CasetrackerLaw 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

CasetrackerLaw

4.9

(44)

Pricing

Starting at $699.00 one time

About CasetrackerLaw

The Casetrackerlaw.com Advantage: Empowering Your Debt Collection Operations
Casetrackerlaw.com is not just software; it's a comprehensive, web-based platform engineered to optimize every facet of your debt collection workflow. Designed for the demands of modern agencies and legal firms, our robust system delivers unparalleled efficiency, transparency, and control.

Unrestricted Access & Security
• 24/7 Secure Access: Empower all users – from administrators to collectors, clients to debtors – to access the platform securely from any internet-connected device, anytime, anywhere.
• Dedicated 24/7 Support

Enhanced Efficiency & Automation
• Personalized User Experience: Customize system links and tabs to align with specific user roles and preferences.
• Proactive Task Management: Schedule targeted reminders for individual users, complete with time specifications, and maintain a detailed history.
• Automated Communication Campaigns: Design and deploy automated email and fax campaigns to debtors on daily, weekly, or monthly schedules.
• Comprehensive Claim Documentation: Record unlimited, detailed notes and...

capture all claim activity, providing a complete audit trail for every action taken. ________________________________________ Transparent Communication & Client Engagement • Automated Client Updates: Keep your clients informed effortlessly with real-time claim status updates delivered via email directly from the system, maintaining a complete status history for transparency. • Optional Debtor Access: Provide debtors with secure, optional access to view their claim information and associated files, fostering self-service and reducing inbound inquiries. ________________________________________ Seamless Legal & Agency Collaboration • Integrated Claim Forwarding: Efficiently submit or forward claims to law firms or other agencies directly through Casetrackerlaw. • Real-Time Updates & Collaboration: Receive instant updates regarding claims from attorneys, other agencies, or your creditors, ensuring everyone stays synchronized. • Integrated Litigation Tracking: Centralize all litigation, suit, and judgment information within a single, easy-to-manage location for comprehensive oversight. ________________________________________ Precision Financial Management & Reporting • Streamlined Payment Planning: Effectively schedule and manage promised payment plans, including automated reminders, to facilitate consistent debt resolution. • Precise Trust Account Management: Accurately enter and track items within the trust account, seamlessly integrating with the overall claim balance for impeccable financial reconciliation. • Streamlined Settlement Management: Accurately enter settlement details with automated balance calculations. • Professional Invoicing & Statements: Generate customized, professional invoices and statements for clients directly from the system. • Automated Legal Billing (for attorneys): Utilize Timesheets for precise time tracking and generate professional hourly billing invoices or statements. ________________________________________ Advanced Data & Business Intelligence • Powerful Business Intelligence & Reporting: Access over 70 robust reports, many with customizable settings, allowing you to control results and gain actionable insights into your portfolio performance. • Unwavering Accountability & Audit Trails: Every action taken on claims is meticulously recorded ("Thumbprints") in Notes and Summary, ensuring you always know who entered a note, attached a document, or posted a payment for complete oversight. ________________________________________ Integrated Sales & Client Onboarding • Complete CRM for Sales Synergy: Leverage a full-featured CRM system directly connected to the admin side, ensuring a seamless transition from sales pipeline management to client onboarding and account activation. Ready to experience the difference?

CasetrackerLaw Screenshots

CasetrackerLaw Pricing and Plans

Starting price: $699.00 one time

Free Trial

Free Version

Casetracker Starter

$699.00

per user, one time

No plan information available

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CasetrackerLaw Features

Popular features found in Accounts Receivable
Accounting
ACH Payment Processing
Bank Reconciliation
Check Processing
Expense Tracking
General Ledger
Invoice Processing
Online Payments
Partial Payments
Recurring/Subscription Billing
More features of CasetrackerLaw
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Aging Tracking
Alerts/Notifications
API
Appointment Management
Approval Process Control
Audit Trail
Auto-Dialer
Automated Notices
Automated Scheduling
Backup and Recovery
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Borrower Management
Budgeting/Forecasting
Business Process Automation
Calendar Management
Callback Scheduling
Call Recording
Cash Flow Management
Cash Management
Check Writing
Client Management
Client Portal
Collection Agencies
Commission Management
Communication Management
Compliance Management
Conflict Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Credit Card Processing
Credit Reporting
CRM
Customer Statements
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Generation
Document Management
Document Templates
Electronic Payments
Email Management
Email Templates
ERP integration
Financial Analysis
Financial Management
Forecasting
Forms Management
Fraud Detection
Historical Reporting
Income & Balance Sheet
In-House Collections
Inventory Management
Invoice Management
Legal Case Management
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Company
Multiple Payment Options
Multiple User Accounts
Payment Collection
Payment Plans
Payment Processing
Profit/Loss Statement
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Receipt Management
Receivables Ledger
Records Management
Recurring Payments
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Search/Filter
Secure Data Storage
Self Service Portal
SSL Security
Status Tracking
Task Management
Template Management
Third-Party Integrations
Time Tracking
Transaction Management
Trust Accounting
User Management
Vendor Management
"What If" Scenarios
Workflow Management

CasetrackerLaw User Reviews

Overall Rating

4.9

Ratings Breakdown

93%

Secondary Ratings

Ease of Use

4.8

Value for money

4.9

Customer support

4.9

Functionality

4.9

Have you used CasetrackerLaw and would like to share your experience with others?

Dustin H.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2020

Everything you need... and more!

This full service software is beyond anything that I could possibly ask for with the extremely affordable price tag. It's replaced several of my systems and reduced my work load so much. It's a Debtor management system, a creditor management system, and a sales pipeline system all in one. I switched from a free solution to this solution - that should tell you just how incredible this solution is.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product is very user friendly and is full of features that you know that you need and features that you probably haven't thought of. I really like how it's been designed to specifically fit those who need judgment enforcement software. The client portal is an excellent feature and comes standard with the service. The staff and support team for CaseTrackerLaw are phenomenal and really care about their clients. If there's a feature that's not included, they'll work on getting that created specifically for your company and at an affordable rate.

Cons:

Getting set up is a little intensive and time consuming - but that's because you're really customizing the software to fit your specific company and needs. Things can be a little confusing when you're getting on-boarded, however, they offer free training sessions while you're getting oriented to the software and take the time to explain things and aid you in getting set up. I wish there was a way to pre-load or add in some API information for MicroBilt and Delvepoint to aid in skip tracing, but that's always an option to ask for later and not a core requirement.

Reasons for switching to CasetrackerLaw

RecoveryPro had a few glitches that didn't get resolved and I needed a better solution

Vendor Response

Thank you Dustin for the wonderful review of Casetrackerlaw.

Replied July 2020

Melinda F.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Thank you Casetracker!

Positive overall experience. We look forward to growing with you. [sensitive content hidden] is always courteous and professional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

[sensitive content hidden], our support rep is great to work with! Also, new performance reports are great! Thank you for your help

Cons:

Not quite perfect. Updates occur but training on upgrades would help us when trying to pull reports.

Reasons for switching to CasetrackerLaw

Poor customer service and reports not what we needed.

Vendor Response

Thank you Melinda. You are awesome too.

Replied May 2025

Dwayne J.

Used daily for less than 12 months

Review source

Reviewed October 2017

Straightforward and to the point.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

*The ability to customize the interface to your liking. *Easy of use. *Customer Support. *Secured personal data

Cons:

The initial Login Screen I think needs a better presentation (Graphical Upgrade) as well as the user interface.

Lauren W.

Verified reviewer

Legal Services

201-500 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

The easiest CRM to help you sell more

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After demos with SalesForce and multiple other CRMs, Casetracker was hands down the best for organizing my sales process and being able to prospect quickly. Even the sales rep at SalesForce said that my prospecting would slow down if I used SalesForce compared to CaseTracker. In a world where everything is getting more complicated, I love being able to manage my clients and prospects in the most user-friendly system. Casetracker allows me to spend less time managing my data and more time selling and getting new clients. I highly recommend!

Cons:

If I had to pick something, maybe an optional color scheme?

Reasons for choosing CasetrackerLaw

Casetracker was easier and would allow me to reach more prospects per day than any of the other more complicated CRMs, including Less Annoying CRM which is known for its simplicity. Casetracker was better.

Reasons for switching to CasetrackerLaw

Hubspot is fantastic but it is all over the place. You cannot just look at one screen and see everything, so when in an account I am constantly going back and forth in-between windows. All that is eliminated with Casetracker.

Vendor Response

Thank you for the wonderful review!

Replied August 2024

James C.

Verified reviewer

Law Practice

Self-Employed

Used daily for less than 12 months

Review source

Reviewed June 2020

Great Product: Easy to Setup, Easy to Use, Helpful Support Team

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product readily fits a wide practice range. It allows simple and secure access to clients to assist the firm with its duty of client communication. The team behind CasetrackerLaw cares about your firm's happiness with their product and will customize it to your firm's needs.

Cons:

Nothing - it's the best option currently available for my firm's needs.

Reasons for choosing CasetrackerLaw

Cloud access and storage. Better price point. No additional hardware required.

Reasons for switching to CasetrackerLaw

CasetrackerLaw had a better dashboard and setup for collections law matters than Clio did, and the price point was excellent.

Vendor Response

Thank you for the wonderful review James.

Replied July 2020

Christine W.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Great product and staff!

This program is easy to use and the staff is very friendly. [sensitive content hidden] is very open to ideas and getting my request handled in a timely manner.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The staff is very easy to work with and they go above and beyond for any requests.

Cons:

I have zero complaints about the software. The program serves our needs.

Vendor Response

Thank you Christine. We appreciate you.

Replied May 2025

Steven K.

Verified reviewer

Legal Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed November 2019

Collection Software: Very flexable in what you can do with it. I love it.

I have been running a Judgment Recovery business for the last 7 years and have been using the same software vender, the data base I was using was specifically designed for the Judgment Recovery business, but it had no way of exporting my data into any useable format that any other vender could use. I found this out in my quest to find a replacement software. The software business was sold in 2018 to a new owner, that promptly increased the annual subscription rate from $49.00 to $69.00 a year, so I’m thinking I can live with that. In April 2019 my subscription was up for renewal, I paid my $70.00 annual fee, but I could not log into my database, I could not get a hold of the new owner to get into my database. The only contact information I had on the new owner was a email address that I had sent several emails to with no response back. I was locked out for 2 days not able to work. Luckily I saved the contact info of the old owner and was able to log into my database after I emailed the previous owner a copy of my paid invoice. So I’m thinking about what happens next year when I try to renew my subscription?  I never want to be in that position again, and that is why I am with Casetracker, a company that stands behind their product and has a way to export my data into a useable format that I can use.  I was looking for collection software that did everything my existing software did and more, I found it in Casetracker, it is a very feature rich database that is very flexible.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When I am entering data in all the boxes, if I forget one that is supposed to be filled, the system will not let me submit the information until all the designated boxes are filled.

Cons:

Documents can be a challenge, because of all the variables in font size, styles and browsers used. But like with any new software you are going to have a learning curve to deal with.

Reasons for choosing CasetrackerLaw

See overall

Reasons for switching to CasetrackerLaw

See Overall

Vendor Response

Thank you Steve. We are happy that you are pleased and we appreciate you taking the time to write this wonderful review.

Replied November 2019

Morrisa S.

Used daily for less than 12 months

Review source

Reviewed July 2018

Easy to use, great customer support

1. Ease of use. 2. Client able to access their own report, so that we no longer have to do monthly reports. 3. Detailed reporting modules meant that I can pull a report and access the performance of each Client portfolio 4. Reliable customer support 5. Ability to upload client accounts within a short time. 6. Runs on AWS so my Clients are comfortable with where their data is held. 7. User friendly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is easy to use, user friendly and my Clients are happy with the Client interface of the program. The learning curve easy not too high as I am not too IT technical. The program is practical and specific to our service as Debt Collectors. The reporting area of the program was well thought out and my Clients have reported their satisfaction with this aspect of the software.

Cons:

Not customermized to our local environment. We need an area to note customer queries in detail. For example the program presently has suggestions for customer responses for example ' Customer refuse to pay'. Our Clients ask 'Did they say why'? They want to know the exact concerns of the client and the specific reason for non payment. The software in its present state does not cater for that. I suggest an addition box, we can note for example....'customer refused to pay as they are unhappy with the service provided as it did not work the way they expected'. This gives the client a clearer view of what is the problem and how to address it and points out to them that it clearly a problem of what was told to them at the time of purchase or where they may have misunderstood what was said to them by the Sales Representative.

Mike Z.

Legal Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2017

Simple enough to set up and use right out of the gate, but can be customized in limitless ways.

We needed the best possible collections software to grow our business. Casetracker is working for us!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a start-up collection agency (and also attorneys), we were looking for an account management system that is easy to use but can be customized to meet the individual needs of our clients. We also wanted a system we can grow into. Casetracker has exceeded our expectations in every way. There are essentially no limits on what this software can do, but you can keep it as simple as you want. This software was developed by a debt collector who has been in the collection business for over 30 years, which explains why the system is so fundamentally good. Our clients love it as well. They can log in to upload new accounts, check status on existing accounts, and communicate with us through the system, just as we can communicate with them through the system. Client communication in this business is key, and Casetracker makes it seamless, saving time. Casetracker has also been a great selling point with prospective clients. Further, we can't say enough about their customer service, the staff is truly fantastic and have responded instantly to all of our needs (and we are quite needy). Very good people, including Tom the owner. We consider ourselves very fortunate to have found Casetracker.

Cons:

Like anything, there is a learning curve, but we continue to refine our use of the system every day, which makes us incrementally better at what we do.

Vendor Response

Thank you so much for the wonderful review. We appreciate you and your firm as one of our satisfied client.

Replied August 2017

Verified

Reviewer

Aviation & Aerospace

10000+ employees

Used daily for less than 6 months

Review source

Reviewed June 2020

Pros and Cons of CT

My overall experience has been very positive and productive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is easy to follow and is is quicker than previous program.

Cons:

The part I least like with this program is once you approve it locks the information and you basically have to send a request and that is time consuming and can be very challenging.

Reasons for choosing CasetrackerLaw

Positive product,productive,efficient and user friendly.

Reasons for switching to CasetrackerLaw

made the switch because I wanted more productivity,less errors.

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