Reports

It's cold in S. Florida again and S. Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing it's 6Th major snow storm of the season? Is it a hassle getting to work? What if you could have your employees work from home? If they do work from a remote location, how do you monitor what they're doing?

CasetrackerLaw web based collection software is the answer to this little problem. CasetrackerLaw allows collectors and administrators to log into the system from home and work remotely. Administrators are able to monitor every movement their employees make by selecting the "reports" tab. They have the option to run a "collector report" at the end of the day to see the progress that was made or a "money report" that will tell them if any money was collected. Another report they can run is the "claims report" which will tell them how many claims were submitted for a selected time frame.

Hint: It's important to keep your cookies clean in order to insure that all your reports are correct and up to date. Cookies can cause problems, if you don't know how to keep them clean, click the link and view the video.

Where is my Update?

Updates are a huge part of the debt collection industry. Without updates, the client or creditor would never know what was happening with the company’s money. Are their claims being worked, are calls being made, were letters mailed or has any money been collected or promised? What’s the best way to request and receive updates from your business associates? Maybe you have in-house collectors, each with their own work email and phone line. Waiting for a phone call before you can make an important decision regarding a claim is time wasting and not cost effective.

CasetrackerLaw has resolved this issue. Administrators can set a work email within the system so that all updates or requests are sent to one common email. Once an update is sent, it is received in the “latest updates” section and will also appear in the “notes” section of the claim. The collector can then reply to the update by clicking the “status” tab, type a response and it will be sent via the CasetrackerLaw system. The client will receive the response in his email and within the system. The bottom line is that all communication is done within the CasetrackLaw system.

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

Word Interface Update

Casetrackerlaw has three letter merge functions, one with Word and the other with Letter Wizard, of which both lets you create letters on the fly and the third is the PDF Merge Dept., about which I will discuss at a later date.


Thanks to the law firm of Cloud and Tidwell of Birmingham, AL, we have added yet another great feature which saves even more time.


When you select your reminders, your list of reminders for the day will appear. At the bottom of the page, you have many options such as changing reminders, changing the status or creating a letter directly from the reminders page. This latest feature also allows you to select a particular claim or claims from your reminder screen and add letters to your Word queue to be stored and printed at a later time.


If you have any suggestions on how to make CasetrackerLaw better, please call us or email us at info@casetrackerlaw.com


At CasetrackerLaw we are all about shaving the bottom line and increasing productivity.

Need An Attorney?

CasetrackerLaw has added another super feature that clients will love. Do you need the name of an attorney that practices in a particular area of the United States. We came up with a solution to this issue, which really isn't an issue at all. Every CasetrackerLaw system comes equipped with the database to The National List, Forwarders List of Attorneys, Columbia List of Attorneys and The General Bar, four major attorney directories which means you will have access to thousands of attorneys.



A client is able to log into their system, select "Manage Attorneys" and the 4 major directories will be displayed. Select the directory and click, the list of attorney names will then be displayed and you can choose the attorney in the city and state that you need. Also displayed are the phone number and zip code. If you know the name of an attorney and they are a member of an organization, you can type the name in the search feature located at the top of the page and the system will display that attorney's contact information. Once an attorney is selected, you are asked to "add to manage attorneys", and then you are asked to give the selected attorney a username and password which will give them access to the claims you submit to them.



When an attorney is selected and a claim is submitted to them, the claim is bonded automatically through the directory the attorney is affiliated with. It's that simple.



If you have any questions, give us a call, the CasetrackerLaw staff are ready to answer your questions.
Visit our website, view a couple of video discussions regarding CasetrackerLaw or register to take a brief guided tour.\



PS: Our next interview discussion will be with Atty Steve Gebleoff of Boca Raton, FL. Expected release date will be March 1st.

CasetrackerLaw is Expanding

Today President Obama would be pleased to hear that we are growing and adding new staff as the chief is always talking about how to reduce labor and shaving the bottom line.

CasetrackerLaw would like to welcome Ms. D. Lundberg, MCP, Software Engineer, the newest member to our organization. Ms. Lundberg comes to us after a long process of interviews. Ms. D. Lundberg has ten years of experience developing financial and membership databases and office automation applications in a Windows NT environment utilizing Visual Studio .NET, SQL, ASP and VBScript.

Welcome Ms. D. Lundberg from all the staff at Money Management, Information Systems and CasetrackerLaw.com, we look forward to working with her.

No Reminder Report

CasetrackerLaw is a ‘reminder’ driven system. Let me explain what that means to the administrator, the collector and the creditor.

This statement is so true when it comes to the collection side. Collectors are given their own username and passwords to access their ‘tool’ and when they log in; they will see their scheduled “reminders” with a number next to it. That number represents the number of files they are expected to work that day. A collector may have 75 to 100 files to work on any given day. As collectors work through their “reminders”, the will schedule a call-back date. What happens if a collector forgets to schedule the reminder? How does the collector or the administrator for that matter, know that all of these claims are being called and the creditor is updated when they should be?

CasetrackerLaw is equipped with a report called “No Reminder Report” which the administrator can run in order to obtain the claim ID’s that have no reminder attached to them. This especially helpful if you run a large, busy collection agency or collection law firm and there are multiple people working on a claim at the same time. When the list of files appears, the administrator can then schedule a reminder and attach it to the collector of his or her choice. They can assign reminders directly from this report.

For a demonstration of this report, or any of our reports, visit our website or call us.

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

Lost Files?

Another one of casetrackerLaw’s little secret’s is the “Overdue Summary Report” feature.
This little secret is in the reports sections. Over the years I have experienced losing things, maybe early Alzheimer’s.

Anyway we created a feature that will tell you what files or claims have not been worked or looked at for a time period from 0 days up to 2,000 days.

IE: The system stamp dates the file when you open it. You are able to see a time table and all files that have been reviewed or worked will fall in that matrix. If you see a number that falls, let’s say between 60-70 days, all you have to do is click the number of files and all selected files will be displayed and you can instantly open the file and update it.

The system further allows managers to filter the list of clients, IE: view one particular client’s files, so there is never a reason for a file to fall or slip through the cracks and your clients are always updated within the time frame quoted to them.

This little feature is one of the best to determine if a file has stopped or has been overlooked for whatever reason. With CasetrackerLaw’s many little secrets, clients should never have to call for an update on a claim. Credit managers are the most overworked and underpaid so when something works and saves them time and labor, they are happy campers. When you’re client is happy, you’re happy.

Call us for a personal tour of these little hidden secrets because there are a lot more to discover.

Don’t forget at CasetrackerLaw, we are pioneers of web-based collection software.

Visit us at www.casetrackerlaw.com and follow us on facebook as well.

PS: It’s still cold in sunny South Florida today.