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
Showing posts with label promised payments. Show all posts
Showing posts with label promised payments. Show all posts
Monday, August 2, 2010
Thursday, May 27, 2010
Blue Claim Tabs - Promised Payments
CasetrackerLaw is a completely web based collection software that gives administration the ability to give their staff access to a multitude of “blue claim tabs” that perform different procedures. There are almost 40 different actions that can be performed by the collector. One of them is “promised pmt”.
In order to schedule regular and irregular payment plans and promised payments within the collection tool, the collector will select the blue tab “promised pmt”. Select the payment plan option you want, fill in the fields and submit. The scheduled payments will be listed on this page and if pre-selected when scheduling the plan, in the collectors “reminders” list as well. When the scheduled payment date comes due, the payment reminder will show up on the collector’s reminders list.
Also, there is a red “access tab”; “debtor promised reminder” located under the dashboard that if selected will display all the claims that have a payment plan scheduled. A collector can work from this page so that any claim that has a promised payment, current or past due, can be called immediately and the claim can be updated.
For more information on any of the great time-saving features within the CasetrackerLaw system, visit our website or give us a call and book a quick online demo.
www.casetrackerlaw.com / 800-270-1197
In order to schedule regular and irregular payment plans and promised payments within the collection tool, the collector will select the blue tab “promised pmt”. Select the payment plan option you want, fill in the fields and submit. The scheduled payments will be listed on this page and if pre-selected when scheduling the plan, in the collectors “reminders” list as well. When the scheduled payment date comes due, the payment reminder will show up on the collector’s reminders list.
Also, there is a red “access tab”; “debtor promised reminder” located under the dashboard that if selected will display all the claims that have a payment plan scheduled. A collector can work from this page so that any claim that has a promised payment, current or past due, can be called immediately and the claim can be updated.
For more information on any of the great time-saving features within the CasetrackerLaw system, visit our website or give us a call and book a quick online demo.
www.casetrackerlaw.com / 800-270-1197
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