Dustin Miles
Legal Services, 1-10 employees
“Affordable, reliable, and the best you can get.
Pros
Investing in Case Tracker that would require a lot of effort to become useful is something not everyone can digest, and it was a difficult decision for us as well. Thanks to its affordable price, we were able to take the risk and were amazed by the number of features it offers. It is a great solution for a law firm and offers a client portal as a standard feature. If theres something thats missing and you need it to improve your workflow, the support team and staff would make sure they offered a workaround or the feature itself at the cheapest price possible.
Cons
Its highly customizable software, which is great but also takes up a lot of your time since you have to integrate each and every feature (with the help of the technical team, of course) from scratch. And thats about the only thing thats a little complicated about this software. You can get your employees trained as much as you want with the free training sessions they offer and get help setting everything up. Given the price tag, it wont take much of your money to fully implement the software.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Molly
Legal Services, 1-10 employees
Less than a year
“Useful program for debt collecting
Pros
The layout is logical and offers extensive depth if you take advantage of all the features.
Cons
The reports being in two different places initially confused me.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
David
Marketing and Advertising, 1-10 employees
More than a year
“Solid and Flexible CRM
Pros
What I value most about this CRM is the reminder system. The main dashboard simplifies organizing our prospecting, ensuring timely calls. Integrating the system was simple, allowing for easy lead uploads with a few clicks. Overall, it functions well.
Cons
This package is excellent for the nominal fee.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Melinda
Financial Services, 1-10 employees
More than a year
“Customer Service
Pros
Transparency with our clients and ease of navigation.
Cons
Monthly reports could be improved.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brittany
Law Practice, 1-10 employees
More than a year
“Definetely Worth It
Pros
I've been using Casetracker for my current job for about eight years. It's convenient for updating case statuses, adding payments, and even has pre-prepared letters for daily tasks.
Cons
I haven't encountered any significant issues worth mentioning.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Skip
Owner, - employees
“Wow
Pros
100% satisfied with the choice I made to use Casetrackerlaw.
Cons
Nothing.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Skip H
President/Owner, 1-10 employees
“Outstanding software
Pros
Casetrackerlaw is very easy to use and it also offers a high level of customization which makes work interesting.
Cons
No problems. Absolutely amazing.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
8
Jessica R
Operations head, 1-10 employees
“10/10
Pros
The software has amazing features and great customer support. I love t.
Cons
Theres nothing that I hate about this software.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
9
Functionality
10
Emi
Attorney Assistant, - employees
“Very useful
Pros
This product has been my lifesaver for keeping on track of all my cases. I am able to keep all the cases designated to be under control.
Cons
I have literally had no serious issues with casetrackerlaw.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
9
Dustin H
Executive Director of Operations, 1-10 employees
“You NEED this software!
Pros
What a great software, excellent functionality, solutions to so many problems. Great experience.
Cons
Setting up is a little complicated and time consuming but honestly, it is worth it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Dustin
Legal Services, 1-10 employees
Less than a year
“Everything you need... and more!
Pros
This product is highly intuitive and packed with features you need and others you might not have considered. It's tailored specifically for those needing judgment enforcement software. The client portal is a fantastic feature included as standard. The staff and support team for CaseTrackerLaw are exceptional and genuinely care about their clients. If a feature is missing, they'll work on creating it specifically for your company at a reasonable rate.
Cons
Setting up is somewhat intensive and time-consuming, as it involves customizing the software to fit your specific company needs. The onboarding process can be a bit confusing, but they offer free training sessions to help you get oriented and assist with the setup. I wish there were a way to pre-load or add some API information for MicroBilt and Delvepoint to aid in skip tracing, but that's something to request later and not a core requirement.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
James
Law Practice, 1-10 employees
Less than a year
“Great Product: Easy to Setup, Easy to Use, Helpful Support Team
Pros
The product suits a wide range of practices. It offers simple and secure client access, helping the firm fulfill its client communication duties. The CasetrackerLaw team is committed to ensuring your firm is satisfied with their product and will customize it to your needs.
Cons
Nothing to mention, it's the best option available for my firm's needs.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 500+ employees
Less than 6 months
“Pros and Cons of CT
Pros
This software is simple and faster than the previous program we used.
Cons
The aspect I like least about this program is that once you approve something, it locks the information. You then have to send a request, which is time-consuming and can be very challenging.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dwayne J
System Administrator, N/A employees
“Very Straightforward
Pros
Easy to use, great customer support, secure data, to the point. Love this software.
Cons
CasetrackerLaw, I think, needs a graphical update. Other than that, its awesome.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
James C
Attorney, N/A employees
“Brilliant Software!
Pros
Casetracker law allows simple and secure access to clients. It has a wide variety of features.
Cons
None. I really like this software.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
8
Functionality
10
Jenn B
Client Relations Manager, - employees
“Great software
Pros
Customer support is extremely helpful and attentive. The software has some amazing features. Absolutely love this software.
Cons
I didnt face any serious issues.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
8
Functionality
8
Steven
Legal Services, 1-10 employees
Less than 6 months
“Collection Software: Very flexable in what you can do with it. I love it.
Pros
When entering data, the system won't let me submit until all required fields are filled, which helps prevent incomplete submissions.
Cons
Handling documents can be difficult due to variables in font size, styles, and browsers. But as with any new software, there is a learning curve.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
10
Benson
General Counsel, 1-10 employees
“Excellent software and great customer service
Pros
Its functional for what we need and a great value for the price.
Cons
It is not as simple to use as other software.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
9
Functionality
7
Michael
Manager, 11-50 employees
“Its so great
Pros
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.
Cons
I have yet to find any issues with this software.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Dennis
Chairman/CEO, - employees
“Its a brilliant software
Pros
The software is very comprehensive, relatively easy to use, very reasonably priced.
Cons
Theres nothing that I dislike about casetrackerlaw.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Dustin H
Executive Director of Operations, 1-10 employees
“It has everything you need
Pros
It has all the features that I were looking for and its very user-friendly.
Cons
Set up is a little complicated and time taking.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
8
Functionality
9
Lynn
Legal Services, 1-10 employees
Less than 6 months
“Every business should be using this software!
Pros
This software offers great value for the money! It simplifies my job by providing everything I need at my fingertips, from generating letters, court forms, and envelopes to cost reports and remittances. I love the reminder report, eliminating the need for a separate calendar. There are so many customizable features that you can tailor the software to fit your company's needs.
Cons
Learning how a new software program works takes time. For me, the hardest part was understanding the mapping process for PDF court forms. As a collector, the terminology I'm used to differs from some of the terminology this software uses, so I had to retrain myself to think like the software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jay
Law Practice, 1-10 employees
More than a year
“Best collection program available!
Pros
My law firm likes how CasetrackerLaw allows us to manage all our collection and litigation accounts. It is an excellent program and very intuitive. It keeps us organized and efficient in a fast-paced legal environment.
Cons
Nothing. We love it. The CasetrackerLaw team was great to work with.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Walter
Management Consulting, 1-10 employees
More than a year
“What I like About Casetrackerlaw
Pros
I've been using Casetrackerlaw for the past three years and absolutely love it. I can access the software from anywhere to check on cases with deadlines. It's easy to learn and simple to teach new employees. I like that all claim information is stored in one place and easily accessible. The support is excellent; when I call, someone answers and actually talks to me.
Cons
I haven't found any issues with this software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Morrisa
Not Specified, N/A employees
Less than a year
“Easy to use, great customer support
Pros
The software is simple, and my clients are pleased with the client interface. The learning curve is not too steep, even for someone not very tech-savvy like myself. The program is practical and specific to our service as debt collectors. The reporting aspect is well thought out, and my clients have expressed their satisfaction with this feature.
Cons
It's not customized to our local environment. We need a section to note customer queries in detail. Currently, the program has suggestions for customer responses like "Customer refused to pay," but our clients want to know the specific reason for non-payment. I suggest adding a box for noting detailed responses, such as "Customer refused to pay because they were unhappy with the service provided." This would give the client a clearer view of the problem and how to address it, highlighting where there might have been a miscommunication during the purchase process.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Monica
Not Specified, N/A employees
Less than a year
“Impeccable customer service for a high quality product
Pros
The functionality is intuitive. I didn't need much training to understand how it worked. It also has many features that my previous collection software lacked. If the software didn't offer something I needed, the Casetracker team immediately worked to find a solution and add additional features.
Cons
No complaints. I'm extremely happy with the software. Any issues or problems I encountered were immediately fixed to my satisfaction.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mike
Legal Services, 1-10 employees
Less than a year
“Simple enough to set up and use right out of the gate, but can be customized in limitless ways.
Pros
As a start-up collection agency and law firm, we needed an account management system that is easy to use yet customizable to meet our clients' individual needs. We also wanted a system we could grow into. Casetracker has exceeded our expectations in every way. There are essentially no limits to what this software can do, but you can keep it as simple as you want. Developed by a debt collector with over 30 years of experience, the system is fundamentally sound. Our clients love it too. They can log in to upload new accounts, check the status of existing accounts, and communicate with us through the system, just as we can with them. Client communication is key in this business, and Casetracker makes it seamless, saving time. It has also been a great selling point with prospective clients. The customer service is outstanding, with the staff responding instantly to our needs. We consider ourselves very fortunate to have found Casetracker.
Cons
Like any new system, there is a learning curve, but we continue to refine our use of the system daily, which improves our efficiency incrementally.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Legal Services, 1-10 employees
Less than a year
“Company is very responsive to requests to adjust features and extremely helpful in training.
Pros
My favorite features are the client notifications/sharing and the reminders. I also like that the software is cloud-based, loading very quickly, likely faster than if it were hosted on a server in our office. The program is intuitive, and you can easily pick up on its basic features without extensive training.
Cons
I would like the ability to generate some documents in Word instead of using the built-in document feature.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Dave
Not Specified, N/A employees
Less than a year
“CasetrackerLaw has revolutionized Xcelerated Revenue's business development process!
Pros
Not only does it effectively manage our collection and accounts receivable activities, but it also drives our business model evolution in unexpected ways. The multi-functional platform is logical and easy to customize. Our clients love it! Any company involved in A/R collections should look into how CasetrackerLaw can increase cash flow speed and volume while helping organize their processes. It is robust yet intuitive!
Cons
There are many fields/options we don't currently use but might need in the future. I would like to suppress some of them from view until they're needed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10