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Enhancement Blog
January 2026 Software Enhancements
Featured Enhancements Added logic to report when another user is accessing the same case file as you, reported in the header bar with a "lightning bolt" icon.New ability to add a Review to a Case File when a posted payment from the Deposit screen brings the Case File...
December 2025 Software Enhancements
Featured Enhancements Added a "Billing" built-in reporting section with appropriate drilldowns, under Administration > Reporting > Billing. Added a list to the Check Memo field on the Deposit screen that includes active garnishees when the opponent has...
November 2025 Software Enhancements
Featured Enhancements Added the ability to configure a "Field Comparison" Filter in Custom Reporting (where 2 CMP fields can be compared, such as comparing a Transaction Date to the Judgment Date), under Tools > Custom Reporting. Additional "drilldown" option within...
October 2025 Software Enhancements
Featured Enhancements Added a company setting to enable users to enter "Anticipated Costs", which affect the Costs to Remit and Debtor Balance, and are automatically removed when the actual cost is incurred, under Case File > Financial > Transactions and Case...
September 2025 Software Enhancements
Featured Enhancements Added a company setting to include un-posted payments from the Deposit screen in the Balance calculation, under Case File > Financial > Balance (must be enabled by a CMP administrator). New ability to mark a Transaction Code as "Inactive"...
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...
Help Documentation
Trust Account Reconciliation Procedure
Overview This document details the trust account reconciliation procedure in CMPOnline. It provides step-by-step instructions for comparing system records with bank statements, identifying discrepancies, and ensuring proper documentation. Adhering to this process...
Customizing Case Types
Overview Case Types in CMPOnline allow you to configure Case File screens to best fit your firm’s needs. By editing Case Types, you can adjust menu terminology, set file requirements, define default users, and control which screens and features are available for...
Entering Deposits
Overview This document provides an overview of the process for entering deposits into CMPOnline. It covers the fundamentals of posting debtor payments, client funds, and attorney’s fees. For advanced training or additional assistance, please contact our Support team....
File Tags
Overview CMPOnline allows users to assign File Tags to case files for quick and efficient organization. Once applied, File Tags can be used to locate case files through the CMPOnline Find feature and can also be incorporated into Custom Reporting. Setting File Tags...
Post Direct Payment to Client
Overview This process explains how to record and post a debtor’s direct payment in CMPOnline. While similar to standard office payments, it includes key differences to ensure correct deposits, proper remittance generation, and automated billing of applicable fees....
Returned Mail Feature
Overview CMPOnline’s “Returned Mail” feature allows for users to mark if a debtor has returned mail. This feature also indicates to users that a debtor has returned mail by highlighting their address red on the main case file screen. This document will detail how to...
Document Letterheads
Overview In CMPOnline, companies have the ability to apply letterheads to documents using merge fields. This is helpful because if any changes are needed for a letterhead, changes only need to be made to one template (the letterhead template), rather than all regular...
Misapplied Debtor Payments
Overview This help document provides guidance for correcting misapplied payments within CMPOnline. A misapplied payment occurs when a payment is posted to the wrong case file, which can happen if the incorrect file number is entered during posting. This guide explains...
Renumbering or Deleting a Case File
Overview This guide outlines the steps required to renumber a case file, as well as the steps to permanently delete a Case File within CMPOnline. You are able to renumber the case file as many times as you need. But deleting a Case File is irreversible—once deleted,...
Checking for Conflict Files and Problems
Overview This guide outlines the process for identifying conflict files and potential data issues within CMPOnline. The conflict feature is designed to help users verify that each case file is accurately completed and includes all required data fields. It also helps...