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.