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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

Microsoft Outlook

Microsoft Outlook Add-On
Imaging (Paperless Office)
Document User Prompts (Ask Fields)
Building Document Expressions
Batch Documents
Advanced Document Generation
Adding Multiple Images to an Activity Note
Adding an Enhanced Email Signature

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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