March 2026 Software Enhancements

My Reviews

• Added an “AI Action Opportunities” view to the My Reviews screen to identify high collectability to balance files (with good recovery opportunities) where a significant action could be taken.

Case File

• Main:
  • Settings tab: 
    • Added the “Interest Stop Date” to the Case File Audit Log tracking.
  • Take Payment button (if enabled for your firm and your processor is PaymentVision):
    • Adjusted the “Recurring Payment Processing” procedure to auto-cancel recurring payment plans where the recurring end date has passed or the case file is closed.
    • Updated the batch jobs so that they are archived for 60 days (instead of 30 days).
    • Added logic to the daily import to check for ACH Returns and void / handle these properly in CMP, reporting all results to the accounting user.
• Guardianship (if the Guardianship screen is enabled via the Case Type setup): 
  • Included the various Guardianship screen’s contacts’ information in the Phonebook popup.
• Litigation: 
  • Additional Judgments tab: 
    • Included the ability to “Link Judgments” for case files with multiple judgments, where a payment entered towards any judgment on the case file will also be applied to all other eligible judgments on the file.
    • Added a “calc” option on the Additional Judgments’ Interest field (must be enabled by a CMP administrator) for calculating interest from the pre-judgment Balance Start Date to the Date of the Additional Judgment.
• Documents: 
  • Revised logic in the Excel spreadsheet merge process so that currency / decimal merge field values take on the cell formatting that is used in the spreadsheet (instead of always defaulting to text).
  • Enhanced logic in the Excel spreadsheet merge process so that Excel calculations auto-process when the spreadsheet is built.
• Financial > Balance:
  • Added a hover-over to the Per Diem field on the Balance screen for multi-count or multi-judgment cases to show a breakdown of that amount per account / judgment.
  • Included information popups when hovering over some titles in the “Header Detail” on the Balance screen.

Contacts

• Increased the “Department” field length from 50 to 100 characters within a Contact’s sub-contacts.
• Clients > Settings > Review Code Access tab:
  • Included the ability to limit which Review Codes can / cannot be added to a Case File based on the Client setup.

Tools

• Custom Reporting:
  • Included “Image Link” custom reporting fields in the “Images” and “Last Image” fieldsets, allowing a user to pull up an image directly from within custom reporting results.
  • “Opponents” fieldset field additions:
    • Employer Email Address
    • Physical Street Address
    • Physical Street Address 2
    • Physical City
    • Physical State
    • Physical Zipcode
  • “Opponent / Debtor Garnishments” fieldset field additions:
    • Garnishment Employer County Code
    • Garnishment Bank County Code
• Data Import > Imaging Holds: 
  • Added the ability to have barcodes read from documents (to assign file number and image description) when uploaded through the Imaging Holds area.

Accounting

• Deposits: 
  • Enter Deposits: 
    • Added a warning message when entering deposit entries with Effective Dates more than 90 days old.
  • Recurring Payments: 
    • Included the Case File’s Status Code to the Recurring Payments grid.
• Billing > Open Bills: 
  • Added the Branch field to the Open Billing grid as an optional field.
    Note: The Branch field could be labeled differently based on your firm’s terminology.

Administration

• Lookups > Case File > Activity Codes: 
  • Added Contact Attempt Type dropdown (and options) to the Activity Code setup, to better identify types of contact attempts based on activity codes entered.
• Reporting > AI Intelligence (Portfolio): 
  • Added an AI Intelligence – Portfolio overview report to Administrative reporting (must be enabled by a CMP administrator), based on AI Collectability scores by client. 
• Security > Menu Security and Form Security: 
  • New scrollbars added to the windows within the Menu Security and Form Security setup areas for easier navigation.
• Setup > Company: 
  • Accounting tab: 
    • Added the ability to customize the Billing Email Subject Line (when the Enhanced Email Automation is enabled) for outgoing bills emailed through CMP.
  • Advanced tab: 
    • Added an “Open File Message” company setting that can be configured to alert the user with a message when opening new case files.
  • Automations tab: 
    • Enhanced ability to set a Limiting Factor within Company Automations based on the Venue County.
    • Updated the ability to set a Limiting Factor within Company Automations based on the Branch, so that multiple branches can be selected for a single automation.
    • New logic to the Company Automations triggered by Adding a Review to optionally use the Review’s Date Due as the “default date” (meaning that it will be used instead of the current date for automation actions).
    • Added an Automation Action of “Clear Payment Arrangement” to the Automation popup dialog.
    • Added an Automation Action of “Close the File” to the Automation popup dialog.
• Setup > Document Templates: 
  • New document merge fields:
    • BankAddressBlock
    • EmployerAddressBlock
    • SelectedBankEmployer_Address
    • SelectedJudgment_PerDiemInterest
• Setup > System Maintenance: 
  • Added the ability to rebuild Payment Arrangement reviews on the currently loaded Case File.
• Setup > User Defined Field Labels:
  • Added Case File-level UDF Text or Date fields as fields that can be used in the default email subject line template, status bar template, and case type header template.

General 

• Added logic to speed up load times for AI Call Scripts and added a warning message regarding the Mini-Miranda to the top of the AI Call Scripting results.
• Added AI Call Scripting to script phone calls to debtors (must be enabled by a CMP administrator).
• Updated the “* Global Name / Address / Account Search *” in the CMPFind so that it only reports a file once, based on best “Match Type”, under the CMPFind tool.
• Updated various DLLs in CMP to the latest version to increase speed / alleviate security concerns.
• Added a “Master Zipcode” table from the US Postal Service to include all valid zipcodes across all states, to aid in (and supplement) city / state zipcode lookups in CMP.