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Features
Team Management
Communication
Data
Finances
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Customization
Resources
Resources
Brochures
User Manuals and Guides
Technical Manuals and Guides
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Visit Our Blog
Case Manager 5.2 Extensions
Web Call Actions
Getting Started
Getting Started
Case Manager Startup Program
Contact Us
About Us
Solution Showcase
Solution Showcase
Web-Call Actions
Solution Services
Extensions
Software
finances
Financial Tracking
Case Manager can help you keep track of case finances - financial events can trigger workflow actions.
Keep track of and report on financial transactions across all plaintiffs and books.
Manage case finances
Capture capital, interest, costs and payment transactions.
Empower customers with clarity
Customizable, easy-to-understand statements tailored to the needs of your customers.
Gain financial insight at a glance
Create powerful reports to monitor your finances with ease.
Streamline payment allocation
Easily split payments between capital, cost, and interest.
Effortlessly generate payover reports
Create powerful distribution reports for precise stakeholder payment distributions.
Automate interest calculation
Accelerate case finances with automated interest calculation.
Plaintiff Interest Settings
Custom interest settings per plaintiff.
Automatically balance user workloads
User workloads can automatically be balanced out during assignment based on volume of accounts or overall balance of accounts.
Monitor and enhance time spent by individual agents.
The time server meticulously measures and reports agent time worked per case and on non-case work.
Quickly create campaign queues
System administrators and supervisors can easily drive activity through queues and campaigns.
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