The main case file screen is the primary interface for your employees and facilitates the legal process by organizing and storing information specific to clients and opponents.
CMPOnline delivers a powerful resource to operators through its unique and intuitive screens. This interface is designed to provide the operator with powerful tools in an environment that enables users to maximize your ability to attain a positive outcome for each case file.
- User Defined Case Types
- Review by User
- Multiple Relationships
- Comprehensive Tracking
- Campaign Support for Collection Firms
User defined case types provide the flexibility needed to practice different types of law using just one system. We have optimized the contact screens for quick and efficient data recall, allowing users to contact opponents, sheriffs, clerks, judges, and more. Users can then set up payment plans, take incoming calls, help other users, and schedule follow up actions. With user-defined case types, only applicable fields appear for each type of case, thus allowing your firm to tailor many field labels to fit your needs.
The review feature allows each user access to their daily work list and update or track progress on individual case files, which is the only way a collector, account operator, or lawyer can effectively manage the number of accounts necessary to be productive in today’s environment. Once they have their review list, a double click will access an account (based on security level) and they have instant access to all the relevant information about that case file. This allows the user to gain access to detailed account information so they can quickly make informed decisions about an account. It also acts as the control center whereby users can take action on the account by choosing from the advanced features easily and provides an environment that enables users to maximize the recovery ratio of each account.
Each case file can have an unlimited number of opponents, addresses, and accounts. You can also track multiple addresses, phone numbers, notes, service, and trial results for each opponent. Review items are also opponent specific. This flexibility allows opponents to be tracked separately or together. Documents can also be generated for a specific opponent or for all opponents in the file. Use an advanced document feature like expressions and CMP will check for separate addresses or representation by an attorney and generate the document accordingly. Each file can also be assigned to multiple users for review and updating can occur at the same time to allow the staff and lawyer to review the case file separate or together at any time.
The comprehensive tracking of opponents, multiple accounts per opponent (with separate balance tracking), interest, check return fee, agency fees, legal fees, contact dates, notes, and auditing information is all available in the transaction screen to see what has happened at any time. Since each type of entry is identified, filtering for calls, payments, or other specific transactions is quick and easy.
General Navigation Video
A quick overview of the general navigation menus and buttons in CMPOnline, for new users and those who want a refresher course. Brought to you by Case Master Pro.