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Enhancement Blog
August 2025 Software Enhancements
Featured Enhancements Added the ability to “favorite” certain activity codes, saved per user, so they appear at the top of the Activity dropdown listing. To add a favorite, create an Activity and click the star next to the code you’d like to save. The next time you...
July 2025 Software Enhancements
Featured Enhancements New "Pending Payments" informational field above the "Current Balance" field on the Balance screen, visible if there are un-posted deposits for the case file on Accounting's deposit screen, under Case File > Financial > Balance. Added a...
June 2025 Software Enhancements
Featured Enhancements Added the ability to send an Acknowledgment Email to the client when new case files are opened for that client, if the Enhanced Email Automation is enabled and an Email Template has been configured for this purpose (setup by a CMP administrator),...
May 2025 Software Enhancements
Featured Enhancements Added ability to drag / drop new images onto the Review popup in addition to a new "Upload Image" icon / button, which is located to the right of "manage attachments" wording when adding or editing a review. New ability to view the "Transaction...
April 2025 Software Enhancements
Featured Enhancements Added the ability via a Company Setting for users to enter specific types of Balance Adjustments from the Accounts screen when a file is in pre-judgment / pre-stipulation status, under Case File > Accounts (must be enabled by a CMP...
March 2025 Software Enhancements
Featured Enhancements A new Phonebook icon is now available in the top menu bar so it's accessible from any screen (if enabled in Company settings). Added the enhanced Activity Note dialog (which comes with the ability to attach images, enter billing, update reviews,...
February 2025 Software Enhancements
Featured Enhancements Added a Client Setting to allow users to enter Balance Adjustments to Costs from the Case File's Balance screen, for clients where costs are paid with the client's credit card, setup under the Clients > Settings > General tab. Added the ability...
January 2025 Software Enhancements
Featured Enhancements New ability to click the word "Client" on the Settings screen under Current Contingency Rate, if the rate is set to the client-level rate, to view the client-level contingency rate settings, under the Case File > Main > Settings tab. Added...
December 2024 Enhancement List
Featured Enhancements New field in the Document Package setup area to update a Case File's "Branch" field (if enabled) when that Document Package is generated, under Administration > Lookups > Document > Document Packages. Added logic to auto-focus the "Search Text"...
November 2024 Enhancement List
Featured Enhancements New logic so that when a Check is voided, if that check had created a billing entry to reimburse another account, a reversing billing entry would be automatically created, under Accounting > Checks > Void Checks. Added a "Zipped PDFs (by Client)"...
Help Documentation
Financial Calculator
Overview The Financial Calculator in CMPOnline helps users efficiently create, edit, and review an opponent’s financial profile, including income, assets, and expenses. This guide walks you through its core functions and navigation. You can use the calculator to track...
Security Features
Overview At Case Master Pro, protecting your data is our top priority. This document provides a comprehensive overview of the security features available in CMPOnline. We’ll walk you through key components such as user groups, permission settings, and system-wide...
Adjusting Commercial Rates and Suit Fees
Overview This help document provides instructions for adjusting commercial rates and suit fees in CMPOnline, either at the client level or for individual case files. For Flat Rates/Fees, please refer to our Contingency Rates and Buckets help file. Client...
Additional Opponent / Debtor Screens
Overview This document offers a comprehensive overview of the configurable settings and available options found on the additional Opponent/Debtor screens within CMPOnline. It covers key areas such as litigation, bankruptcy, and garnishment data, and provides guidance...
Adding an Opponent / Debtor
Overview This document provides step-by-step instructions for adding an opponent in CMPOnline to guide users through the process efficiently and accurately. Please note that certain areas of the opponent screens are customizable and can be tailored to meet your firm’s...
Favorites Feature
Overview This document provides step-by-step instructions on configuring and using the Favorites feature in CMPOnline. By setting up Favorites, users can efficiently navigate to their most frequently visited pages, improving workflow and accessibility. Before...
Adding Multiple Images to an Activity Note
Overview This document details how to efficiently add multiple images to an activity note in CMPOnline. By following these instructions, users can streamline their workflow and ensure that important data is properly documented on each case file. Adding Multiple Images...
External Users
Overview In this document, we’ll be looking at External Users in CMPOnline. External Users are a specific type of user in CMPOnline, with defined privileges that limit their access to editing and viewing information in CMPOnline. External Users are typically...
Daily Dashboard
Overview In this document, we’ll be looking at the Daily Dashboard in CMPOnline. The Daily Dashboard is a centralized screen in CMPOnline that shows you statistics about the currently signed in user. The statistics include payment, billing, and documents information,...
Assigning Attorney Bar Numbers
Overview In this document, we’ll be looking at adding bar numbers to attorneys in CMPOnline. There are two scenarios we will review in this document, assigning a single bar number to an attorney and assigning multiple bar numbers to an attorney by State. Assigning One...