Casey M. Egger, Esq. | Track With Ease

Casey M. Egger, Esq.

by Track With Ease Inc on 2016-01-27

Hello Track With Ease Team,

Just wanted to give you an update on the firm’s transition to Track With Ease for case management. We’ve already moved most of our real estate files to tracks, and so far it’s been a huge hit. We love the milestone feature and how it keeps everyone on course and up to date – that alone has managed to bring our email and call volume under control. Just this morning I received a deposit in the mail, and instead of calling everyone with the update, sending a letter, or creating another mass email chain, I checked off the “buyer’s deposit” milestone as complete…and I was done. Everyone gets the notification, no one needs to call or email me to see if buyer sent the funds…and that’s it.

Another thing that’s helped me stay a little more organized is the deadline reminder on my dashboard. As soon as I log in, I see all my open files on one page, and can tell in just one glance if an inspection period is expiring, if a mortgage commitment is coming due, etc. Whereas before, I (admittedly) would lose track of these deadlines until a client or another attorney called to ask for update.

As an added bonus, it really sets us apart from other attorneys in the client communication and technology arenas. My clients and agents love that they can just grab any document, invoice, survey, etc. without searching through their emails, or asking (and waiting) for me to forward. Our firm has spent a lot of time and money over the past few years in trying to provide the service and project the image that TWE has effectively accomplished in just 8 weeks. Bravo!

All in all, we are very pleased. Once the mobile version and e-signature features are launched, I have no doubt that our productivity and time management will hit the roof. Thanks for everything!