Case Master Pro
  • Home
  • Software Features
    • Case Management
    • Billing & Accounting
    • CMP Imaging
    • Administration
    • Security
    • 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
  • Resources
    • Help Documentation
    • Help Videos
    • Support
    • Debt Collection Blog
    • Software Enhancements
  • About Us
    • About Case Master Pro
    • Testimonials
    • Contact Us
  • Free Demo
Select Page

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
View Categories

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

Share This Help Document:

  • Facebook
  • X
  • LinkedIn
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

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 © 2005-2025 Case Master, Inc. All rights reserved.