Software Integration

The integration of the system with all areas of the business makes Case Master Pro a winner in terms of technology, ease of use and implementation. The complexity of document generation is simplified so even beginning users can use it effectively to help increase the effectiveness in doing their jobs.

Accounting Integration

Case Master Pro offers accounting integration for checks, general ledger and reconciliation to QuickBooks and Peachtree as the standard accounting packages. We also offer generic exporting of information to most other systems in Excel or CSV file formats. If it can be linked, we can do it. These interfaces are ready to go and are included in the system.

Word Processing Integration

All document generation supports Word and WordPerfect as the standard word processing options. This allows for complete flexibility in the system and more automation in document preparation.

Information Exchange Integration

Information exchange allows you to integrate with various other systems using some of the industry standards of today, plus be prepared for the changes that are coming in the future. The exchange today is primarily either client specific or industry ‘standards’ that are sold to large corporate customers. This allows them to send information to various people using a single format. In the future, we believe that they will send information in a more standard format and require that each attorney firm to use the information and return the information they request in the format they request. We handle this through the use of XML based exchange. This exchange can be changed quickly and can be understood by any system, if setup properly, except old proprietary systems that lack the flexibility to exchange industry standard formats. These will become obsolete very quickly and once obsolete, will become a barrier to getting new clients and continuing to grow your practice.

Automated Dialer Integration

The integration of automated dialers is becoming more prevalent in the industry as clients demand more attention to their accounts placed for collection. The use of automated dialers allows the collectors to be more effective since they spend their time talking rather than waiting for someone to answer the phone. These devices offer a unique method to contact hundreds or even thousands of clients per hour. Automating this process is good, but useless without the integration with the file to update it with the call results.

Having the dialer integrated allows the file to be updated automatically showing a call was made and the result of that call. If someone answers, then the call can be logged with a result code that appears as a transaction in the history of the file. More advanced dialers can actually update the files automatically and some even offer touchtone response capabilities. We integrate with the Noble dialer with automatic updating of files as well as semi-automatic options when the collector uses the dialer.