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Enhancement Blog
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...
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...
Help Documentation
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 financial records for a case file. Each Transaction Type offers a different list of Transaction Codes, which are...
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...
Transferring Funds
Overview CMPOnline allows you to quickly and securely transfer client funds from one case file to another. This feature is especially useful when a client has multiple matters and funds need to be reallocated or applied to the correct case without additional payments...
User Preferences
Overview CMPOnline User Preferences allow you to customize your experience for greater efficiency and ease of use. This area also includes important settings such as personal information and password management. This document explains how to configure these options...
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...