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General Case Management

  • Adding Hold Codes
  • Adding a Legal Status
  • Editing Bad Phone Numbers and Addresses
  • Workflows
  • Imaging
  • Image Sharing
  • Adding Payment Arrangements
  • Creating a New Case File
  • Adding New Activity Codes
  • Creating a New Client (Part 1 of 2)
  • General Navigation Menus and Buttons
  • Understanding Settings Hierarchy
  • Creating a New Client (Part 2 of 2)
  • Importing New Files
  • Adding Wage and Bank Garnishments
  • Abbreviations

Security

  • Two-Factor Authentication

Add-Ons

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

Document Management

  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
  • Adding a Signature

Accounting

  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
  • Entering Client Invoice Payments and Unpaying Bills
  • Preparing and Finalizing Bills
  • Adding Wage and Bank Garnishments
  • Balance Calculation Basics

Preferences

  • Enabling Pop-Ups
  • Adding Top Buttons to Grids

Administration

  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
  • Automations
  • Abbreviations

Tools

  • Importing New Files
  • Importing Batch Images

CMPOnline Support

  • SOS Support Line Access Instructions

SOS Support Line Access Instructions

Table of Contents
  • Overview
  • Accessing the Support Link
  • Direct Support Link
  • SOS Support Line Video Highlight

Overview

This document details how to allow access to your desktop for remote desktop support from CMPOnline Support Specialists. This process utilizes the Splashtop SOS support system. If you have any questions regarding the security of this system, please email our support team using the email below for more information.

Accessing the Support Link

This process begins on the CMPOnline website. This website is different from the one you use daily to view and modify case files. To access this website, navigate to www.casemasterpro.com.

Once here, you can now access our support page by clicking on Support in the menu above.

You now have several options for support. In this process, we’ll select the SOS Support Line.

Once clicked, you’ll be taken to the Splashtop SOS download page. 

A program should begin downloading automatically on your computer. If not, please select either Windows Download or Mac Download.

Once downloaded, please run the application.

After the application has begun, you’ll see two pop-ups. The first pop-up confirms that you trust our support team. You can click Ok here.

Next, you will see a pop-up with a nine digit code included. This is the code you will provide your CMPOnline support specialist when prompted.

Please Note: Do not close out of this window until after your support has been completed. Once this window is closed, the connection between you and our support team will be lost.

Direct Support Link

Alternatively, you can also access the SOS Support Line using the direct link below: www.casemasterpro.com/sos. 

SOS Support Line Video Highlight

Additional Features, Browser Integration, Browser Settings, Case Management, Support
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Table of Contents
  • Overview
  • Accessing the Support Link
  • Direct Support Link
  • SOS Support Line Video Highlight

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

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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

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