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...

Exporting and Importing spreadsheets of data can be tricky because not all software system exports and imports are the same. These two functions need to “match” when it comes to the data that is being exported and then imported into another software system.   After exporting a data file from a software system, the data may need to be “cleaned” before it can be imported into another software system.   The word “cleaned” basically means removing anything that could cause problems during the import process.   For example, hidden characters may be throughout the data or even rows of data that can’t be seen.   If this is the case, the file needs to be converted by a text editor in order to see these hidden characters or hidden rows. _____________________________________________________________________________________ Exporting and importing spreadsheets of data can be challenging due to variations in formatting and compatibility between different software systems. He...

At Casetrackerlaw , we prioritize the needs of our end users, striving to ensure client satisfaction through convenience and efficiency. Our software is designed to enhance workflow and provide real-time updates, contributing to our goal of exceptional service. One key feature is our secure client portals, which offer transparency and the ability to monitor all claim activities. Additionally, Casetrackerlaw provides secure debtor portals for reviewing claims, accessing attached documentation, and making secure online payments. We have partnered with Payclix , an online payment service, to offer our clients and their debtors a seamless payment solution. This integration allows debtors to make online payments quickly, safely, and securely. Furthermore, payments made through Payclix are directly posted to your Casetrackerlaw system, ensuring smooth and efficient financial transactions.  

  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...

  Save time, save money.  That is just one of our mottos.  The less clicks you need to make the more time is saved. Casetrackerlaw gives you the ability to set up a sequence of reminders with associated letters that can be assigned to any users.  These reminders are triggered when a specific Status Code is selected under the blue Status tab. In Settings, find Status Codes and click to view the list in order to add, edit or delete.  Click the icon to view the status code you want to update.  Here you can edit every element from the status code and type to setting up 4 triggered reminders and generating 4 triggered letters. For example: you are working on a new claim and you want to change the status, add a reminder and generate a demand letter.  You can do all of this with just a few clicks of the mouse.  Find and open the claim you want to update with a new status.  Click the blue claim tab Status, click the Claim Status dropdown menu to sel...