February 2025 Software Enhancements

Featured Enhancements Added a Client Setting to allow users to enter Balance Adjustments to Costs from the Case File’s Balance screen, for clients where costs are paid with the client’s credit card, setup under the Clients > Settings > General tab. Added...

January 2025 Software Enhancements

Featured Enhancements New ability to click the word “Client” on the Settings screen under Current Contingency Rate, if the rate is set to the client-level rate, to view the client-level contingency rate settings, under the Case File > Main > Settings...

December 2024 Enhancement List

Featured Enhancements New field in the Document Package setup area to update a Case File’s “Branch” field (if enabled) when that Document Package is generated, under Administration > Lookups > Document > Document Packages. Added logic to auto-focus...

November 2024 Enhancement List

Featured Enhancements New logic so that when a Check is voided, if that check had created a billing entry to reimburse another account, a reversing billing entry would be automatically created, under Accounting > Checks > Void Checks. Added a “Zipped PDFs (by...

October 2024 Enhancement List

Featured Enhancements New optional menu item with the ability to add Miscellaneous Contacts to a Case File and view other “contacts” that have been attached to a case file under Case File > Contacts (must be enabled by a CMP administrator). Added a Case...

Blair’s Review of Case Master Pro

Blair S. Office ManagerLaw Practice, 1-10 employeesUsed the software for: 1-2 years Overall Rating Ease of Use Customer Service Features Value for the Money Likelihood to Recommend Source: Capterra  5.0  5.0  5.0  5.0  5.0  10/10 “We’d be lost without CMP!”...