Case and File Managment Software

  • Rich Sebens
    Participant

      I am to the point in my business that I need to move to a case management system vs. using Quickbooks, saving my files individually, sharing them through a cloud service and tracking time and mileage in a spreadsheet. I would be really interested to know what others are using to manage their cases. I know there are those that use Crosstrax, Caseworks, Clio and many others. I would like to know what others think of them and the pros and cons

      #3857

      Rich,

      I am a strong supporter of CROSStrax and they are actually a partner with the site. that means you get a discount if you use their service. If you are ready to try them out, just go to the discounts and benefits page and click activate. That will send them a notification you are an ITB member. They are giving ITB members 2 free months ($70 minimum value) the bigger plan you get, more you save.

      Here is my 2 cents. I was in the same boat you are in a year ago. When they came on as a sponsor to the podcast, I decided it was time to take the plunge. HANDS DOWN THE BEST BUSINESS DESCISION I HAVE MADE IN A WHILE. Using a Case Management system is a game changer. I like CROSStrax because you can customize it and real use what you want to use. If you use Quickbooks, IRB, Skopenow or Delvepoint, they are all integrated. I think what impresses me about CROSStrax the most is that they invest in themselves. They do a lot of Research and Development and in the past year, I have seen upgrades and partners ship to bring you better value. CROSStrax is the premium service in this category in my opinion. You can build a surcharge on your invoices to cover your costs AND the price you pay is a line item for your business (Dues and Subscriptions) meaning you can write it off. I had the pleasure of speaking with your wife about all this tonight. Please feel free to reach out if you have any more questions.

      #3858
      Joel Johnson
      Participant

        I now use CROSStrax after two prior attempts to do so with poor experiences each time. I canceled this third time and was contacted by Patrick. He has been a HUGE help and I am glad for his help.

        My advice to you is not to try it without one-on-one guidance from someone there. Their training and support site needs improvement before it can be an easily-adapted solution. It’s also not the most user-friendly application, but it definitely improves case management.

        I previously worked for a very large law enforcement records management software company where I was part of the product ownership team. I share that only to explain I view it from a fairly unique angle.

        #4092
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