: Yes or No - Payment blue tab > This option allows posting a payment and updating the client. Reminder Edit/Delete Access: Yes or No – Reminders blue tab > This option allows this user to edit or delete reminders. Email Drop-down List: Yes or No  – S...