September 2026 Software Enhancements

My Reviews

• New “Select All / None” buttons added to the Follow-Up Reviews popup on the My Reviews screen. 

Case File

• Main: 
  • Full Opponent Name now provided in the Visibility options on the Payment History popup. 
  • Settings tab: Audit logging created for the Case File’s “Subtract Costs for Fees” and “Contingency Rate” fields overrides. 
• Accounts: 
  • New “Notice of Repo Date” and “Insurance Payment Received?” fields put into the Deficiency Information included on the Accounts screen, if “Has Deficiency” is checked in the account type settings (must be enabled by a CMP administrator).
• Imaging: 
  • Updated the “Package Images” and “Resize Images” routine on the Imaging screen to use more robust methods for building the file to prevent session lockups / timeouts.
  • Select All / Select None options added to the PDF Page Extractor Tool.
• Reviews: 
  • Added a “Modify Selected” option to the Case File’s Reviews screen when multi-select is enabled. 
• Financial: 
  • Billing: New “All” billing selection added to the top of the Billing screen.
  • Checks: 
    • Logic added to automatically recalculate the Case File Balance when a check is removed from CMP and the “Include Unprinted Checks in Balance Calculation” option is enabled (must be enabled by a CMP administrator).
    • “Trustee” selection included as a Payee Type option when entering checks.
  • Transactions: “Affect Balance” and “Jdg Code” fields tracked in Transaction History. 
• Problems:
  • Modified system validity checks (which auto-run when opening a case file, but can also be run from the Problems screen) to ignore conflict checks on “John Doe” and “Jane Doe” names. 

Contacts

• Clients > Settings > Remittance: 
• Audit logging is now available on the Client’s “Remit Costs Last?” field.

Tools

• Batch Documents:
  • Added Custom Reporting filter prompts when executing a Custom Report to add records to Batch Documents.
• Custom Reporting:
  • Added the ability to configure View / Edit “Report Security”  for System-Level Custom Reports directly from the “Build” screen.
• Data Import: 
  • AI File Import: AI File Import provided to help automate new file intake, which maps CMP fields from supporting documentation uploaded (such as from a new placement email from a client), supporting PDFs, DOCX, XLSX, CSV, and MSG/EML files (must be enabled by a CMP administrator).

Accounting

• Deposits > Recurring Payments:
  • Created an override for Recurring Payments plans (if enabled by a CMP administrator) to change a recurring amount or recurring date. 
• Remittance:
  • Ability to view Inactive Clients is now available on the Remittance screen and the “options” dropdown has been redesigned at the top of the Client selection grid.

Administration

• Lookups:
  • Financial > Payment Forms: Converted the Add New / Edit of “Payment Forms” from a drilldown into a popup. 
• Security: 
  • Users: Made “Security Group” on the User Detail screen a required field. 
  • Security Groups: Converted the Add New / Edit of “Security Groups” from a drilldown into a popup.
• Set Up > Company:
  • Accounting tab: 
    • Created a company setting for allowing users to view other users’ remittances. 
  • Automations tab: 
    • New ability to trigger Company Automations based on a Settlement Offer being added from the Litigation screen.
    • Added option to select multiple Case Types allowed as Limiting Factors within a single Company Automation. 
    • Advanced “Scripted Value” logic is now available on the Company Automations when the Automation Action is “Update Field”, so that the system can pull from various areas of the case file when updating fields (see CMP Support if you need assistance with this area). 
    • Logic updated in the Company Automations to only remove / replace reviews if the Opponent Number matches the selection of the triggering object (not applicable for single opponent / debtor cases). 
    • “User Defined Field” Text fields, as well as the “Judgment Expiration Date”, now available as “Update Field” target options in the Company Automations when the Automation Action is “Update Field”.  
• Set Up > Document Templates: 
  • “TrustAccountBalance” made available as a document merge field. 

General 

• Added the ability to select specific days of the week for processing payments when setting up a “Daily” recurring payment arrangement (if using a recurring payment processor supported in CMP).