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» VISIT US ONLINE @ DSNEWS.COM 65 CASEMAX 6363 COLLEGE BLVD, STE. 100, OVERLAND PARK, KS 66211 » 913.396.1959 CaseMax.com COMPANY HISTORY CaseMax is now emerging as the technological innovator for attorney case management systems in the legal default industry. Since inception in 2008, the architecture has been ahead of its time and continues to progress far beyond existing mainstream systems in use today. Our core competencies are centered around the management and processing of defaulted loans from referral to post-sale disposition, including REO. COMPETITIVE ADVANTAGE Default loan management for attorneys is more complicated than ever. Regulations, investor guidelines, and servicer requirements are constantly changing. CaseMax provides law firms with a revolutionary tool that allows for rapid response to these ever-present change requests. What sets us apart? CaseMax delivers visual, enterprise-level workflow like no other attorney case management system. Change Made Simple is our keystone. PERFORMANCE » Enterprise-level visual workflow » Respond to change without costly development » Increase productivity without increasing staff » Perform industry standard searches per client specifications » Document redactions and audit trail » User permissions and encrypted files » Generate "smart" documents » Consolidate templates » Integrated accounting » Scalable for firms of any size AUTOMATION » Free your staff from monotonous routines » Upload documents and complete standard events » Fully automated upload of client bills to e-invoice portal » Automate first class and certified mail » Automate routine tasks » Easily access documents and underlying data » Store all document types (DOC, XLS, PPT, JPEG, WAV, etc.) KEYS TO SUCCESS CaseMax has enjoyed success based upon our dedication to our core principles and the philosophy that an investment in technology is an investment in the future. Our strong record of performance can be attributed to our commitment to hiring and training the best possible talent, maintaining clear and consistent processes, and focusing on customer needs and expectations. Our commitment to personal attention and customer satisfaction sets CaseMax apart from our competitors. The bottom line—we care! 2015 GOALS AND STRATEGIES CaseMax is dedicated to expanding its core base of customized installations at the national level, having already deployed to law firms in 12 states. Leveraging more than eight years of established business experience combined with extensive industry experience by our management team, CaseMax is well on its way to becoming an industry leader in a wide variety of technological innovations in the attorney case management space. MANAGEMENT » Manage change through business rules » Monitor workload and report on user productivity » Meet deadlines and stay in compliance » Comply with stringent client requirements » Manage your own document templates » Capture and manage hourly fee authorizations » Audit trail for all user activity » Timeline management » Communicate with clients and vendors EASE OF OPERATION » SQL database—all data elements are available for reporting » Low "per-transaction" license fee » No annual maintenance fees » No user or per-seat licenses » Continuously implement process improvement » Customize to suit your needs » Quickly update processes INDUSTRY AWARDS AND ACCOLADES » CaseMax was the recipient of NetDirector's 2014 Client All-Star award, recognizing top- tier integration innovators. SPECIALTY, EXPERTISE AND QUALITY CONTROL INITIATIVES. CaseMax has extensive knowledge and experience working with law firms whose practice areas include foreclosure (judicial and non-judicial), post-sale, bankruptcy, eviction, title curative, loss mitigation, and default litigation. We work closely with our customers to provide solutions beginning with implementation and continuing well past deployment. CaseMax never ceases working to improve the product, and its priorities are driven directly by customer feedback. "In a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks." —Warren Buffett SPECIAL ADVERTORIAL SECTION