Casetrackerlaw & Payclix, A New Partnership

Casetrackerlaw.com is proud to announce a new partnership with The Clix Group, LLC to bring their payment processing product, PayClix, as an integrated product with CasetrackerLaw software. This partnership will allow the clients of casetrackerlaw.com to be able to take online and credit card payments in their business. 

Casetrackerlaw.com is a company that has a proven track record in innovative web-based technology and has provided collection agencies, law firms and corporations with exciting and new tools at the forefront of their industry since 1997. This new partnership with The Clix Group, LLC will allow Casetrackerlaw.com to stay true to its philosophy of “making a little progress every day”. 

The Clix Group, LLC has a substantial track record in the payment processing industry and has already been in the debt collection marketplace for five years and it is excited about this new partnership to bring its product to Casetrackerlaw.com clients.  PayClix is fully integrated into all current versions of Casetrackerlaw.com software and the power of PayClix can be brought to your debt collection business quickly by reaching out to your Casetrackerlaw.com account executive today.

For more information, please contact our office at 954-755-1763 / 800-270-1197 or email bsmith@casetracker123.com

NEW FEATURE: Status Update With Attachments

How many times a day do you have to send a status update regarding a claim?  How many times are you required to send along some kind of back up documentation; a contract, an invoice or two, statements of account, etc…?  This can become a time-consuming task.

We have created a new feature; with the help of Stephen Gebeloff of Gebeloff Law in Boca Raton, FL.  He needed a way to status update his clients with the ability to attach multiple documents at the same time.  Creating and sending the status update, then having to send the back-up documents from a separate location is time consuming.

This is how it works; a status update is scheduled, if there are documents attached to the claim, the question, “Would you like to add attachments? Yes or No, will appear below the comment box under the status tab and if there are no attachments, this question does not appear.

If you are interested in this feature and would like to have it added to your CasetrackerLaw system, give us a call or send us an email.

Reports - "Report Settings"

Reports are a part of business that can be a real headache.  Reports are generated for a variety of reasons.  They are generated to track or monitor specific departments with regards to inventory or money or people. 

CasetrackerLaw software includes approximately 75 reports and the ability to view them either all at once or in a Dropdown View.  Some of the reports are customizable and you have the ability to display only the reports you need if you are using the Dropdown View.

“Report Settings” is located under Settings.  Here you can select which reports you want displayed in the Dropdown View by selecting yes or no.  There are 2 dropdowns displayed; the first are the reports that are customizable.  These reports give your numerous column options so generating a report that displays the results you are looking for is easy.  The second dropdown menu of reports are non-customizable but still have the option to only display the reports you want.  Why have reports displayed if they are never going to be used?

If you have any questions about the “Report Settings”, please contact our office.

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

Recurring Debtor / Contact Info Auto-Populate

One of the biggest consumers of time is manually entering contact information into fields provided by any software.  There are times when it is necessary to enter the same contact information regarding a debtor; everything except the amount.  This is virtually wasted time.

CasetrackerLaw has added a new feature that takes care of this time consuming task.  When entering a claim manually, there is generally 3 drop-down menus consisting of a list of the names of Forwarders, Creditors and Debtors in your database.  If you are entering contact information on a claim for a recurring debtor, select the debtor from the Select Debtor list.  All the debtor's information will populate the correct fields, except for the amount.  The amount will, more than likely, be different each time.

If you are interested in adding this feature, please contact our office for details.

FYI:
I would like to invite you to schedule a demo of the new upgraded version of CasetrackerLaw.  If your system is more than 4 years old, you should book a demo.  You will be amazed at some of the new features we have included.

Casetrackerlaw.com
800-270-1197 / 954-755-1763

Manage Staff

Casetrackerlaw has been busy adding new features to the system.  A new security feature has just been implemented.

Manage Staff, located in Settings, is where users are created, edited, deleted or archived.

CasetrackerLaw is now set up with 3 secure administrator accesses; a Super-Admin, regular Admin and a Staff Administrator.  The Staff Administrator login is used in order to access Manage Staff.  Super-Admin is the only user with these credentials in order to edit staff member information or to change the passwords.  Another little feature here is the ability to limit the date and time frame a staff member can access the system.  

This feature was created to fill a need for a few clients.  Clients wanted a way to control who had access to the Manage Staff section for security reasons. 

For more information, give us a call at 800-270-1197

CasetrackerLaw & the Weather

Do you live in the North? Do you live where hurricanes hit? Do you ever have “snow days”? Do you have employees that are unable to get to work due to the “weather”? Weather is unpredictable and there may be times when your staff can’t get to work.

If you answered “YES” to any or all of the above questions, you may need to change your software.

CasetrackerLaw allows your staff to work remotely. Whether it’s storming, snowing or a hurricane hits, you still have the ability to continue working through it all.

Call or email for details

800-270-1197 / casetrackerlaw@gmail.com