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General Case Management

General Case Management

14
  • 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
Security

Security

1
  • Two-Factor Authentication
Add-Ons

Add-Ons

1
  • Microsoft Outlook Add-On
Document Management

Document Management

3
  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
Accounting

Accounting

3
  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
Preferences

Preferences

2
  • Enabling Pop-Ups
  • Adding Top Buttons to Grids
Administration

Administration

4
  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
Tools

Tools

1
  • Importing New Files

Trust Accounting

  • Transactions Check Register
  • Generating a Client Remittance Report
  • Adding Payment Arrangements
  • Searching for Checks

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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