Friday, March 4, 2016

Letter Merge - Letter Wizard



Casetrackerlaw has a Letter Wizard.  What is a Letter Wizard you ask?  In my opinion, it is one of the coolest features in the Casetrackerlaw software system.   

You can create custom letters, notices, acknowledgments and court forms that will merge with claim information.  If there is a field you need to merge into a letter but no merge code, we can fix that by adding a merge code.  As you can see by the 2nd illustration below, the Letter Wizard looks and works very much like Word.  Illustration #1 shows the letter templates listed, and they can be edited and saved or duplicated with a new name to create a whole new template.  Court forms can be created and with a little time and effort, they will look very professional.  When you are ready to generate a letter, a template is selected from the Quick Prints tab inside the claim.  The template can be generated and printed or stored in the Letter Queue to be printed later.  These letters are also accessible via many of the reports to generate letters in bulk.  Letter Folders can be created with a category name that you can store your letters in.

#1. Letter Templates 

#2 Letter Wizard

If you are interested in this feature and would like to know more about Casetrackerlaw, give us a call at 954-755-1763 or 800-270-1197

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