Claim Attachment Options

CasetrackerLaw is giving you more options for attaching documents to a claim.  Keep reading:

“I just spoke to the customer, he’s disputing the claim and he’s requesting to see the invoices.”

This is an update a collector may send to a client that submitted a claim. The client can mail the requested documents to you, email or fax them. But what if your client could attach the requested documents digitally to the claim and anyone with access (username and password) can view them and they can be emailed or faxed to the client or debtor right from the CasetrackerLaw system?  Or; what if the document is a multi-page PDF contract and only a couple of pages are needed or requested.
CasetrackerLaw allows the user to "extract" those few pages and give it a new name to create a newly attached document that can be emailed or faxed.

To view a document, go into or open a claim and find the blue tab "attachments".  On this page, you have the ability to either attach a document or view a document that’s already attached. To view a document, scroll down until you see “Attachments”, hover the mouse over the file name and click, the document will open. These documents can also be emailed or faxed to the customer.

To attach a document, browse your computer to find the file you want, give it a level of access (who can view the document), type of attachment, a file note and upload. The document will appear in red. The attachment names can also be edited or the attachment can be deleted.  CasetrackerLaw also gives the ability to attach up to 4 documents at one time, an amazing time-saving feature.

Call 800-270-2297 to request your personal tour.

A Few Benefits of Casetrackerlaw ~ Debt Recovery Software

24/7 Secure Access - all users, from admin to debtor, and all the users in between

*Debtor Access - debtors can access, view and make online payments

Customizable tabs - organize the system tabs the way you want, not the way we want

Claim Reminders - schedule daily,  timed reminders per claim, keeps reminder history

Claim Status - update clients without picking up the phone, keeps status history

Notes - enter detailed notes, keeps notes history

Promised Payments - schedule a payment plan with scheduled reminders

Auto Email & Fax - schedule a debtor email or fax to be sent daily, weekly or monthly

Attachments - keep all back-up documentation attached to the claim

Forward  - submit a claim to a law firm or another agency via Casetrackerlaw

Latest Updates - receive updates regarding claims from attorneys, other agencies or your creditor

Litigation - enter all litigation, suit, and judgment information in one place

Settlement - enter settlement information that calculates the settlement balance

Trust Account - enter items to the trust account that calculates into the claim balance

Timesheets - keep track of your time for billing purposes

Manage Tasks - create, schedule and manage tasks for non-collectors regarding anything

Claim Task - create, schedule and manage tasks for collectors regarding claims

Reports - 76 different reports that can be generated, some with CSV download capability

Hourly Billing - create professional hourly billing invoices & statements

Letter Wizard - create professional letters and court forms that merge with claim information

Invoicing & Statements - create & generate professional invoices and account statements

IACC Convention ~ Miami, FL

The IACC CONVENTION in Miami, FL was a held at the Eden Rock Resort. 

Much is going on in the debt world today that people should be aware of.

The IACC is a good way to stay updated on the newest laws. 

There are extremely knowledgeable people associated with the IACC that were in attendance along with vendors that have the newest technology.

Dinner was served on the Grand Floridian yacht sailing up the beautiful intercoastal waterways. 

What a unique way to dine, be entertainment and mingle with some brilliant minds in our business.

There are two conventions held each year. One is always in Miami.

This association is worth joining.

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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Casetracker123's Creditor Portal

Credit card companies, banks, hospitals and even courts utilize the ability to give their clients a secure, 24/7 electronic access to monitor their accounts.

Collection agencies and collection law firms are beginning to see the light as well.  The ability to give their clients a portal to access; submit and monitor their claims is enormous.  Clients can log in anytime from anywhere to view and manage their claims.  Receive claim updates via email, view documentation attached and see when payments have are submitted.  Always know what's going on with your claims and debtor.

Give your clients the gift of free software to enter and monitor their claims around the clock.

Contact us at 800-270-1197 for more information

Task Management "Tool"

Always know what is going on with your projects.

The management of time is one of the most difficult elements with regards to running a business today.  Technology is great; it saves us time and money.  However, does it?  Maybe it just seems like it.

Over the past 1.5 years, Casetrackerlaw has built and developed a task management "tool" that will make you believe in technology again.  A tool so efficient in the management of projects, tasks and task persons, you will not know how you functioned without it. 

Read what a real user has to say about this software wonder. 

"I work in a hectic software company with many clients that need things all the time, and they wanted them yesterday.  I started using this task management system to keep track of the projects I was giving to my programmers'.  It works great.  I know what's going on with all of my projects and tasks at all times.  I can create as many "task persons" that I need, and then I can enter tasks for a specific task person depending on what I need to have done.   When I enter the task, I have the ability to enter a task name, description, type of task, who authorized the task (if needed), status, priority, deadline date (if needed), an hourly rate, a quote (if needed) and a place for notes.  Everything I need to convey to the task person what I require of them; even attach documents, spreadsheets, and screenshots."
 

"Each task person has their secure login and can only view and work on tasks assigned to them.  When they finish a project or task, they can then "complete" the task with a date and how long it took them.  If a task has been entered as "billable" with a rate entered, the system will calculate an invoice balance with the ability to email the invoice to the client.  How cool is that?  Also, every task goes into a history so if I need to find it again; I can."

Moving Date - A New Function

In my last blog, I talked about the problems & costs a company can run into when "transferring data"...their data, out of one software system and into Casetracker123 / Casetrackerlaw. 

This time, I want to talk about "moving date".  Data can and usually is private & confidential, one of the best ways to send sensitive information over the internet is via an FTP site.  What is FTP?  FTP means File Transfer Protocol, this is the safest way to send files over the internet.

A very important client of ours has, for years, received claims via an FTP site...this procedure works quite nice:, however, the FTP site password requires changing every three months.  This process took us a few days to complete which caused files to get backed up.  So we had our Programming Engineer create a sweet little link/function that gives us the ability to enter manually the new password that is provided by the client and click Submit.  The password is entered and changed immediately, and the files are received.  Our client is very happy.