Are you a small agency or law firm? Do you struggle with a large volume of claims and not enough time in the day or people to make the calls? You think to yourself, there must me a better way to work all my claims without going broke doing it. There is; CasetrackerLaw will connect you to...
Global Connect is a voice messaging service that allows you to make thousands of phone calls and leave professional, personalized voice messages within a matter of minutes. In the CasetrackerLaw system you will also get a response to your calls. In the blue “notes” tab located inside the claim, you will see that a file was sent to Global Connect one day and a response will display the next day that tells whether the phone was answered or if a message was left on a machine. You can schedule a campaign from any location, at any time; all you need is a telephone or Internet connection. And because Global Connect is web based, interfacing with CasetrackerLaw is not an issue. It takes approximately 2 days to get set up and running once your accounts are established.
Visit our website and click on “Affiliates” located on the top right hand side of the page, click on the Global Connect logo for a link to their website for more information.
For more information on any of the CasetrackerLaw features, call our office.
954-755-1763 / 800-270-1197 / www.casetrackerlaw.com
Friday, June 10, 2011
Wednesday, December 22, 2010
New Training Library Videos
Is there a feature in Casetrackerlaw that you would like to know how to use? Is there a feature your're using but not sure if you're using it correctly?
There are over 60 videos in our library to choose from and I am trying to create a video for each and every feature and function in the system so our software users are confident that they are using the system to its fullest capacity. Why pay for a product and only use a fraction of it? Our video library explains in detail how a feature works or what outcome you will get when you run a report. Listed are just a few of the videos that have either been updated or added new.
Admin_Client Dashboard Access
Related Claims Tab
Advanced Status Report
Collector Work Log Report
Admin_Bulk Delete Claims
If there is a feature or function that you would like to learn about that isn’t listed in our library, email me and let me know. I’ll do my best to create & post a new video to the library at your request. Here’s the link that will take you directly to the CasetrackeLaw Video Library.
There are over 60 videos in our library to choose from and I am trying to create a video for each and every feature and function in the system so our software users are confident that they are using the system to its fullest capacity. Why pay for a product and only use a fraction of it? Our video library explains in detail how a feature works or what outcome you will get when you run a report. Listed are just a few of the videos that have either been updated or added new.
Admin_Client Dashboard Access
Related Claims Tab
Advanced Status Report
Collector Work Log Report
Admin_Bulk Delete Claims
If there is a feature or function that you would like to learn about that isn’t listed in our library, email me and let me know. I’ll do my best to create & post a new video to the library at your request. Here’s the link that will take you directly to the CasetrackeLaw Video Library.
Friday, December 17, 2010
Happy Holidays From CasetrackerLaw
We want to wish everyone a happy holiday season and safe new year.
During the rest of the year everyone is busy with work and family but during the holiday season when the work load slows a little, the chief here at Casetrackerlaw likes to get out and visit with a few local clients. He usually travels north to the Carolina's to visit with family however the grand kids are coming here this year. It’s a little more chili than we’re used to but still an absolutely beautiful time of year.
He just visited with the Law Office of Yates & Schiller in Boca Raton located in sunny South Florida. He was raving about how beautiful her new office is and that Ms. Yates had a major hand in designing it herself. We plan an upcoming interview with Julie sometime in early January and we may give you a little tour of her new office. Ms. Yates is one of the reasons CasetrackerLaw evolved and she played a key role in its creation and development.
A large part of her success is contributed to the use of the CasetrackerLaw web based collection system.
During the rest of the year everyone is busy with work and family but during the holiday season when the work load slows a little, the chief here at Casetrackerlaw likes to get out and visit with a few local clients. He usually travels north to the Carolina's to visit with family however the grand kids are coming here this year. It’s a little more chili than we’re used to but still an absolutely beautiful time of year.
He just visited with the Law Office of Yates & Schiller in Boca Raton located in sunny South Florida. He was raving about how beautiful her new office is and that Ms. Yates had a major hand in designing it herself. We plan an upcoming interview with Julie sometime in early January and we may give you a little tour of her new office. Ms. Yates is one of the reasons CasetrackerLaw evolved and she played a key role in its creation and development.
A large part of her success is contributed to the use of the CasetrackerLaw web based collection system.
Thursday, December 9, 2010
Reports
It's gotten cold in South Florida again and South Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing its 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 did work from home, how would you monitor what they are 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, you are able to monitor every movement your employees make. You 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 you if any money was collected that day. Another report you can run is the claims report which will tell how many new claims were submitted for a selected time frame & the total amount placed.
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.
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, you are able to monitor every movement your employees make. You 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 you if any money was collected that day. Another report you can run is the claims report which will tell how many new claims were submitted for a selected time frame & the total amount placed.
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.
Thursday, December 2, 2010
Uploading To CasetrackerLaw Via Excel Spreadsheets
Having the ability to upload an Excel spreadsheet that contains hundreds or even thousands of claims or even clients to the CasetrackerLaw system is an easy task if done correctly. And it’s fast too.
The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even if the “header” is NA or you can delete the column all together. There will usually be the name of the company or firm along with their mailing address. If there are commas or quotations or any other character that is not an actual letter, get rid of it. These characters will affect the way the information populates the merge fields.
Once you’ve “cleaned” your spreadsheet and saved it as a CSV, you are ready to upload your information. Go to “Interfaces” found either in the “Access Tabs” or the features dropdown menu on the left side of your system. Then select “CSV Interfaces”, browse your computer for the spreadsheet, name it, select the Direct Creditor/Forwarders and upload. (Selecting a Creditor/Forwarder is required, do not select “All”) The next page is where you will map your fields. The left side is your spreadsheet headers and the right dropdown menus are the merge options. Select the appropriate merge fields from the right, if you don’t see a field you want, use NA, then “Submit”.
If the information doesn’t populate the fields correctly, then something was wrong with your spreadsheet. Delete all the new claims back out by using “Delete Claims – Bulk Delete” found in the “Settings”. Recheck your spreadsheet & try it again.
If you still have problems, call the IT department for help. 954-755-1763 Direct
The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even if the “header” is NA or you can delete the column all together. There will usually be the name of the company or firm along with their mailing address. If there are commas or quotations or any other character that is not an actual letter, get rid of it. These characters will affect the way the information populates the merge fields.
Once you’ve “cleaned” your spreadsheet and saved it as a CSV, you are ready to upload your information. Go to “Interfaces” found either in the “Access Tabs” or the features dropdown menu on the left side of your system. Then select “CSV Interfaces”, browse your computer for the spreadsheet, name it, select the Direct Creditor/Forwarders and upload. (Selecting a Creditor/Forwarder is required, do not select “All”) The next page is where you will map your fields. The left side is your spreadsheet headers and the right dropdown menus are the merge options. Select the appropriate merge fields from the right, if you don’t see a field you want, use NA, then “Submit”.
If the information doesn’t populate the fields correctly, then something was wrong with your spreadsheet. Delete all the new claims back out by using “Delete Claims – Bulk Delete” found in the “Settings”. Recheck your spreadsheet & try it again.
If you still have problems, call the IT department for help. 954-755-1763 Direct
Thursday, November 4, 2010
Change Is In The Air
Hello. It has been a while but I am back to my blogging again. I’ll blog a few times per week and the majority of my blogs will be strictly about CasetrackerLaw. Occasionally I’ll blog about something going on in the office or maybe what’s going on in the world around us.
Change is in the air….political changes are happening, weather changes are occurring and CasetrackerLaw has changed as well…
Change does happen, good or bad, and when it does, it’s not the end of the world. Not everyone likes change but when positive things start to happen, then change is good. You may have noticed that Sandeep, our engineer/programmer is no longer with us. He needed change and has decided to go back to school.
In his place we are lucky to have Debbie Lundberg join our IT team. Debbie is a Microsoft certified professional. She comes to us with more than 15 years of accounting and programming experience. Debbie is originally from Boston, MA and has resided in South Florida since 1996.
We have also developed a new support system for our clients. When you have a question or an IT issue, please email in detail the issue or question. I will respond ASAP with a phone call or an email, depending on what the issue is. If the issue is a system modification (change made), it will be added to our IT queue and will be dealt with as it comes up in the time line. A phone discussion may be scheduled ….If you just have a question, I will email the response or give you a call.
If you have questions or concerns, please feel free to contact our office.
Change is in the air….political changes are happening, weather changes are occurring and CasetrackerLaw has changed as well…
Change does happen, good or bad, and when it does, it’s not the end of the world. Not everyone likes change but when positive things start to happen, then change is good. You may have noticed that Sandeep, our engineer/programmer is no longer with us. He needed change and has decided to go back to school.
In his place we are lucky to have Debbie Lundberg join our IT team. Debbie is a Microsoft certified professional. She comes to us with more than 15 years of accounting and programming experience. Debbie is originally from Boston, MA and has resided in South Florida since 1996.
We have also developed a new support system for our clients. When you have a question or an IT issue, please email in detail the issue or question. I will respond ASAP with a phone call or an email, depending on what the issue is. If the issue is a system modification (change made), it will be added to our IT queue and will be dealt with as it comes up in the time line. A phone discussion may be scheduled ….If you just have a question, I will email the response or give you a call.
If you have questions or concerns, please feel free to contact our office.
Monday, August 2, 2010
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
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
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