Credit Managers & Collections

Money Management & Casetrackerlaw.com have more than 3,000 hardcore collection attorneys that we forward business.  You as an individual or firm can have a secure recovery software to manage your receivables and have access to these hardcore attorneys as well.

Money Management is a debt recovery firm that has just added a Private Investigator to the team, Esquire Investigative Consultants.  Anything you need to know is just a click away.  We recover the delinquent debt in the US and International; we also give you a portal to submit and monitor your claims.

We invite you to take a tour of the software Casetrackerlaw to see the many features it has to offer.  We are in the process of developing a cutting edge network and highly upgraded system for law firms, agencies, debt buyers, state level courts, medical offices, tenant management companies and corporations.  We have systems in the Turks & Caicos Island, S Africa, and Germany.

We invite you to visit www.status123.com, click the “Debtors Prison” link and if you would like to know more about profiles, click the “Profiles” link, starring Jezebel.  

Check out our Blog and follow us by clicking the “Follow” link on the left-hand side of the page.  We have a lot of new activity coming.

Call us for more information and to take a tour.  800-270-1197

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

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.

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

Money Adjustments

There are times, for what-ever reason; an adjustment must be made to an account involving the money. Either the amount needs to be changed or interest is either removed or added in. How can these changes be made so that the over-all trust account balances out correctly?

In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.

Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.

If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.

I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. 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

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 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

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)

Linked to the Office

Being a busy business person doesn’t give you much time to keep track of all the things you should and need to do. When you leave your office during the day to conduct business, how do you monitor your staff? Do you have clients that need updates on claims that are being worked from your office? How can you update a client if you’re away from your desk or check a file that was left at the office?

CasetrackerLaw is the web based collection software that will keep you linked to your office when you’re not there. The boss can access the website from his or her iPhone or Blackberry and get important updates or files on the spot and have them emailed to the client. Visiting a client in another state and being able to access your database and pull up claims from your client’s office computer will wow them.

We have a client that went on an important business trip in order to land a large account. He impressed them with CasetrackerLaw and all of its capabilities so much that by the time he got back to his office, he had files waiting for him. Needless to say, he got the account. CasetrackerLaw will also draw business to you, how cool is that?

Saving time is saving money and who doesn’t want to save time and money? Casetrackerlaw allows its users to conduct business any time, any place, just by accessing the Internet.

Bottom line: CasetrackerLaw is ‘simply amazing’ collection software that will save you time and a tremendous amount of money at the end of the year. There are other web based collection software on the market however, none can really compete with CasetrackerLaw's vast array of reports that can be generated or the ability to interface with most software needed to run a collection agency.

Visit our websites: www.casetrackerlaw.com
While you’re at the site, register to book a free, 30 minute, online demo.
Call our office: 800-270-1197 or 954-755-1763 Ask for Becky