Table of Contents
Overview
Creating a new case file in CMPOnline is quick and simple. Ensuring a case file is set up properly before opening it is extremely important though. A properly set-up file allows for all of CMPOnline’s features to be utilized fully and accurately. This document details how to create a case file and open it without missing a step.
Note: Not all features and fields available in CMPOnline are covered in this document. Please view our website for further documentation on specific features, YouTube for video tutorials of specific features, or contact us using the contact information at the end of this document.
Creating the Case File
- In the top right corner of the application, click the New Case File button.
Main Case File Screen
- Select a Case Type. The case type determines fields, terminology, and pages available within the case file, which are customizable for each firm. This document follows a Debt Collection case type, though these steps can be applied to all case types.
- Select a Client.
- Remaining fields on the main case file screen populate once the client is chosen based on client default settings. Edit any of these fields as necessary such as Plaintiff, Default User, Client Ref., etc.
- Click the Settings tab at the top of the screen.
- If custom settings are required for this case file, you can change those here. This may include setting a new contingency rate, currency format, interest method, and more.
- Click Save.
- Choose a new File Number or continue with the suggested file number provided.
Accounts Screen
- Click the Accounts screen from the Navigation Menu on the left.
- Click Add Account.
- Select a Debt Type. Similar to the case type from step 2, different debt types provide different fields. This document follows the Contract debt type from our YouTube tutorial.
- Enter the account number into the Account Number field.
- Select an account description from the Account Description dropdown menu.
- Record the basic financial information into the following fields: Principle Amount, Contract Rate, Default Date, and Interest Date.
- Record any additional applicable information into the remaining fields provided.
- Click Save.
Opponents Screen
- Click the Opponents (debtors) screen from the Navigation Menu on the left.
- Click Add Opponent.
- Select the opponent type from the Type dropdown menu. Take note the opponent type will also provide different fields. This document follows the individual opponent type.
- Enter their Name, Address, Phone Numbers, and Email Addresses below.
- Click the Other Details tab.
- All fields on this screen are optional, though populating those fields relevant to the case file will help with reporting, document generation, and more in the future.
- Click Save.
Litigations Screen
- Click the Litigation screen from the Navigation Menu on the left.
- Select a Venue County from the Litigation – Main Info box in the top left of the screen.
- Fill out any other applicable fields, though the majority will become relevant as the case file progresses.
- Click Save.
Opening the Case File
- Navigate to Case File > Main > Settings.
- Scroll down and click the Open File button.
