Client Status Updates With Attachments

Casetracker123 can give clients access to their claims, monitoring the process and interacting with the agency or law firm.  Clients have the ability to view status updates, attached documents and when payments are entered to their accounts on a daily basis.  Giving access to the system is an administration option.  Some firms choose not to give access for security reasons.  Not giving access, causes the firm to have to communicate manually with the client via email.

How many times a day do you have to give a status update regarding a claim to a client?  How many times are you required to send along some documentation; a contract, an invoice or two, statements of account, etc.?  A time-consuming process if you have multiple documents that you need to send to multiple clients? 

With the help of Stephen Gebeloff of Gebeloff Law in Boca Raton, FL, a new function was created to help with this time-consuming problem.  He needed a way to simultaneously status update his clients with the ability to attach multiple documents.

If there are documents attached to the claim, the question, “Would you like to add attachments? Yes or No” will appear in the Status update dialog box; if there are no attachments, this question does not appear.  Select Yes when entering the criteria and click Update.  The next screen displays all the documents that are attached, make a selection and click Send.  The client receives the update along with the documents in an email.

Contact our office if you are interested call 800-270-1197
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Status Date Report

When a client is updated regarding a claim; they will receive the update in two ways, via the CasetrackerLaw system and they will receive an email through the email on file for their company. The update they receive is dated and time-stamped with a “claim status” selected by the collector and a note or comment regarding the claim or customer. When the “claim status” is selected, there is a drop-down menu with a multitude of options to choose from.

This report will ask you to supply a status start date and ending date; optional, the “status type” and the direct creditor/forwarder. The generated report will display all the claims in the system with the “status type” selected for the selected time-frame; if included. Also displayed across the top are the fields that can be preselected by administration. If no time-frame is selected; “all” the claims in the system with the same “claim status” will be displayed.

The bottom of the report shows 5 different quadrants that work independently of each other. First there is the option to add a reminder for a collector with a reminder date, a note if needed, the collector receiving the reminder, the priority and the reminder type. next the option to send a letter. The letter is -chosen from a drop-down menu; the letters listed are stored in “Quick Prints”, found in the blue tabs of any claim. The next quadrant gives the option to add a manually added note to the claim “notes” as an internal note; also found in the blue tabs of each claim. The final quadrant gives administration the option to generate a summary in a PDF format or to download claims Information to a CSV format.

Visit our website for more information: www.casetrackerlaw.com / 800-270-1197

Email Distribution Report

Reports are of major function in any business. They can show how things are going or they give information in order to make business decisions. The "email distribution report" is a little report that can be generated in order to see what email is associated with what claims.

Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.

If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.

As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197