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General Case Management

19
  • 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
  • Opposing Attorneys
  • Case File Basics
  • Adding and Using Review Codes

Security

2
  • Two-Factor Authentication
  • Resetting Passwords

Add-Ons

2
  • Microsoft Outlook Add-On
  • Adding an Enhanced Email Signature

Document Management

4
  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
  • Adding a Signature

Accounting

11
  • 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
  • Accounting Reports
  • Contingency Rates and Buckets
  • Entering and Printing Checks
  • Void Checks

Preferences

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

Administration

9
  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
  • Automations
  • Abbreviations
  • Adding and Using Review Codes
  • User Defined Fields
  • Resetting Passwords

Tools

3
  • Importing New Files
  • Importing Batch Images
  • Custom Reporting

CMPOnline Support

1
  • SOS Support Line Access Instructions

Help Documentation

Welcome

Welcome to Case Master Pro’s Help Documentation. Here you will find step-by-step instructions on how to use CMPOnline’s features, ranging from opening your first case file to configuring advanced accounting settings. Since we are continually adding to our knowledge base, please visit back frequently or reach out to us if you are not able to find the answers you are looking for.

New to CMPOnline?

We’ve compiled a few help files to get you started.

  • General Navigation Menus and Buttons
  • Creating a New Case File
  • Creating a New Client (Part 1)
  • Basic Document Generation
  • View more of our General Case Management topics HERE

Accounting Basics

Begin using CMPOnline’s Accounting features with these help files.

  • Generating a Client Remittance Report
  • Entering and Printing Checks
  • Transactions Check Register
  • Preparing and Finalizing Bills
  • View more of our Accounting topics HERE

Administrative Configuration

Though these are not all of our administrative help files, we recommend starting with these.

  • Adding New Activity Codes
  • How to set up and use User Defined Fields
  • Reassigning Reviews, System Users, and Default Users
  • Setting Up and Using Automations
  • View more of our Administration topics HERE

Still can’t find what you are looking for?

Navigating through our Help Documentation is simple, but here are a few key tips:

  • SEARCH: The search bar is available up at the top of all documentation pages. You may utilize this search using phrases such as “deposits” or “user preferences” to find the help article you wish to read.
  • SIDEBAR: Each page has a sidebar with links to useful and frequented articles.
  • CATEGORIES: All articles are placed in categories associated with their respected area of CMPOnline.
  • TAGS: Each article is tagged with specific keywords to help your search experience.
  • VIDEOS: Most of our articles have relating YouTube Videos, but you are also more than welcome to browse our YouTube Video Library as well.
  • SUPPORT LINE: If you are unable to find the article you need to answer your questions, please do not hesitate to visit our Support Page and contact us.

Not sure where to start?

Below is our General Navigation YouTube video, introducing you to CMPOnline’s most important menus and buttons needed to navigate the system. This video is a great way to dip your toes in the water and get warmed up!

Thank you for being a happy CMPOnline client!

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Table of Contents
  • Welcome
  • New to CMPOnline?
  • Accounting Basics
  • Administrative Configuration
  • Still can't find what you are looking for?
  • Not sure where to start?
  • Thank you for being a happy CMPOnline client!

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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