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Voyager Title Partners with CaseMax to Support Growth and Expansion

CaseMax is excited to announce a partnership with Voyager Title, a leading title service company, to enhance its service delivery as it expands into the states of Kansas (KS), Missouri (MO) and Virginia (VA). The announcement marks a significant growth milestone for both companies.

Voyager Title's decision to integrate CaseMax’s sophisticated case management platform underscores the system's flexibility and adaptability beyond traditional law firm applications. This partnership demonstrates how CaseMax's intuitive, rule-based software can streamline product delivery and support the needs of highly regulated industries, such as the title service sector.

Read the full press release here.

Title Services Corporation Partners with CaseMax to Support Title Products

CaseMax is excited to announce a partnership with Title Services Corporation (TSC), an Iowa-based title product company. Though the CaseMax platform presently offers a title integration, a law firm having done business with Title Services in the past, preferred Title Services' offerings to the available automation. To win back the business, TSC took a technological approach and implemented a title company version of CaseMax. The result of this unique solution is the first CaseMax to CaseMax integration directly from Title Services Corporation's CaseMax platform to the law firm's system.

"Through a mutual need for an innovative, yet flexible solution to continue providing our title products to a valuable client, we reached out to CaseMax to determine if their case management platform could be used for a title company,” said Charles Augustine, President and CEO of Title Services Corporation. "To our surprise and excitement, our team concluded the CaseMax system was built in such a way that it could be easily adapted to our business and will help streamline product delivery."

Read the full press release here

CaseMax Case Management System Partners with Provana to Streamline the Bankruptcy e-Filing Process

CaseMax is thrilled to announce a new partnership with Provana, a powerhouse in the financial technology and outsourcing sector. Together, they are bringing a fully automated solution for bankruptcy e-filing, designed to minimize errors and accelerate submission times. This technological team-up between CaseMax and Provana stands to revolutionize the e-filing process.

Melanie North, Vice President, Legal Tech, shared her excitement, saying, “The release of the bankruptcy e-filing automation for the CaseMax case management platform is a huge step forward. CaseMax users are familiar with seamless integrations requiring minimal staff involvement post-deployment. This latest integration fits perfectly into that mold, requiring staff intervention only in the event of an issue, proving it to be a true automation.”

Read the full press release here

Lamun Mock Cunnyngham & Davis, PC Partners with CaseMax Case Management System to Grow Default Servicing Practice Areas

CaseMax announced a partnership with Oklahoma-based law firm, Lamun Mock Cunnynhgam & Davis, regarding the implementation of a new case management system for the firm's default servicing practice areas. Kelly Parker, Partner at Lamun Mock Cunnyngham & Davis, PC. is thrilled to partner with us, saying “CaseMax’s innovative technology and user-friendly interface align perfectly with our commitment to providing exceptional legal services to our clients. With out-of-the-box integrations and document generation features, CaseMax will enable us to streamline our processes and improve our overall efficiency in handling the intricacies of these proceedings.”

Read the full press release here

Cloud vs. On-Premise Storage - Pros & Cons

On-Premise Storage Pros:

Security: The organization has full-security control over where and how the data is stored, who may have access to that data, and all security protocols.
Data Control: When your server is in the office, the organization maintains control over the location, frequency, and status of backups.
Historical Record of Incidents: The organization maintains records of incidents and firsthand knowledge of any issues that may arise.

Cons:

Costs: The physical space, technological equipment, and IT Support required for an on-site server setup can be expensive. Support is ongoing and may require a dedicated employee to oversee the server.
Data Recovery: Local data is in danger from everything, including natural disasters to power surges. If the server is damaged, the data will likely be lost.
Backup and Maintenance: Server backups can be lost or destroyed, and updates are usually done manually to avoid system failures.

Cloud System
Pros:

Data Protection and Recovery: A key benefit of cloud services compared to on-premise is cost-effective location redundancy of your data. (Keep in mind this does not apply to accidentally deleted data.)
Cost: Start-up and scale-up costs are reduced upfront with a cloud service. It enables companies to get started and increase capacity as needed.
Secure Exchange of Information: Granting access to others and file sharing within the organization is safe and easy with encrypted files and always up-to-date security.

Cons

Loss of Control Over Data: The location and access of data are in someone else's hands.
Easy Access from Anywhere: The ease of access outside of an organization increases the ability for bad actors to access the data.
Provider Transparency: Selecting a cloud provider requires research and trust, especially for storing sensitive information.
The Cloud is Still New: There are not a lot of employees available for hire that have decades of securing data in the cloud like there is with securing data on-premises. The best practices and tools to manage/audit data access with the cloud are not as mature as what is available for on-premise solutions.

Whether your IT Architect has built a fortress in the clouds or one in that empty back room, we have you covered. The forecast is always sunny at CaseMax to ensure seamless travel for your files regardless of where they live.

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.

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

Check back to see where you can find us in 2025!

As a proud sponsor of various industry meetings and associations, CaseMax is always on the go. We will update here as new meeting dates for 2025 are announced.

Can't Wait?
Schedule a Meeting NOW!

Boot Camp 2025

Last year's CaseMax Boot Camp was the most attended to date, and in our opinion, the best yet. CaseMax Boot Camp is a bi-annual event hosted in our home region to provide a deep dive into the CaseMax platform. We want to thank our attendees and sponsors for making this year's event the best Boot Camp we have had and look forward to hosting you all again in 2025.

Stay tuned for more info