September 2025 Software Enhancements

Case File

• Main:
  • Added the Previously Used closure reason label next to the “Reason for Closing” on case files in a “Closed Pending” status, for easier referencing, under the Case File > Main > Settings tab.
• Opponents / Debtors:
  • New “Number of Payments” field on the Opponent / Debtor’s Payment Arrangement to be used for reporting purposes, under the Case File > Opponents / Debtors > Financials tab.
• Litigation:
  • Added a warning message when entering a Judgment Date when there are post-Suit, but pre-Judgment payments listed on the Case File.
• Activity:
  • New company setting to display line breaks in the Activity Notes grid (must be enabled by a CMP administrator).
  • Added a scroll bar to the Add / Edit Activity popup.
  • Enhanced logic to append the “new value” to the Audit Note on the Activity screen.
• Documents:
  • Added the “Opponent Description” field (if enabled for the Case Type) to the wording included with the Opponent Name on the Documents screen.
• Reviews:
  • New ability to “favorite” certain review codes, saved per user, to appear at the top of the Review dropdown listing.
• Financial:
  • Added a Balance Correction popup to the Balance screen to update a balance to the bucket values that the user enters, under Case File > Financial > Balance (must be enabled by CMP administrator).
  • New company setting to default Checks payable to the Firm as “Separate” instead of the standard “Combined”, under Case File > Financial > Checks (must be enabled by a CMP administrator).
• Problems:
  • Added the “Client Code” to the Problems screen grid.

Accounting

• Billing:
  • Added a company setting to include the Case File’s “Client Reference” field on the “Combined Default” invoice format, under Accounting > Billing > Print Bills  (must be enabled by a CMP administrator).
• Checks:
  • Enhanced the ability to specify the “default account” to use when importing Checks, under Accounting > Checks > Import Checks.
  • Added a more detailed “purpose” based on the transaction type / code description which is printed on a check stub if the transaction type / code used for the check doesn’t match a CMP pre-defined value, in lieu of outputting “Unknown Transaction”, under Accounting > Checks > Print Checks.
• Deposits:
  • New company setting to disable auto-select of “automated” deposit entries such as those imported from a payment processor on the Deposit screen, under Accounting > Deposits > Enter Deposits (must be enabled by a CMP administrator).

Administration

• Setup:
  • Company:
    • New ability to update the Responsible Attorney as part of the Company Automations, under the Administration > Setup > Company > Automations tab.
  • Document Templates:
    • Added Clerk-level User Defined Fields (UDFs) as document merge fields, under Administration > Setup > Document Templates.
    • New Merge Fields:
      • “FileNote”
      • “OpponentAliasType”
      • New Merge Fields for opponents 1 – 4 on a Case File:
        • “OpponentXDescription”
        • “OpponentXEmailAddress”
        • “OpponentXSalutation” 
  • System Maintenance:
    • Added the ability to view any Batch Job’s log information from the System Maintenance screen.

General

• Added a variety of new Web API calls to include adding activity notes, pulling image data, etc. for firms building their own external interfaces to CMP.
• Enhanced ability to limit API calls by IP address for firms that have APIs enabled.
• A new optional field “Default User” has been added to the CMPFind results (visibility must be enabled).
• Added Opponent / Debtor’s “Birth Date” as a searchable field in the CMPFind popup.