Continuing from yesterdays post, I was discussing the “money report”. Money Report 2 is almost the same report with a few differences. The option to select the collector was not included and a few fields in the “settings” section are different. The generated report will always show the interest and the court cost returned in addition to the fields already selected.
These two reports are used in order to track the money being received and who is collecting it. The performance of the collectors is of major importance and can be monitored closely by administration.
CasetrackerLaw has a full report section that has a report for everyone. Visit our website for more information or call to schedule a brief online demo.
www.casetrackerlaw.com / 800-270-1197
Friday, April 30, 2010
Thursday, April 29, 2010
Money Report
Accounting for money in any company is the number one concern. How much money is going out and more importantly, how much money is being received.
CasetrackerLaw “money report” will show you exactly what you need to know. This report has a “settings” option; one has the ability to choose what they want to see in each column of the generated money report. By selecting a time-frame, a direct creditor/forwarder, the output format (HTML or XLS), the collector and the type of claim, a money report is generated. The bottom of this report displays the total collected, total fees earned and total due client based on the criteria specified.
Also, one has the ability to arrange the columns in ascending or descending order or access a claim by clicking on the claim ID number. This report can then be generated in CSV format that can then be saved to your computer.
Call us for a short online demonstration of our money report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197 / 954-755-1763
CasetrackerLaw “money report” will show you exactly what you need to know. This report has a “settings” option; one has the ability to choose what they want to see in each column of the generated money report. By selecting a time-frame, a direct creditor/forwarder, the output format (HTML or XLS), the collector and the type of claim, a money report is generated. The bottom of this report displays the total collected, total fees earned and total due client based on the criteria specified.
Also, one has the ability to arrange the columns in ascending or descending order or access a claim by clicking on the claim ID number. This report can then be generated in CSV format that can then be saved to your computer.
Call us for a short online demonstration of our money report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197 / 954-755-1763
Wednesday, April 28, 2010
CLLA 80th Annual Chicago Spring Meeting 2010
Once in a while it’s nice to get away from the office and take advantage of the time by killing 2 birds with one stone. Mr. Steed, the CEO of CasetrackerLaw.com is traveling today…his destination is Chicago, IL to attend the CLLA’s Annual Spring Meeting and Conference for 2010.
Many of our clients will be in attendance and it will be a good time to meet them in person. It’s a great opportunity to visit with friends, clients and to meet new people in the industry. There are fun activities scheduled, informative meetings to attend and a lot of socializing to do.
CasetrackerLaw will not have a booth this year however, Mr. Steed will be there. He will be walking around, visiting with everyone and taking pictures of the event and attending a majority of meetings that will be held through out the weekend. We may post a few to our website for anyone to view so visit our website next week to see who he captured on film.
www.casetrackerlaw.com / 800-270-1197
Many of our clients will be in attendance and it will be a good time to meet them in person. It’s a great opportunity to visit with friends, clients and to meet new people in the industry. There are fun activities scheduled, informative meetings to attend and a lot of socializing to do.
CasetrackerLaw will not have a booth this year however, Mr. Steed will be there. He will be walking around, visiting with everyone and taking pictures of the event and attending a majority of meetings that will be held through out the weekend. We may post a few to our website for anyone to view so visit our website next week to see who he captured on film.
www.casetrackerlaw.com / 800-270-1197
Tuesday, April 27, 2010
Leads Log
CasetrackerLaw is not just a web based collection management system that creates a streamlined workflow for a busy collection agency or law firm. There is also a sales department available that will manage your sales force and keep track of all the leads and prospects that are being worked on.
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Monday, April 26, 2010
Last 50 Status Updates
The status of a claim is of major importance. When an update is made in the CasetrackerLaw system, the collector has the option to email the client through the system. If the client should request a summary of updates, the CasetrackerLaw system has the ability to run and generate a report that will have the last 50 status updates for all the creditors/forwarders. This report is also a good management tool that gives administration the option to oversee the status updates chosen.
This simple report is found in the “reports” section and with a couple of clicks, a report is generated that shows the last 50 status updates. That’s not all this report is capable of. At the bottom, there are 4 quadrants that work independently of each other. In the first section, one has the ability to add or change the reminder or collector. The second one has the ability to generate a letter. The third section gives one the ability to add a note and the last section gives one the ability to change the status, add a comment and finally one has the ability to “generate summary” in a PDF format or download claim information in CVS format.
All of the CasetrackerLaw reports are simple to use and easy to find. Call us for more information or visit our website www.casetrackerlaw.com / 800-270-1197
This simple report is found in the “reports” section and with a couple of clicks, a report is generated that shows the last 50 status updates. That’s not all this report is capable of. At the bottom, there are 4 quadrants that work independently of each other. In the first section, one has the ability to add or change the reminder or collector. The second one has the ability to generate a letter. The third section gives one the ability to add a note and the last section gives one the ability to change the status, add a comment and finally one has the ability to “generate summary” in a PDF format or download claim information in CVS format.
All of the CasetrackerLaw reports are simple to use and easy to find. Call us for more information or visit our website www.casetrackerlaw.com / 800-270-1197
Friday, April 23, 2010
Judgment Report
Let me start off with a question: How many claims do you have that have a Judgment awarded? Is there a fast and easy way of finding out that information? CasetrackerLaw can generate a “judgment report” in less than a minute with all the pertinent information regarding the judgment and its status.
Go to “reports”, select “Judgment Report”; select a timeframe and then a direct creditor/forwarder, then “Generate reports”. A report will come up that shows the claim ID number in red which means if clicked, it will take you inside the claim for a more detailed status. The rest of the information depends on how the columns are set. Next to the “judgment report”, you will see the word “settings”. This option gives one the ability to choose what information is shown in a generated report. Once the report is generated, it can be downloaded to a CSV file.
The lower portion of the report is where action can be taken. Either reminders are set, a letter can be generated to mail or the status and status comment can be changed or added. At the very bottom of the report it will show the total amount placed and the total amount of the judgments.
Visit our website for information on the many features that CasetrackerLaw has to offer or give us a call. We are always happy to answer any questions. If you would like to view our collection software in action, call to schedule a free online demonstration.
www.casetrackerlaw.com / 800-270-1197
Go to “reports”, select “Judgment Report”; select a timeframe and then a direct creditor/forwarder, then “Generate reports”. A report will come up that shows the claim ID number in red which means if clicked, it will take you inside the claim for a more detailed status. The rest of the information depends on how the columns are set. Next to the “judgment report”, you will see the word “settings”. This option gives one the ability to choose what information is shown in a generated report. Once the report is generated, it can be downloaded to a CSV file.
The lower portion of the report is where action can be taken. Either reminders are set, a letter can be generated to mail or the status and status comment can be changed or added. At the very bottom of the report it will show the total amount placed and the total amount of the judgments.
Visit our website for information on the many features that CasetrackerLaw has to offer or give us a call. We are always happy to answer any questions. If you would like to view our collection software in action, call to schedule a free online demonstration.
www.casetrackerlaw.com / 800-270-1197
Thursday, April 22, 2010
Forwarded Claims Report
The “forwarded claims report” is used to track all the claims that have been forwarded to attorneys. This feature also gives one the ability to communicate with the selected attorney and for the attorney to respond back through the CasetrackerLaw system.
When generating the “forwarded claims report”, the user will give a timeframe, select an attorney, the direct creditor/ forwarders and submit query. The generated report will show you all the claims that have been forwarded with the name of the law firm, the debtor name, the forwarded date, the amount placed and the affiliation of the law firm. At the bottom of the report, the user has the option to communicate with the attorney by selecting an instruction from a dropdown menu, an instruction comment will automatically be inserted, a reminder days, a reminder for who and finally, send request. The request is emailed to the attorney who can then either, login and respond back through the CasetrackerLaw system or reply to the email he received.
Don’t forget to visit our website, there’s a lot to see once you’re there. Request an online demo, watch a video featuring CasetrackerLaw client discussing the way they incorporate Casetrackerlaw in their daily business procedures.
www.casetrackerlaw.com / 800-270-1197
When generating the “forwarded claims report”, the user will give a timeframe, select an attorney, the direct creditor/ forwarders and submit query. The generated report will show you all the claims that have been forwarded with the name of the law firm, the debtor name, the forwarded date, the amount placed and the affiliation of the law firm. At the bottom of the report, the user has the option to communicate with the attorney by selecting an instruction from a dropdown menu, an instruction comment will automatically be inserted, a reminder days, a reminder for who and finally, send request. The request is emailed to the attorney who can then either, login and respond back through the CasetrackerLaw system or reply to the email he received.
Don’t forget to visit our website, there’s a lot to see once you’re there. Request an online demo, watch a video featuring CasetrackerLaw client discussing the way they incorporate Casetrackerlaw in their daily business procedures.
www.casetrackerlaw.com / 800-270-1197
Wednesday, April 21, 2010
Expense Report
The “expense report” is generated to show how much money is being used while working a claim. Sometimes there can be small expenses that are incurred for such things as demand letters and postage. There are companies that want to know this amount so they can be reimbursed by their client.
To generate this report, select “expense report”, add a time frame and select the creditor/forwarder and then generate report. The information shown can be arranged in the order you want to see it in. When you go into the reports, there is the word “settings” next to expense report. Here you can select the column headings and there are over 20 column headings to choose from so the report generated will have the information that is important to you.
For more information on this report, visit our website or give us a call.
www.casetrackerlaw.com / 800-270-1197
To generate this report, select “expense report”, add a time frame and select the creditor/forwarder and then generate report. The information shown can be arranged in the order you want to see it in. When you go into the reports, there is the word “settings” next to expense report. Here you can select the column headings and there are over 20 column headings to choose from so the report generated will have the information that is important to you.
For more information on this report, visit our website or give us a call.
www.casetrackerlaw.com / 800-270-1197
Tuesday, April 20, 2010
Email Distribution Report
Reports are of major function in any business. They can show how things are going or they give information in order to make business decisions. The "email distribution report" is a little report that can be generated in order to see what email is associated with what claims.
Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.
If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.
As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197
Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.
If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.
As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197
Monday, April 19, 2010
Direct Payments Report
Running reports on the many different areas of a business is important especially if the report has to do with money. The “direct payments report” in the CasetrackerLaw system is customizable so you can decide what fields you want to see. When you click “reports”, you will notice the word “settings” next to “direct payments report”. This option gives you the power to select the fields you want to see displayed in the columns at the top of your report. One can either go into the claim by clicking the claim # or confirm the payment. If confirm payment is chosen, the claim will be removed from the outstanding payments list and the payment will automatically be confirmed in the “payments” tab.
Being able to generate a report of your choosing and having the ability to customize it as well can be a huge help when specific information is required.
For more information, call our office or visit our website: www.casetrackerlaw.com / 800-270-1197
Being able to generate a report of your choosing and having the ability to customize it as well can be a huge help when specific information is required.
For more information, call our office or visit our website: www.casetrackerlaw.com / 800-270-1197
Friday, April 16, 2010
Deposit Report
In any company, large or small, keeping up with the banking is a major concern. From when a payment is received to when that payment is deposited into the bank.
CasetrackerLaw has a built in “deposit report” that can be run at any time in order to see all the received payments. The information found in this report will tell one the exact date and amount of a payment, the check number, the claim ID, the debtor it was from and the creditor it’s for. From this information, one can decide which payments need to be deposited and by checking the boxes that run along the left side of the report and then the “deposit” button at the bottom of the page, a new report will come up with the listed payments. These selected payments will be removed from the original “deposit report” generated. Another little “help tip” for this report is that once the deposit report is generated, it can be printed and the information can be compared to your bank deposit slip and the total is calculated for you as well.
Contact us for more information on this report or any of the many features found in the CasetrackerLaw system. Visit www.casetrackerlaw.com or call 800-270-1197
Mr. Steed, the general manager of CasetrackerLaw is traveling again. He is on his way to Clayton, NC to visit his grandchildren. While there he will be checking out the 14th Annual Pleasure Island Chowder Cook-Off, Sat. April 17th at Carolina Beach Lake, in Wilmington, NC. On the way back he has planned a stop to visit with Chris Kropac of PCI Group, Inc. in Ft. Mill, SC, an affiliate of CasetrackerLaw.
CasetrackerLaw has a built in “deposit report” that can be run at any time in order to see all the received payments. The information found in this report will tell one the exact date and amount of a payment, the check number, the claim ID, the debtor it was from and the creditor it’s for. From this information, one can decide which payments need to be deposited and by checking the boxes that run along the left side of the report and then the “deposit” button at the bottom of the page, a new report will come up with the listed payments. These selected payments will be removed from the original “deposit report” generated. Another little “help tip” for this report is that once the deposit report is generated, it can be printed and the information can be compared to your bank deposit slip and the total is calculated for you as well.
Contact us for more information on this report or any of the many features found in the CasetrackerLaw system. Visit www.casetrackerlaw.com or call 800-270-1197
Mr. Steed, the general manager of CasetrackerLaw is traveling again. He is on his way to Clayton, NC to visit his grandchildren. While there he will be checking out the 14th Annual Pleasure Island Chowder Cook-Off, Sat. April 17th at Carolina Beach Lake, in Wilmington, NC. On the way back he has planned a stop to visit with Chris Kropac of PCI Group, Inc. in Ft. Mill, SC, an affiliate of CasetrackerLaw.
Thursday, April 15, 2010
Collector Work Log Report
The “collector work log report” is the ultimate spy-ware in order to keep an “eye” on the collector’s work for any given time period.
Having the ability to view the work of a collector can be an effective way to see what claims are being worked and how long the collector is staying on the phone with each one or how much time evolves before the next call is made.
This report is simple to use and can be generated at any time. The generated report will show a table with the date and time listed first and then the type (worked or opened) which means the claim had changes made and updates were made or the claim was just opened and viewed by the collector. Next, the claim ID is listed, the Forwarder (if there is one), the Creditor, the name of the debtor and finally a note, which tells what was done with the claim at that time, either a status update was made to the client or a reminder was added or changed for the collector. Each claim can also be opened by clicking the claim ID and the administrator can then see detailed information regarding that particular claim.
“This report is one of the top reports in the CasetrackerLaw system” states Thomas Steed, the CEO of CasetrackerLaw. “We know of many firms that have terminated employees because of this report.”
With CasetrackerLaw’s many reports, there is nothing that can’t be carefully monitored in order to shave expenses and cut the bottom line. Call us for more information or to schedule a free personal online demonstration. Visit our website at www.casetrackerlaw.com or Call 800-270-1197.
Having the ability to view the work of a collector can be an effective way to see what claims are being worked and how long the collector is staying on the phone with each one or how much time evolves before the next call is made.
This report is simple to use and can be generated at any time. The generated report will show a table with the date and time listed first and then the type (worked or opened) which means the claim had changes made and updates were made or the claim was just opened and viewed by the collector. Next, the claim ID is listed, the Forwarder (if there is one), the Creditor, the name of the debtor and finally a note, which tells what was done with the claim at that time, either a status update was made to the client or a reminder was added or changed for the collector. Each claim can also be opened by clicking the claim ID and the administrator can then see detailed information regarding that particular claim.
“This report is one of the top reports in the CasetrackerLaw system” states Thomas Steed, the CEO of CasetrackerLaw. “We know of many firms that have terminated employees because of this report.”
With CasetrackerLaw’s many reports, there is nothing that can’t be carefully monitored in order to shave expenses and cut the bottom line. Call us for more information or to schedule a free personal online demonstration. Visit our website at www.casetrackerlaw.com or Call 800-270-1197.
Wednesday, April 14, 2010
Collector Commission / Money Report
Question: Do you give your collectors a commission on the money they’ve worked to collect? If your answer is yes, then CasetrackerLaw has an easy answer. The “collector commission / money report” is an easy way to figure the commission’s for all of your collectors.
This report gives one the ability to select a time-frame, select a collector, the commission percentage, credit card charges and the break even amount. A list of claims worked by the selected collector will come up that will show all the pertinent information regarding the payments and the last few columns will tell you how much commission is made on each claim. At the bottom of this report you will see, at a glance, how the collector commission is calculated. You will see the total money received, total fees & the true total received minus the fees. Then you will see the totals for any credit card payments received a break-even amount and finally the amount of the commission for the collector.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website or give us a call, we are here to answer your questions.
www.casetrackerlaw.com / 800-270-1197
This report gives one the ability to select a time-frame, select a collector, the commission percentage, credit card charges and the break even amount. A list of claims worked by the selected collector will come up that will show all the pertinent information regarding the payments and the last few columns will tell you how much commission is made on each claim. At the bottom of this report you will see, at a glance, how the collector commission is calculated. You will see the total money received, total fees & the true total received minus the fees. Then you will see the totals for any credit card payments received a break-even amount and finally the amount of the commission for the collector.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website or give us a call, we are here to answer your questions.
www.casetrackerlaw.com / 800-270-1197
Tuesday, April 13, 2010
Client Performance Report
CasetrackerLaw has over 40 reports that one can generate. Today’s report is very useful to both the clients and the agency.
This report is one of the most important in the system. It will tell how well you are performing for a particular client or clients. This report will give you an advantage when making business decisions regarding these clients. From the administration view, they can decide if the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
This report is one of the most important in the system. It will tell how well you are performing for a particular client or clients. This report will give you an advantage when making business decisions regarding these clients. From the administration view, they can decide if the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
Monday, April 12, 2010
In Loving Memory of Roberta Mazur
CasetrackerLaw will not be posting a regular blog today as we are recognizing the death of a family member. The Florida staff will be working limited hours today.
In loving memory of Roberta Mazur (1933 - 2010)
In loving memory of Roberta Mazur (1933 - 2010)
Friday, April 9, 2010
Claims Overview Report
In the CasetrackerLaw system, there is a report called the Claims Overview Report. When this report is run, a graph will come up with the names of all the collectors across the bottom and the number of claims worked for the day running up the left side. So throughout the day, the administrator has the ability to run this report to monitor the claims worked.
There are several reports in the CasetrackerLaw system. The Collector Work Log Report will give more detailed information about all the claims worked by a particular collector. I will discuss the report in more detail later.
If you are interested in viewing any of our reports or talking to someone to schedule a demonstration, visit our website at www.casetrackerlaw.com and register to schedule a demo or call our office, 800-270-1197.
There are several reports in the CasetrackerLaw system. The Collector Work Log Report will give more detailed information about all the claims worked by a particular collector. I will discuss the report in more detail later.
If you are interested in viewing any of our reports or talking to someone to schedule a demonstration, visit our website at www.casetrackerlaw.com and register to schedule a demo or call our office, 800-270-1197.
Thursday, April 8, 2010
Claims Offset Report
The “Claims Offset Report” in the CasetrackerLaw system is used by the administrator to determine if a commission payment is required or if the agency needs to send a remit payment to the client.
This report will ask you for a time-frame and to select a direct client/forwarder. Once you’ve made your selection and click generate report, the report will show you the information you need in order to either send an invoice or to remit a payment. One also has the ability to pre-set the column categories so only the information selected will appear in the generated report. Now that an offset report has been generated, with one last click of the mouse, an offset statement is generated which can then be mailed to the client.
Being able to select the fields you want to see in a report is important to a lot of business owners and CasetrackerLaw wants their clients to have their reports, their way.
(FYI: the report # is subject to change as more reports are created and added)
As of today, we have just released our latest newsletter regarding attending the CLLA Conference in Chicago, IL April 29th through May 2nd. Visit our website and view Mr. Steed and Jezebel discussing the meeting.
This report will ask you for a time-frame and to select a direct client/forwarder. Once you’ve made your selection and click generate report, the report will show you the information you need in order to either send an invoice or to remit a payment. One also has the ability to pre-set the column categories so only the information selected will appear in the generated report. Now that an offset report has been generated, with one last click of the mouse, an offset statement is generated which can then be mailed to the client.
Being able to select the fields you want to see in a report is important to a lot of business owners and CasetrackerLaw wants their clients to have their reports, their way.
(FYI: the report # is subject to change as more reports are created and added)
As of today, we have just released our latest newsletter regarding attending the CLLA Conference in Chicago, IL April 29th through May 2nd. Visit our website and view Mr. Steed and Jezebel discussing the meeting.
Tuesday, April 6, 2010
Claims Invoice Report
In companies there are times when administration will want or need to know how much money has been received and how much is pending. This information is important when it comes to making financial decisions within the company. The Claims Invoice Report in the CasetrackerLaw system will tell you exactly what is still pending and what has been paid.
To generate a report that will produce the information needed, a time frame is entered, a direct creditor/forwarder is selected and the status you are looking for: all, pending or paid. There is also the option to set the column categories with the information you would like to see. Once the report is generated, a list of claims will appear and you now have the option to go into the claim in order to view the claim details.
For more information on this report or any of the reports in the CasetrackerLaw system, give us a call or visit our website at www.casetrackerlaw.com and register to schedule an online demo. (800.270.1197)
To generate a report that will produce the information needed, a time frame is entered, a direct creditor/forwarder is selected and the status you are looking for: all, pending or paid. There is also the option to set the column categories with the information you would like to see. Once the report is generated, a list of claims will appear and you now have the option to go into the claim in order to view the claim details.
For more information on this report or any of the reports in the CasetrackerLaw system, give us a call or visit our website at www.casetrackerlaw.com and register to schedule an online demo. (800.270.1197)
Monday, April 5, 2010
Claims Report
We hope everyone had a safe and healthy holiday weekend.
We are discussing another fantastic report designed and created by the engineering team at CasetrackerLaw. Some of the individual features in this report were from the imaginations of CasetrackerLaw clients.
The claims report is a handy report when one wants to review what is going on with their claims. There are many options with this report. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.
Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)
We are discussing another fantastic report designed and created by the engineering team at CasetrackerLaw. Some of the individual features in this report were from the imaginations of CasetrackerLaw clients.
The claims report is a handy report when one wants to review what is going on with their claims. There are many options with this report. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.
Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)
Friday, April 2, 2010
Claim Age Report
The “Claim Age Report” is generally used by the administrator to determine how old or how long a claim has been in the system and at a glance, where it is in regards to how much money has been collected, if it’s being disputed or if it’s in litigation.
There are options to set before you run the report. For example: I want to run a report that will show me all the claims in the system that are $20,000.00 or more with a claim age (how many days it’s been in your system) of 30 days or more. (There is also the option to select only one direct creditor or forwarder) When I generate my report, I will be able to see all the claims with my pre-selected settings and all the information on those claims. At this point I can decide if I need to send a letter, change the status and status comment or I can choose to go into the claim and change or add a reminder for the collector.
For a brief online demonstration of any of the 47 reports that are all located in one convenient place in the CasetrackerLaw system, call 800-270-1197 or visit us online at www.casetrackerlaw.com and register a request for a demo. A representative will contact you with-in 24 hours.
There are options to set before you run the report. For example: I want to run a report that will show me all the claims in the system that are $20,000.00 or more with a claim age (how many days it’s been in your system) of 30 days or more. (There is also the option to select only one direct creditor or forwarder) When I generate my report, I will be able to see all the claims with my pre-selected settings and all the information on those claims. At this point I can decide if I need to send a letter, change the status and status comment or I can choose to go into the claim and change or add a reminder for the collector.
For a brief online demonstration of any of the 47 reports that are all located in one convenient place in the CasetrackerLaw system, call 800-270-1197 or visit us online at www.casetrackerlaw.com and register a request for a demo. A representative will contact you with-in 24 hours.
Thursday, April 1, 2010
Bonding Report
CasetrackerLaw’s policy is that every claim that is forwarded to an attorney be Bonded by one of the law lists. When you forward a claim out to a forwarding attorney, a notice is sent to a law list for bonding. This notice is sent in order to bond your claim in the event the attorney runs off with the money.
The Bonding report will give you a list of claims sent for a selected time frame. When selecting the time period and generating the report, you now have options to select a group and setting a reminder for yourself or someone else to follow up on certain claims. This feature will send an automatic request or an update via email to the attorney who the claim was sent to. This feature is great because you don’t have to open every claim to send the attorney a request.
One policy you should implement in your firm is to get bonding confirmation on every claim that has been forwarded to an attorney from the bonding law list.
NOTE: We have seen changes recently with bonding requirements. We suggest you review your directories to get the latest updates concerning these requirements.
The Bonding report will give you a list of claims sent for a selected time frame. When selecting the time period and generating the report, you now have options to select a group and setting a reminder for yourself or someone else to follow up on certain claims. This feature will send an automatic request or an update via email to the attorney who the claim was sent to. This feature is great because you don’t have to open every claim to send the attorney a request.
One policy you should implement in your firm is to get bonding confirmation on every claim that has been forwarded to an attorney from the bonding law list.
NOTE: We have seen changes recently with bonding requirements. We suggest you review your directories to get the latest updates concerning these requirements.
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