April 2026 Software Enhancements

My Reviews

• New “Judge Name” optional field added in the My Reviews grid.

Case File

• Main:
  • Updated the grid length options to 100 / All within the Payments quick view (on the Main screen) and added a scrollbar to this grid.
  • Added logic to the “Copy Settings From” client option (when adding a new client during the new case creation process) to better replicate the copied client’s settings and converted the dropdown to a “select2” style.
• Opponents / Debtors > Garnishments:
  • New “Showing All” / “Showing This File” option on the Bank and Employer lookup within the Simple Garnishment screen, to easily filter the list down to just banks / employers for that opponent / debtor.
• Litigation:
  • Added the ability to add an unlimited number of User-Defined Fields at the “Litigation” level; set up under Administration > Setup > User Defined Field Labels.
• Activity:
  • Included the ability to “PIN” an activity note or legal status to the top of the Activity grid when the PIN column is activated in the visibility settings.
• Documents:
  • Enhanced logic to drastically speed up the load time of document packages into the “folder” view on the Documents screen (thus speeding up screen load time), especially for firms with a large number of documents.
  • Added a company setting (must be configured by a CMP administrator) so that firms can default the Dev Express Ribbon Bar to “visible” (firm wide) when generating a document.
• Imaging:
  • New scroll bar added to the “dropzone” area of various Image Upload popups, for users who upload a large number of images at once.
• Financial: 
  • Transactions:
    • Increased the number of characters allowed in a Transaction’s “Reference” field from 75 to 150.
    • Added a warning message when deleting a Transaction that has unbilled / billed / paid entries tied to it.
  • Costs / Checks:
    • Included the “Opponent Name” as an optional column to the Checks / Costs grids.
    • Changed the ordering of the Checks / Costs wording and tab layout to “Costs / Checks” when the ability to add Costs (such as those paid via credit card) at the case file level are enabled (must be enabled by a CMP administrator).
    • Added a background color change when adding a Cost vs. adding a Check to help users tell the difference between the two.
    • Included a company setting (must be configured by a CMP administrator) that will have the “Costs” tab listed first (before “Checks”), if enabled.
    • Enhanced logic to use the “Default Amount” setup on a transaction type / code when entering a Check / Cost, if the payee’s rates are either unspecified or the case file doesn’t have an amount calculated via the payee’s rate structure.

Contacts

• Clients > Settings > Checking:
• Added the ability to set a “Preferred Check Type” on the client level that appears as an optional column when selecting checks to print.

Tools

• Batch Documents:
  • Included the ability to “Download ZIP” file of individual documents created / built during a Batch Documents run in either their “Native” format or “PDF” format.
• Data Import > Excel Placements:
  • Updated logic in the Excel Placements import to allow the “Case File Client Reference” field (if mapped) to act as the “Account 1 Account Number” field (if not mapped), thus removing the limitation that requires the “Account 1 Account Number” to be mapped in order to import properly.

Accounting

• Billing > Open Bills:
  • Included a Company Setting (must be enabled by a CMP administrator, only valid for users of the Enhanced Email Automation) for BCC-ing the “sending user” on bills / invoices sent from the Open Bills screen.
• Checks > Print Checks:
  • Enhanced logic to show the “File Reference” (to include case number, file number, account number) on Checks, even when a combined check report generates, if that check is made up of only 1 Case File.

Administration

• Lookups:  
  • Document > Document Packages:
    • New “Auto Finalize?” checkbox added to Checks added by Document Packages (once verified or generated) so that the check entry is auto-finalized, for firms with the “Costs” features enabled (must be enabled by a CMP administrator).
  • Financial > Interest Methods:
    • Redesigned the Interest Method detail and rates screens to make it easier to edit these rate structures and make the screens more aligned with typical grid layouts.
• Setup: 
  • Company:
    • Advanced tab:
      • Included a company setting to display a popup message when loading a case file if the SOL Date (or Judgment Expiration Date) has passed.
    • Enhanced Email tab:
      • Added a company setting (must be configured by a CMP administrator) so that firms can change the default font style and font size that is used as part of the Enhanced Email Automation.
      • Updated the Enhanced Email Automation toolbar to include the option to change the font style / size.
    • Automations tab:
      • Added an Automation Action of “Add Batch Document” to the Automation popup dialog.
      • New ability to trigger “Add Transaction” Company Automations based on the current Case File Balance.
      • Included the ability to add a Check (or finalized check / cost, if enabled by a CMP administrator) via the Company Automations.
  • Document Templates:
    • Included “Copy Format” and “Paste Format” buttons in the Document Templates editor.
    • New company setting (must be configured by a CMP administrator) that allows firms to change the default font style and font size that is used when creating new document templates.
    • Document merge fields additions:
      • “AllGuarantorsNames”
      • “AllNonGuarantorsNames”
      • “AllOpponentsCompanyNames”

General 

• Daily Dashboard:
  • Added drilldowns / shortcuts to the detail that makes up the Daily Dashboard’s “Unremitted Payments”, “Unbilled Costs”, and “Outstanding Bills”, if these options are visible.
  • Included Cases By Branch / Internal Status pie chart on the Daily Dashboard’s Case Overview tab.
• Enhanced “Review” WebAPI controller for firms to automate adding reviews to a case file through external programming.
• New “Open Files View” screen (similar to My Reviews) where users can view / filter on high-level case file information based on the Default User assigned to the case (must be enabled by a CMP administrator).
• Preferences: 
  • Added a User Preference setting for showing a popup message when loading Case Files with potential case file “Conflicts” in CMP.