Using Case Management Software for Your Veterans’ Benefits Cases

The demand for veterans’ benefits and services is higher than ever before. If you’re like most veterans’ claims agents or law firms, you’re juggling more cases than ever. Fortunately, case and lead management software can help you streamline the process of signing a claimant and winning a VA disability claim.

Veterans’ disability law software streamlines the process of creating documents.

As a veterans’ disability attorney, you know you handle a lot of paperwork. For example, the application for VA benefits is about 10 pages long. Filing one of these for a single claimant by hand could take well over one hour. Depending on how many claims your firm handles, you may have members of your staff dedicated to simply filing paperwork.

With eLuminate, eGenerationMarketing’s case management software, generating documents for a veteran’s disability application is easier than ever before. Using our powerful document generator, you can have some fields on the application auto-populate with information about your claimant that you already know. Some information that can be automatically populated includes a claimant’s name, Social Security number, birthday, mailing address, phone number, email address, and more.

Best of all, the documents generated by eLuminate can be sent to claimants for electronic signature, speeding up the process of signing a new client or filing an application.

VA disability case management software manages your pending cases.

Regardless of how organized your firm is, it’s easy to miss emailing a client, or neglecting to remind a veteran to return signed paperwork to your firm. Fortunately, eLuminate streamlines the process of winning cases by giving you tools to keep in better communication with veterans and their families.

eLuminate comes with various views you can use to manage cases. Some views, such as “Contact Today,” will help remind you of whom you need to or call that day, whether it’s a claimant filing for VA pension who hasn’t completed any paperwork, or a doctor who needs to submit medical evidence proving total and complete disability. You can even contact every claimant within the view at once by using Mass Actions. Simply select every lead or contact you wish to email, and you can send a customizable, personalized reminder to everyone at once.

Although there are around 10 veterans’ disability views included with eLuminate, you can always add your own. For example, you could add views for claims based on the stage a claim is currently at. Your firm may have better luck agreeing on higher fees for claims that are harder to win for veterans. Whatever is important for your veterans’ disability law firm can be monitored in eLuminate.

With veterans’ disability case management software, you can vet claims.

Views are not the only customizable component of eLuminate. You can also add custom fields, which are components that make up a case. Some fields that come with veterans leads in eLuminate include:

  • Type of VA case
  • Claim Stage
  • Service Start Date
  • Date of Injury
  • Salary
  • Rank

These fields can help you determine whether or not you should pursue a case, and you can always add more. For example, you may want to add a custom field notifying whether or not a VA disability applicant has already been approved for Social Security benefits. Social Security recipients applying for VA disability will not need to submit any medical information, easing the process of helping a claimant apply for you and your firm.

Would you like to learn more on how eLuminate can help your VA disability law firm manage its pending cases? Give us a call today at 617.800.0089. We’d love to schedule a free demo with you and your firm to demonstrate some of eLuminate’s most powerful features.