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General Case Management

32
  • Abbreviations
  • Adding a Legal Status
  • Adding an Opponent / Debtor
  • Adding and Using Review Codes
  • Adding Hold Codes
  • Adding Multiple Images to an Activity Note
  • Adding New Activity Codes
  • Adding Payment Arrangements
  • Adding Wage and Bank Garnishments
  • Additional Opponent / Debtor Screens
  • Case File Basics
  • Checking for Conflict Files and Problems
  • Counties, Clerks, and Court Locations
  • Creating a New Case File
  • Creating a New Client (Part 1 of 2)
  • Creating a New Client (Part 2 of 2)
  • Daily Dashboard
  • Editing Bad Phone Numbers and Addresses
  • Favorites Feature
  • Field Change History (Audit Log)
  • File Status Codes
  • Financial Calculator
  • General Navigation Menus and Buttons
  • Image Sharing
  • Imaging (Paperless Office)
  • Importing New Files
  • Litigation Screens
  • Opponent Declares Bankruptcy Procedure
  • Opposing Attorneys
  • Status Bar
  • Understanding Settings Hierarchy
  • Workflows

Security

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

Add-Ons

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

Document Management

10
  • Adding a Signature
  • Advanced Document Generation
  • Basic Document Generation
  • Batch Documents
  • Building Document Expressions
  • Creating Spreadsheet Templates
  • Document Fragments
  • Document Generation Selection Options
  • Document User Prompts (Ask Fields)
  • Merging PDF Templates

Accounting

14
  • Accounting Reports
  • Adding Wage and Bank Garnishments
  • Adjusting Commercial Rates and Suit Fees
  • Balance Calculation Basics
  • Contingency Rates and Buckets
  • Entering and Printing Checks
  • Entering Client Invoice Payments and Unpaying Bills
  • Financial Calculator
  • Generating a Client Remittance Report
  • How to Set Up Hourly Billing
  • Preparing and Finalizing Bills
  • Searching for Checks
  • Transactions Check Register
  • Void Checks

Preferences

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

Administration

14
  • Abbreviations
  • Adding a Legal Status
  • Adding and Using Review Codes
  • Adding New Activity Codes
  • Assigning Attorney Bar Numbers
  • Automations
  • Batch Internal Status Updates
  • Company Settings: Company Tab
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Resetting Passwords
  • Status Bar
  • Terminology
  • User Defined Fields

Tools

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

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

CMPOnline by Case Master Pro
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phone: (386) 675-0177

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Software Features

  • Case Management
  • Billing & Accounting
  • CMP Imaging
  • Administration
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  • 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

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