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General Case Management

35
  • Workflows
  • Understanding Settings Hierarchy
  • Status Bar
  • Returned Mail Feature
  • Renumbering or Deleting a Case File
  • Opposing Attorneys
  • Opponent Declares Bankruptcy Procedure
  • Misapplied Debtor Payments
  • Litigation Screens
  • Importing New Files
  • Imaging (Paperless Office)
  • Image Sharing
  • General Navigation Menus and Buttons
  • Financial Calculator
  • File Status Codes
  • Field Change History (Audit Log)
  • Favorites Feature
  • Editing Bad Phone Numbers and Addresses
  • Daily Dashboard
  • Creating a New Client (Part 2 of 2)
  • Creating a New Client (Part 1 of 2)
  • Creating a New Case File
  • Counties, Clerks, and Court Locations
  • Checking for Conflict Files and Problems
  • Case File Basics
  • Additional Opponent / Debtor Screens
  • Adding Wage and Bank Garnishments
  • Adding Payment Arrangements
  • Adding New Activity Codes
  • Adding Multiple Images to an Activity Note
  • Adding Hold Codes
  • Adding and Using Review Codes
  • Adding an Opponent / Debtor
  • Adding a Legal Status
  • Abbreviations

Security

4
  • Two-Factor Authentication
  • Security Features
  • Resetting Passwords
  • External Users

Add-Ons

3
  • Microsoft Outlook Add-On
  • Enhanced Email Automation
  • Adding an Enhanced Email Signature

Document Management

11
  • Merging PDF Templates
  • Document User Prompts (Ask Fields)
  • Document Letterheads
  • Document Generation Selection Options
  • Document Fragments
  • Creating Spreadsheet Templates
  • Building Document Expressions
  • Batch Documents
  • Basic Document Generation
  • Advanced Document Generation
  • Adding a Signature

Accounting

16
  • Void Checks
  • Transactions Check Register
  • Searching for Checks
  • Preparing and Finalizing Bills
  • Post Direct Payment to Client
  • Misapplied Debtor Payments
  • How to Set Up Hourly Billing
  • Generating a Client Remittance Report
  • Financial Calculator
  • Entering Client Invoice Payments and Unpaying Bills
  • Entering and Printing Checks
  • Contingency Rates and Buckets
  • Balance Calculation Basics
  • Adjusting Commercial Rates and Suit Fees
  • Adding Wage and Bank Garnishments
  • Accounting Reports

Preferences

3
  • Resetting Passwords
  • Enabling Pop-Ups
  • Adding Top Buttons to Grids

Administration

15
  • User Defined Fields
  • Terminology
  • Status Bar
  • Resetting Passwords
  • Renumbering or Deleting a Case File
  • Reassigning Reviews, System Users, and Default Users
  • Image Restore
  • Company Settings: Company Tab
  • Batch Internal Status Updates
  • Automations
  • Assigning Attorney Bar Numbers
  • Adding New Activity Codes
  • Adding and Using Review Codes
  • Adding a Legal Status
  • Abbreviations

Tools

4
  • Importing New Files
  • Importing Batch Images
  • Custom Reporting
  • Adding a Legal Status

CMPOnline Support

1
  • SOS Support Line Access Instructions
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Checking for Conflict Files and Problems

Overview

This guide outlines the process for identifying conflict files and potential data issues within CMPOnline. The conflict feature is designed to help users verify that each case file is accurately completed and includes all required data fields. It also helps identify any conflicting files in the system that may require further review or resolution.

Note: This review runs automatically when you open a Case File, flagging any issues or conflicts immediately. You can also run the process manually at any time to check for additional issues as needed.

Manually Running a Conflict and Problem Check

You can manually run a scan to check for potential errors or missing information.  This process will also perform a conflict check against other case files in the system.

Navigate to Case File > Problems and click “Check It”.  After the scan is complete, two sections will be displayed: the Conflict Files grid and the Case File Problems section.

Conflicting Files and Data Problems Check

Reviewing a Conflicting Case File

To review a conflicting case file, double click on the case file you want to review in the Conflict Files grid to take you to that case file.

Click on “Conflict Files” in the upper right hand side of the main case file screen to review the Conflict Files and Case File Problems.

Conflicting Files and Data Problems Check

You can then make any adjustments as needed and rerun the Problems Check to review and resolve any other issues.

X-Refs: Cross-references let you link files that should remain separate but still need to be connected. For example, if a debtor owes two different debts to two separate clients, each debt should stay in its own case file — but you can use X-Refs to quickly reference between them.

Conflict Files and Problems Video Highlight

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Table of Contents
  • Overview
  • Manually Running a Conflict and Problem Check
  • Reviewing a Conflicting Case File
    • X-Refs: Cross-references let you link files that should remain separate but still need to be connected. For example, if a debtor owes two different debts to two separate clients, each debt should stay in its own case file — but you can use X-Refs to quickly reference between them.
  • Conflict Files and Problems Video Highlight

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phone: (386) 675-0177

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Software Features

  • Case Management
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  • CMP Imaging
  • Administration
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  • Document Management
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Add-on Features

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

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