QUICK PRINTS: Convert HTML to PDF for E-filing

Casetrackerlaw plays a major role in the busy working office of many law firms.  Those law firms use the document merge feature on a daily basis to merge claim information with letters and court forms.  E-filing to the courts has become more and more in demand.

If you need a way to E-file with the courts and need to submit a PDF we have a way for you to do that without having to modify your system.

Using Chrome, go to any claim in Casetrackerlaw, go to the Quick Print Blue claim tab, click Get Letters, select the document you want and select the HTML option.  Once the document is displayed, select the Print option.  On the left-hand side, you will see an option called Destination…click the Change button and select Save As PDF then click the little Save button to name and save on your computer, either in a folder of on the desktop.  This form merges with the claim information previously created from within the Letter Wizard and creates a perfect PDF. 

If you have any questions on how to do this, please feel free to contact our office for more information.

Money Report

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 creditor/forwarder, the output format (HTML or XLS), the collector and the type of claim, a money report is generated. The bottom of this report displays the total collected, total fees earned and total due client based on the criteria specified.

Also, one has the ability to arrange the columns in ascending or descending order or access a claim by clicking on the claim ID number. This report can then be generated in CSV format that can then be saved to your computer.

Call us for a short online demonstration of our money report or any of the reports in our system.

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

Claims Report

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. One can select a time frame, one particular client or all the clients, a particular state or all the states, a greater-than amount and the type of output format you want. (HTML, XLS, PDF & Flashpaper) There is also the option to decide what information you want to see in your report. Next to the claims report tab, you will see (settings), here you can decide what each column category will be and in what order you want them listed across the page.

Once all of the fields are selected and you click generate reports, a report will appear that is in the format you selected. If you selected the basic HTML format, you would then have more options to do other things with the generated report. One can decide if there should be a reminder added or changed, if the priority should be changed, if the creditor should be updated with a new status or status comment and there is the option to generate letters in bulk. These letters are in the Letter Wizard, which you more than likely created yourself. And last but not least, you also have the option to generate a summary in either CSV or PDF. (All of the quadrants at the bottom of this report works independently of each other)