CMPOnline Enhancements

Featured Enhancements A new Phonebook icon is now available in the top menu bar so it's accessible from any screen (if enabled in Company settings). Added the enhanced Activity Note dialog (which comes with the ability to attach images, enter billing, update reviews,...

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 the ability...

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 tab. Added...

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 the "Search Text"...

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 Client)"...

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 Type...

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”, “Client in a...

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...

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 Administration > Setup...

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" near the left...

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 to...

Featured Enhancements Added a "Phone Call" start / end icon to the CMP menu bar to track when a debtor phone calls begin and log the phone call start / end times. Must be enabled by a CMP administrator. Added feature to view and load other users' saved filters, under...

Featured Enhancements Added the ability to enter "!!" before text in a CMP grid search to search for values that do NOT match the subsequent text entered, such as "!!test" to find all entries that do NOT include the word "test". Added a "Client Funds Available" field...

Featured Enhancements Added logic to auto-open the "Add New Image" upload box when dragging a file over the Activity screen's activity note popup. New "Overdue Reviews" report with average days (per user and review group) from date due to today,under Administration...

Featured Enhancements Added the ability to send any files uploaded from the CMPOnline Client Portal to the Imaging Holds area of CMPOnline with meta data included, instead of being emailed, under Tools > Data Import > Imaging Holds. New ability to Add a "PIN"...

Featured Enhancements Added a company setting for using advanced letterhead templates with headers and footerswhen merging documents (must be enabled by a CMP administrator). New ability to add a "Principal" balance adjustment to an account from the Accounts...

Featured Enhancements New company setting that adds an "Add Note" icon to the CMPOnline menu bar that is always visible within all Case File screens, so that users can quickly add a "simple" activity note to a case file (must be enabled by a CMP administrator). Added...

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...

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 document was...

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...

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...

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. New ability for administrators to...

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 appear while...

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...

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 (daily,...

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...

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 package (with...

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...

Featured Enhancements Ability to add / edit / delete phone calls, which are displayed similar to activity notes, under Case File > Activity.Must be enabled by an administrator. Added the ability to have certain hold codes prompt the user to remove the Payment...