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”