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Brown Legal Services Partners with CaseMax Case Management System to Support VA, MD, DC and MS Operations

CaseMax announced a partnership with Brown Legal Services, LLC, of Virginia. BLS is a woman-owned law firm whose Founder, Kristine Brown, has over 20 years of mortgage default industry experience. As a long-standing leader in the industry, when Kristine established her own firm, she quickly recognized the efficiencies partnering with CaseMax brought to the firm’s operations. 

Read the full press release here

CaseMax Enhancements: Release 21.1

With the release of version 21.1, CaseMax continues to allow processors to do what they do best by making the system do what it does best. This release was one of the largest ever with 175 User Stories spread over 15 Features.  Click here for a quick peek at some of what is coming.

Blackmarker Redaction Integration Goes Live

Blackmarker, an AI-powered redaction solution that enables scalable, affordable, and efficient compliance with ever-expanding privacy regulations, has completed an integration with CaseMax, a case management tool for improving efficiencies in default loan management. In addition, CaseMax client, South Law P.C., has adopted the use of Blackmarker within their CaseMax workflow.

LEARN MORE ABOUT THE INTEGRATION

“CaseMax provides a powerful and intuitive solution to overcome default loan management complexities by allowing firms to leverage their resources for greater efficiency and productivity”, said Victor Diloreto, CEO of Blackmarker. “We really saw the integration with Blackmarker as a good fit for CaseMax, as we alleviate a majority of the physical redaction work our system has been trained on a wide array of default loan document types. These document types are held to a high standard for accuracy, so we are confident that not only will CaseMax clients see decreased operational expenses but compliance improvements as well.”

“We’re excited to offer Blackmarker’s automated redaction integration with the newest release of CaseMax,” said Sarah Holland, Business Analyst, CaseMax. “We knew that coming out of the pandemic firms would need to implement new automations to better manage already strained internal resources, but we had to ensure that the automation saved time versus adding processing time. After seeing Blackmarker in action, we knew they could help firms rebound post-moratoria with greater efficiency and enhanced productivity.” 

“CaseMax asked if we were interested in adopting a new redaction integration they were considering that touted a savings of 50-70% in labor,” said Mike Zevitz, Managing Attorney of SouthLaw, P.C. “We piloted Blackmarker to test the claim and were pleasantly surprised to find the performance and accuracy of the service translates to an 80-90% labor cost savings.

CaseMax Case Management System Provides Support for Private Lender Law

CaseMax today announced a partnership with LaRocca, Hornik, Rosen & Greenberg, LLP (LHR&G), supporting the firm’s private lender practice area. Taking advantage of CaseMax’s Rapid Implementation solution, LHR&G, a full-service law firm providing comprehensive legal services for private lenders, expects to go live with CaseMax later this month in New Jersey and Pennsylvania with plans to expand to New York soon thereafter. Implementing a case management system as powerful and intuitive as CaseMax provides LHR&G with the necessary technology support to manage the complexities of non-performing loans without the distraction of managing an application

Read Full Press Release Here

Barsh and Cohen Chooses CaseMax Case Management System to Support Massachusetts Operations

CaseMax recently announced a partnership with Barsh and Cohen, P.C., of Massachusetts. Barsh and Cohen, a boutique law firm offering the same qualified experience found at a larger firm specializing in creditor’s rights and lender representation, expects to go live with CaseMax in July. Implementing a system that is as easily scalable as CaseMax allows the firm to efficiently respond to market fluctuations in a compliant manner. 

“We are excited to partner with Barsh and Cohen on implementing CaseMax, providing an integral technology to keep them ready to respond to their clients’ needs,” says Mike Zevitz, President of CaseMax. 

“Our mission has been the same for two generations. We develop personal, long standing relationships with our clients through dedicated support, the highest level of responsiveness, with efficient and professional legal services at a reasonable cost. Partnering with CaseMax allows us to use technology to assist our firm in being on the cutting-edge of this type of legal representation,” says Neil S. Cohen, Esq, the firm’s President. 

Read the full press release

Watch the CaseMax segment from the USFN technology webinar

CaseMax is participated in an all-new USFN event, the Technology & Remote Work Issues Seminar, on April 14. Our Product Manager, Tricia Osgood, spoke on the third session of the webinar, titled "Houston, Uhhh, We've Had...No Problem." Watch the full segment in which Tricia discusses how to address compliance in a remote-work environment. Hint: it's about managing based on productivity and letting CaseMax handle the standard files while your expert team members handle the exceptions. She also talks about how we've supported our clients with product enhancements and new integrations. Click here to watch now.

Ingle Law Firm Partners with CaseMax to Support New Operations in North Carolina

CaseMax recently announced a partnership with Ingle Law Firm, of North Carolina. As a newly established firm, Ingle Law Firm implemented the CaseMax platform and went live January 19, 2021. The partnership with CaseMax positions Ingle Law Firm to begin operations at an efficiency new law firms to the servicing industry do not see.

“This is a fantastic example of the benefits an all-inclusive case management system can provide. We are in a unique position to not only provide a turnkey case management solution to the industry,” says Mike Zevitz, President of CaseMax, “but in the case of Ingle Law Firm, to provide a technology foundation to poise the firm for success, then scale with them as they grow.”

“We opted for a rapid implementation so we could begin using CaseMax immediately,” says Grady Ingle, Founder and Managing Partner at Ingle Law Firm, “the process was fast and well thought out, allowing us to start using the software even while behind-the-scenes configurations and templates were still being created.”

Read the full press release

Hutchens Law Firm Expands CaseMax Case Management System to Support South Carolina Operations

CaseMax today announced that on their one-year anniversary, Hutchens Law Firm is going live with an expansion of their CaseMax case management system into a second state. This expansion of their CaseMax system is a major move for Hutchens Law Firm on its mission to improve firm efficiency and productivity.
Read the full press release

CaseMax Enhancements: Release 19.2.1

Several enhancements were implemented with Release 19.2.1 to help users save time, reduce errors and increase efficiency. See the full list of integration, accounting and support enhancements here.

Reorganization and Promotion of Key Personnel

Effective January 20, 2020, CaseMax merged the Implementation and Support teams to provide a seamless transition for new users and improve the overall experience. As part of this reorganization, CaseMax proudly announced the promotion of Michelle Duncan to Manager of the Support and Implementation Team. Read the full press release, which includes the announcement of our refreshed website.

NPL Manager

CaseMax Clients, are you looking for new ways to grow your business? Take a moment to learn about a new opportunity in the Non-Performing Loan (NPL) arena.  A number of NPL Investors are looking for law firms with your knowledge and experience. CaseMax is working closely with the NPL Manager team to bring these referrals directly to you through our standard referral integration.
NPL Manager News Release

Rapid Implementation

Rapid implementation controls costs and allows law firms to realize an immediate return on their investment. The CaseMax team uses their default case management expertise to quickly configure workflow and documents. In fact, Tucker Arensberg, a recent Rapid Implementation client, started using CaseMax a mere 90 days after selecting it as their new case management system. 

The Rapid Implementation process delivers CaseMax functionality tailored to the current needs of the law firm. Flexibility is a key component. Though our team collaborates with your firm to suggest the most beneficial setup, all integrations and automations remain available as needs change. 

Welcome to the Family

2019 included the addition of 3 new CaseMax clients. We want to extend a warm welcome to the newest members of the CaseMax family:

• Hutchens Law Firm
• Tucker Arensberg, P.C.
• Messner Reeves LLP

CaseMax Includes Billing System

Creating client bills has never been more efficient or easier than it is in CaseMax. Fees, costs and appropriate documentation are captured as the work is completed. CaseMax tracks and applies client billing requirements, so that the firm may see what is ready to bill with the push on a single button. 
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Each client bill may be systematically sent to your client via Invoice Management or automated email. All of the billing information is available to your accounting system.

On the Road

CaseMax is on the road and the next stop is the USFN Member Retreat. The annual retreat provides an opportunity for members to focus on innovation and professional growth. Our own Tricia Osgood is speaking so be sure to attend her session and connect with her during the summit. 

Stay up-to-date on our travels > connect with us on LinkedIn

Boot Camp 2023

Planning for the CaseMax Boot Camp is underway. Stay tuned for details. Please contact us if you'd like to participate on a panel.