Claim Attachment Options

CasetrackerLaw is giving you more options for attaching documents to a claim.  Keep reading:

“I just spoke to the customer, he’s disputing the claim and he’s requesting to see the invoices.”

This is an update a collector may send to a client that submitted a claim. The client can mail the requested documents to you, email or fax them. But what if your client could attach the requested documents digitally to the claim and anyone with access (username and password) can view them and they can be emailed or faxed to the client or debtor right from the CasetrackerLaw system?  Or; what if the document is a multi-page PDF contract and only a couple of pages are needed or requested.
CasetrackerLaw allows the user to "extract" those few pages and give it a new name to create a newly attached document that can be emailed or faxed.

To view a document, go into or open a claim and find the blue tab "attachments".  On this page, you have the ability to either attach a document or view a document that’s already attached. To view a document, scroll down until you see “Attachments”, hover the mouse over the file name and click, the document will open. These documents can also be emailed or faxed to the customer.

To attach a document, browse your computer to find the file you want, give it a level of access (who can view the document), type of attachment, a file note and upload. The document will appear in red. The attachment names can also be edited or the attachment can be deleted.  CasetrackerLaw also gives the ability to attach up to 4 documents at one time, an amazing time-saving feature.

Call 800-270-2297 to request your personal tour.

A Few Benefits of Casetrackerlaw ~ Debt Recovery Software

24/7 Secure Access - all users, from admin to debtor, and all the users in between

*Debtor Access - debtors can access, view and make online payments

Customizable tabs - organize the system tabs the way you want, not the way we want

Claim Reminders - schedule daily,  timed reminders per claim, keeps reminder history

Claim Status - update clients without picking up the phone, keeps status history

Notes - enter detailed notes, keeps notes history

Promised Payments - schedule a payment plan with scheduled reminders

Auto Email & Fax - schedule a debtor email or fax to be sent daily, weekly or monthly

Attachments - keep all back-up documentation attached to the claim

Forward  - submit a claim to a law firm or another agency via Casetrackerlaw

Latest Updates - receive updates regarding claims from attorneys, other agencies or your creditor

Litigation - enter all litigation, suit, and judgment information in one place

Settlement - enter settlement information that calculates the settlement balance

Trust Account - enter items to the trust account that calculates into the claim balance

Timesheets - keep track of your time for billing purposes

Manage Tasks - create, schedule and manage tasks for non-collectors regarding anything

Claim Task - create, schedule and manage tasks for collectors regarding claims

Reports - 76 different reports that can be generated, some with CSV download capability

Hourly Billing - create professional hourly billing invoices & statements

Letter Wizard - create professional letters and court forms that merge with claim information

Invoicing & Statements - create & generate professional invoices and account statements