CasetrackerLaw Reviews
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43 Reviews
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Everything you need... and more!
Reviewed on 10/07/2020
This full service software is beyond anything that I could possibly ask for with the extremely...
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.
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.
Response from CasetrackerLaw
Thank you Dustin for the wonderful review of Casetrackerlaw.
- Industry: Legal Services
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The easiest CRM to help you sell more
Reviewed on 09/08/2024
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
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.Switched From
HubSpot CRMReasons for Switching to 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.Response from CasetrackerLaw
Thank you for the wonderful review!
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Straightforward and to the point.
Reviewed on 04/10/2017
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.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product: Easy to Setup, Easy to Use, Helpful Support Team
Reviewed on 29/06/2020
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.
Response from CasetrackerLaw
Thank you for the wonderful review James.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Collection Software: Very flexable in what you can do with it. I love it.
Reviewed on 20/11/2019
I have been running a Judgment Recovery business for the last 7 years and have been using the same...
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.
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 OverallReasons for Switching to CasetrackerLaw
See overallResponse from CasetrackerLaw
Thank you Steve. We are happy that you are pleased and we appreciate you taking the time to write this wonderful review.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy to use, great customer support
Reviewed on 26/07/2018
1. Ease of use.
2. Client able to access their own report, so that we no longer have to do monthly...
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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Simple enough to set up and use right out of the gate, but can be customized in limitless...
Reviewed on 29/08/2017
We needed the best possible collections software to grow our business. Casetracker is working for...
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.
Response from CasetrackerLaw
Thank you so much for the wonderful review. We appreciate you and your firm as one of our satisfied client.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Solid and Flexible CRM
Reviewed on 02/05/2022
As a sales manager, it's a great feeling to know you and your team are all on the same page for...
As a sales manager, it's a great feeling to know you and your team are all on the same page for prospecting, demonstrations, and closing. This CRM has made us more profitable.
Pros
The core element of this CRM I appreciate is the reminder system. The main dashboard makes it simple to keep our prospecting organized ensuring we're making the right call at the right time. Integrating this system was simple as it stands on it own and allows you to upload leads with a few clicks. Overall it works well.
Cons
This is a great package for the nominal fee.
Response from CasetrackerLaw
Thank you David for your review. We appreciate you. Casetrackerlaw Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Customer Service
Reviewed on 03/08/2021
Very good. [SENSITIVE CONTENT] have been extremely helpful and knowledgable about our day to day...
Very good. [SENSITIVE CONTENT] have been extremely helpful and knowledgable about our day to day operational needs.
We appreciate all they do to assist us in keeping our clients satisfied.
Thank you Casetracker team!
Pros
Transparency with our clients.
Ease of use.
Cons
Monthly reports could use some improvement.
Response from CasetrackerLaw
Thank you Melinda for the wonderful review.
- Industry: Aviation & Aerospace
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pros and Cons of CT
Reviewed on 27/06/2020
My overall experience has been very positive and productive.
My overall experience has been very positive and productive.
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.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
What I like About Casetrackerlaw
Reviewed on 25/09/2018
The number 1 thing that I really like is that I can give my clients access to their own private...
The number 1 thing that I really like is that I can give my clients access to their own private portal. They can enter and monitor their claims 24/7, they can run and generate multiple reports. This frees me from running multiple reports a month for multiple clients. And my clients love being involved in the process.
Pros
I have been using Casetrackerlaw for the past 3 years and absolutely love it. I can access this software no matter where I am to check on cases that have deadlines. The software is easy to learn and it's easy to introduce and teach new employees how to use it. I really like that all claim information is stored in one place and easy to get to. The support, I have found, is excellent. If I call, there is someone that answers the phone and actually talks to me.
Cons
I have yet to find any issues with this software.
Response from CasetrackerLaw
Thank you Walter for the wonderful review.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Useful program for debt collecting
Reviewed on 22/09/2022
CaseTracker turned out to be a time saver for our firm compared to the way we used to do debt...
CaseTracker turned out to be a time saver for our firm compared to the way we used to do debt collecting. It meets our needs.
Pros
The layout makes sense and has a lot of depth if you utilize all of the features.
Cons
The reports were in two different places, which threw me off initially.
Response from CasetrackerLaw
Hi Molly, We appreciate you taking the time to review Casetrackerlaw. Becky
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Every business should be using this software!
Reviewed on 29/04/2019
Words can not express how much I love this software!
Easy to learn and easy to use. Once all the...
Words can not express how much I love this software!
Easy to learn and easy to use. Once all the initial information is inputted all you have to do is click on what you want to do next. Couldn't be any simpler.
The customer support is by far the best I have ever dealt with! Always pleasant and so helpful. They have gone above and beyond to make sure I had all the tools I needed to be successful!
Pros
Talk about bang for your buck! This software program makes my job so easy. Everything I need is at my fingertips. From generating letters, court forms and envelopes to Cost Reports and Remittances. I love the reminder report. No need to use a calendar anymore. There are so many features available to use that you can customize this software to do what would be best for your company.
Cons
With any new software program, it takes time to learn how the program works. The hardest thing for me was understanding the mapping process for the PDF court forms.
As a collector, the terminology I am used to is different from some of the terminology this software uses, so I had to retrain my self to think like the software.
Response from CasetrackerLaw
We would like to thank Lynn for such a wonderful review. We are grateful and glad that she and her firm are happy and satisfied with the software and service we provide.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Definetely Worth It
Reviewed on 27/03/2021
My overall experience has been pretty good with Casetracker. Any issues that I've run into with our...
My overall experience has been pretty good with Casetracker. Any issues that I've run into with our system, [SENSITIVE CONTENT HIDDEN] have done their best to help us resolve them.
Pros
I've been using Casetracker with my current job for about 8 years now. It's convenient to update case status', add payments into the system, and even has pre-prepared letters for use in daily work routines.
Cons
Haven't come across one of any significance to mention.
Response from CasetrackerLaw
Thank you for the wonderful review Brittany.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best collection program available!
Reviewed on 16/10/2018
We are a litigation/collection law firm, and use CasetrackerLaw to manage our files/accounts. It...
We are a litigation/collection law firm, and use CasetrackerLaw to manage our files/accounts. It is the best. It is easy to use and detailed. It keeps our office organized and up to date with everything going on. We create letters and other forms with a click of a button, can update clients easily, and calendar events. You cannot go wrong CasetrakerLaw.
Pros
My law firm loves that CasetrackerLaw allows us to manage all our collection and litigation accounts. It is an excellent program and very easy to use. It keeps us organized and moving forward in a fast pace law environment.
Cons
Nothing. We love it. The team at CasetrackerLaw was great to work with.
Response from CasetrackerLaw
Thank you for the wonderful review Jay.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
CasetrackerLaw has revolutionized Xcelerated Revenue's business development process!
Reviewed on 26/07/2017
It's revolutionized the way we do business!
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.
Response from CasetrackerLaw
Dave, thank you for the awesome review.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Casetracker review
Reviewed on 20/05/2020
Excellent.
Excellent.
Pros
Ease of use and ability to customize to fit our needs. Outstanding customer service.
Cons
No issues to report, other than competing this survey. :)
Response from CasetrackerLaw
Thank you Skip for your product review.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
As a creditor, we run a hectic dermatology office. We have used the admin side and the...
Reviewed on 29/08/2017
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.
Response from CasetrackerLaw
Thank you Barbara for the review. We appreciate you as a Casetrackerlaw client.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Impeccable customer service for a high quality product
Reviewed on 25/07/2018
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.
Response from CasetrackerLaw
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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Company is very responsive to requests to adjust features and extremely helpful in training.
Reviewed on 18/08/2017
Streamlined accounting and case tracking.
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.
Response from CasetrackerLaw
Thank you so much for taking the time to write a review. We greatly appreciate your time.
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Review Source
Overall rating
- Ease of Use
- Customer Support
Casetracker Law Collection Program
Reviewed on 05/02/2015
We recently switched over to Casetracker Law. Prior to the switch, it would take our company hours...
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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Really good software and love the customer service / personnel
Reviewed on 23/08/2017
It manages our portfolio of collection accounts very nicely.
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.
Response from CasetrackerLaw
Thank you Benson for your wonderful review. Always a pleasure helping our clients.
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Review Source
Overall rating
- Ease of Use
- Customer Support
My Personal Experience Using the Casetracker Collection Software
Reviewed on 28/08/2014
I have been using CasetrackerLaw's Casetraker collection software for approximately 4 years. As...
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.
Response from CasetrackerLaw
I would like to thank Dennis for the wonderful product review. We truly value our clients. B.Smith
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Overall rating
- Ease of Use
- Customer Support
CasetrackerLaw Makes My High Volume Practice Easy to Manage
Reviewed on 30/07/2014
I have been using CasetrackerLaw 's web= based software application since 2009. Over the years, I...
I have been using CasetrackerLaw 's web= based software application since 2009. Over the years, I have used other collection software but, have found this software product by far the easiest to manage, train my staff and grant my clients secure access to their files.
Customer service and support is always readily available. The program has many training videos for my staff and new hires to learn how to use the system. The system is also customizable and the support team has been able to add custom features that are unique to the way I wish to manage my practice.
I do not have any hesitation in recommending this application to any business in the credit and collection industry whether it be a law firm or a collection agency.
If you want to speak with me directly, I will gladly share my experience with CasetrackerLaw in more detail.
Stephen B. Gebeloff, Esq. (561)953-4600 [email protected] or www.floridacollectionattorney.net
Response from CasetrackerLaw
Thank you for the wonderful product review.
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
All the information I need is right at my fingertips!
Reviewed on 22/08/2017
All the information I need is right there and it is current information
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.
Response from CasetrackerLaw
Thank you Pat for your wonderful review. We appreciate you and your company.