Legal Billing and Accounting

Powerful Legal Accounting That Sets Your Firm Apart

Maintain complete control with CMPOnline’s comprehensive accounting. Designed by a CPA, the accounting programs automate the familiar “one write” concept of bookkeeping and offer numerous options. Meet client demands quickly and retain the highest degree of accounting accuracy and automation available. When marketing to prospective clients or servicing existing ones, the Case Master Pro accounting options will set you apart from the competition.

Trust Accounting and Reconciliation

CMP Trust Accounting enables remittances, check printing, billing, and automated batch routines from each account separately. Unlimited trust/cost accounts allows each client to be separated into different trust accounts respectively. The trust accounting automates check writing for costs and remittances with the ability to have custom remittances, outstanding check reports, and personalized statements for your clients. The ability to handle check-by-check remits allows for seamless auditing if the client requests it. All processes are linked directly to the case file for easy verification of fee and cost recovery as well as itemized opponent and file accounting audit trails.
CMPOnline Legal Trust Accounting and Reconciliations for IOLTA Accounts
CMPOnline Commercial Rates and Suit Fees Settings for Attorneys

Fee Arrangements

Automatically and accurately apply fee arrangements and change fee arrangements when you file suit or hire a corresponding attorney. Options include net or gross remits, bracketed rates (multiple rates per client or case), contingent, and non contingent fee rates. Billing options include recovery of additional suit fees and flat rate, per file, or hourly billing. In addition, any combination of the above can be used to meet the requirements of the more complex clients. Furthermore, fees can be advanced from trust or billed directly to the clients.

Court Cost Invoicing

Work efficiently by having the system create cost checks to clerks, sheriffs, process servers, and others recoverable costs. Checks can accompany court documents or be generated on demand, but court cost billing can include group checks or individual court cost statements for each file, minimums for both court cost invoices and refunds based on tables defined in the system, detailed or summary cost history, and can include creditor name for recording purposes. Regardless, all or only those ready to close can be processed and invoicing can be done on plain letterhead or plain paper depending on your preference.
CMPOnline Court Cost Invoicing and Checks
CMPOnline Client Remittance Options

Remittance Options

The flexibility of the remittance options available allow you to meet the needs of your clients in ways previously unavailable. Options available by client include single or group checks, gross or net remittance, automatic deduction for payment fees or other costs directly from the remittance, thus improving cash flow and receipt of payment faster. The client also controls the number of days to hold checks before remittance to prevent the remittance of NSF or otherwise non negotiable checks. The available remittance options allow you to meet all a client’s needs quickly and efficiently.

Currency and Tax Configurations

CMP fully supports US and Canadian currencies as well as Canadian sales tax, such as Goods and Services Tax (GST) and Harmonized Sales Tax (HST). Our current clients are located throughout North America, including Canada.
CMPOnline Currency and Tax Configurations

Accounting and Billing Videos

A few quick overviews of the accounting and billing capabilities in CMPOnline, detailing sections such as deposits, billing, and more.

Follow us on YouTube for more in-depth videos and software demonstrations.

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