Value Added Features

A One-Stop Shop for All Your Legal Case Management Needs

With add-ons to help your law firm grow faster,
browse our optional modules for additional power at your fingertips.

Security and Contact Automation Add-ons

This day and age, security is extremely important. Allow CMPOnline to protect your login capabilities with two-factor authentication, which is highly recommended for SOC2 Compliance.

Managing your clients and contacts is extremely important to running an efficient law firm. With extended modules to enhance existing CMPOnline features, place outgoing calls with a click of a button and run all outgoing emails through our state-of-the-art email automation addon.

CMPOnline Integrated Security for Law Firm Case Management

Allows the user to send emails directly from Microsoft Outlook into CMPOnline’s Imaging system with the click of a button. Also, allows you to select the format for the image (PDF/MSG), add an activity note with the image, and image any attachments in the email separately. Requires Outlook 2010+.

(This feature is separate from the normal “Email” and “Imaging” features, which are included in the program price. Please see our YouTube Video for more integraion details.)

CMPOnline Law Firm Management Login Security

Upon logging into CMPOnline, users are sent a verification code to a trusted device that they must enter before proceeding. As an added layer of security, this two-step authentication process creates a safer work environment as well as a greater level of SOC2 Compliance.

For a quick tutorial, watch our YouTube Video on Two Factor Authentication.

Allows the user to click on any phone number in the application to initiate a call. The system will first dial the CMP user’s phone number. Upon picking up, the system will connect them to the phone number that they have selected in the application. Requires some phone configuration that we will guide you through.

Allows the user to click on any email address in the system, select a user-defined email template, merge any case file related information into it, and send it directly from the application. The sent email will be logged to the activity screen and imaged to the file as a PDF for future reference. Also allows the user to email documents and client invoices directly from the system. Requires some email configuration that we will guide you through.

(This feature is separate from the normal “Email” and “Imaging” features, which are included in the program price.)

Allows the user to take / process debtor and client credit card or ACH payments from within CMPOnline. Must use an approved payment processor. Please contact a CMP representative for more information.

Security Video

A quick overview of Security in CMPOnline, for new users and those who want a refresher course. Brought to you by Case Master Pro.

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

Client Dashboard

Internet based secure access for your clients has become the standard and is expected from many customers. It may make the difference between having a client or not. The need for fast accessible information is becoming a more demanding process every day. This process is made easy with CMPOnline. The Client Dashboard module allows you to give your clients access to their files easily and quickly, at their convenience. Using the Internet and any industry standard browser, your clients will be able to view their claims via the Internet in a safe and secure environment. They can view claims at their convenience thus eliminating the need for status reporting. You keep your clients apprised of what is going on, in real time with no extra work! With the addition of CMP Imaging, clients can also view all imaged documents.

The assignment of unique client access codes and passwords allow you to control the clients and their needs for information. For client access, restrictions based on the file and the information displayed is permitted. This allows the client to only see selected information directly from within the system. This information can be controlled to allow them only to see transactions, general case file information, last actions, notes, balances or any other information in the system at any time. In addition, the Client Dashboard includes SSL protection providing added security.

CMPOnline includes complete customization of the Client Dashboard tailored to your current website design. This ensures a seamless flow from your website to the Client Dashboard.

Please contact us to schedule a live demo.

Payment Dashboard

The Payment Dashboard gives debtors, opponents, and clients the ability to make payments online using a check or credit card in a secure environment. Available 24/7 for processing payments, the Payment Dashboard lessens the need for the debtors, opponents, and clients to contact your office. During the payers’s login session, they can even update their address and phone number. Daily activity reports integrate with Case Master Pro providing details of all payments received and address or phone number changes. Additional features include optional restrictions to online access or account balance information.

GeoTrust SSL certificates are included in CMPOnline providing the Payment Dashboard with complete security.

CMPOnline includes complete customization of the Payment Dashboard tailored to your current website design. This ensures a seamless flow from your website to the Payment Dashboard.

Please contact us to schedule a live demo.

Outside Counsel Login

Allows outside counsels, otherwise known as referral attorneys, to log in to the system, view their specific files, and add notes as needed. Access is limited to adding activity notes and images on case files to which they are assigned.

EDI Interfaces

These optional interfaces allow for importing and exporting of data from multiple data sources, including clients, credit agencies, other computer applications and file types. These interfaces are setup to act as a liaison between other sources and CMP.

Specific EDI Interfaces are crafted for working with creditors such as GE, NAN, Resurgent, Target, TrakAmerica, You’ve Got Claims and others. Our developers built a special tool so that 90% of the work needed to craft any interface for a client has already been completed. Whoever your clients are, we can get their information into CMP quickly and easily.

CMPOnline Law Firm EDI Interface File Upload

The generic import feature allows you to bring in information needed to start a new case file. Large batches of cases from clients can be imported into CMP. This feature is also for your smaller clients with no set data standard or for files sent forwarded to you by other attorneys.

Custom interfaces can be done for any client or customer you may encounter, but these are done on a time and materials basis. Already completed interfaces are available for a standard and reduced cost.

Direct Check Module

The Direct Check Module provides complete integration with one of the leading check processing software packages in the industry. With this module, firms can enter check promises directly into CMPOnline and then easily export all information into Direct Check so you can print debtor payments for immediate deposit. The Direct Check Module requires a separate purchase of the Direct Check software from a third party vendor. For more information, please contact us.

Data Conversion

We have replaced many systems available in the marketplace and have conversion utilities available for some of the more popular packages that do not offer the technology Case Master Pro does. These include PCLaw, Collection Legal Software (CLS), Jim Hubbard, JST, Debt Master, and others. Most any system can have the data converted into Case Master Pro. All data conversions are done using our existing tools and are verified to be accurate and correct after importing to be sure that the information is transferred completely and accurately. This process makes changing systems easier and allows the system to get up and running quickly to produce more results in less time.