Task Management "Tool"

Always know what is going on with your projects.

The management of time is one of the most difficult elements with regards to running a business today.  Technology is great; it saves us time and money.  However, does it?  Maybe it just seems like it.

Over the past 1.5 years, Casetrackerlaw has built and developed a task management "tool" that will make you believe in technology again.  A tool so efficient in the management of projects, tasks and task persons, you will not know how you functioned without it. 

Read what a real user has to say about this software wonder. 

"I work in a hectic software company with many clients that need things all the time, and they wanted them yesterday.  I started using this task management system to keep track of the projects I was giving to my programmers'.  It works great.  I know what's going on with all of my projects and tasks at all times.  I can create as many "task persons" that I need, and then I can enter tasks for a specific task person depending on what I need to have done.   When I enter the task, I have the ability to enter a task name, description, type of task, who authorized the task (if needed), status, priority, deadline date (if needed), an hourly rate, a quote (if needed) and a place for notes.  Everything I need to convey to the task person what I require of them; even attach documents, spreadsheets, and screenshots."
 

"Each task person has their secure login and can only view and work on tasks assigned to them.  When they finish a project or task, they can then "complete" the task with a date and how long it took them.  If a task has been entered as "billable" with a rate entered, the system will calculate an invoice balance with the ability to email the invoice to the client.  How cool is that?  Also, every task goes into a history so if I need to find it again; I can."

Moving Date - A New Function

In my last blog, I talked about the problems & costs a company can run into when "transferring data"...their data, out of one software system and into Casetracker123 / Casetrackerlaw. 

This time, I want to talk about "moving date".  Data can and usually is private & confidential, one of the best ways to send sensitive information over the internet is via an FTP site.  What is FTP?  FTP means File Transfer Protocol, this is the safest way to send files over the internet.

A very important client of ours has, for years, received claims via an FTP site...this procedure works quite nice:, however, the FTP site password requires changing every three months.  This process took us a few days to complete which caused files to get backed up.  So we had our Programming Engineer create a sweet little link/function that gives us the ability to enter manually the new password that is provided by the client and click Submit.  The password is entered and changed immediately, and the files are received.  Our client is very happy.

Exporting Data - Seriously??

Have you ever experienced the necessity of having to pack up and leave?  It’s easy…you pack up your stuff, put it in boxes and walk away with it.  But what about data that’s being stored in a cloud server or on a private server; you can’t just shove that into a box.  You have to export it somehow.

Recently we acquired a new client who was currently using another debt recovery software product for their daily process and work flow.  When they made the decision to leave and requested their data exported in order to import into Casetracker123, they were told there would be a fee for that service.   We were sent a work project form to fill out and sent it back.  Our new client was charged $1,500.00 to get their own data back.  Seriously?? 

Casetracker123/law would never hold a business’s data ransom for a fee.   If for any reason you leave us, we will give your data back to you in any format you request.  It’s not that difficult to export information…

If you would like more information on Casetracker123.com/Casertrackerlaw.com, contact our office directly at 954-755-1763 or 800-270-1197

All In One Debt Collection & Management Software

All-In-One “Collection Management” Software
Casetracker123  &  Casetrackerlaw
Web Based; 95% Customizable; Work Remotely; Monitor Staff 24/7

Sales Department:  A complete, State of the Art CRM.

Collection / Administration Department:  A collection department that reminds you what to do and when to do it.  Provides unlimited document storage viewable by level of access.  Provides debtors access to view their statement, documents & make secure online payments; we call them instant cash flow.  Payments are automatically posted to the claim, status is changed and a reminder is scheduled. 

Manage Task Department:  Allows ability to assign work or projects to anyone in or out of your organization just by giving them access.  You may never have to physically speak to the taskees.  This hot new feature provides invoices, allows for attachments, task priority, category, status, deadline & completed dates. 

Manage Creditors:  Allows your client total visibility of all claims, status & documents; if that’s what you want.

Manage Attorneys:  Forwarding Department / Litigation, keeps clients in the loop.

Letter Wizard:  Create letter templates and legal forms that merge with debtor information.

Accounting Department:  Post payments; create & generate invoices, statements and print remit checks.  Overall Trust Account available.

Call to schedule an online demo or to speak with a representative about your needs.
954-755-1763 or 800-270-1197

Industries that utilize Casetracker123 or CasetrackerLaw  Office of Inspector General ~ Court Houses ~ Collection Attorneys ~ Collection Agencies ~ Check Cashing Stores ~ Judgment Recovery ~ Small to Medium Sized Companies ~ Larger Companies with remote locations or branches ~ Property Management ~ Debt Buyers ~ Medical Collections