Casetrackerlaw.com

  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...

  Short Version: Select the Claim : Choose the claim you want to forward. Forwarding Tab : Click the blue tab labeled "Forwarding." Forwarding Instructions : Select the forwarding instructions for the attorney. Unbonded or Bonded : Click the "Unbonded" or "Bonded" link to forward the claim. The attorney will receive an email with a website link, user ID, and password to access the attorney portal. There, the attorney can review the claim and any attached documentation and decide whether to accept or reject it. Long Version: Administration/Agency Side: Manage Attorneys : Ensure the attorney has working zip codes entered under "Manage Attorneys". The debtor zip code determines what attorneys will be displayed. Forward a Claim : View the claim. Click the blue tab labeled "Forwarding." Click the red link labeled "Forward." Instructions Menu : Select an instruction from the dropdown menu (e.g., "Forwarding Claim Instructions...

  Let Casetrackerlaw give you a hand. First and foremost, what is a process server?   A process server is an individual with a pivotal role in legal proceedings. They are tasked with delivering crucial legal documents, such as summons, complaints, subpoenas, writs, or court orders, to parties involved in a legal proceeding. Their role is not just important, it's crucial, as they ensure that all parties are appropriately notified of legal actions being taken against them or requiring their presence in court. Process servers typically deliver these documents in person to the intended recipient, known as 'serving' the documents, and provide proof of service to the court to confirm that the documents were delivered. This proof of service is not just a formality, it's essential for the legal process to proceed effectively. Casetrackerlaw offers a helpful tool called "Search Process Servers," accessible through the Manage Attorneys link. With this feature, user...

  🌍 Need to Add a Country? Let Us Know! 🌍 At CasetrackerLaw, we understand the importance of catering to your global collection needs. That's why we're constantly striving to enhance our platform to make your job of collecting money from the US and international sources even easier. Our development team has recently introduced a new feature that allows us to add countries seamlessly without the need for programming intervention. This means we can quickly accommodate your requests to include additional countries in our system.  We understand the significance of accuracy when it comes to country listings. To ensure precision and avoid potential errors in drop-down menus, individual users are not granted direct access to this feature. Instead, simply reach out to us, and we'll take care of adding the country for you promptly and accurately. Best of all, there's no cost to you for this service. We're here to support your efforts in collecting debts worldwide...

  Casetrackerlaw.com provides a seamless process for unarchiving claims, ensuring efficient management of creditors and archived information. Follow these steps to unarchive claims: Log In: Access the Casetrackerlaw.com platform by logging in with your credentials. Navigate to Claims Management: From the main dashboard, locate and select the "Manage Creditors" option. Access Claims List: Once in the creditor management section, find and click on the option to "View Claims List." View Archived Claims: Within the Claims List, look for the "View Archived" button. Click on it to access the list of archived claims. Select Claims to Unarchive: Review the archived claims and identify the ones you wish to unarchive. Initiate Unarchiving: For each claim you want to restore, click on the corresponding "Restore" button. This action will prompt the system to ...

  What is "Level of Access"? "Level of Access" refers to the administrator's ability to control which users can view specific documents or notes that are attached or entered into the claim within our system. Four Levels of Access for Attachments: 1.      All: Visible to anyone with access to the system and working on claims. 2.      Self: Displayed only for the user who attached the document. 3.      Fwd Attorney: Accessible to all admins and attorneys. 4.      Internal File: Viewable by all in-house users. Setting Access for Attachments: Admins or collectors can choose "All," "Internal File," or "Fwd Attorney" when attaching a document, based on who needs to see it. When an attorney attaches a document, it is automatically marked as "Fwd Attorney" on the admin side. If a creditor or forwarder attaches a document, it is automatically marked as "All" on the ...

  Here at Casetrackerlaw, our major #1 goal is security next to system performance.   We take pride in knowing that Casetrackerlaw uses top of the line hardware, built with Adobe ColdFusion, the same software the US military uses and is PCI compliant.   So, when it comes to online meetings with our clients and their clients, we want to make sure that the online software service we use to conduct our meetings is also secure.   We use “Go To Meeting” for all of our online meetings and conference calls.   Zoom offers virtual meetings, team chats, video recording, email, and a calendar.   All the cool features are available however, after reading the Zoom User Generated Content License Agreement, we will not be using Zoom in the future. We just wanted to share with you some information that you may not have already known, because who reads the fine print?   Here is a link to the agreement, but I wanted to share a small portion of text from the agr...