Every year, thousands of real estate tax certiorari petitions are filed through Done Right’s Software’s Property Case Manager. All of them were submitted by professional certiorari firms.

Property Case Manager (PCM) is the all-inclusive CRM for tax certiorari firms. When your firm uses PCM, you take all the menial day to day work out of your practice such as:

• Filling out petitions, complaints, and other legal documents.
• Looking up assessed values, square footage, and information related to your property.
• Hand entering your comps and other valuation related data.
• Copying, collating, and stapling documents, authorization and other documents.

Instead of putting countless valuable time and money into those tasks, PCM takes all of that out of your hands. Here are some of the tasks PCM can perform for you:

• Downloads assessments and property data on your clients’ properties.
• Produces and prints authorizations, complaints, appeals, invoices and other documents.
• Performs market analysis on each of your properties by integrating with your local MLS or other real estate data providers.
• Easily scans and stores documents related to each of your cases.

In addition to taking the menial work off your hands, by utilizing PCM’s data management, you can better perform higher level tasks to make you more profitable. Some of the things you can quickly find out are:

• Which clients filed with you in the past but haven’t signed with you this year?
• Is there anyone in your database that was previously fairly assessed, and now has a potential grievance?
• Where are your most profitable (or least profitable) neighborhoods?

PCM streamlines our data in a manageable and efficient way. Done Right Software has managed to create a program whereby we can more effectively service our existing client base and expand our company. In the 17 years that we are in business, this is the first and only program that truly meets our current and future needs.
- Elyse Sachs, Esquire
Property Tax Adjusters, Ltd.