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Enhancement Blog
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...
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...
Help Documentation
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...
Field Change History (Audit Log)
Overview Keeping track of changes is an important part of maintaining accurate records in CMPOnline. Many fields throughout the system include a feature that allows you to view a detailed history of changes, helping you see what was updated, when, and by whom. To...
Enhanced Email Automation
Overview The Enhanced Email Automation feature in CMPOnline streamlines the process of sending emails directly from the system using data merged from the Case File. Users can configure email templates that dynamically pull case-specific information, log the...
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...