Security and Contact Automation Add-ons
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.
- Outlook Integration
- Two Factor Authentication
- Outgoing Calls
- Enhanced Email Automation
- Payment Processor Integration
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.)
For a quick tutorial, watch our YouTube Video on Two Factor Authentication.
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.)
A quick overview of Security in CMPOnline, for new users and those who want a refresher course. Brought to you by Case Master Pro.