Exporting Data - Seriously??

Have you ever experienced the necessity of having to pack up and leave?  It’s easy…you pack up your stuff, put it in boxes and walk away with it.  But what about data that’s being stored in a cloud server or on a private server; you can’t just shove that into a box.  You have to export it somehow.

Recently we acquired a new client who was currently using another debt recovery software product for their daily process and work flow.  When they made the decision to leave and requested their data exported in order to import into Casetracker123, they were told there would be a fee for that service.   We were sent a work project form to fill out and sent it back.  Our new client was charged $1,500.00 to get their own data back.  Seriously?? 

Casetracker123/law would never hold a business’s data ransom for a fee.   If for any reason you leave us, we will give your data back to you in any format you request.  It’s not that difficult to export information…

If you would like more information on Casetracker123.com/Casertrackerlaw.com, contact our office directly at 954-755-1763 or 800-270-1197

All In One Debt Collection & Management Software

All-In-One “Collection Management” Software
Casetracker123  &  Casetrackerlaw
Web Based; 95% Customizable; Work Remotely; Monitor Staff 24/7

Sales Department:  A complete, State of the Art CRM.

Collection / Administration Department:  A collection department that reminds you what to do and when to do it.  Provides unlimited document storage viewable by level of access.  Provides debtors access to view their statement, documents & make secure online payments; we call them instant cash flow.  Payments are automatically posted to the claim, status is changed and a reminder is scheduled. 

Manage Task Department:  Allows ability to assign work or projects to anyone in or out of your organization just by giving them access.  You may never have to physically speak to the taskees.  This hot new feature provides invoices, allows for attachments, task priority, category, status, deadline & completed dates. 

Manage Creditors:  Allows your client total visibility of all claims, status & documents; if that’s what you want.

Manage Attorneys:  Forwarding Department / Litigation, keeps clients in the loop.

Letter Wizard:  Create letter templates and legal forms that merge with debtor information.

Accounting Department:  Post payments; create & generate invoices, statements and print remit checks.  Overall Trust Account available.

Call to schedule an online demo or to speak with a representative about your needs.
954-755-1763 or 800-270-1197

Industries that utilize Casetracker123 or CasetrackerLaw  Office of Inspector General ~ Court Houses ~ Collection Attorneys ~ Collection Agencies ~ Check Cashing Stores ~ Judgment Recovery ~ Small to Medium Sized Companies ~ Larger Companies with remote locations or branches ~ Property Management ~ Debt Buyers ~ Medical Collections

Casetrackerlaw & Payclix, A New Partnership

Casetrackerlaw.com is proud to announce a new partnership with The Clix Group, LLC to bring their payment processing product, PayClix, as an integrated product with CasetrackerLaw software. This partnership will allow the clients of casetrackerlaw.com to be able to take online and credit card payments in their business. 

Casetrackerlaw.com is a company that has a proven track record in innovative web-based technology and has provided collection agencies, law firms and corporations with exciting and new tools at the forefront of their industry since 1997. This new partnership with The Clix Group, LLC will allow Casetrackerlaw.com to stay true to its philosophy of “making a little progress every day”. 

The Clix Group, LLC has a substantial track record in the payment processing industry and has already been in the debt collection marketplace for five years and it is excited about this new partnership to bring its product to Casetrackerlaw.com clients.  PayClix is fully integrated into all current versions of Casetrackerlaw.com software and the power of PayClix can be brought to your debt collection business quickly by reaching out to your Casetrackerlaw.com account executive today.

For more information, please contact our office at 954-755-1763 / 800-270-1197 or email bsmith@casetracker123.com

NEW FEATURE: Status Update With Attachments

How many times a day do you have to send a status update regarding a claim?  How many times are you required to send along some kind of back up documentation; a contract, an invoice or two, statements of account, etc…?  This can become a time-consuming task.

We have created a new feature; with the help of Stephen Gebeloff of Gebeloff Law in Boca Raton, FL.  He needed a way to status update his clients with the ability to attach multiple documents at the same time.  Creating and sending the status update, then having to send the back-up documents from a separate location is time consuming.

This is how it works; a status update is scheduled, if there are documents attached to the claim, the question, “Would you like to add attachments? Yes or No, will appear below the comment box under the status tab and if there are no attachments, this question does not appear.

If you are interested in this feature and would like to have it added to your CasetrackerLaw system, give us a call or send us an email.

Reports - "Report Settings"

Reports are a part of business that can be a real headache.  Reports are generated for a variety of reasons.  They are generated to track or monitor specific departments with regards to inventory or money or people. 

CasetrackerLaw software includes approximately 75 reports and the ability to view them either all at once or in a Dropdown View.  Some of the reports are customizable and you have the ability to display only the reports you need if you are using the Dropdown View.

“Report Settings” is located under Settings.  Here you can select which reports you want displayed in the Dropdown View by selecting yes or no.  There are 2 dropdowns displayed; the first are the reports that are customizable.  These reports give your numerous column options so generating a report that displays the results you are looking for is easy.  The second dropdown menu of reports are non-customizable but still have the option to only display the reports you want.  Why have reports displayed if they are never going to be used?

If you have any questions about the “Report Settings”, please contact our office.

954-755-1763 / 800-270-1197
www.casetrackerlaw.com