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Enhancement Blog
July 2026 Software Enhancements
Featured Enhancements Created a System Maintenance function to Zero Out Case File Balance(s) based on a custom report of file numbers, for firms who need to bring case file balances to zero en masse, under Administration > Setup > System Maintenance > Other....
June 2026 Software Enhancements
Featured Enhancements Added the ability to mark a "text" User Defined Field (UDF) with a "{{URL}}" formatting option, which will add an "(open)" link to the right of the UDF label to open the text / URL in a new browser window, under Administration > Setup >...
May 2026 Software Enhancements
Featured Enhancements Improved "Birth Date" field formatting logic to better determine whether "19" or "20" should be used when entering a two-digit year to prevent future date issues, under Case File > Opponents / Debtors > Other Details. Added logic in the Excel...
April 2026 Software Enhancements
Featured Enhancements Included a new "Remit Summary (Excel)" option to the available reports that can be displayed after a remittance runs, which presents remit totals by client, under Accounting > Remittance. Added new hover-over on document templates to display...
March 2026 Software Enhancements
Featured Enhancements Included the "File Tags" field as an optional column on the My Reviews screen. Added the ability to move case files to a new Client Code based on the file numbers listed in a custom report, under Administration > Setup > System...
February 2026 Software Enhancements
Featured Enhancements Added the Insured's Name and SSN to the "Global" CMPFind search algorithm. Added the ability to mark a "CC - Court Costs" transaction code as "Do NOT Bill for Costs" so a bill is never generated to the client for that particular cost when it is...
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...
Help Documentation
Adding a Court Location
Overview In CMPOnline, case management relies on a clear hierarchy: Counties contain a primary Clerk of Court, which in turn houses specific Court Locations. Maintaining an accurate database of these individual court locations is vital. While a county might have one...
File Conflicts, Resolutions, and Using X-Refs
Overview This help document explains how to identify potential conflicts and data issues, review related case files, and manage X-Refs (cross-references) in CMPOnline. The Conflicts and Problems check helps verify that case files contain required information and...
Data Mining: Suggest Next Action
Overview This help document provides an overview of how to utilize the information provided by the Data Mining Suggest Next Action tool and how that information is derived from CMPOnline. Navigation: Where to find Suggest Next Action Since this feature is included as...
Data Mining: Propensity to Pay
Overview This help document provides an overview of the Data Mining feature Propensity to Pay. As it is already included in CMPOnline, it is available now to help the user understand the likelihood of a debtor to pay based on several factors. Navigation: Where to find...
Unfinalizing, Editing, and Reprinting Bills
Overview This guide shows you how to unfinalize, edit, and reprint invoices in CMPOnline. Keeping your billing ledger accurate is important, so use these step-by-step instructions whenever you need to fix billing mistakes or manage updates. Unfinalizing a Bill...
Creating and Assigning Reviews to a User Group
Overview CMPOnline allows for reviews to be assigned at both the individual and group level. Users can be assigned to multiple groups at once, allowing for flexibility when configuring groups and assigning reviews. This document will detail how to create review...
Changing Print Scale When Printing Checks in CMPOnline
Overview When printing checks from CMPOnline, alignment issues can sometimes occur if your web browser's print scale is not properly configured. This document provides instructions for adjusting the print scale settings in major web browsers to ensure your checks...
Entering a Balance Adjustment
Overview This guide explains how to create and manage balance adjustments within CMPOnline. Balance adjustments allow users to manually correct or update case file financial records. Available Transaction Codes populate based on the selected Transaction Type, both of...
Adding Costs and Expenses to Retain
Overview This help document provides a comprehensive guide on how to utilize the Expenses to Retain feature within CMPOnline. Efficiently managing firm-paid costs is essential for accurate financial reporting. This guide explains how to flag and track specific costs...
Reassign or Copy Custom Reports
Overview This guide explains how to duplicate a custom report created by another user in CMPOnline and save it under your own user account or as a system-wide report. This allows you to reuse or modify existing reports without starting from scratch. Important: You...