tag:blogger.com,1999:blog-40372125345436368822011-11-21T11:01:13.888-05:00Pioneers of web-based collection softwareCasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.comBlogger1561100tag:blogger.com,1999:blog-4037212534543636882.post-42817026038854626042011-11-11T07:50:00.004-05:002011-11-11T07:58:50.228-05:00

CasetrackerLaw –Money Management – Information Systems would like to salute all our Veterans who have served our country and our war heroes who have made the ultimate sacrifice to protect our country.Today is celebrated in other parts of the world and also marks the anniversary of the signing of the Armistice that ended World War I. Major hostilities of World War I were formally ended at the 11th

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-60521615158676053232011-11-04T09:43:00.004-04:002011-11-04T09:55:50.506-04:00

Casetracker123 and Casetrackerlaw have been very busy with innovative new ideas and implementing them into the system. We are always looking to improve all ready great and amazing software.We’ve interfaced with Global Connect in order to put a Call Center right into your system. You can make thousands of phone calls a day by creating and scheduling your own broadcast. You have the option to send

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-26107963511246830922011-09-28T10:54:00.006-04:002011-09-28T11:27:45.770-04:00

Casetrackerlaw.com would like to take a moment to recognize the Jewish holiday, Rosh Hashana.Many Jewish Americans celebrate Rosh Hashana (or Rosh Hashanah), which is also known as the Jewish New Year. Rosh Hashana starts on the first day of Tishrei (or Tishri), which is the seventh month in the Jewish calendar, and may last for two days. It is sometimes called the Day of Remembrance or the Day

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What kind of business do you run? How do you track your data-information etc…? Do you use a multitude of “different” software’s in conjunction with one another? Wouldn’t your business run more efficiently if all your information; from client lists to accounting to reports were kept in one system, one database? And wouldn’t it be cool if you could customize and manipulate your software to your

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-38117300563949491732011-07-21T16:11:00.007-04:002011-07-22T09:10:37.800-04:00

Every now and then Casetracker123/Law will invite a client to visit our offices in order to work closely with our IT department on modifications to their system. When a client takes advantage of this opportunity to come to South Florida for a few days to “work”, it usually means a little relaxation in the evening after work for socializing, like BBQ’s and beer or wine for the staff. We really

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-60629723667358248812011-07-14T13:34:00.023-04:002011-07-22T09:24:36.829-04:00

It's the lazy, peaceful days of summer and time to get away from the every day and just relax and enjoy life. That's exactly what the "boss" did this past Sunday. He joined a good client of his, Dave Schaublin, Senior Vice President of ANI International, in the FL Keys; Marathon, to be exact.Do you suppose work was on their minds? I don't think so, but I'm sure there was a little business

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-34741873592845349852011-06-10T08:25:00.004-04:002011-07-21T10:11:02.862-04:00

Are you a small agency or law firm? Do you struggle with a large volume of claims and not enough time in the day or people to make the calls? You think to yourself, there must me a better way to work all my claims without going broke doing it. There is; CasetrackerLaw will connect you to...Global Connect is a voice messaging service that allows you to make thousands of phone calls and leave

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-68519427339576667762010-12-22T09:47:00.005-05:002011-07-21T09:59:32.854-04:00

Is there a feature in Casetrackerlaw that you would like to know how to use? Is there a feature your're using but not sure if you're using it correctly?There are over 60 videos in our library to choose from and I am trying to create a video for each and every feature and function in the system so our software users are confident that they are using the system to its fullest capacity. Why pay for

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-15606688106050218852010-12-17T09:37:00.005-05:002011-07-21T10:13:07.508-04:00

We want to wish everyone a happy holiday season and safe new year.During the rest of the year everyone is busy with work and family but during the holiday season when the work load slows a little, the chief here at Casetrackerlaw likes to get out and visit with a few local clients. He usually travels north to the Carolina's to visit with family however the grand kids are coming here this year. It

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-79524282054357863522010-12-09T09:37:00.007-05:002010-12-09T10:16:59.218-05:00

It's gotten cold in South Florida again and South Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing its 6th major snow storm of the season? Is it a hassle getting to work? What if you could have your employees work from home? If they did work from home, how would you monitor what they are doing?CasetrackerLaw web based collection software is

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-81963941437333999482010-12-02T10:35:00.004-05:002010-12-02T10:52:03.343-05:00

Having the ability to upload an Excel spreadsheet that contains hundreds or even thousands of claims or even clients to the CasetrackerLaw system is an easy task if done correctly. And it’s fast too.The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-3056866730783474552010-11-04T10:04:00.003-04:002010-11-04T10:11:24.865-04:00

Hello. It has been a while but I am back to my blogging again. I’ll blog a few times per week and the majority of my blogs will be strictly about CasetrackerLaw. Occasionally I’ll blog about something going on in the office or maybe what’s going on in the world around us.Change is in the air….political changes are happening, weather changes are occurring and CasetrackerLaw has changed as well…

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-67965760278986429172010-08-02T08:34:00.003-04:002010-08-02T08:38:27.339-04:00

A client calls your office and requires an update on a claim they’ve submitted to your office and this particular client is hard to please. So you give them an update regarding the claim they’ve placed with you and they are satisfied for the moment. What if your client lives in a different time zone and you’ve left the office for the day when they call?CasetrackerLaw software gives its users the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com1tag:blogger.com,1999:blog-4037212534543636882.post-68736791408280583282010-07-26T09:59:00.002-04:002010-07-26T10:01:54.410-04:00

There have been many major changes made in the past couple of months here at CasetrackerLaw.In our last update, CasetrackerLaw was in the process of moving and upgrading our "servers". The move is complete and things are going well. Everyone has been extremely helpful in their patience and understanding. We are excited about the changes made and know that we have made a positive move in the right

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-27237834580688263902010-06-21T09:17:00.006-04:002010-06-21T10:12:36.974-04:00

Hello…It’s the first day of summer and it’s HOT in South Florida. Our summer blog schedule will be reduced.A few weeks ago, our demo site which is hosted separately from our main database was under attack by a Trojan horse or Malware; a computer virus that infects computers that visit the site. As soon as we were made aware of the problem, within a few hours our engineers were taking necessary

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-61914540048053634362010-05-28T08:03:00.002-04:002010-05-28T08:43:40.400-04:00

Thanksgiving is the day when we give thanks for the things we have and Memorial Day is the day when we give thanks to those who sacrificed their lives so we can have the things that we have.CasetrackerLaw and its staff would like to personally thank the men and women and their families for the personal sacrifices they make every day for America and the American people.The staff at CasetrackerLaw

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-77839143925544844962010-05-27T08:12:00.003-04:002010-05-27T09:48:15.123-04:00

CasetrackerLaw is a completely web based collection software that gives administration the ability to give their staff access to a multitude of “blue claim tabs” that perform different procedures. There are almost 40 different actions that can be performed by the collector. One of them is “promised pmt”.In order to schedule regular and irregular payment plans and promised payments within the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-66995655413028113762010-05-26T08:43:00.003-04:002010-05-26T09:02:02.036-04:00

Do you manually add claims or sales leads onto a spreadsheet or into a database of some kind? If so, then you know how time consuming it is and you know that time is money.The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.Uploading claims: Go to “Interfaces” located in the red “access

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-46251191025022390902010-05-25T08:27:00.003-04:002010-05-25T08:41:31.731-04:00

This report is determined by the information in the “statute of limitations” field. This field is located under “claim info” in the blue tabs of every claim. Before this report is generated, the columns across the top of the generated report can be pre-selected by the administrator to display the information that is the most important.Choose a time-frame; then generate reports and with 2 clicks,

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-61593491463223668092010-05-24T08:00:00.002-04:002010-05-24T08:47:47.553-04:00

When a client is updated regarding a claim; they will receive the update in two ways, via the CasetrackerLaw system and they will receive an email through the email on file for their company. The update they receive is dated and time-stamped with a “claim status” selected by the collector and a note or comment regarding the claim or customer. When the “claim status” is selected, there is a

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-92099964180924115972010-05-21T07:59:00.006-04:002010-05-21T08:52:43.091-04:00

Today is Friday and I’m not going to talk about software.Every state has an interesting history and trivial little things that, if you weren’t originally from that state, you wouldn’t know about them. I’m going to talk about my home state, Ohio. I moved to Florida with my family when I was 6 years old so I didn’t learn much about Ohio until I grew up and moved away.The name Ohio comes from an

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-45820389475926795462010-05-20T08:20:00.003-04:002010-05-20T08:27:24.164-04:00

The “settlement report” will tell administration the total amount of settlements for any given time frame and who the settlements are for.This report is one of the easiest to run. A few clicks of the mouse to select a time frame and then generate reports. Displayed across the top of the report are the fields that have been pre-selected by administration before the report is run. If “claim ID” is

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-47258770807701811502010-05-19T08:20:00.004-04:002010-05-19T08:29:35.657-04:00

The phone rings and it’s a client wanting to know when they will be receiving their money. So the administrator clicks on the reports tab and selects “Remittance Report”. This report will display the information that is needed in order to answer the big question; “when will I get my money?” When this report is selected, up comes a dialog box that gives one the ability to put in a time frame,

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-62345730785624046152010-05-18T08:13:00.003-04:002010-05-18T08:22:57.742-04:00

CasetrackerLaw is a “reminder” driven web based collection software system. When a collector makes a call and adds a reminder, there is a drop-down menu that gives you a selection of “reminder types” such as: Call, Money, Litigation, Profile, Waiting For Documentation…etc. Administration can create specific types by going to the “settings” section.When this report is generated, it will display a

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-75024714850297983452010-05-17T08:29:00.003-04:002010-05-17T08:46:35.325-04:00

The “prospect referral report” is a fabulous tool for tracking all the companies and business associates that refer business to you. In order for this report to work; you need to enter the name of the referral into the “referred by” field while adding the prospect.The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-78506346244544027392010-05-14T09:28:00.003-04:002010-05-14T09:31:21.418-04:00

Change is difficult but necessary. When change happens people sometimes act like the world has come to an end. Changing things up makes life less boring; will keep it moving forward and keeps staff on their toes. Check out the book, “Who Moved My Cheese” by Spencer Johnson, published in 1998.CasetrackerLaw is a web-based collection tool that is changing the way collections are done and different

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-83059777565978606602010-05-13T09:09:00.004-04:002010-05-13T09:18:09.142-04:00

The CasetrackerLaw collection software system is a reminder driven system and has a “reports” section that is full of individual reports for all the different aspects of running a successful business. Money is promised all the time in business when products are bought and sold. This report will show the projected income based on your promised payments for each month.The “promised payments

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-91627178954168337782010-05-12T08:49:00.005-04:002010-05-12T09:19:17.273-04:00

Money is a hot topic and collecting your money from your customers can sometimes turn into a full time job. Knowing when money will be received is helpful when making financial decisions.The CasetrackerLaw “Promised Report” will display the claims in the system that has had a “promised pmt” added to the reminders list by the collector. When the claim is opened, there are blue tabs above the claim

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-33336311349163076232010-05-11T08:05:00.005-04:002010-05-11T09:18:55.040-04:00

Anyone who knows CasetrackerLaw will tell you that the staff does its utmost to make their clients happy. Recently we were asked by a client how they could delete, not archive their claims. In the past, this task was always done by our engineers; however…our engineers have added a feature that allows client administrators the ability to delete claims, in bulk.Go to “Settings” found in the top

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-27856529810771780142010-05-10T10:10:00.002-04:002010-05-10T10:11:51.586-04:00

Clients require monthly notices or updates of how their claims are doing. Not only does the client need to know this information, but it’s also very helpful for the administrator of the company as well. This report will display all the claims in the system for a selected time frame that have not had a status changed or the client updated with in the selected time period. This report is more

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-24483566161697919722010-05-07T08:28:00.004-04:002010-05-07T09:04:08.122-04:00

CasetrackerLaw and its sister company, Money Management LLC would like to wish all mother’s a very warm and happy Mother’s Day.Mother’s day is the one day a year that is set aside to celebrate and honor mothers so don’t forget to visit your mother and if you can’t visit, call her. Send her a card with some flowers and candy. Remember all the little, wonderful things that make your mother

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-89903889304644168452010-05-06T08:57:00.004-04:002010-05-06T09:04:27.525-04:00

There are times, for what-ever reason; an adjustment must be made to an account involving the money. Either the amount needs to be changed or interest is either removed or added in. How can these changes be made so that the over-all trust account balances out correctly?In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-59762657950126133462010-05-05T08:04:00.001-04:002010-05-05T08:38:36.988-04:00

There is nothing worse than having a client call the office requesting an update on a claim and the claim in question hasn’t been worked in over 30 days or more. What do you tell your client? Everyone’s heard the old phrase; “fell between the cracks” which means “misplaced” or worse, lost. How can this problem be resolved?CasetrackerLaw’s “no reminder report” will display a list of all the claims

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-55769844511026273022010-05-04T08:18:00.003-04:002010-05-04T09:23:59.469-04:00

Money reports are vital to any thriving business however when you’re collecting delinquent debt, the no collection rate report is probably one of the most important. This report will list the claims in the system that does not have a collection rate added. The collection rate can vary from client to client so it’s important that this rate is added when the client’s contact information is added to

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-45344107202024565852010-05-03T09:09:00.002-04:002010-05-03T09:10:39.676-04:00

Collection agencies and collection law firms receive new claims on a daily basis, sometimes in large quantities at one time. When this occurs, how does the administrator assign all of these new claims to collectors? Normally each new claim would have to be opened one at a time and assigned.CasetrackerLaw’s “new claim report” will show pretty much whatever information one wants to display in each

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-39824478645368765862010-04-30T08:38:00.001-04:002010-04-30T08:43:13.966-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-43129966122604279392010-04-29T08:18:00.003-04:002010-04-29T09:28:27.545-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-22255688555303676662010-04-28T10:11:00.004-04:002010-04-28T10:19:31.067-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-9702664950332261862010-04-27T08:37:00.002-04:002010-04-27T08:40:36.087-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-89293374746621877412010-04-26T09:42:00.000-04:002010-04-26T09:43:33.300-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-69546945896076399552010-04-23T08:40:00.002-04:002010-04-23T09:48:45.547-04:00

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,

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-69929735767358728672010-04-22T09:12:00.002-04:002010-04-22T09:19:02.884-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-90305968146077459042010-04-21T08:43:00.004-04:002010-04-21T10:03:25.499-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-62680816638374380262010-04-20T08:37:00.007-04:002010-04-20T09:34:03.444-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-31296638827858747502010-04-19T08:49:00.004-04:002010-04-19T09:12:21.503-04:00

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

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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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-79608311018732696722010-04-15T08:02:00.004-04:002010-04-15T09:08:27.213-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-8188137634019574642010-04-14T08:00:00.003-04:002010-04-14T09:09:58.133-04:00

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

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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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-13145064480720426812010-04-12T08:40:00.003-04:002010-04-12T09:00:05.483-04:00

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)

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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

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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

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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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-39946696317203761102010-04-05T08:22:00.003-04:002010-04-05T08:31:14.508-04:00

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

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-52008906300862364792010-04-02T08:16:00.003-04:002010-04-02T09:15:47.547-04:00

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

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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

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Every business owner, administrator or manager of a business requires the ability to know how much money is being used to operate the business and more importantly, how much money is being received.With just a quick glance, CasetrackerLaw’s “Account Receivables” report tells a lot about all the open claims in the system. The report will give you the name of the creditor, debtor, date claim was

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-84953406346363477052010-03-30T08:00:00.003-04:002010-03-30T10:39:51.695-04:00

The “Account Executive Money Report” found under “reports” is a handy way of calculating what the “account executives” commission will be for a selected timeframe. To run a report, select the timeframe, the account executive, the commission percentage rate and “the break even amount” and click, generate report. (The “break even amount” is pre-determined by management before the report is run) The

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The "Advanced Status Report" is found under "reports" in the CasetrackerLaw system. We have made a few changes that we think will make running and generating a report on the claims in your system more efficient. This feature will soon be added to the collector’s side as well which means your collectors will have the ability to run reports on the claims they have been working.What kind of

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It’s Friday and everyone has been working hard all week. Today’s post is not about any one feature that CasetrackerLaw has to offer, but rather, the whole reason to even consider our collection software for your company or firm.If you have been reading our blog, you will know that CasetrackerLaw is all about shaving the bottom line in business and saving time and money. Everything we do in our

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The chief is always looking for a reason to escape the office, especially when a client comes into town. What better place to come to than South Beach Florida. South Beach is considered one of the top 10 beaches in the world. CasetrackerLaw has clients all over the world and when they want to visit our beautiful state, we will make sure they enjoy the experience.Just recently we had a client

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CasetrackerLaw has many little features hidden throughout the system. These features are not really hidden, just placed in specific locations with-in the system. The hidden feature I’m discussing today is the “Backup” feature and you will find it in the “settings” department. (Top, right-hand side of any page you go to) The “Backup” feature allows users to download their client list, forwarders

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-54218578281644437172010-03-23T08:11:00.004-04:002010-03-23T08:52:59.557-04:00

Sale’s is a major part of many businesses. If you operate the kind of business that survives on selling, then you would need a sales tool that manages every aspect of the sales operations. From cold calling and collecting information on a prospect, which is a time consuming process, to making the sale and making that prospect a client. How do you convert a prospect to a client without having to

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CasetrackerLAW is totally customizable and can be tailored to suit the way you manage your business. We at CastrackerLAW realize that every firm uses its own collection strategies, reports, demand letters, collector commissions and invoices.Wouldn’t it be fantastic if you could design the software you use on a daily basis? To be able to design and create your own documents, letters and forms and

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-80488639373552587082010-03-19T08:12:00.006-04:002010-03-19T09:10:31.095-04:00

Credit managers, agencies and attorneys utilize CasetrackerLaw as a major tool in their everyday work processes. One of the most important procedures in these business processes is receiving and sending reports regarding the case. These reports would be sent via email and the pertinent information in these reports were copied and pasted into the note section of the system. A time consuming

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-61092588327688031752010-03-18T08:03:00.009-04:002010-03-18T08:46:57.549-04:00

One of my favorite comments to the people I speak to is “Your data will be here for the next 1000 years. In other words, your data is always kept, not deleted or archived and is retrievable years from now. Our goal is to retrieve information within minutes or even seconds of being requested.Scenario: Claims were forwarded to a law firm in Chicago, IL for suit. The attorney provided updates via

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-3028881439945328432010-03-17T08:24:00.010-04:002010-03-17T09:56:03.340-04:00

Casetrackerlaw has a sales tool. This is not a new feature how-ever it is becoming more and more in demand. Do you have a sales team? Do they make their daily calls from a spreadsheet and add collected information into the tiny little cells? Wouldn’t it be wonderful if you could just upload your leads into a system that your sales team can then work from? A system that allows your sales people to

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As I mentioned Friday, CasetrackerLaw will travel to a client’s location in order to work closely with that client. Because CasetrackerLaw is web based and customizable, there may be work that needs to be done under the close supervision of the client. We do this to make sure that the client is 100% satisfied with their system, not to mention our reputation for happy customers can then be spread

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-20588392024402868432010-03-15T07:59:00.003-04:002010-03-15T09:07:38.878-04:00

A forwarder can play 3 rolls: 1) as an agency who represents multiple creditors which is typically the case: 2) as a creditor with multiple locations or 3) as a creditor with multiple collectors. One other role a forwarder plays was just recently noted: 4) as a company that sets up their sales people as their first line of collections.With this in mind, administration has the ability to set the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-77631553254760796042010-03-12T08:50:00.004-05:002010-03-12T09:10:45.993-05:00

Casetrackerlaw is traveling.Have you ever needed to have a service person visit your office in order to have something serviced? I’m sure the answer is yes. And how long do you wait for the serviceman to show up?We’ve had clients call our office and request that an engineer travel to their office, no matter where in the United States he is located, in order to have custom work done under their

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Did you know, 4 out of every 10 people that we give tours to, will become a client, be it a law firm, agency, creditor or corporation. That's a pretty strong statement but in our experience it's also true. (we have been conducting online or virtual demonstrations of CasetrackerLaw for the past 6 years)Our sales team will call law firms or agencies and schedule or book online demonstrations. A

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All business requires various kinds of documents to perform effectively. Some examples of these documents may include form letters, demand letters, pending approvals, settlements, invoices, etc…How many times have you wanted to generate a letter or document only to find that the one you want is not available or isn’t worded or laid out correctly for your use? Creating a letter or document that

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-4793469377532505452010-03-09T08:09:00.008-05:002010-03-09T08:26:06.317-05:00

During the last several years we have found firms distribute money a hundred different ways.Casetrackerlaw has evolved into a system that will allow you to take fees, costs, interest, expenses, add old interest, calculate interest and do just about anything one’s imagination can conceive.The latest feature we added this week was “gross amount”. I will explain briefly how this works.The debtor

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Well it’s still a little nippy in South Florida and we are anxiously anticipating spring.During this cold period our engineers have been busy developing lots of new ideas to make CasetrackerLaw the best cutting edge software available.Since we have systems all over the US and networked around the world, we have added a new feature.Several of our west coast clients have requested our system think

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Invoicing is a very important aspect of every operating business. How many businesses do you know that don’t use invoicing in order to get paid for products or services rendered? Invoicing is also used to track paid and unpaid bills. Invoicing can be a tedious and time-consuming task and again, time is money. Imagine having the ability at your fingertips to create and generate an invoice from the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-82454916379825715132010-03-04T07:56:00.008-05:002010-03-04T08:28:13.491-05:00

Do you have a sales team sitting on the phones day after day calling sales leads? Once contact is made with the right person, does the salesman send an informational brochure? How does your sales team send information about your company to prospective clients?CasetrackerLaw’s automated sales tool has built in email and fax features. These two features will make the work day flow smoother for the

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CasetrackerLaw provides several features to make certain a file or claim does not “fall through the cracks”. Thanks to the law firm of Yates and Schiller, yet another addition is added to the system. There are over 45 reports available to run and generate and the “overdue report” is the one used to track claims that need attention.The overdue report allows you to view files that have not been

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Working in an office and possibly using a multitude of different software programs can be overwhelming to new employees. Imagine having to hire staff and train each one. This takes time away from other employee’s work and time is money. During this time of transition wouldn’t it be great if there were robots to train new staff? This isn’t possible yet so the CasetrackerLaw team came up with a

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Why does everyone talk about web based or Internet based technology in today’s economy? Because in the long run, the bottom line is what everyone’s interested in. How can a company or firm save time and money using technology? By hiring people that know what they’re doing and having software in place that can very possibly do the job of 4 workers. A lot of the menial tasks that take up so much

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-83977195151392427542010-02-26T08:01:00.013-05:002010-02-26T08:45:05.202-05:00

It's cold in S. Florida again and S. Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing it's 6Th major snow storm of the season? Is it a hassle getting to work? What if you could have your employees work from home? If they do work from a remote location, how do you monitor what they're doing?CasetrackerLaw web based collection software is the

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Updates are a huge part of the debt collection industry. Without updates, the client or creditor would never know what was happening with the company’s money. Are their claims being worked, are calls being made, were letters mailed or has any money been collected or promised? What’s the best way to request and receive updates from your business associates? Maybe you have in-house collectors, each

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-1898184375785312922010-02-24T08:04:00.006-05:002010-02-24T08:40:48.111-05:00

Casetrackerlaw has three letter merge functions, one with Word and the other with Letter Wizard, of which both lets you create letters on the fly and the third is the PDF Merge Dept., about which I will discuss at a later date.Thanks to the law firm of Cloud and Tidwell of Birmingham, AL, we have added yet another great feature which saves even more time.When you select your reminders, your list

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CasetrackerLaw has added another super feature that clients will love. Do you need the name of an attorney that practices in a particular area of the United States. We came up with a solution to this issue, which really isn't an issue at all. Every CasetrackerLaw system comes equipped with the database to The National List, Forwarders List of Attorneys, Columbia List of Attorneys and The General

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Today President Obama would be pleased to hear that we are growing and adding new staff as the chief is always talking about how to reduce labor and shaving the bottom line.CasetrackerLaw would like to welcome Ms. D. Lundberg, MCP, Software Engineer, the newest member to our organization. Ms. Lundberg comes to us after a long process of interviews. Ms. D. Lundberg has ten years of experience

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-24288447165694750082010-02-19T08:42:00.005-05:002010-02-19T08:48:41.003-05:00

CasetrackerLaw is a ‘reminder’ driven system. Let me explain what that means to the administrator, the collector and the creditor.This statement is so true when it comes to the collection side. Collectors are given their own username and passwords to access their ‘tool’ and when they log in; they will see their scheduled “reminders” with a number next to it. That number represents the number of

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Another one of casetrackerLaw’s little secret’s is the “Overdue Summary Report” feature.This little secret is in the reports sections. Over the years I have experienced losing things, maybe early Alzheimer’s.Anyway we created a feature that will tell you what files or claims have not been worked or looked at for a time period from 0 days up to 2,000 days.IE: The system stamp dates the file when

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-60034105244989871292010-02-17T08:15:00.004-05:002010-02-17T08:41:38.612-05:00

Another little hidden secret about casetrackerLaw is the message board.The message board is an inside communication tool that is located on the dashboard. We have developed this system so that users are able to send messages to co-workers or clients from anywhere, whether it’s from a home computer, another office down the hall or from your iPhone or Blackberry.How does it work? Because the

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-51764941257288269312010-02-16T08:05:00.009-05:002010-02-16T08:39:55.031-05:00

I am forever writing down the things that I need to accomplish during the day. I am also loosing the pieces of paper I'm writing these things down on which means that they probably either don't get done or don't get done when they should have. I needed a way to keep track of all the things that I needed to do during the day so that I'm not getting behind.Solution: CasetrackerLaw has a built in To

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-90246548362360699322010-02-15T08:27:00.009-05:002010-02-15T08:48:41.583-05:00

There are times in business or in every day life where you have had the chance to take advantage of an opportunity only to let it slip away because you weren’t technologically ready. I’m referring to having a business acquaintance that you’ve been in talks with regarding a possible business relationship or partnership. The discussions are on going and a lot depends on the kind of technology you

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-61121197098417310572010-02-12T08:04:00.011-05:002010-02-12T08:44:51.922-05:00

Our chief’s words are probably not President Obama’s favorite phrase.You must cut labor to survive in today’s market environment and streamline with technology if permitted.No matter how good your technology is to run and manage your business you still have the human factor involved and in most cases they don’t care if you survive or fail, just give me a check or freeload on tax payer dollars via

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-8049109428832153912010-02-11T08:03:00.005-05:002010-02-11T08:18:02.905-05:00

Being a busy business person doesn’t give you much time to keep track of all the things you should and need to do. When you leave your office during the day to conduct business, how do you monitor your staff? Do you have clients that need updates on claims that are being worked from your office? How can you update a client if you’re away from your desk or check a file that was left at the office?

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-5365382855342064332010-02-10T08:10:00.015-05:002010-02-10T10:18:12.898-05:00

Did you know you can get all your reminders for the day emailed automatically, every morning at 6:00 AM? You have the option to send your reminders to as many email addresses as you wish.This option is located in the settings, click screenshot to view the image. This screenshot was taken using http://www.screencast.com/.CasetrackerLaw is a reminder driven system that allows one to post reminders

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-57590359040505913552010-02-09T08:10:00.017-05:002010-02-09T09:42:36.302-05:00

Good Morning from sunny South FloridaSomething a little different today: One of my favorite comments when I am speaking with people is “Your data will be here for the next 1000 years”: in other words, your data is always kept, not deleted nor archived, and is retrievable years from now. Our goal is to retrieve information within seconds or minutes of being requested.IE: Claims were forwarded to a

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-82633772368569382022010-02-08T09:02:00.009-05:002010-02-08T09:48:59.150-05:00

A client contacted us last week with a problem so he requested a report which would do the following:Problem: Creditor wants to place 1000 claims but the Creditor does not want to expense funds from his Company for collections. In other words, YOU put up the money to run profiles, verifications, and mail letters or file suit, etc. Now all this money comes from the creditors funds so how do you

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-66088258421796131342010-02-05T08:14:00.005-05:002010-02-05T08:52:12.618-05:00

Well it’s been an interesting week of interfaces. We would like to introduce and thank the firm of PCI Group, Inc. located in Fort Mill, S. Carolina and President Chris Kropac, for all the IT support and communications within our office. Visit their website to see exactly what they do and FYI: I spoke with other mail merge companies and I find most mailers are competively priced but a little

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-3732552335672661532010-02-04T08:06:00.003-05:002010-02-04T08:38:08.679-05:00

CasetrackerLaw has a very extensive trust accounting system. The system complies with the tough standard in Massachusetts and a few other states (not certain of the names) referred to as tri-level accounting. Now… just what does that mean? Want to read the entire text? You can find it at one of our sites www.locate123.com. We will talk about locate123 at a later time. For now click the link

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-26440540429710814112010-02-03T08:35:00.004-05:002010-02-03T09:03:44.449-05:00

Well this week we have been very busy developing interfaces as we talked about yesterday. When someone discusses interfaces, sometimes people look at you as if to ask, “like where are you from?”Interfaces are becoming one of the hot discussions of today. If you are working in the debt world it provides you a way of creating a report and then downloading to an Excel – CSV spreadsheet for

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-55426386748723872332010-02-02T08:20:00.008-05:002010-02-02T18:13:42.529-05:00

In today’s environment a company must be competitive to survive. As we have stated previously the right technology can make the difference of survival or consequences.IE: One of our up and coming law firms is E-Attorneys (908-354-2400) located in NJ. They have just implemented an interface with their client, a well known bank. In order to reduce labor the claims are sent on a CSV spreadsheet and

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-4574903229445602032010-02-01T08:58:00.008-05:002010-02-01T09:30:51.085-05:00

There are times when you need to make phone calls automatically with limited labor. i.e. we had a client who wanted to download certain fields from a spreadsheet and dump the selected fields into several of the phone dialers on the market today such as Global Connect and others. CasetrackerLaw can create a report of the selected fields, download to a CSV file and you have a file ready to upload

CasetrackerLaw.comhttp://www.blogger.com/profile/16145461532660333652noreply@blogger.com0tag:blogger.com,1999:blog-4037212534543636882.post-64604493126066239302010-01-29T08:16:00.015-05:002010-01-29T10:03:24.243-05:00

It's finally Friday and what a hectic week it's been.We've added something new to the home page of our website, it's called Media Roll. We created our media roll using Jing and Screencast. For those of you that don't know about these two online tools, I highly suggest you check them out. What these tools allows us to do is to take screenshots or 5 minute videos and make it available to the world

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