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Enhancement Blog
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...
December 2024 Enhancement List
Featured Enhancements New field in the Document Package setup area to update a Case File's "Branch" field (if enabled) when that Document Package is generated, under Administration > Lookups > Document > Document Packages. Added logic to auto-focus the "Search Text"...
November 2024 Enhancement List
Featured Enhancements New logic so that when a Check is voided, if that check had created a billing entry to reimburse another account, a reversing billing entry would be automatically created, under Accounting > Checks > Void Checks. Added a "Zipped PDFs (by Client)"...
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...
Help Documentation
Favorites Feature
Overview This document provides step-by-step instructions on configuring and using the Favorites feature in CMPOnline. By setting up Favorites, users can efficiently navigate to their most frequently visited pages, improving workflow and accessibility. Before...
Adding Multiple Images to an Activity Note
Overview This document details how to efficiently add multiple images to an activity note in CMPOnline. By following these instructions, users can streamline their workflow and ensure that important data is properly documented on each case file. Adding Multiple Images...
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...