New Training Library Videos

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 a product and only use a fraction of it? Our video library explains in detail how a feature works or what outcome you will get when you run a report. Listed are just a few of the videos that have either been updated or added new.

Admin_Client Dashboard Access
Related Claims Tab
Advanced Status Report
Collector Work Log Report
Admin_Bulk Delete Claims

If there is a feature or function that you would like to learn about that isn’t listed in our library, email me and let me know. I’ll do my best to create & post a new video to the library at your request. Here’s the link that will take you directly to the CasetrackeLaw Video Library.

Reports

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 the answer to this little problem. CasetrackerLaw allows collectors and administrators to log into the system from home and work remotely. Administrators, you are able to monitor every movement your employees make. You have the option to run a collector report at the end of the day to see the progress that was made or a money report that will tell you if any money was collected that day. Another report you can run is the claims report which will tell how many new claims were submitted for a selected time frame & the total amount placed.

Hint: It's important to keep your cookies clean in order to insure that all your reports are correct and up to date. Cookies can cause problems, if you don't know how to keep them clean, click the link and view the video.

Statute Of Limitations

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, you have a report that displays the information that had been pre-selected. All of the columns across the top can be sorted in ascending or descending order. This is good if one wants to see all the claims with the same “status” or maybe the total amount placed is needed for all the claims in the system has a “statute of limitations” with a particular time-frame. Attorneys will find this report helpful for determining the claims with statutes that are going to be expiring.

For more information on this report or any of the features or functions of the CasetrackerLaw system, visit our website or give us a call. www.casetrackerlaw.com / 800-270-1197

Remittance Report

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, select a direct creditor/forwarder and a choice of viewing the active claims, all the claims or only the closed claims. Click, generate reports and the report that comes up will show each claim ID in red so it can be opened and viewed in more detail. Also, displayed across the top are fields which are preselected by the administrator. These fields can be preset in the “settings” section found next to the “remittance report” under reports. The last two fields “remit” and “collection rate” are set and cannot be changed. At the bottom of the report are the totals for how much money was received, how much will be remitted and the total fees collected.

Using the many reports in the CasetrackerLaw system will, along with all of the other great features, save companies and business, time and money.

Visit our website…we’ve done some remodeling. View a few of the videos from the CLLA Conference held in Chicago recently.

www.casetrackerlaw.com / 800-270-1197

Reminder Type Report

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 grid that lists all the login names for the collectors added to the CasetrackerLaw system. To the right and across the top of the grid are listed the types of reminders set up by administration. Under each type you will see red numbers that signify how many reminders have that “type” of reminder.

This report is great when the administrator wants the collectors to begin their daily calls with the claims that have the reminders with the “reminder type” of Money. Or there may be claims with the “reminder type” of Discussion. The administrator can click the red number and the claim or claims with that “reminder type” will be displayed and the claim can be discussed.

We hope you find our blogs helpful…we will be covering the “settings” section soon. Visit our website to learn more or register for a brief online demo.

PS: View the “Events CLLA 2010” from the Chicago Conference held April 29th through May 2nd.

Prospect Referral Report

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 referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.

This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197

Promised Payment Receivables Report

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 receivables” report will show the month and year, the number of payments for that month, the total amount promised, the minimum and maximum amount promised and finally the average amount promised. As collectors set up payment plans and promised payments, these promised payments will be added to this report each time it is generated so the report may show different income amounts.

Please contact our office if you have any questions about this report and visit our newly designed website to see what we’ve been up to lately.

www.casetrackerlaw.com / 800-270-1197

Promised Report

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 information box, the collector will select the “promised pmt” tab and set up a payment schedule. This schedule can be set up for just one single payment or it can be set up to schedule a regular or irregular payment plan. A reminder will be added automatically to the collectors reminder list. When this report is selected, you are asked to choose a collector and a time frame and then “generate reports”. The report will display the claims with the criteria displayed for the fields selected when setting up the report. At the bottom of the generated report you will see that a new reminder can be added for the collector or a new collector can be given this reminder.

If you are interested in this report or any of the reports or functions within the CasetrackerLaw software, please contact our office any time for a brief demonstration or schedule one.

www.casetrackerlaw.com / 800-270-1197

No Reminder Report

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 in the system that have not had a reminder added. Because people are fallible and make mistakes when they are busy, CasetrackerLaw has taken the worry out of claims “falling through the cracks”. Once the report is generated, the claim ID is displayed in red and the rest of the information will depend on what is selected when setting up the report. By clicking “settings” next to the “no reminder report”, one has the ability to choose what each column will display. At the bottom of the page, you will see that a new reminder date, reminder note and who the reminder is for can be added. Also, the status can be changed and a comment for the client can be added.

We hope you enjoy reading our daily blogs and find them informative. If you have any comments or requests for future blogs, feel free to give me a call or send me an email.

www.casetrackerlaw.com / 800-270-1197

No Collection Rate Report

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 the system as a creditor. Every claim submitted by that creditor will automatically have the collection rate included.

In the reports section click on the “no collection rate report” and the generated report will display the creditor name, the debtor name, the claim ID number, the amount placed and the status of the claim. One also has the ability to change the information in each column by clicking on the word “settings” next to the “no collection rate report”. Here there are 20 different fields to choose from so the information displayed can be changed anytime by the administrator.

Once the report is generated, one can then use it to add the collection rate to the clients contact information page so that subsequent claims will automatically have the collection rate added.
For more information on this report contact our office or visit our website.

www.casetrackerlaw.com / 800-270-1197

New Claims Report

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 column across the top and there are 20 different fields to choose from in the “settings” link next to the “new claim report” tab. At the bottom of the report, there are 4 separate quadrants that work independently from each other. One can add a reminder, a reminder note; select a priority, a reminder type and who the reminder is for. Or one can select and generate a letter which is automatically added to the letter queue to be printed and mailed later. One can also change the status, add a status comment for the client/creditor and update them. And finally one has the option to generate a summary in PDF format or one can download the claims information to a CSV format.

What makes this report so important is that once this report is generated, not only can one do all the things I mentioned above, but the administrator can also select the claims he wants to assign to a particular collector with the status, reminder and notes already added. The collector simply starts calling when it shows up in their “reminders” list/queue.

If you are interested in any of the CasetrackerLaw reports or functionalities, don’t hesitate to give us a call or visit our web site to learn more. www.casetrackerlaw.com / 800-270-1197

Money Report 2

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 order to track the money being received and who is collecting it. The performance of the collectors is of major importance and can be monitored closely by administration.

CasetrackerLaw has a full report section that has a report for everyone. Visit our website for more information or call to schedule a brief online demo.
www.casetrackerlaw.com / 800-270-1197

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

Last 50 Status Updates

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 management tool that gives administration the option to oversee the status updates chosen.

This simple report is found in the “reports” section and with a couple of clicks, a report is generated that shows the last 50 status updates. That’s not all this report is capable of. At the bottom, there are 4 quadrants that work independently of each other. In the first section, one has the ability to add or change the reminder or collector. The second one has the ability to generate a letter. The third section gives one the ability to add a note and the last section gives one the ability to change the status, add a comment and finally one has the ability to “generate summary” in a PDF format or download claim information in CVS format.

All of the CasetrackerLaw reports are simple to use and easy to find. Call us for more information or visit our website www.casetrackerlaw.com / 800-270-1197

Judgment Report

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, then “Generate reports”. A report will come up that shows the claim ID number in red which means if clicked, it will take you inside the claim for a more detailed status. The rest of the information depends on how the columns are set. Next to the “judgment report”, you will see the word “settings”. This option gives one the ability to choose what information is shown in a generated report. Once the report is generated, it can be downloaded to a CSV file.

The lower portion of the report is where action can be taken. Either reminders are set, a letter can be generated to mail or the status and status comment can be changed or added. At the very bottom of the report it will show the total amount placed and the total amount of the judgments.

Visit our website for information on the many features that CasetrackerLaw has to offer or give us a call. We are always happy to answer any questions. If you would like to view our collection software in action, call to schedule a free online demonstration.

www.casetrackerlaw.com / 800-270-1197

Forwarded Claims Report

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 query. The generated report will show you all the claims that have been forwarded with the name of the law firm, the debtor name, the forwarded date, the amount placed and the affiliation of the law firm. At the bottom of the report, the user has the option to communicate with the attorney by selecting an instruction from a dropdown menu, an instruction comment will automatically be inserted, a reminder days, a reminder for who and finally, send request. The request is emailed to the attorney who can then either, login and respond back through the CasetrackerLaw system or reply to the email he received.

Don’t forget to visit our website, there’s a lot to see once you’re there. Request an online demo, watch a video featuring CasetrackerLaw client discussing the way they incorporate Casetrackerlaw in their daily business procedures.

www.casetrackerlaw.com / 800-270-1197

Direct Payments Report

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 see displayed in the columns at the top of your report. One can either go into the claim by clicking the claim # or confirm the payment. If confirm payment is chosen, the claim will be removed from the outstanding payments list and the payment will automatically be confirmed in the “payments” tab.

Being able to generate a report of your choosing and having the ability to customize it as well can be a huge help when specific information is required.

For more information, call our office or visit our website: www.casetrackerlaw.com / 800-270-1197

Deposit Report

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, the debtor it was from and the creditor it’s for. From this information, one can decide which payments need to be deposited and by checking the boxes that run along the left side of the report and then the “deposit” button at the bottom of the page, a new report will come up with the listed payments. These selected payments will be removed from the original “deposit report” generated. Another little “help tip” for this report is that once the deposit report is generated, it can be printed and the information can be compared to your bank deposit slip and the total is calculated for you as well.

Contact us for more information on this report or any of the many features found in the CasetrackerLaw system. Visit www.casetrackerlaw.com or call 800-270-1197

Mr. Steed, the general manager of CasetrackerLaw is traveling again. He is on his way to Clayton, NC to visit his grandchildren. While there he will be checking out the 14th Annual Pleasure Island Chowder Cook-Off, Sat. April 17th at Carolina Beach Lake, in Wilmington, NC. On the way back he has planned a stop to visit with Chris Kropac of PCI Group, Inc. in Ft. Mill, SC, an affiliate of CasetrackerLaw.

Collector Work Log Report

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 be generated at any time. The generated report will show a table with the date and time listed first and then the type (worked or opened) which means the claim had changes made and updates were made or the claim was just opened and viewed by the collector. Next, the claim ID is listed, the Forwarder (if there is one), the Creditor, the name of the debtor and finally a note, which tells what was done with the claim at that time, either a status update was made to the client or a reminder was added or changed for the collector. Each claim can also be opened by clicking the claim ID and the administrator can then see detailed information regarding that particular claim.

“This report is one of the top reports in the CasetrackerLaw system” states Thomas Steed, the CEO of CasetrackerLaw. “We know of many firms that have terminated employees because of this report.”

With CasetrackerLaw’s many reports, there is nothing that can’t be carefully monitored in order to shave expenses and cut the bottom line. Call us for more information or to schedule a free personal online demonstration. Visit our website at www.casetrackerlaw.com or Call 800-270-1197.

Collector Commission / Money Report

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 break even amount. A list of claims worked by the selected collector will come up that will show all the pertinent information regarding the payments and the last few columns will tell you how much commission is made on each claim. At the bottom of this report you will see, at a glance, how the collector commission is calculated. You will see the total money received, total fees & the true total received minus the fees. Then you will see the totals for any credit card payments received a break-even amount and finally the amount of the commission for the collector.

For more information on this report or any of the reports in the CasetrackerLaw system, visit our website or give us a call, we are here to answer your questions.

www.casetrackerlaw.com / 800-270-1197