Account Receivables Report

Every business owner, administrator or manager of a business requires the ability to know how much money is being used to operate the business and more importantly, how much money is being received.

With just a quick glance, CasetrackerLaw’s “Account Receivables” report tells a lot about all the open claims in the system. The report will give you the name of the creditor, debtor, date claim was placed, amount placed, amount collected, interest accrued and the balance owed for each claim. At the bottom of the claim list you will see the totals for all the claims in the list and the percentage of what was collected.

CasetrackerLaw will be attending the Commercial Law League of America & Its Midwestern Region Member Association’s 80th Chicago/Spring Meeting & 116th National Convention being held in Chicago, IL, April 29th – May 2, 2010 at the Westin Michigan Avenue Hotel. If you have any questions please contact Marisa Pochter at 312-781-2000 (mpochter@clla.org)

Account Executive Money Report

The “Account Executive Money Report” found under “reports” is a handy way of calculating what the “account executives” commission will be for a selected timeframe. To run a report, select the timeframe, the account executive, the commission percentage rate and “the break even amount” and click, generate report. (The “break even amount” is pre-determined by management before the report is run) The generated report will show you a list of all the claims/clients, the total received, the total needed to remit, the total fees and the total commission.

You must enter the liaison/account executive name on the profile of the creditor in the “manage creditors” section in order to produce an accurate report. You need not enter the break even amount in order to run a report since this is pre-determined by management. This report will generate many scenarios since all business owners operate differently, so try this report and if you have any question, please call our office.

The offices of Money Management LLC & CasetrackerLaw will be closing at Noon on Friday, April 2 in recognition of Passover, Good Friday the Easter holiday weekend.

The staff would like to wish everyone a safe and happy holiday weekend.

Advanced Status Report - UPGRADE

The "Advanced Status Report" is found under "reports" in the CasetrackerLaw system. We have made a few changes that we think will make running and generating a report on the claims in your system more efficient. This feature will soon be added to the collector’s side as well which means your collectors will have the ability to run reports on the claims they have been working.

What kind of information will you get when you run an advanced Status Report? It all depends on what it is you are looking to find out about the claim and what kind of criteria you populate the fields with. There are many different combinations of criteria you can put into the system in order to run and generate a full report. First you would select a timeframe, then a status type, then the creditor/client and then the collector. Finally it will give you the option to view the comments, payment history and payment schedule. Click submit and a report will appear on your page with all the information you selected which can then be generated and printed out or you have the ability to download it into a CSV format.

Once you've generated your report, you then have a multitude of options to do something else with the report or the list of claims in the report. These options are also found at the bottom of the report page. You can select the whole list or just particular claims and add claim notes, change the reminder date or even select, generate and send a demand letter.

If you would like more information on this feature, give us a call or visit our website.
954-755-1763 / 800-270-1197 / www.casetrackerlaw.com

Wasted Time

It’s Friday and everyone has been working hard all week. Today’s post is not about any one feature that CasetrackerLaw has to offer, but rather, the whole reason to even consider our collection software for your company or firm.

If you have been reading our blog, you will know that CasetrackerLaw is all about shaving the bottom line in business and saving time and money. Everything we do in our offices is done with time in mind. How long will it take to get from point A to point B?

CasetrackerLaw accepts ideas and suggestions all the time from its clients and users. If the idea is something that will improve the time it takes to do something within the system, we’ll add it as an upgrade or new feature. The community of CasetrackerLaw clients and users will automatically receive this new upgrade or feature their system.

Give CasetrackerLaw a call or drop us a line or two about the great idea or suggestion you have and we may use it in the next community upgrade. Visit our website www.casetrackerlaw.com to see a list of the features already included in every system we offer.

South Beach, FL

The chief is always looking for a reason to escape the office, especially when a client comes into town. What better place to come to than South Beach Florida. South Beach is considered one of the top 10 beaches in the world. CasetrackerLaw has clients all over the world and when they want to visit our beautiful state, we will make sure they enjoy the experience.

Just recently we had a client visit so the chief left the office early to meet the client in South Beach. It was a beautiful morning and turned into a beautiful South Florida day. They spent the day doing a little sight-seeing and lunch at one of the well known eateries, Joe’s Stone Crabs located on Miami Beach on Washington Ave, where you could very possibly run into a celebrity. (FYI: Stone crab season runs from October to May) After lunch they did a little more sight-seeing and ended the day with a little business. Who wants to come to South Beach on business and actually work the whole time they’re here?

CasetrackerLaw would like to extend a warm welcome to anyone who wishes to visit our great state and we will make sure you are informed of all the “hot spots” to hit while here. From a great meal at a famous restaurant to all the well known tourist attractions located close by. You will never forget you business trip to South Beach, FL.

Backup - Download - Upload

CasetrackerLaw has many little features hidden throughout the system. These features are not really hidden, just placed in specific locations with-in the system. The hidden feature I’m discussing today is the “Backup” feature and you will find it in the “settings” department. (Top, right-hand side of any page you go to) The “Backup” feature allows users to download their client list, forwarders list, status history and more.

We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.

For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…

Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.

Prospect To Client

Sale’s is a major part of many businesses. If you operate the kind of business that survives on selling, then you would need a sales tool that manages every aspect of the sales operations. From cold calling and collecting information on a prospect, which is a time consuming process, to making the sale and making that prospect a client. How do you convert a prospect to a client without having to transfer all the information gathered manually into another database, another time consuming process?

With CasetrackerLaw’s sales and management department or module, there is no need for double work. With a click of the mouse, the prospect is automatically added into the administration side of the system as a client and the pertinent information on the potential client is transferred as well. The only thing left to do is to give them access with a username and password so they can submit their claims electronically. The claim will be received and work will begin immediately. The client has the option to receive electronic updates via the Casetrackerlaw system when changes occur.

The CasetrackerLaw sales and management tool can be purchased as an independent module. Call us for details or visit our website for more information.

PS: March Is Free Profile Month – Contact us if: you need a background check done, need to find someone, locate assets or a social security number, bank liens or judgments etc…

Customizable - Have It Your Way

CasetrackerLAW is totally customizable and can be tailored to suit the way you manage your business. We at CastrackerLAW realize that every firm uses its own collection strategies, reports, demand letters, collector commissions and invoices.

Wouldn’t it be fantastic if you could design the software you use on a daily basis? To be able to design and create your own documents, letters and forms and they’ll look the way you want them to look? To be able to generate a multitude of reports, invoices or statements and then email or fax them directly to the client or debtor right from the system you had a hand in customizing? (faxing from the system requires an online fax service such as MyFax.com or Efax.com)

There are a thousand receivables and management software’s on the market today. How do you decide which one is the one that will fit the way you do business? With CasetrackerLaw, it’s not an issue because you can ultimately decide what your software will do and how it will do it.

Don’t make a final decision until you’ve taken a test drive and when you’re done, we’ll give you the keys for a week.

Print To PDF

Credit managers, agencies and attorneys utilize CasetrackerLaw as a major tool in their everyday work processes. One of the most important procedures in these business processes is receiving and sending reports regarding the case. These reports would be sent via email and the pertinent information in these reports were copied and pasted into the note section of the system. A time consuming procedure.

An alternative to this method: CasetrackerLaw’s alternative method will save your staff time which in turn will save you money. When a report is received via email, you can “save to print” as an Adobe PDF document either to your desktop or my documents and then upload it to the “attachments” section in the CasetrackerLaw system. With a couple of clicks of the mouse, you have received, saved to PDF and attached the report to the case.

If you use EFax.com or Myfax.com to receive reports, make certain the settings are set to receive via PDF, if using Accurint to run a profile, again make certain your settings are set to receive in a PDF format.

Hint: In addition, once a document is attached, these reports can be faxed or emailed from the attachments section right to the recipient – providing you have an account with Myfax.com. And when a debtor requests an invoice while talking to them on the phone, with a couple of clicks, the requested document is faxed or emailed right from the “attachments” page.

Call us for more information on how CasetrackerLaw can save you time and money.

The 1000 Year Rule

One of my favorite comments to the people I speak to is “Your data will be here for the next 1000 years. In other words, your data is always kept, not deleted or archived and is retrievable years from now. Our goal is to retrieve information within minutes or even seconds of being requested.

Scenario: Claims were forwarded to a law firm in Chicago, IL for suit. The attorney provided updates via the CasetrackerLaw system starting in late 2006 and2007. The attorney claims suit was filed, money was sent to the attorney and the updates started to flow, but slowly from the attorney. We will call this attorney Mr. W.

All of a sudden the attorney would not return our calls, emails or faxes. After months of no contact, the investigation started. I spoke with my partner, Atty. P and of course, he has no knowledge of where Atty. W has escaped to with our money.

Long story short, a complaint was filed with ARDC (Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois) and after weeks of communications, they agreed to prosecute the attorney, but needed evidence.

Apply the 1000 year rule: the ARDC wanted to see the email or updates by the attorney which our system stores. Within minutes, the full history of the attorneys false updates were printed and off to the court they went.

This is a case where the system protected us and provided evidence to prosecute by having the data at our finger tips.

NOTE: When you forward a claim from our system it is bonded via the General Bar, Columbia List, ALQ, Forwarders List and National List etc... provided the attorney is a list member for bonding and provides you a report. (We will discuss this feature at a later date)

CasetrackerLaw is always concerned that our system keeps an accurate and up-to-date fingerprint of all the communications occurring with each case. We are a green company so all data and documentation is digitally stored within the system and easily retrievable at a moments notice.

Uploading Sales Leads

Casetrackerlaw has a sales tool. This is not a new feature how-ever it is becoming more and more in demand. Do you have a sales team? Do they make their daily calls from a spreadsheet and add collected information into the tiny little cells? Wouldn’t it be wonderful if you could just upload your leads into a system that your sales team can then work from? A system that allows your sales people to make their calls, gather and store information, send sales material via fax or email and set follow up reminders to call them back on particular days, all done from one place. You can with CasetrackerLaw.

Just recently we had a client that wanted to start using his sales tool and wanted to upload leads from a spreadsheet. No problem, CasetrakerLaw’s sales tool can do that. However, this client tried to upload his leads from a spreadsheet that had dropdown menu’s at the top of each of the columns. In order for his upload to work, he had to “clean” his spreadsheet and get rid of the dropdowns and he had to make sure that the spreadsheet was saved as a CSV (comma delimited) file. Watch the video tutorial to learn how to use this feature.

Once the leads are uploaded into the system with all the pertinent information in the correct fields, they can then be assigned to the sales team. Administration assigns the leads to the salesperson of his or her choice and they can be re-assigned at any time as well.

FYI: CasetrackerLaw has been working on new ways of letting people view our software features. We have the ability to send video lessons via email or view them by going to a private website for lessons only, Mobileme.com gallery, screencast.com and youtube. And if you aren’t allowed access to Youtube, you can view them with Quicktime movie. We reccomment you view them in 720p.

House Calls

As I mentioned Friday, CasetrackerLaw will travel to a client’s location in order to work closely with that client. Because CasetrackerLaw is web based and customizable, there may be work that needs to be done under the close supervision of the client. We do this to make sure that the client is 100% satisfied with their system, not to mention our reputation for happy customers can then be spread by word of mouth to others in the industry. And we show up when we say we will.

While our engineer is traveling, we also have the ability to keep in touch via CasetrackerLaw, using the internal “message board” that is included with every system. If for any reason a cell phone isn’t working, an email or a message sent thru the system will reach the administration department and the message is conveyed to the proper recipient. We can also get a personal weather report from where ever our engineer happens to be. This week CasetrackerLaw is just outside of Boston, MA. The weather report this morning there is clear, sunny and crisp. Too bad our engineer will be inside an office all day.

Today’s Tip: Are you a great speller? Who is? If you install the Google toolbar, there is a “spell check” that will check the page you are on for any misspelled words and they will be highlighted for you to see.

Giving Privileges To Forwarders

A forwarder can play 3 rolls: 1) as an agency who represents multiple creditors which is typically the case: 2) as a creditor with multiple locations or 3) as a creditor with multiple collectors. One other role a forwarder plays was just recently noted: 4) as a company that sets up their sales people as their first line of collections.

With this in mind, administration has the ability to set the access levels for the forwarder, based upon the forwarders needs. Every firm or company has their own operating procedures and with this feature, being able to decide what level of access to give users is a good way to monitor what is going on in the business.

Click the link and watch the video to see how this works.

Helpful Search Tip: Did you know that it’s possible to search any page for any word by selecting the control key, hold down then press the F key and a search feature will open up in the tool bars area. Type any word and all letters for that word will be highlighted on the page.

Traveling Engineer

Casetrackerlaw is traveling.

Have you ever needed to have a service person visit your office in order to have something serviced? I’m sure the answer is yes. And how long do you wait for the serviceman to show up?

We’ve had clients call our office and request that an engineer travel to their office, no matter where in the United States he is located, in order to have custom work done under their supervision. Our engineers will immediately make plans to visit the client’s office for a pre determined amount of time and customize their CasetrackerLaw system. And even though he may physically not be in our office, he is still able to maintain and service our other clients from the road. This is possible because of the fact, CasetrackerLaw is completely web based and automated, therefore can be accessed from anywhere as long as you have an internet connection.

Visit www.casetrackerlaw.com to see what else CasetrackerLaw is capable of doing. While you’re there, register for a brief online demonstration.

Would you like to have some custom work done? Call us for a discussion.

Have a great weekend!

Demo's By CasetrackerLaw

Did you know, 4 out of every 10 people that we give tours to, will become a client, be it a law firm, agency, creditor or corporation.

That's a pretty strong statement but in our experience it's also true. (we have been conducting online or virtual demonstrations of CasetrackerLaw for the past 6 years)

Our sales team will call law firms or agencies and schedule or book online demonstrations. A demonstration is done using Go To Meeting.com and will take anywhere from 15 minutes to 2 hours. It all depends on who's taking the tour. During the tour, the tour guide will quickly go through all the departments and tabs, explaining what each function and feature will do. Questions are asked and answered and the tourist can be given the "keys" at the end. He will have temporary access to the demo system so that he can go back into the system at a later time and show others that are in the equation of decision making.

This same principal will work if you already have CasetrackerLaw and are trying to build your business. You too can give virtual tours to prospective clients or creditors.

For us, online demonstrations using Go To Meeting.com have been an invaluable sales tool when it comes to showing potential clients how they can monitor and manage staff and claims.

Call us today to schedule your personal online demo of the greatest collection technology on the market today or visit our website at www.casetrackerlaw.com and register right there, a CasetrackerLaw representative will contact you.

Create, Store & Generate Your Own Word Documents

All business requires various kinds of documents to perform effectively. Some examples of these documents may include form letters, demand letters, pending approvals, settlements, invoices, etc…

How many times have you wanted to generate a letter or document only to find that the one you want is not available or isn’t worded or laid out correctly for your use? Creating a letter or document that you have the ability to store and use over and over again would eliminate this problem. And being able to access and edit the document would be even greater.

CasetrackerLaw has done it again. The engineers have developed a feature that allows its users to create, store or edit and then generate letters and business documents.
You can place the letter or document in a queue to be selected, printed and mailed at a later time. This optional feature is called CasetrackerLaw Word and does not come with the system. It’s is an individual module that can be purchased at a nominal fee.
(Call for details: 800-270-1197)

Visit our website to see more great features CasetrackerLaw has to offer it’s clients.

New Feature Update - Gross Amount

During the last several years we have found firms distribute money a hundred different ways.

Casetrackerlaw has evolved into a system that will allow you to take fees, costs, interest, expenses, add old interest, calculate interest and do just about anything one’s imagination can conceive.

The latest feature we added this week was “gross amount”. I will explain briefly how this works.
The debtor pays you and you either send the check directly to the creditor or deposit into your trust account (without taking out your fees). In many cases the creditor may ACH the money directly from the account. Or you submit the gross amount along with an invoice for your fees, costs, etc. Now you wait for your money to arrive and hope you don’t have to collect from your client.

This method is not one of the favorites of most clients we know, but for certain circumstances you may not have a choice.

In order for this money not to show up on your remittance report and make the proper adjustment throughout the system was a task within itself, but as usual CasetrackerLaw has evolved to adjust for this new feature.

You will find this little feature in the "paid to" drop-down menu in the "payments" tab of money received. If you have any question about this feature and how it works please call our office for details.

Again thanks goes to the law firm of Yates and Schiller in Boca Raton, FL for this latest feature suggestion.

Spring Is Around the Corner

Well it’s still a little nippy in South Florida and we are anxiously anticipating spring.

During this cold period our engineers have been busy developing lots of new ideas to make CasetrackerLaw the best cutting edge software available.
Since we have systems all over the US and networked around the world, we have added a new feature.

Several of our west coast clients have requested our system think in different time zones. As of today you will be able to set your time zone for your system in the “settings” department.

If you have any questions regarding this new feature don’t hesitate to give us a call. There is nothing the chief dislikes more than not to be able to reach a live person. At CasetrackerLaw, there is always a cheerful someone in support that can help you, not a maze of menu options or email support which most companies charge you for.

“Pioneers of web-based collection and management software”

Don’t miss the new interview with Attorney Gebeloff featured on the front page of our website.
www.casetrackerlaw.com

Invoices

Invoicing is a very important aspect of every operating business. How many businesses do you know that don’t use invoicing in order to get paid for products or services rendered? Invoicing is also used to track paid and unpaid bills. Invoicing can be a tedious and time-consuming task and again, time is money. Imagine having the ability at your fingertips to create and generate an invoice from the same page that you record a payment on.

CasetrackerLaw is equipped with automatic email and fax. Create an invoice for all your direct payments to your creditors, court costs and also for claims that are handled on an hourly basis. You have the option to email, fax or print the invoice and send it via regular mail. CasetrackerLaw will track past due invoices and send overdue notices to all clients with unpaid invoices. How convenient for you and your clients.

This feature is just another little way that CasetrackerLaw is striving to help you save time and cut costs where ever possible.

Call for a free online demonstration.

*March is Free Profile month at CasetrackerLaw. Let us locate someone for you or do you need to have a back ground check done? Give us a call and we can have your report ready within a few hours.

Sales Tool - Sending Company Information

Do you have a sales team sitting on the phones day after day calling sales leads? Once contact is made with the right person, does the salesman send an informational brochure? How does your sales team send information about your company to prospective clients?

CasetrackerLaw’s automated sales tool has built in email and fax features. These two features will make the work day flow smoother for the sales team. While they are making their calls, they have the ability to email or fax sales information to the prospect right from the prospects information page. There is no need to gather the sales documents together, address a cover sheet or get up and walk to the fax machine or open up another window to send an email. A multitude of steps will be illuminated by using these features.

Visit our website or call us for a brief online demonstration of how the sales tool will save your sales team time and you money.

Falling Through The Cracks

CasetrackerLaw provides several features to make certain a file or claim does not “fall through the cracks”. Thanks to the law firm of Yates and Schiller, yet another addition is added to the system. There are over 45 reports available to run and generate and the “overdue report” is the one used to track claims that need attention.

The overdue report allows you to view files that have not been reviewed or worked in a given time frame. The report page will automatically display 0 days up to 2,000 and will let you sort by time period and further by creditor or forwarder.

The new feature added is a filter that allows you to determine if a claim or file has been worked in a certain time period by a status code. Note: You have the ability to edit, add or delete status codes when you create your own and you can add “stepping stones” to your status.
If you have an idea, let us know by either calling or emailing us. We would love to hear from you.
CasetrackerLaw “pioneers of web-based collection software”

www.casetrackerlaw.com / 800-270-1197 or 954-755-1763

Training Videos

Working in an office and possibly using a multitude of different software programs can be overwhelming to new employees. Imagine having to hire staff and train each one. This takes time away from other employee’s work and time is money. During this time of transition wouldn’t it be great if there were robots to train new staff? This isn’t possible yet so the CasetrackerLaw team came up with a solution. Training Videos!

CasetrackerLaw gives every employee the ability to access over 100 training videos. They’re conveniently located at the top right hand side of each system where they can be accessed at any time from any page within the system. CasetrackerLaw is user-friendly however, there are many different departments and each department is made up of many different functions. Some functions are self-explanatory and some are not.

A collector can be working from the collector’s tool or a sales person from the sales tool and there may be a function that they’ve never used before. Instead of interrupting a co-worker for help, they can click the training video they need and quietly watch the instructions on how to use the feature. It’s that simple. And if the video doesn’t help, there is always a CasetrackerLaw representative that is only a phone call away.

At CasetrackerLaw, it’s all about saving time and money and shaving the bottom line.

Visit our website www.casetrackerlaw.com (register to schedule an online demo)
Call 800-270-1197 or 954-755-1763 (schedule an online demo)

Web Based Technology

Why does everyone talk about web based or Internet based technology in today’s economy? Because in the long run, the bottom line is what everyone’s interested in. How can a company or firm save time and money using technology? By hiring people that know what they’re doing and having software in place that can very possibly do the job of 4 workers. A lot of the menial tasks that take up so much time, but tasks that are vital to the operation of your business and still need to be done.

CasetrackerLaw is completely web based and user friendly. By using CasetrackerLaw, a lot of the tasks that need to get done are done automatically with a simple click of the mouse. Are you a large company with multiple offices located in various parts of the United States or Canada and you need to run a report on all of these locations? No problem, CasetrackerLaw gives the user the ability to run and generate a hard copy report that can then be emailed or faxed to the proper recipient, right from the system. Do you need to generate a batch of demand letters? No problem, CasetrackerLaw also gives the collector the ability to select and generate a letter of choice, add it to the “letter queue” and then print them all at the end of the day.

No matter what your needs may be if you can imagine it, the CasetrackerLaw team will do it’s best to make it a reality.

Visit our website and view a video featuring Atty. Julie Yates of Yates & Schiller in Boca Raton, FL discussing how she uses the iPhone and CasetrackerLaw or Mr. Thomas Steed, the CEO and General Manager of Money Management LLC /ISB and CasetrackerLaw.com discussing the importance of profiling and why it’s used.

PS: We are currently working on our next newsletter and video featuring Atty Steven Gebeloff of Gebeloff Law also located in Boca Raton, FL, he will be discussing using his Blackberry with CasetrackerLaw.