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Enhancement Blog

October 2023 Enhancement List

Featured Enhancements New company setting that adds an "Add Note" icon to the CMPOnline menu bar that is always visible within all Case File screens, so that users can quickly add a "simple" activity note to a case file (must be enabled by a CMP administrator). Added...

September 2023 Enhancement List

Featured Enhancements Added ability for system administrators to move all case files within one client to another (existing) client, under Administration > Setup > System Maintenance. New ability to store multiple plaintiffs at the client-level and added the...

August 2023 Enhancement List

Featured Enhancements Added logic that will automatically save an "image" of any documents that are generated via the Case File > Documents merge process or through Batch Documents. The image will be tied to the Activity record that indicates that the document was...

July 2023 Enhancement List

Featured Enhancements Added the ability to view the email addresses that will be used when Emailing Selected Bills, under Accounting > Billing > Open Bills (with the Enhanced Email Automation feature enabled). New ability to add automations, allowing reviews and...

June 2023 Enhancement List

Featured Enhancements Added the ability to set up Company-level “automations”, to automatically add activity notes, reviews, and/or hold codes to a Case File based on an action taken, such as uploading an image, adding an activity note, adding a review, a field being...

May 2023 Enhancement List

Featured Enhancements Added a dropdown of Payoff reports to include the normal "Payoff Report" and two additional reports, "Payoff Report with transaction detail", and "Transaction Breakdown", under Case File > Financial > Balance. New ability for administrators to...

April 2023 Enhancement List

Featured Enhancements Added ability to import zipped images in batch, under Tools > Data Import > Imaging. New "Deposit Warning" checkbox is now available within the Hold Codes setup. When checked, the hold code popup message (if populated) will appear while...

March 2023 Enhancement List

Featured Enhancements New ability to set up a Positive Pay Banking export option, under Tools > Data Export > Positive Pay(must be enabled by a CMP administrator).For more information on Positive Pay,visit https://www.investopedia.com/terms/p/positive-pay.asp...

February 2023 Enhancement List

Featured Enhancements New ability to set up recurring payments via the "Take Payment" button on the Case File > Main screen when using Clover as the payment processor. Users now have the ability to schedule User Reports to be run on a recurring schedule (daily,...

January 2023 Enhancement List

Featured Enhancements New ability to automatically partial pay an invoice using an amount specified where the payment amount is applied oldest first across the line items of the invoice, under Accounting > Billing > Open Bills > Enter Payment. Users now have...

Help Documentation

Custom Reporting

Overview This document details how to create and execute custom reports in CMPOnline. Custom Reporting in Case Master is extremely robust and allows us to view and export nearly every field in the system.  If for any reason there’s a data field that you can’t find,...

Resetting Passwords

Overview This document details how to reset passwords in CMPOnline. Within this document, we’ll show the three different ways to accomplish this, including resetting from the login screen, from within CMPOnline, and for other users. Resetting from the Login Screen At...

User Defined Fields

Overview This document details how to configure user defined fields in CMPOnline. User defined fields allow firms to add custom fields to various screens in CMPOnline. These fields can then be used for general tracking of information as well as document generation....

Contingency Rates and Buckets

Overview This document details how to set contingency rates and contingency rate buckets in CMPOnline. It might be helpful to also view our Understanding Settings Hierarchy Help Document and Video to better understand the Contingency Rates hierarchy in CMPOnline....

Adding and Using Review Codes

Overview This document details how to add review codes to CMPOnline, as well as how to set those review codes on a file. Review codes are similar to task, diary, or tickler codes to notify users of certain items that should be reviewed on a case file before moving to...

Case File Basics

Overview This document details the various case file screens offered in CMPOnline. The screens shown are all customizable and some may be hidden based on security settings, though this document details all default screens and how they come configured. Main The main...

Opposing Attorneys

Overview This document details how to configure, set, and use opposing attorneys in CMPOnline. Creating a New Opposing Attorney There are two ways to create a new attorney, from the contacts screen or from the debtors screen. If you are creating a new attorney to use...

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