Sep 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added ability for system administrators to move all case files within one client to another (existing) client, under Administration > Setup > System Maintenance. New ability to store multiple plaintiffs at the client-level and added the...
Sep 12, 2023 | Types of Collections, Legal Debt Collections
Types of Debt Recovery are crucial for legal professionals to comprehend in order to effectively manage and recover owed funds. This understanding can significantly impact a law firm’s financial health and client relationships. Different types of debt require...
Aug 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added logic that will automatically save an “image” of any documents that are generated via the Case File > Documents merge process or through Batch Documents. The image will be tied to the Activity record that indicates that the...
Aug 1, 2023 | Legal Debt Collections
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,...
Jul 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added the ability to view the email addresses that will be used when Emailing Selected Bills, under Accounting > Billing > Open Bills (with the Enhanced Email Automation feature enabled). New ability to add automations, allowing reviews and...
Jun 30, 2023 | CMPOnline Enhancements
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 31, 2023 | CMPOnline Enhancements
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....
Apr 30, 2023 | CMPOnline Enhancements
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...
Mar 31, 2023 | CMPOnline Enhancements
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...
Feb 28, 2023 | CMPOnline Enhancements
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...