DocumentS

Document Generation

• Document templates are created in Microsoft Word or Excel
  • Business Rules available to control what text is displayed
  • Referral specific data provided through merge fields
  • Attachments may be added systematically
• Automated – no human intervention required
• Manual – One Step

Document Indexing, Routing and Storage

• Fully Integrated Solution
• Support for all file formats

Scanning

• Barcodes created and read

certified mail

• Automated Solution is a complete “no touch” solution
• Certified mail created and reviewed by processor also available
• Certified mail recipient list available for each document
• Images may be included

integrations

CaseMax understands automated communication* is vital to Law Firms in the default industry and provides over 40 pre-configured integrations as part of our basic software package.  Firms control which of these integrations they use based on their business needs.
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*Automated Communication means that manual activities are only assigned when there are exceptions that require human judgment.

Integrations are provided either directly from CaseMax to your third-party vendors or through the NetDirector Data Exchange to your vendors for the key services listed below.  ​

• Referrals: Major client websites (VendorScape, LoanSphere, Tempo, LenStar, You’ve Got Claims (YGC))
• Document Exchange: LoanSphere, HUDP260, Tempo, VendorScape, All Vendors with B2B capability
• Milestone Completion and Reforecasting: LoanSphere, VendorScape, YGC, ADR, DMRS
• Invoice Exchange: Any B2B vendor, BKFS Invoice Management
• Bill Upload: BKFS Invoice Management (includes systematic verification of bill status), Automated Email (to any firm client)
• eRecording: CSC (national footprint)
• Searches: People (Military, Pacer, Death, SSN, Accurint), Location (Address Verification and National Change of Address)
• Legal Description Extraction: Glyphic          
• Title Orders: RedVision, Fidelity, Miscellaneous Title Companies
• Process Servers: Service Request and Results (ProVest, Firefly,  Process Server’s Toolbox )
• Publication Services: Publication requests, Tear Sheets, Invoices (PubPoint, Newspaper Placement Services)
• Sale Attendance and Results: Auction.com, Judicial Sale Corp
• Client Notification/New Processes: Create sub-process in LoanSphere, Create Issue in LoanSphere, Hold Requests, You’ve Got Claims, Notes

Custom reporting

• Sample Reports Provided
• Customized Reports Available

Develop your own customized reports

• The firm has complete access to all of its data
• The CaseMax team may be contracted to develop customized reports

business rules library

Library containing hundreds of predefined business rules evaluating common conditions such as:

• Loan type
• Process type
• County
• Client
• Hearing results
• Presence or absence of document

​Firms may create their own business rules evaluating on any information in CaseMax.

• Judge or clerk preferences
• Vendors

These business rules are used for

• Activity assignments within the workflow(s)
• Document Generation
• B2B Integrations
• User Interface Display

online, phone and email SUPPORT

HelpIQ – Available from our Client Portal
Everything you want to know about CaseMax can be found here. The articles are updated with every new release and may be used to implement new features and as the basis for training your staff.

Phone
Pick up the phone to call us and someone will answer (if you call during normal business hours).

Email
We acknowledge your email within 4 business hours of receipt and work to resolve issues as soon as possible, based on their severity.

Key Benefits

Increased Efficiency
Lower Costs
Flexibility
Automation
Greater Visibility
Easier Audits
Success-Based Pricing

getting started with casemax.

Pre-Sale Process

Hands-on demos and technical deep dives followed by on-site evaluations and gap analysis. Now's a great time to come visit our team in Overland Park too!​

Project Planning

Collaborate to develop statement of work and project plan. Decide on the implementation program that's right for your firm: standard, rapid, or hybrid.

Implementation

Detailed configuration, installation, and testing of the software in your environment including workflows, integrations, documents, and user interface.

Training & Support

One-of-a-kind training and support program is available to help with implementation and ongoing usage. This includes an extensive online knowledge base and a team of experts ready to help.

LET'S START TODAY.

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how we got here.

The Global Financial Crisis of 2007–2008 is considered by many economists to be the worst financial crisis since the Great Depression of the 1930s. It resulted in the threat of total collapse of large financial institutions, the bailout of banks by national governments and downturns in stock markets around the world. The housing market also suffered, resulting in elevated evictions, foreclosures and prolonged unemployment. As the housing bubble burst, the loan default rate spiked and servicers were forced into a new landscape of loan servicing. Law firms were suddenly thrust into unchartered territory of audits, compliance, and accountability.
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By that time, CaseMax had already marked its 7th anniversary since implementation in both a judicial and non-judicial state. Building on its solid foundations and having been user-tested time and time again, CaseMax has evolved into a robust and uniquely positioned case management system unlike anything else on the market.

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