Wednesday, February 1, 2023

E-Signatures – Save Time, Save Money

You’ve heard it before…saving time will save money. 

How many times have you had to wait for a signature before moving ahead? 
Within Casetrackerlaw, you can create your template and add an electronic signature.  

With the ability to have a signature electronically added to your Letter Wizard documents when they are generated, would save you time and money, not to mention how convenient it would be.  And you can enter as many signatures as you need with the added ability to have different signatures on different documents.

*This feature is located in Settings, click Letter Wizard, click Manage Signatures.  Below are instructions on how to use the e-signature feature.

 Write your signature on a piece of paper, the size you want it to be displayed on your letters. 

Scan the signature and save to your desktop as a .jpg, .gif or .png file only.

Access site: go to Settings: Letter Wizard

Top of the template screen, click “Manage Signatures”, browse for your saved signature.

Give the signature a name, upload.

Select the letter you want to add a signature to, click Edit.  Find the place in the letter that you want to display the signature.  From the Merge Fields dropdown menu, select Signature (It’s located in the “Other” category of options) to add as a merge field.

Go to the Letter Settings.

There is a Signature dropdown menu with the signatures that you uploaded.

Select the signature you want to appear on the selected letter & click Submit.

Test to confirm that it looks good using a test claim.  If the signature is too big or too small, you can edit the size by going back to the Manage Signatures screen.  Change the Scale #, 50% seems to work well, to whatever size you like. 


Remitting to Your Client

Before you can remit to your clients, you need to make sure that the collection rate is set when the claim is submitted.  The collection rate will determine how much money will be withheld from the client.

You have collected money and posted the payment to the claim as a Net payment with a remit date and now you want to remit to your client.

Click the “Remits” link on the red dashboard.  Unconfirmed Remits appears with a list of remits that are due.  There are several options in order to view the remit list you need; All Remits, Todays Remits, Past Due Remits or you can Pick a Date.  Once you have the list you need, place a checkmark in the box or boxes next to the payment/s you want to remit on.  At the bottom of the screen, you will click the “Print 1 Check Per Creditor” button.  The next screen is where you set up your check image if you plan on printing checks via the system.  If not, all you will need to do on this screen is click the Confirm Payments button.  This will remove the remit from the remits list and will also confirm the payment in the payment history of the claim.  Now you need to send your client their money.

If you want to see payments that were made Direct, click the red link “Include Direct Payments” located above the Unconfirmed Remits and the direct payment will be included in the list.  You can see how much money your client well be sending to you.

*To print checks via Casetrackerlaw, read “Remits – Printing Checks”

Monday, January 30, 2023

3 Reasons Why Debt Collection Attorneys Need Software

As a debt collection attorney, one has a million plates spinning at the same time. Dealing with clients, running to court, hiring collectors, the list goes on and on which is why it’s crucial to be organized and to put systems in place to not just stay above water, but to thrive. Here are the 3 main reasons every debt collection attorney should have a software system:

Going Web-Based

Cloud-bаѕеd technology is the future. With a web-based system, your practice can capture data іn rеаl tіmе with grеаtеr ассurасу, to be able to share information with your team regardless of where they are in the world or if your employees are simply remote. Paper-based ѕуѕtеmѕ are antiquated. There’s no аbіlіtу tо ассеѕѕ data on demand, no аbіlіtу to perform “what if” analysis, and maybe wоrѕt оf all, a ѕtruсturеd-іn “lіmіt” оr lоwеr еxресtаtіоn оf what is роѕѕіblе. Being 100% cloud-based means that you and your clients have complete transparency to see what is going on with their claims.

Submit and Manage Claims Online

Allowing your creditors to submit and manage the debt claims online is a huge time saver. No more back and forth phone calls, lengthy email threads, or heaven forbid paper stacks to parse through. Using a web-service to host everything you and your customers need in one spot just makes sense. Most software programs will have tiered admin settings that allow you to restrict access to certain portions of your data, for example a collector will have a separate login from a creditor.

Generating Reports

With having all of your information securely hosted in the cloud, generating reports to ensure your on path to meet your business goals will be simple. Gone are the days of relying on paper spreadsheets and headaches. Most debt collection software today will have a host of reporting options so you’ll always know where your collections stand.

In summary the debt collection industry is evolving at an alarming rate, and it has become apparent that the old ways of doing business are no longer sustainable. With the rise in digital technologies, it is now possible to automate many of the processes involved in debt collection.

Software for this industry has been around for a while now, but with so many options on the market, it can be difficult to know which one will best suit your needs. We use because of its affordability, ease of implementation, and customer support.

E-Signatures – Save Time, Save Money

You’ve heard it before…saving time will save money.   How many times have you had to wait for a signature before moving ahead?   Within C...