Case Master Pro
  • Home
  • Software Features
    • Case Management
    • Billing & Accounting
    • CMP Imaging
    • Administration
    • Reporting
    • Document Management
    • Software Integration
  • Add-ons
    • Email Automation
    • Integrated Payments
    • Client Dashboard
    • Payment Dashboard
    • Outside Counsel Login
    • EDI Interfaces
    • Direct Check Module
    • Data Conversion
  • Testimonials
  • Support
  • Contact
  • Free Demo
Select Page
General Case Management

General Case Management

14
  • Adding Hold Codes
  • Adding a Legal Status
  • Editing Bad Phone Numbers and Addresses
  • Workflows
  • Imaging
  • Image Sharing
  • Adding Payment Arrangements
  • Creating a New Case File
  • Adding New Activity Codes
  • Creating a New Client (Part 1 of 2)
  • General Navigation Menus and Buttons
  • Understanding Settings Hierarchy
  • Creating a New Client (Part 2 of 2)
  • Importing New Files
Security

Security

1
  • Two-Factor Authentication
Add-Ons

Add-Ons

1
  • Microsoft Outlook Add-On
Document Management

Document Management

3
  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
Accounting

Accounting

3
  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
Preferences

Preferences

2
  • Enabling Pop-Ups
  • Adding Top Buttons to Grids
Administration

Administration

4
  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
Tools

Tools

1
  • Importing New Files

Accounting

  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

Contact Us

  • Facebook
  • LinkedIn
  • YouTube
  • Twitter
  • RSS

Software Features

  • Case Management
  • Billing & Accounting
  • CMP Imaging
  • Administration
  • Reporting
  • Document Management
  • Software Integration

Add-on Features

  • Email Automation
  • Payment Processor Integration
  • Client Dashboard
  • Payment Dashboard
  • Outside Counsel Login
  • EDI Interfaces
  • Direct Check Module
  • Data Conversion

Discover the Features Every Law Firm Needs

  • About Our Legal Case Management Software Company
  • Case Management Software
  • Debt Collection Software with Custom Reporting
  • Legal Billing Software
  • Legal Software Administration
Copyright © 2005-2023 Case Master, Inc. All rights reserved.