CasetrackerLaw software


30 reviews(5.0/5)
30 reviews(5.0/5)

CasetrackerLaw is a cloud-based debt collection management solution designed for companies of all sizes. It offers compliance management, contact management, credit bureau reporting, callback scheduling, transaction and commision management functionalities within a suite.

CasetrackerLaw features access control, which allows users to add others and assign them data-access levels, based on their roles and departments. The software also features timesheets, where employees can clock in and out.

CasetrackerLaw features a claims dashboard, which allows users to view information about their claims, including status, forwarder, amount placed and amount collected. Users can also customize the dashboard by adding or removing fields from the claims list.

CasetrackerLaw offers customized reporting, which allows users to prepare reports based on filters, such as timeframe, amount placed, status, creditors and collectors. Users can also add reminders or assign collector from the reporting module.

CasetrackerLaw provides online and 24/7 phone support to all its customer.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

30 Reviews of CasetrackerLaw

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  • Morrisa from Debt Recovery & Administrative Services Ltd.

    July 2018

    Easy to use, great customer support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Monica from The Law Office of Monica Guilarte

    July 2018

    Impeccable customer service for a high quality product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The ease of its functionality. I did not need much training to understand how the product worked. It also has many features that my prior collection software did not allow. If the software didn't offer something I was looking for, the case tracker team immediately worked to find a solution and add addtional features.

    Cons

    No complaints. Couldn't be more happy with the software. When there were issues or problems I encountered, they were immediately fixed to my needs.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    July 2018

    Thank you Monica. It has been our pleasure making sure that your transition from your previous software into Casetrackerlaw was not too painful. Welcome to our community.

  • Dwayne from Debt Recovery & Administrative Services Ltd

    October 2017

    Straightforward and to the point.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mike from Xcelerated Revenue

    Number of employees: 2-10 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2017

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

  • Barbara from Center for Dermatology

    August 2017

    As a creditor, we run a hectic dermatology office. We have used the admin side and the creditor sid

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Everything is always at my fingertips, and I can produce any report for the office, and everything is in real time, all the time. It is completely transparent; I can see when remittances are due, nothing is hidden. Support is superb; I speak to a live human when I call.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2017

    Thank you Barbara for the review. We appreciate you as a Casetrackerlaw client.

  • Benson from Titanium Funds LLC

    Number of employees: 2-10 employees

    August 2017

    Really good software and love the customer service / personnel

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It manages our portfolio of collection accounts very nicely.

    Pros

    It's functional for what we need and a great value for the price. The customer service team is very responsive and has been able to make any fixes or adjustments we needed in a timely manner.

    Cons

    It's not hugely user friendly and some of the reports take some time to figure out but now that we have learned our way around we love it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2017

    Thank you Benson for your wonderful review. Always a pleasure helping our clients.

  • Pat from Heidelberg USA Inc

    Number of employees: 501-1,000 employees

    August 2017

    All the information I need is right at my fingertips!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    All the information I need is right there and it is current information

    Pros

    This program is easy to use and navigate. All the information I need is conveniently accessible on 1 screen. This program meets all my current needs.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2017

    Thank you Pat for your wonderful review. We appreciate you and your company.

  • David from The J.D. Stuart Law Group, LLC

    Number of employees: 2-10 employees

    August 2017

    Company is very responsive to requests to adjust features and extremely helpful in training.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Streamlined accounting and case tracking.

    Pros

    I most like the client notifications/sharing and the reminders features. I also like the cloud nature of the software, the software loads very fast, probably faster than if we had it loaded on a server in our office. The program is intuitive and easy to pick up on basic features without extensive training.

    Cons

    Would like to be able to generate some documents into Word rather than the built-in documents feature.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2017

    Thank you so much for taking the time to write a review. We greatly appreciate your time.

  • Dave from Xcelerated Revenue LLC

    July 2017

    CasetrackerLaw has revolutionized Xcelerated Revenue's business development process!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It's revolutionized the way we do business!

    Pros

    Not only does it efficiently manage our collection and accounts receivable management activities, it drives our business model evolution in ways we could not have predicted. The multi-faceted platform is logical and easy to customize. Our clients love it! Any company that is involved in collecting A/R on any level needs to investigate how CasetrackerLaw can increase the speed and volume of cash flow and help organize the effort to manage their processes. It is robust, but easy to use!

    Cons

    There are a lot of fields/options that we don't currently use, but would like to in the future. I would like to be able to suppress some of them from view until they're needed.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    July 2017

    Dave, thank you for the awesome review.

  • Karen from Law offices of Karen M Riggio LLC

    April 2016

    Long time user

    Ease-of-use
    Quality
    Support

    Extreme ease of use, provides clients easy access and transparency. Clients regularly comment how database is very clear and easy to find information and navigate system. Support staff very helpful, answers all questions within less than 24 hours. Customization is easily done. Daily reminders are fantastic. Productivity, profitability and other reports are quick and easy to create and run. I have been a very satisfied client for over 10 years-- I would highly recommend the company to any one.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    May 2016

    Thank you for the awesome review Karen.

  • Bradley from Attitude Collections, LLC

    December 2015

    Swift and Responsive

    Ease-of-use
    Quality
    Support

    I've been using Casetracker for approximately 2 years. In that time, as my business has grown and changed, I've been able to work quickly with the Casetracker team to resolve the few issues which appeared and to work with them to plan and modify my system to handle new challenges and projects for my company

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    April 2016

    Thank you Bradley for your wonderful review.

  • Steve from The Collection Analyst, Inc.

    February 2015

    Casetracker Law Collection Program

    Ease-of-use
    Quality
    Support

    We recently switched over to Casetracker Law. Prior to the switch, it would take our company hours to do simple tasks such as statements and progress reports. Now it takes minutes, plus we can send out a professional looking statement that gives a full breakdown of what happened during the previous month. The screens are very easy to navigate. In fact, I havent even had to use there tutorial tapes even once. There support staff has been very easy to work with. With the previous company, everythig was handled by E Mail. With case tracker, I can pick up my phone and just call, and the best part its free. Prior to that, even with E Mails, if I needed someting, it would cost. The safety features thay have built in gives me great assurance no one else can have access to our files. Everything is password driven and each employee is given access only to what they should have access to. I assure you , this did not happen with the previous company. Since we have only been on the program for 3 months, I really havent found any cons as of today date. If you knew the program we were using and compared it to Casetracker Law, you would know why at this time i cant be critical of anything. In closing, I would recomment their software to any agency that is looking to switch. Should you need any other information, please call or E Mail.

    Review Source: Capterra
  • Jenn from Cohn & Dussi, LLC

    September 2014

    Casetracker's monitoring platform for clients

    Ease-of-use
    Quality
    Support

    Our casetracker system empowers our clients to remain informed and engaged in our collection process, and to generate the kind of reports they need to make their jobs easier. The staff at Casetracker are responsive and attentive, and over our relationship have become more open to our ideas for improvements to the system.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    September 2014

    Thank you for the product review. We listen to our clients when they have ideas to improve the current system. B. Smith

  • Patty from PEI Genesis

    September 2014

    Priceless and Top-Notch Software

    Ease-of-use
    Quality
    Support

    This software is so manageable and effortless to use. Make my job as Credit Manager more efficient and reduces our bad debt write off's. The staff does their do diligence and exceeds expectations. I would highly recommend this product to the fullest

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    September 2014

    Thank you for this wonderful review. B. Smith

  • Julie from Yates & Schiller, P.A.

    September 2014

    Product Rewiew

    Ease-of-use
    Quality
    Support

    Casetracker is a cutting edge program used for case management of our collection files. It is easy to use and customizable to your personal needs. You can access Casetracker from the internet 24/7 and your clients can also have access from the internet to review their files 24/7. It is already loaded with over 100 features that come in handy in any collection environment. It is very cost effective for file management in a volume business.

    Review Source: Capterra
  • Emi from SGS Law

    August 2014

    Keeps me on track

    Ease-of-use
    Quality
    Support

    I work for a law firm in Omaha Nebraska and I handle the litigation collections for the firm. This product has been my lifesaver for keeping on track of all my cases. I am able to keep all the cases desginated to me under control. This product tracks the status of every matter that is assigned and I can pull and create reports to fit any request from our clients. If Casetracker could get the court costs to link to the pleadings generated.........it would make it the perfect case management system!! I have been very happy with all my interactions with the staff and any time that I have had any issues the response and has been prompt and resolution comes quickly.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    September 2014

    Thank you for the wonderful review. B. Smith

  • Dennis from Jacobs & Sterling, LLC

    August 2014

    My Personal Experience Using the Casetracker Collection Software

    Ease-of-use
    Quality
    Support

    I have been using CasetrackerLaw's Casetraker collection software for approximately 4 years. As operations manager at a retail/commercial collection agency for 3 years and for almost 1 year at my own collection agency. The software is very comprehensive, relatively easy to use, very reasonably priced and the team at CastrackerLaw are willing to customize options that may not be considered "within the normal realm of daily collection activities". When my partner and I decided to open our own agency last year, we didn't consider going with any other software for those reasons. Being a web-based system our clients value the ability to login to Casetracker at any time to monitor their accounts, statuses, payments as well as many other aspects of all business they have placed with us. THAT IS A HUGE SELLING POINT FOR ANY AGENCY'S SALES-STAFF. I have been in the collection business for over 30 years and used several different collection software systems and in my opinion Casetracker more than holds it's own in comparison to any system available on the market today.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2014

    I would like to thank Dennis for the wonderful product review. We truly value our clients. B.Smith

  • Mark from MoneyMatters, LLC

    August 2014

    Unbelievable Sales Tool

    Ease-of-use
    Quality
    Support

    CasetrackerLaw Sales Tool has made my life easier. I originally used it for my Collections business and two years ago started using it for my Financial Services business. It keeps track of my clients, prospects and recruiting activity. I never have to worry about missing a follow-up call.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2014

    Thank you Mark for the wonderful review of our sales tool. B. Smith

  • Stefany from Law Office Arcia & Associates

    August 2014

    Great Services, Great Program

    Ease-of-use
    Quality
    Support

    I highly recommend this software not only because is helpful, easy to learn and to keep track of clients also because customer services team is amazing , they are always there for you helping you with any question or concern that you may have.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2014

    Thank you for the wonderful review. We appreciate our clients. B. Smith

  • Brian from Cloud & Willis, LLC

    August 2014

    Great collection software

    Ease-of-use
    Quality
    Support

    I think Casetracker is a great collection software; and a collection software that has really changed with the times (used it since 2005) and client requests. Tom and his team have a great product and it has been instrumental in the growth of my collection practice. It has allowed me to service large clients even when my office staff was small. My staff and clients really depend on the casetracker and its capability.

    Review Source: Capterra

    Response: CasetrackerLaw, CasetrackerLaw

    August 2014

    Another fantastic product review from a VIP client, we strive to make all our clients happy. B. Smith

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