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…
Change does happen, good or bad, and when it does, it’s not the end of the world. Not everyone likes change but when positive things start to happen, then change is good. You may have noticed that Sandeep, our engineer/programmer is no longer with us. He needed change and has decided to go back to school.
In his place we are lucky to have Debbie Lundberg join our IT team. Debbie is a Microsoft certified professional. She comes to us with more than 15 years of accounting and programming experience. Debbie is originally from Boston, MA and has resided in South Florida since 1996.
We have also developed a new support system for our clients. When you have a question or an IT issue, please email in detail the issue or question. I will respond ASAP with a phone call or an email, depending on what the issue is. If the issue is a system modification (change made), it will be added to our IT queue and will be dealt with as it comes up in the time line. A phone discussion may be scheduled ….If you just have a question, I will email the response or give you a call.
If you have questions or concerns, please feel free to contact our office.
Showing posts with label clients. Show all posts
Showing posts with label clients. Show all posts
Thursday, November 4, 2010
Monday, August 2, 2010
Client Access 24/7
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 ability to give their clients access with a username and a password which allows clients to access their claims 24/7. Your client can login and view all of their claims, check the status, check payments, check when they will receive their money, ask a question and much more. Updates are sent via the CasetrackerLaw system to the client and the client will receive the update via his email and the CasetrackerLaw system.
Call our office or visit our website to learn more. www.casetrackerlaw.com / 800-270-1197
CasetrackerLaw software gives its users the ability to give their clients access with a username and a password which allows clients to access their claims 24/7. Your client can login and view all of their claims, check the status, check payments, check when they will receive their money, ask a question and much more. Updates are sent via the CasetrackerLaw system to the client and the client will receive the update via his email and the CasetrackerLaw system.
Call our office or visit our website to learn more. www.casetrackerlaw.com / 800-270-1197
Monday, July 26, 2010
CasetrackerLaw is Blogging Again
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 direction.
Our clients are important to us. They depend on CasetrackeLaw to be there every day without fail. The reliability and security of our software is vital to our clients and our reputation as an up and coming cutting edge collection Software Company.
When our clients login for the first time in the morning and throughout the day, they want to know that they will be able to go to work from where ever they are and that their staff is able to login and begin work immediately. As the chief likes to say, “Time is money, don’t waste a second when you can be dialing a phone or creating some fantastic new feature to make CasetrackerLaw even greater”.
Our new servers are hosted with www.netandhost.com. If you have any questions or concerns, please feel free to call our office. If you haven’t visited our website lately, take a moment and check it out.
www.casetrackerlaw.com / 800-270-1197 / 954-755-1763
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 direction.
Our clients are important to us. They depend on CasetrackeLaw to be there every day without fail. The reliability and security of our software is vital to our clients and our reputation as an up and coming cutting edge collection Software Company.
When our clients login for the first time in the morning and throughout the day, they want to know that they will be able to go to work from where ever they are and that their staff is able to login and begin work immediately. As the chief likes to say, “Time is money, don’t waste a second when you can be dialing a phone or creating some fantastic new feature to make CasetrackerLaw even greater”.
Our new servers are hosted with www.netandhost.com. If you have any questions or concerns, please feel free to call our office. If you haven’t visited our website lately, take a moment and check it out.
www.casetrackerlaw.com / 800-270-1197 / 954-755-1763
Wednesday, May 19, 2010
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
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
Tuesday, May 11, 2010
Delete Claims - Bulk Deletion
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 right hand side of any page. Select “Delete Claims – Bulk Deletion” and a table will appear. Select a time-frame, a direct creditor/forwarder and a state. Click “Generate Reports” and the next table will show all the claims with the criteria selected. One has the option to delete claims individually by checking the little boxes to the left and click the “delete” button at the bottom of the page. Or, if one wanted to delete all the claims displayed, simply click “check all” located at the bottom of the page and then “Delete”, all the claims will be deleted and gone forever.
FYI: This new feature is found in the “settings” as a precaution. The only person with the authorization to delete a claim is the administrator.
If you would like more information on this new feature, give us a call and visit our newly designed website and let us know what you think.
www.casetrackerlaw.com / 800-270-1197
Go to “Settings” found in the top right hand side of any page. Select “Delete Claims – Bulk Deletion” and a table will appear. Select a time-frame, a direct creditor/forwarder and a state. Click “Generate Reports” and the next table will show all the claims with the criteria selected. One has the option to delete claims individually by checking the little boxes to the left and click the “delete” button at the bottom of the page. Or, if one wanted to delete all the claims displayed, simply click “check all” located at the bottom of the page and then “Delete”, all the claims will be deleted and gone forever.
FYI: This new feature is found in the “settings” as a precaution. The only person with the authorization to delete a claim is the administrator.
If you would like more information on this new feature, give us a call and visit our newly designed website and let us know what you think.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 5, 2010
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
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
Tuesday, April 13, 2010
Client Performance Report
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 the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
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 the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
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