--- title: "CasetrackerLaw Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CasetrackerLaw Software - reviews, pricing plans, popular comparisons to other Accounts Receivable products and more." source_url: "https://www.capterra.com/p/127129/CasetrackerLaw/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # CasetrackerLaw Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CasetrackerLaw ## What is CasetrackerLaw ? "Since 1998, we’ve pioneered innovative solutions in accounts receivable software. Our customizable, top-rated platform empowers Credit Managers, Collection Agencies, Corporations, and Attorneys to take full control of their accounts receivable processes. Our flexible software connects credit managers directly to a network of over 2,600 attorneys and agencies for seamless claim forwarding, all without the need for third-party involvement—manage it yourself with confidence. Enjoy comprehensive cloud-based convenience, multi-role access, a powerful CRM, and dedicated, human-centered support. With us, there’s no need to buy additional modules—you get the complete package from day one. For more information, visit our website. ## What is CasetrackerLaw used for? [Debt Collection](https://www.capterra.com/debt-collection-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Accounts Receivable](https://www.capterra.com/accounts-receivable-software/) Top alternative Featured Overall rating Based on 44 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $699 Per User, One Time Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CasetrackerLaw ?[Manage this product listing](https://www.g2.com/products/casetrackerlaw/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CasetrackerLaw 4.9 (44) VS. [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $699 Per User, One Time Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (44) Ease Of Use 4.4 (7,789) Value For Money 4.9 (22) Value For Money 4.2 (6,697) Customer Service 4.9 (43) Customer Service 4.0 (6,400) ## CasetrackerLaw alternatives [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (684)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,555)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/127129/CasetrackerLaw/alternatives/) ## FAQs about CasetrackerLaw Overview ### Which roles and teams benefit most from CasetrackerLaw ? CasetrackerLaw is most used by law firm owners, presidents, partners, and operations leaders who oversee case activity, staff workloads, and business performance. Collections, accounts receivable, and credit teams use it to manage recovery workflows and account records, while legal assistants and intake staff organize client information and case details. Answer based on 42 reviews Overview ### What company size and specific industries is CasetrackerLaw built for? CasetrackerLaw is designed for organizations that handle collections and receivables, including collection law firms, collection agencies, corporate offices, medical offices, government facilities, car dealerships, auto service centers, student loan operations, banks, and tenant management and sales groups. Features and Usability ### What are the key features of CasetrackerLaw ? CasetrackerLaw offers legal case management, task management, deadline management, and workflow management for tracking matters and approvals. It also includes billing and invoicing, payment processing, trust accounting, and financial reporting, plus document management, client portal access, audit trail, customizable reports, and API and third-party integrations. Getting Started and Support ### What training and onboarding options does CasetrackerLaw offer? CasetrackerLaw offers in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars provide scheduled group learning, and documentation and videos give self-paced reference material for setup and feature review. Answer based on 7 reviews Getting Started and Support ### What customer support options does CasetrackerLaw offer? CasetrackerLaw offers Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Users describe support as responsive and helpful, with quick fixes, timely answers, and staff willing to adjust features or train new users. Some also note that help is available readily when issues arise. Answer based on 6 reviews Ease of use ### Is CasetrackerLaw easy to use for collection agencies? CasetrackerLaw makes daily collection work easy to learn with an intuitive interface, reminders, client access, and practical case-management tools. Collection agencies and legal teams find basic functions quick to adopt without extensive technical training. Some users need time to learn reporting and would welcome a more polished login screen and interface. Answer based on 14 reviews ## Features AI summary Based on 2,533 Accounts Receivable reviews Capterra data shows that buyers of Accounts Receivable software rank the following features as their top priorities: - **Accounting** (**68%** of reviewers rated this feature as critical) - **Profit/Loss Statement** (**64%**) - **General Ledger** (**57%**) CasetrackerLaw supports all three of the features reviewers rate most important: **Accounting**, **Profit/Loss Statement**, and **General Ledger**. Together, these capabilities give teams a clear view of financial activity, support accurate reporting, and help businesses track revenue and expenses with confidence. Accounting 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Historical Reporting 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Information, data and reports that are being tracked over time Access Controls/Permissions 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Compliance Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier General Ledger 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions CasetrackerLaw 126 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto-Dialer: System that automatically dials calls - Automated Notices: Send automated reminders and notices to clients on overdue payments - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing: Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Borrower Management: Searchable database of information about loan borrowers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Recording: Record the audio of phone conversations for quality assurance purposes - Callback Scheduling: Schedules callback times - Capture: Provide features to capture and record invoices, such as import or scanning - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Check Processing: Receive and deposit or issue and record check payments - Check Writing: Issue payments to third parties via checks - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collection Agencies: For third-party collection agencies - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - Credits: Manages credit limits based on customer credit scores, payment history, or other financial metrics - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - ERP integration: Integrate with existing ERP systems - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fraud Detection: Identify and prevent suspicious activity - General Ledger: Centralized accounting record which tracks all financial transactions - Generative: Sends automated messages and reminders, resolves disputes, or does proactive outreach. - Historical Reporting: Information, data and reports that are being tracked over time - History: Tracks all transactions, from issuing invoices to payment reminders to receiving payment - In-House Collections: For first-party debt collectors - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Inventory Management: Track and manage inventory levels to maintain proper supply - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Invoices: Create invoices for services provided and track payments - Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multiple Payment Options: Process payments via multiple modes directly through the application - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Online Payments: Accept and process online payment transactions - Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Plans: Manage plans with a set payment schedule that help customers pay outstanding debt - Payment Processing: Accept, record, and reconcile financial transactions - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Receivables Ledger: A list of customers and their payments due updated on a monthly basis - Records Management: Ability to record, store, update, and retrieve information - Recurring Payments: Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status: Monitor the status of multiple types of assets. - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Trust Accounting: Manage bookkeeping for client trust accounts - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.9 (23) 4.9 Based on 23 reviews ## Pricing Value for money 4.9 (22) Free Trial Casetracker Starter $699.00 Per User,One Time Value for money 4.9 (22) 4.9 Based on 22 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (43) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (43) 4.9 Based on 43 reviews ## User reviews Overall rating 4.9 Based on 44 reviews Filter by rating Counts reflect reviews available in this feed. 5(41) 4(3) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful CE CEO CEO Used the software for: 3-5 years ### "Solid and Flexible CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2022 As a sales manager, it's a great feeling to know you and your team are all on the same page for prospecting, demonstrations, and closing. This CRM has made us more profitable. Pros The core element of this CRM I appreciate is the reminder system. The main dashboard makes it simple to keep our prospecting organized ensuring we're making the right call at the right time. Integrating this system was simple as it stands on it own and allows you to upload leads with a few clicks. Overall it works well. Cons This is a great package for the nominal fee. PR President President Used the software for: 3-5 years ### "What I like About Casetrackerlaw" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2018 The number 1 thing that I really like is that I can give my clients access to their own private portal. They can enter and monitor their claims 24/7, they can run and generate multiple reports. This frees me from running multiple reports a month for multiple clients. And my clients love being involved in the process. Pros I have been using Casetrackerlaw for the past 3 years and absolutely love it. I can access this software no matter where I am to check on cases that have deadlines. The software is easy to learn and it's easy to introduce and teach new employees how to use it. I really like that all claim information is stored in one place and easy to get to. The support, I have found, is excellent. If I call, there is someone that answers the phone and actually talks to me. Cons I have yet to find any issues with this software. AA Attorney Assistant Attorney Assistant ### "Keeps me on track" 4.0 September 1, 2014 I work for a law firm in Omaha Nebraska and I handle the litigation collections for the firm. This product has been my lifesaver for keeping on track of all my cases. I am able to keep all the cases desginated to me under control. This product tracks the status of every matter that is assigned and I can pull and create reports to fit any request from our clients. If Casetracker could get the court costs to link to the pleadings generated.........it would make it the perfect case management system!! I have been very happy with all my interactions with the staff and any time that I have had any issues the response and has been prompt and resolution comes quickly. BO Bookkeeper Bookkeeper Used the software for: Less than 1 year ### "Useful program for debt collecting" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 6, 2022 CaseTracker turned out to be a time saver for our firm compared to the way we used to do debt collecting. It meets our needs. Pros The layout makes sense and has a lot of depth if you utilize all of the features. Cons The reports were in two different places, which threw me off initially. CS Collection Specialist Collection Specialist Used the software for: Less than 1 year ### "Every business should be using this software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 30, 2019 Words can not express how much I love this software! Easy to learn and easy to use. Once all the initial information is inputted all you have to do is click on what you want to do next. Couldn't be any simpler. The customer support is by far the best I have ever dealt with! Always pleasant and so helpful. They have gone above and beyond to make sure I had all the tools I needed to be successful! Pros Talk about bang for your buck! This software program makes my job so easy. Everything I need is at my fingertips. From generating letters, court forms and envelopes to Cost Reports and Remittances. I love the reminder report. No need to use a calendar anymore. There are so many features available to use that you can customize this software to do what would be best for your company. Cons With any new software program, it takes time to learn how the program works. The hardest thing for me was understanding the mapping process for the PDF court forms. As a collector, the terminology I am used to is different from some of the terminology this software uses, so I had to retrain my self to think like the software. LA Legal Assistant Legal Assistant Used the software for: 3-5 years ### "Definetely Worth It" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 5, 2021 My overall experience has been pretty good with Casetracker. Any issues that I've run into with our system, \[SENSITIVE CONTENT HIDDEN\] have done their best to help us resolve them. Pros I've been using Casetracker with my current job for about 8 years now. It's convenient to update case status', add payments into the system, and even has pre-prepared letters for use in daily work routines. Cons Haven't come across one of any significance to mention. PA Partner Partner Used the software for: 3-5 years ### "Best collection program available!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2018 We are a litigation/collection law firm, and use CasetrackerLaw to manage our files/accounts. It is the best. It is easy to use and detailed. It keeps our office organized and up to date with everything going on. We create letters and other forms with a click of a button, can update clients easily, and calendar events. You cannot go wrong CasetrakerLaw. Pros My law firm loves that CasetrackerLaw allows us to manage all our collection and litigation accounts. It is an excellent program and very easy to use. It keeps us organized and moving forward in a fast pace law environment. Cons Nothing. We love it. The team at CasetrackerLaw was great to work with. SP Specialist Specialist Used the software for: Less than 1 year ### "CasetrackerLaw has revolutionized Xcelerated Revenue's business development process! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 27, 2017 It's revolutionized the way we do business! Pros Not only does it efficiently manage our collection and accounts receivable management activities, it drives our business model evolution in ways we could not have predicted. The multi-faceted platform is logical and easy to customize. Our clients love it! Any company that is involved in collecting A/R on any level needs to investigate how CasetrackerLaw can increase the speed and volume of cash flow and help organize the effort to manage their processes. It is robust, but easy to use! Cons There are a lot of fields/options that we don't currently use, but would like to in the future. I would like to be able to suppress some of them from view until they're needed. PR President/Owner President/Owner Used the software for: 3-5 years ### "Casetracker review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 29, 2020 Excellent. Pros Ease of use and ability to customize to fit our needs. Outstanding customer service. Cons No issues to report, other than competing this survey. :) AD Administrator Administrator Used the software for: 3-5 years ### "As a creditor, we run a hectic dermatology office. We have used the admin side and the creditor sid" 5.0 August 29, 2017 Pros Everything is always at my fingertips, and I can produce any report for the office, and everything is in real time, all the time. It is completely transparent; I can see when remittances are due, nothing is hidden. Support is superb; I speak to a live human when I call. [View all Reviews](https://www.capterra.com/p/127129/CasetrackerLaw/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs CasetrackerLaw](https://www.capterra.com/compare/127129-190778/CasetrackerLaw-vs-QuickBooks-Online)