Oops!
You’ve reached a page that no longer exists.
We apologize for the inconvenience. However, we’re here to help you navigate through our website. Below is a comprehensive site map, providing you with a complete list of pages available. Simply click on the links to explore the content you’re looking for or contact us with any questions.
Enhancement Blog
October 2024 Enhancement List
Featured Enhancements New optional menu item with the ability to add Miscellaneous Contacts to a Case File and view other "contacts" that have been attached to a case file under Case File > Contacts (must be enabled by a CMP administrator). Added a Case Type...
September 2024 Enhancement List
Featured Enhancements Added a "Phone Note" field to all 5 phone numbers for the Opponent / Debtor, under Case File > Opponents / Debtors, and Clients, under Contacts > Clients. This provides the ability to add notes such as “Don’t call after 5 pm”, “Client in a...
August 2024 Enhancement List
Featured Enhancements Added an enhanced PDF viewer (must be enabled by a CMP administrator) that allows users to add text / images to existing PDFs in CMP Imaging, and then save those changes back to Imaging, under Case File > Imaging. New ability to attach images...
July 2024 Enhancement List
Featured Enhancements Added a Case File Timeline, under the Case File > Main > Timeline tab. New ability to right-click a document template in the File Manager and "Add as Document Package" to quickly add it as a document package, under Administration > Setup...
June 2024 Enhancement List
Featured Enhancements Added the ability to filter the main CMPOnline menu to search for menu items. See “Did You Know” below for more details. New ability to click the Balance in the CMPOnline Status Bar to redirect the user to the Case File's Balance screen. Please...
May 2024 Enhancement List
Featured Enhancements Added a Billing Dashboard to the Daily Dashboard screen for attorneys to view their billing hours. To view the Billing Dashboard, simply click the CMPOnline logo in the top left corner and then click on the words "Billing Dashboard" near the left...
April 2024 Enhancement List
Featured Enhancements Accounting users now have the ability to set a Check Memo when transferring funds between Case Files at the case file level, under Case File > Financial > Transactions. Accounting users also have an option to "Auto Apply Client Funds to...
March 2024 Enhancement List
Featured Enhancements Added a "Phone Call" start / end icon to the CMP menu bar to track when a debtor phone calls begin and log the phone call start / end times. Must be enabled by a CMP administrator. Added feature to view and load other users' saved filters, under...
February 2024 Enhancement List
Featured Enhancements Added the ability to enter "!!" before text in a CMP grid search to search for values that do NOT match the subsequent text entered, such as "!!test" to find all entries that do NOT include the word "test". Added a "Client Funds Available" field...
January 2024 Enhancement List
Featured Enhancements Added logic to auto-open the "Add New Image" upload box when dragging a file over the Activity screen's activity note popup. New "Overdue Reviews" report with average days (per user and review group) from date due to today,under Administration...
Help Documentation
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...
Merging PDF Templates
Overview In this document, we’ll be looking at the creating PDF document templates in CMPOnline. This can be helpful when the court requires that we use their PDF form when submitting documentation to them, such as a proof of service. Uploading your PDF Navigate to...
Document Fragments
Overview In this document, we’ll be looking at the document fragments in CMPOnline. Document fragments allow you to enter document templates into other templates, creating the opportunity to reuse document sections repeatedly throughout your templates. This feature...
Document User Prompts (Ask Fields)
Overview In this document, we will be looking at how to use Document User Prompts (Ask Fields) in CMPOnline’s document templates. If you are not already familiar with Document Templates in CMPOnline, please review our BASIC and ADVANCED document generation help files...
Company Settings: Company Tab
Overview In this document, we’ll be looking at the Company Tab of Company Settings. These settings allow administrators to set firm wide settings in CMPOnline. This is the first of several tabs in the company settings. We will be reviewing the other tabs in later...
Status Bar
Overview In this document, we’ll be looking at the status bar in CMPOnline. The status bar shows important information about the currently loaded case file and is available to view on all screens in CMPOnline. Setting the Status Bar Navigate to Administration > Setup...
Document Generation Selection Options
This document walks you through how to generate documents using the selection options for opponent, account, bank, and employer. This document requires prior knowledge of the document generation process, so if you are not familiar, please review our basic document...
File Status Codes
This document details the different File Statuses in CMPOnline to help indicate the current state of the file. There are five different states, such as “NPEN” (New File Pending), "NEWF" (Open File), "CLOS" (Closed File), "CLOP" (Closed File Pending), or "REOP"...