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General Case Management

27

Abbreviations
Adding a Legal Status
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
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

12

Accounting Reports
Adding Wage and Bank Garnishments
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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Favorites Feature

CMPOnline by Case Master Pro
P.O. Box 252
Georgetown, FL 32139
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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