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The Monthly Vertican Newsletter - June 2022


Issac's Essentials

You Have Your Core Competencies and I Have Mine

Nowadays the technological world offers increasingly more convenience and accessibility. Google, YouTube, and TikTok how-to influencers lure eager minds into thinking they can do anything. And that’s a great attitude if you want to pick up the guitar or change a faucet. On the other hand, I think we can all agree that, unless you happen to be a certified and insured plumber, you probably should not attempt to change a gas line based on a TikTok tutorial.

On the heels of what felt like COVID perpetuity, countless people, young and old, continue to reinvent themselves. Some have pivoted their lives out of sheer boredom, some have been shaken up with a life’s too short syndrome, and some have changed course because the economy ejected them into new personal and/or professional directions. At minimum, the general public has been in the mindset to try new things.

I’m the first to admit that taking on projects outside of one’s core competency can be, to say the least, emotionally rewarding. For me, there’s an extra-special satisfaction from accomplishing something ventured inside unfamiliar territory. And no matter how imperfect the outcome or how much extra time it takes, I feel a little spring in my step when I move on from the completed task. So don’t ever stop experimenting, learning, and tackling new things!

With that being said, business owners have a lot more to consider when they’re confronted with can I do this myself? dilemmas. Work on it, not just in it is a saying coined by business author Michael Gerber. It speaks to the notion that business owners should resist the tendency to micromanage every aspect of the company. Whether you think you can save money or do something better yourself (and maybe you can), taking on projects and tasks that aren’t among your core competencies will propel you down an ultimately expensive rabbit hole. The same can be applied to your team. If your employees are tasked with work beyond their core skills, consider the looming cost to your business from not failing fast enough.

So it’s super important to leverage your resources and know when it makes sense to outsource certain areas of the business. At Vertican, we make build versus buy and in-house versus outsource decisions often. From our perspective, just because a firm can build their own infrastructure doesn’t mean it’s economical to do so.

There was a time when we did everything ourselves; 40 years ago, we were a modest, bootstrapped company writing our own software – that’s what we do. Processing payroll in-house back then made sense because we were a small group with limited means. Today, using a payroll provider is an obvious practice and a necessity. We recently invested in a Managed Service Provider (MSP) because, now more than ever, the world demands businesses be proactive in monitoring and taking preventive measures against cyberattacks on a 24/7 basis.

Vertican runs on the trailblazing innovation and expertise of our subject matter experts (SMEs). We collaborate closely to ensure our operations never stray from the company’s goals and vision. But we are not the SMEs in a lot of the operational and housekeeping things that need to get done. And I’ll be the first to tell you that it’s not always easy to recognize when you’re getting caught up in those weeds. As a scaling organization, we are learning every day how to leverage internal and external resources in the most efficient ways possible.

We recently decided to build a new website. While our team has the skills to manage and maintain a website, we recognize that the expenditure of time and level of expertise that goes into building a cutting-edge design and optimized user experience is outside of our wheelhouse.

Vertican is the leading subject matter expert in collections technology, not payroll technology, not cyber security, and not website design. We continue to scale because we know where and when to be hands-on and where and when to look outside of the organization for the best partners.

This is an important reminder for our clients too. It’s a costly assumption that having in-depth product knowledge means users can DIY issues without using the proper channels. I’m all for changing a faucet, but I’m also all for saving time and frustration. So reference Vertican’s product help manuals and system requirements, attend our valuable Mastermind educational sessions, and when you reach out to Client Success, help us help you by providing all the required details and documents. Don’t dig holes too deep to climb out. Later this month, Vertican will introduce a one-stop Help Center which will point users to resources like documentation, troubleshooting tips, and understanding technical and professional support, so that all our product users have quick and clear access to what they need when they need it.

When you partner with Vertican, you’re leveraging both our internal experience and outsourced investments so that you can run your business as efficiently and cost-effectively as possible. If we all focus on our core competencies, we will have all the resources we need at our fingertips.

Lessons from an SME

How to Leverage the Collection-Master Dashboard

This article will give readers a better understanding of how to take advantage of the Collection-Master Dashboard.

Collection-Master Dashboard

The Collection-Master Dashboard was designed to provide an intuitive interface to the main menu. It retains the advantages of using the keyboard, along with a modern, mouse-driven interface.

Dashboard Advantages

Training New Staff

Many users have been using Collection-Master for a decade or even longer; these users are, of course, used to using the legacy menu. New users, however, do not have that experience, so the dashboard is designed to make finding features in Collection-Master much easier.

Using the Mouse

The Dashboard provides icons and other elements that make using the mouse easier.

F10 Search

If you press F10, or click on the Binoculars, a search screen will pop up. From here, you can type any combination of words, and a list of matching meu items will be displayed. This feature looks for phonetic matches, so misspelled words will often still find a match.

Group Security (Disable Menu Items That Do Not Apply)

Collection-Master has grown substantially, and sometimes there can be an overwhelming number of entries in the main menu. By using Group Security Disable menu access (Set Security to “N”), disabled items will not display. You can greatly reduce the number of available choices, making it much easier to use the dashboard navigation and searches.

Windows Menus

The Dashboard is also very friendly to keyboard users, preserving the old menu paths. Users that want to use the mouse should use the “Windows Pull Down Menus”:

  • Main Menu (Traditional Keystrokes)

Click on image to view larger version.

  • File > Export Menu

Click on image to view larger version. 

Contributed by Luis Gomez

Chief Strategy Officer

Product Stories

End-to-End Court Filings with EZ Messenger Integration

Both Q-LawE and Collection-Master are launching integration with EZ Messenger this year. This month we’ll focus on Q-LawE and in the Fall we’ll highlight Collection-Master. Now let’s talk with Kurt Sund, Q-LawE Product Owner, about how this free integration supports the court filing process.

Kurt, what was the impetus for the EZ Messenger integration?

We collaborated with a large national debt buyer on how to best automate the entire court filing process. What resulted was a partnership with EZ Messenger to build an integrated solution.

So this wasn’t a simple ‘connect your software to ours’ integration?

No, not at all. It wasn’t an integration with existing functionality in EZ Messenger. Instead, we built integrated functionality together.

What are some hurdles clients face with court filings?

Identifying the correct jurisdiction

For many law firms, simply identifying the correct filing venue is a huge manual effort. This is one of the simplest pieces in our integration. Within Q-LawE, users can send a list of accounts to EZ Messenger, which will return the court code and place it into the proper Q-LawE account automatically.

Assembling all documents for filing

Another hurdle is the variety of required legal documents, from the summons and the complaint to affidavits and statements. Q-LawE will assemble all of these and upload it for filing with EZ Messenger using a task code. EZ Messenger then updates the Q-LawE account with an acknowledgment.

Since EZ Messenger as a standalone product already offers eFiling, what’s unique about the integration with Q-LawE?

When you have non-integrated systems, you end up doing more manual work. The integration with EZ Messenger means that tasks are automated back into Q-LawE. You don’t have to push buttons; accounts are updated automatically.

Can you give us a few examples?

Status Updates

Often times firms need to research status with the process server about both filing and service. The workflow built into this integration automates these status requests at user-defined intervals.

Validation and Posting of Fees

Through EZ Messenger, our system will import invoices from the court as well as from services, then bill clients, who can use a payment process of your choice (ACH, credit card, check). This automation reduces human error and has built-in validation.

Subsequent Filings

Our integration covers the end-to-end process, including subsequent filings, such as Default Judgment, Consent, Garnishments, Liens, and Motions. I don’t believe our competitors do this. That means the Q-LawE account updates every single time anything happens to the case, including every attempt by a Service of Process (SoP). You want EZ Messenger to do more than file a suit for you. You want to manage all the court-related activities on the account, together with all the costs.

Dashboard Visibility
All the activities and records connected to court filings and process service will be shown on the VT File and Serve Dashboard in vExchange.

  • Status updates from EZ Messenger as filing and service progresses. These include SoP attempts for each stage of the process (e.g. initial filing, hearing, garnishment) and whether an attempt was successful or not.

  • Account activity history through vExchange, showing both file and serve status history, which is captured automatically.

  • Conformed court filing documents, which are captured and stored at the account level.

How does the EZ Messenger integration relate to other Q-LawE integrations?

Court & Consumer

I think of it this way. Our integration with EZ Messenger handles the court side of collections. Our integration with PaymentVision handles the consumer side of collections. With both, we really offer an integrated – and automated – solution.

What’s your timeline?

We expect to launch by the end of the year. Prior to launch we’ll do a Mastermind session. We’ll also be providing our clients with a playbook and integration guide.

Contributed by Kurt Sund

Product Owner, Q-Law/Q-LawE | Chief Innovation Officer

The Mastermind Series

The Mastermind Series, an ongoing program of virtual training sessions presented by Vertican’s top developers and Subject Matter Experts (SMEs), has been well underway! Are you missing out?

Topics are developed to help improve clients’ ability to use our platform features and tools effectively and maximize efficiency. So, take advantage of this exceptional opportunity to learn directly from industry trailblazers and Vertican’s visionary developers.

We’re continuing 2022 with the following Mastermind sessions:

Find information on these and past session recordings at the Vertican Mastermind page!

Mastermind attendance is free but registration is required. The calendar is continuously updated so check back often!

Do you have a topic in mind for a future training session? We want to hear about it. Please send us an email with your suggestion.

The Latest Conference News

We are Heading to RMAi Summit

August 2-4, Isaac and Nicholas will be attending RMAi Executive Summit. Click here for more information on the conference.

Welcome to the section of the Newsletter where we share an inside look at some of Vertican’s amazing team members. This issue of vConnect takes us behind the scenes of Vertican to learn about Gary Hickey.

Gary Hickey in the Spotlight

What is your title and when did you begin working at Vertican? I work as the Service Group Leader for the IT Infrastructure Team. I have been with Vertican from the start, and with YGC even before that.

What sort of work did you do before joining Vertican? I have worked in IT my whole career, from small implementation companies to running global networks for larger companies, like Russ Berrie and Pepsi-Cola International. I also ran my own automation company in the publishing industry for several years.

What is a typical day at Vertican like for you? Working with my Infrastructure team, monitoring systems and jobs, running projects and supporting all our employees and clients.

What do you like most about working for Vertican? I love puzzles and problem solving. I like to use my inquisitive nature to find out how things work and make them better or most cost effective or come up with a solution to a business or technical issue.

If you could learn anything new, what would it be? I would love to learn how to play the piano.

What was your very first job and how old were you? I have had lots of different jobs, but the first ones were delivering newspapers at thirteen and working in a library and a liquor store when I was in high school.

Word on the street is you were in a movie? Tell us about it and how that began. One of my nephew’s senior projects at Ithaca College was to create an independent film. His dad and I were asked to play a pair of cops who had to take down a perp. Many hours of work that amounted to about 10 seconds of screen time.

What is something about you that may surprise your colleagues? I was a professional singer for 13 years.

What (else) do you like to do outside of work? I love hiking and spending time with my family.

Share something exciting you did in the last 12 months. I am probably the most excited about living in a family of gourmands. Love all the homemade bread, fresh pasta, and charcuterie boards.

Do you have a favorite movie, artist and/or book? I am an Anglophile and love comedy so British comedies are at the top.

Movie: Brazil

TV: The Outlaws

Musical or Other Artists: Johannes Vermeer

Book or Author: Stranger in a Strange Land by Robert A. Heinlein

Please share a favorite quote. “Two wrongs don’t make a right, but three lefts do.”

Software Tips collection Master

Financial Summary Reports [2-3-6]

Are you familiar with the Financial Summary Reports in [2-3-6]?

Financial Summaries can be run for many options, including payments and costs, depending on the account selected. You can further filter the options by date range.

Click on image to view larger version.

One of the most useful options is option 7 or [2-3-6-7] for All Financial Activity. This option gives you the most data out of all of the reports. Like each of the other options, you can set a range for each criterion including Collector Number, Transaction Type, and others. You can also select the report to only show payments.

Click on image to view larger version.

Below you can see the results for the COST Account, but this can be done for TRUSTS as well, or both. At the bottom portion of the report in the blue box you’ll see the range you set. The account from which it was run is at the top of the form in the red box.

Click on image to view larger version.

Below is a report for payments using option 4 to include Debtor Balance and Stat Fee amounts.

Click on image to view larger version.

Another useful option for some firms may be option 5 to include Accrual Information to account for interest, which may differ by state.

Click on image to view larger version.

You can do the same thing specifically for costs, as shown here.

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There is also the option to include both Payments and Costs on the same report, as seen on option two. As shown below, you can include transactions from the current account you are in, or in all of your bank accounts.

Click on image to view larger version.

Software tips q law

DDAS Functions in QHelp

Need help finding the right syntax for DDAS condition statements, vendor exports, custom fields or reports?

As mentioned in our Q-LawE May Update email, we’ve launched our new QHelp documentation system*. Press the [F1] key on your keyboard anywhere in Q-LawE or navigate from the main menu to [Help] > [Q-Law Help].

Click on image to view larger version.

From the Q-LawE help screen, select “DDAS” from the “Select topic” dropdown menu.

Click on image to view larger version.

From the list of DDAS documents, select “DDAS Functions”.

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Scan the list of DDAS Functions and descriptions. This new format is an easier way to find information on each function since there is no horizontal scrolling across an Excel file, but you can still search by DDAS name or keyword within the description.

Click on image to view larger version.

Click on any DDAS Function to view conditions, parameters, examples, and notes. Here’s what you’ll see for GETPAYADJ.

Click on image to view larger version.

* Note that while we’ve had documentation before, the new QHelp system is a significant expansion of documents, and the list continues to grow.

vMedia Software Tips

Locate in Scanning and Print to vMedia

Both modules have a Locate feature on the menu. Within that feature there is a button that will bring up the “Last Saved Document” in the user’s session. This is extremely useful when additional pages need to be added to an existing document (for example, downloads from two different websites or emails). In Scanning, the Last Saved Document is valid until the user exits the Scanning Module. For Print to vMedia, the Last Saved Document is valid until the Print to vMedia engine closes (which is 60 minutes of idle time by default; this time can be adjusted).

Click on image to view larger version.

v Trivia

May 2022 Winners

Congratulations to the May winners!

Michelle Maczka – Weber & Olcese

Stephen Roath – Consuegra & Duffy

Rachel Boggs– Snow & Sauerteig LLP

They were randomly selected for having answered the following questions correctly:

  1. Select True or False – To this day, Vertican still processes its payroll in-house.

  2. Within the VSA, does a firm have visibility to track the status of their tickets?

  3. Select True or False: If the vMedia scanner feeder is reloaded and Fully Automated scanning chosen, pages will continue to be appended to the document until the next end of document marker is reached.

  4. What is one of the resources that the one-stop Vertican Help Center will provide to clients?

Winners had the choice of one of these prizes:

Congratulations again to our three winners!

June 2022 Contest

Can you answer this month’s quiz?

Three winners will be chosen at random from everyone answering all four questions correctly. Complete the answer form below and good luck! Contest ends July 6, 2022, at 5 p.m. (ET)

    1. What car rolled off of the assembly line for the first time in Flint Michigan on June 30, 1953?

    2. In June of 1956, Santa Cruz, CA announced a total ban on what genre of music at public gatherings?

    3. America’s first drive-in theater opened in June of 1933 in what New Jersey city?

    4. The first Ferris Wheel could hold about 2000 people in 36 carts. Where did this Ferris Wheel premiere?

    Prize selection (see below for descriptions and select one)

    First Name

    Last Name

    Company Name

    Your Email

    Your Title

    June vTrivia Prizes Up for Grabs


    AuKing Mini Projector

    The mini projector has a 32~170 inches projection display size with 1m to 5m projection distance.

    Ring Video Doorbell

    1080p HD video doorbell with enhanced features that let you see, hear, and speak to anyone from your phone, tablet, or PC.

    Scanmarker Digital Highlighter

    Create outlines and reports faster than ever before! Just slide your handheld scanning pen across a line of printed text and watch it appear instantly on your computer screen