Uploading Claims & Leads

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 tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.

Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.

Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.

For more information on this cool feature, give us a call and schedule a personal online demo.
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

Expense Report

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 generate report. The information shown can be arranged in the order you want to see it in. When you go into the reports, there is the word “settings” next to expense report. Here you can select the column headings and there are over 20 column headings to choose from so the report generated will have the information that is important to you.

For more information on this report, visit our website or give us a call.
www.casetrackerlaw.com / 800-270-1197

Claims Invoice Report

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 information needed, a time frame is entered, a direct creditor/forwarder is selected and the status you are looking for: all, pending or paid. There is also the option to set the column categories with the information you would like to see. Once the report is generated, a list of claims will appear and you now have the option to go into the claim in order to view the claim details.

For more information on this report or any of the reports in the CasetrackerLaw system, give us a call or visit our website at www.casetrackerlaw.com and register to schedule an online demo. (800.270.1197)