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General Case Management

29
  • 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
  • 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
  • File Status Codes
  • 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

3
  • External Users
  • Resetting Passwords
  • Two-Factor Authentication

Add-Ons

2
  • Adding an Enhanced Email Signature
  • 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

13
  • 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
  • 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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Litigation Screens

The litigation screen in CMPOnline is a vital way to track a case file’s court information when filing suit, judgments, and entering into settlement agreements.

Main Information

The Main Information tab is where you will track all major litigation information.

This tab is broken into 4 areas:

The Litigation – Main Info area tracks information like case number, venue county, court location, and judge. For more information about how to add Venue Counties and Court Locations, please view our Counties, Clerks, and Court Locations Help Document and Video.

The Suit Information tab below is where you will start to track specifics. This includes the principal, interest, fees, and cost. None of this information will affect the case file balance yet.

The Judgment area holds similar fields as the Suit Information tab, though once you finish populating the fields and save, you’ll be able to see the case file update with the new correct balance since obtaining a judgment overrides the principal claim amount.

The Stipulation area is similar to the Judgment area, as this area has similar fields and may also affect the case file balance after an agreement has been met.

If you are entering into a settlement agreement and recording a pre-judgment stipulation, simply enter the information into the associated fields and save. Note, if any judgment information has been entered above, see below for post-judgment stipulation instruction.If you are recording a post-judgment stipulation, in order for the stipulation information to affect the case file balance, the “Post Jdg Stp?” MUST be checked. If the stipulation has interest, “Interest on Stip?” MUST  also be checked.

Recording Counties

The Recording counties tab is where you will track Recording Counties, Judgment Lien(s), and Docket information.

To add a Recording County:

  • Click “Add New” under the top Recording Counties grid.
  • Select a County (Required)
  • Populate all other necessary fields.
  • Check “Default” if you wish to use this county in Document Merge Fields (you may only check this for one per case file).
  • Click “Save”.

To add a Judgment Lien(s):

  • Click “Add New”.
  • Fill out any necessary fields.
  • Select the debtor this applies to.
  • Check “Default” if you wish to use this judgment lien in Document Merge Fields (you may only check this for one per case file).
  • Click Save.

Additional Judgments and Orders

To add an Additional Judgment or Order:

  • Click “Add New”.
  • Populate the following required fields:
    • Date
    • Principal
    • Interest
    • Fees
    • Cost
  • Click “Save”.

You will now see these changes reflected in the case file balance as well.

Litigation Screens Video Highlight

Case Management, Debtor Settings, Filings, Garnishments, General Navigation, Judgment, Legal Status, Litigation, Opponent Settings, Stipulation, Suit
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Table of Contents
  • Main Information
  • Recording Counties
  • Additional Judgments and Orders
  • Litigation Screens Video Highlight

CMPOnline by Case Master Pro
P.O. Box 252
Georgetown, FL 32139
phone: (386) 675-0177

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Software Features

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Add-on Features

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  • Outside Counsel Login
  • EDI Interfaces
  • Direct Check Module
  • Data Conversion

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