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!”...

September 2024 Enhancement List

Featured Enhancements Added a “Phone Note” field to all 5 phone numbers for the Opponent / Debtor, under Case File > Opponents / Debtors, and Clients, under Contacts > Clients. This provides the ability to add notes such as “Don’t call after 5 pm”,...

August 2024 Enhancement List

Featured Enhancements Added an enhanced PDF viewer (must be enabled by a CMP administrator) that allows users to add text / images to existing PDFs in CMP Imaging, and then save those changes back to Imaging, under Case File > Imaging. New ability to attach images...

July 2024 Enhancement List

Featured Enhancements Added a Case File Timeline, under the Case File > Main > Timeline tab. New ability to right-click a document template in the File Manager and “Add as Document Package” to quickly add it as a document package, under...

June 2024 Enhancement List

Featured Enhancements Added the ability to filter the main CMPOnline menu to search for menu items. See “Did You Know” below for more details. New ability to click the Balance in the CMPOnline Status Bar to redirect the user to the Case File’s Balance screen....

May 2024 Enhancement List

Featured Enhancements Added a Billing Dashboard to the Daily Dashboard screen for attorneys to view their billing hours. To view the Billing Dashboard, simply click the CMPOnline logo in the top left corner and then click on the words “Billing Dashboard”...

April 2024 Enhancement List

Featured Enhancements Accounting users now have the ability to set a Check Memo when transferring funds between Case Files at the case file level, under Case File > Financial > Transactions. Accounting users also have an option to “Auto Apply Client Funds...