Strategic Techniques in Legal Debt Collection

Legal Debt Collection is a complex field, requiring an intricate understanding of both legal and financial principles. This blog post aims to provide comprehensive insights into this realm, demystifying various aspects such as types of collections, industry solutions,...

June 2023 Enhancement List

Featured Enhancements Added the ability to set up Company-level “automations”, to automatically add activity notes, reviews, and/or hold codes to a Case File based on an action taken, such as uploading an image, adding an activity note, adding a review, a field being...

May 2023 Enhancement List

Featured Enhancements Added a dropdown of Payoff reports to include the normal “Payoff Report” and two additional reports, “Payoff Report with transaction detail”, and “Transaction Breakdown”, under Case File > Financial > Balance....

April 2023 Enhancement List

Featured Enhancements Added ability to import zipped images in batch, under Tools > Data Import > Imaging. New “Deposit Warning” checkbox is now available within the Hold Codes setup. When checked, the hold code popup message (if populated) will...

March 2023 Enhancement List

Featured Enhancements New ability to set up a Positive Pay Banking export option, under Tools > Data Export > Positive Pay(must be enabled by a CMP administrator).For more information on Positive Pay,visit https://www.investopedia.com/terms/p/positive-pay.asp...

February 2023 Enhancement List

Featured Enhancements New ability to set up recurring payments via the “Take Payment” button on the Case File > Main screen when using Clover as the payment processor. Users now have the ability to schedule User Reports to be run on a recurring schedule...

January 2023 Enhancement List

Featured Enhancements New ability to automatically partial pay an invoice using an amount specified where the payment amount is applied oldest first across the line items of the invoice, under Accounting > Billing > Open Bills > Enter Payment. Users now have...

December 2022 Enhancement List

Featured Enhancements New ability to “Filter” the quick view of Payment History by opponent / debtor, which now includes a Filtered Total, on the Case File > Main screen > Total Payments. Added the ability to enter multiple checks per document...

November 2022 Enhancement List

Featured Enhancements New ability to view all images found on the Case File > Imaging screen from within the Case File > Activity screen (must be enabled by a CMP administrator). Added the ability to split a client funds transaction into 2 different transactions...