CasetrackerLaw
Review of CasetrackerLaw Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About CasetrackerLaw
CasetrackerLaw Screenshots
CasetrackerLaw Features
Customer Reviews
See why people love CasetrackerLaw
Dustin H.
Verified UserLegal Services · 2-10 employees
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.
- 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
- 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
Switched From
RecoveryPro had a few glitches that didn't get resolved and I needed a better solution
Melinda F.
Verified UserFinancial Services · 2-10 employees
Thank you Casetracker!
Positive overall experience. We look forward to growing with you. [sensitive content hidden] is always courteous and professional.
- [sensitive content hidden], our support rep is great to work with
- Also, new performance reports are great
- Thank you for your help
- Not quite perfect
- Updates occur but training on upgrades would help us when trying to pull reports
Switched From
Poor customer service and reports not what we needed.
Dwayne J.
Verified UserStraightforward and to the point.
Used daily for less than 12 months
- *The ability to customize the interface to your liking
- *Easy of use
- *Customer Support
- *Secured personal data
The initial Login Screen I think needs a better presentation (Graphical Upgrade) as well as the user interface
Lauren W.
Verified UserLegal Services · 201-500 employees
The easiest CRM to help you sell more
Verified reviewer
- 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
- If I had to pick something, maybe an optional color scheme
Switched From
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.
Why they chose it
"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."
James C.
Verified UserLaw Practice · Self-Employed
Great Product: Easy to Setup, Easy to Use, Helpful Support Team
Verified reviewer
- 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
- Nothing - it's the best option currently available for my firm's needs
Switched From
CasetrackerLaw had a better dashboard and setup for collections law matters than Clio did, and the price point was excellent.
Why they chose it
"Cloud access and storage. Better price point. No additional hardware required."
Christine W.
Verified UserLaw Practice · 11-50 employees
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.
The staff is very easy to work with and they go above and beyond for any requests
- I have zero complaints about the software
- The program serves our needs
Steven K.
Verified UserLegal Services · Self-Employed
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.
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
- 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
Switched From
See Overall
Why they chose it
"See overall"
Morrisa S.
Verified UserEasy 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
- 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
- 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.
Verified UserLegal Services · 2-10 employees
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!!!
- 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
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
Verified Professional
Aviation & Aerospace · 10000+ employees
Pros and Cons of CT
My overall experience has been very positive and productive.
- This software is easy to follow and is is quicker than previous program
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
Switched From
made the switch because I wanted more productivity,less errors.
Why they chose it
"Positive product,productive,efficient and user friendly."
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