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!”...

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...