Contact Automation and Integration Add-ons
One of our most sought-after tools is the email automation. This is a tool that lets your users send relevant emails using automated workflows, which is extremely effective to manage your caseload. With the ability to create a single email or a series of emails using our customized templates, your firm can save time by sending automated emails to your clients or opponents.
- Outlook Integration
- Enhanced Email Automation
- Two Factor Authentication
- Outgoing Calls
- Payment Processor Integration
CMPOnline integrates with Microsoft Outlook to streamline your workflow, help you connect with your team and clients, and better understand your law firm. You’ll have everything you need to collaborate and stay up to date with your case files. Case Master allows the user to send emails directly from Microsoft Outlook into CMPOnline’s Imaging system with the click of a button. (This add-on is separate from the standard “Email” and “Imaging” features, which are included in the base program.)
For a quick tutorial, watch our YouTube Video on the Outlook Add-on
Enhanced Email Automation allows for a more streamlined process when sending emails to and from CMPOnline. One way this automation feature can help support you and your firm is by enabling you to merge case file information into pre-designed email templates specific to your firm. Use this feature to send common messages and include data that infrequently changes from message to message such as Demand Letters, Payment Reminder Letters, etc. Additional information, as well as any modifications, can also be added before the email is sent. This includes the ability to email documents and client invoices you generate within CMPOnline directly from within the system. Lastly, you also have the option to save these emails in the case file’s imaging and activity screens. You won’t regret having generated emails ready at a moment’s notice! (This add-on is separate from the standard “Email” and “Imaging” features, which are included in the base program.)
For a quick tutorial, watch our YouTube Video on Enhanced Email Automation
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.
Outgoing calls are easily initiated with a click of a button, allowing you the ability to call, record, and save within CMPOnline. Once completed, the user also has the option to record the phone call, saving it as an MP3 file and automatically uploading it to the case file’s imaging folder.
Payment Processor Integration allows your firm to accept and process debtor and client credit cards or ACH payments directly within CMPOnline. Easily and securely capture transaction data instead of manually entering them into the system, effectively saving your firm time and preventing human error along the way. With this add-on, payments are automatically recorded into CMP as soon as you take the payment.
Some of the approved payment processors CMPOnline seamlessly integrates with are: Clover Connect, CardPointe/CardConnect, LawPay, Converge, Sage, Payroc/Payscape, GlobalPayments, Authorize.Net, and more. If you don’t see a processor you wish to integrate with, contact a Case Master representative.
Microsoft Outlook Integration Video
A quick overview of how the Microsoft Outlook Add-on works in CMPOnline. Brought to you by Case Master Pro.