Case Master Pro

Cloud based or on-premise solution for legal case management

About Case Master Pro

Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements.

Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.

Case Master Pro facilitates integration with QuickBooks and Peachtree to export checks, general ledger and reconciliation data to external accounting systems. It also provides enterprises with CMP imaging functionality to convert physical documents and existing files into viewable electronic formats, streamlining workflows across the organization.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Case Master Pro case files
Case Master Pro reporting
Case Master Pro financial management
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Case Master Pro video
Case Master Pro screenshot: Case Master Pro case files Case Master Pro screenshot: Case Master Pro reporting Case Master Pro screenshot: Case Master Pro financial management

Features

Total features of Case Master Pro: 89

  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Agency Management
  • Asset Accounting
  • Auto-Dialer
  • Automated Notices
  • Automatic Backup
  • Automatic Billing
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Callback Scheduling
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collections Management
  • Commission Management
  • Compliance Management
  • Conflict Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Credit Reporting
  • Cross Ledger Posting
  • Customer Statements
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Templates
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • Financial Management
  • Forms Management
  • General Ledger
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Legal Case Management
  • Member Accounts
  • Microsoft Outlook Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Partial Payments
  • Payment Plans
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time Tracking
  • Timer
  • Transaction Management
  • Trust Accounting

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Reviews

Overall rating

5 /5
(11)
Value for Money
5/5
Features
4,9/5
Ease of Use
5/5
Customer Support
5/5

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Showing 5 reviews of 11
Jamey G.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Decision We've Made

Reviewed on 2020/05/21

Case Master Pro allowed us to transition a debt collection practice from a retiring attorney to our...

Case Master Pro allowed us to transition a debt collection practice from a retiring attorney to our firm seamlessly. In just a few months we have increased the collections simply by using the tools of the system. The streamlined processes have made our practice so much more efficient and manageable. Plus we have ability to customize the program to fit our needs and if there is feature missing, they do their best to implement it immediately.

Pros

Customer Service. The team at CMP not only knows the software but, having worked in the industry, they know and understands the practical side of the business which allows them to anticipate potential issues for my practice before I even know they exist. They are personal, responsive, and incredibly patient. I cannot say enough wonderful things about the customer service!

Cons

As with any new software, the system can be difficult to navigate and work with initially but the team at CMP is beyond helpful and responds to queries immediately so the learning curve is short, very short. Now they are adding YouTube videos which is quite helpful because you can see how to work through any potential issues step by step.

L. eowyn P.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BEST I HAVE USED, HANDS DOWN.

Reviewed on 2016/09/23

I have worked in the legal field for 16 years and spent 8 of them using one version or another of...

I have worked in the legal field for 16 years and spent 8 of them using one version or another of CMP. Each version gets better. I have also used Legal Files, TimeSlips and PCLaw. All are trash compared to CMP. The only reason I could see giving a good review to any of them is because the person doesn't know what they're missing. They are missing a lot. CMP is the best overall full coverage case management program. To choose the best feature would be difficult. Versatility with respect to different areas of law is key and they covered it. On the rare occasion that we wished that the program had an additional feature, they made it happen, just like that. Trust Accounting, Custom Reporting, Case Life Tracking, Tickler System, At-A-Glance Main Screen, Party/Contact Tracking/Integration, Imaging, Online Service Capabilities, Document Merging...I could go on, but they are all the best I have ever seen. Easy to learn is an understatement. I was able to gain detailed knowledge of program function with very little training in less than 6 months. Tech support is personal and helpful, but are seldom needed. I have been with my current firm for barely a year and I am already pushing for the switch.

Pros

Excellent Trust Accounting Custom Reporting, Case Life Tracking, Tickler System, At-A-Glance Main Screen, Party/Contact Tracking/Integration, Imaging, Online Service Capabilities, Document Merging, Easy to learn...I could go on.

Cons

That my new firm doesn't have it yet.

Robin M.
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A Cost Effective Tool That Will Enhance Your Practice Without Having To Add Staff

Reviewed on 2021/03/25

I have used several different case management systems over my 30 years in practice. Most of the...

I have used several different case management systems over my 30 years in practice. Most of the systems required a lot of staff and tech support. I am currently a solo practitioner who can operate an entire practice from one system, and CMP Online enables me to work remotely as efficiently as from my office desk.

Pros

CMP is very user-friendly and allows for system automation. I am able to customize reports, generate billing, and remit to clients at the touch of a button. The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost

Cons

There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.

Kakie G.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Affordable collections software with excellent customer support

Reviewed on 2019/08/14

Case Master Pro is currently working with us on updating our customer/client portal. Our customers...

Case Master Pro is currently working with us on updating our customer/client portal. Our customers and clients can upload documents and files, place accounts with our office, and pay bills through the portals which is a huge timesaver for us! The customer support we receive is excellent!

Pros

The people at Case Master Pro have always been very responsive in working with us. They have helped us customize the software to meet our needs; and they're always available for questions and tips on how best to use the software.

Cons

Lack of automated functions to sync with our bank.

Chad A.
Overall rating
  • Industry: Legal Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Case Management Software Out There

Reviewed on 2019/08/22

We used to be 100+ employees now we are just about half of that yet we are bringing in more money...

We used to be 100+ employees now we are just about half of that yet we are bringing in more money then we did back then. A big reason for this is CMP and the team they have. We have streamlined the way we do things because of CMP and any ideas we have they make a reality with custom modifications to the program. You can basically make the program fit to your needs as we know every business has different needs and an off the shelf program simply is not going to do that.

Pros

Ease of Use. Everything is in it's right place so even on first use it is not hard to figure out where certain things are. It is a one stop shop. The software does everything from document generation, imaging, and monitoring of a file from start to finish. There are also great reporting tools to help employees/managers know exactly where they are at.

Cons

Setting up templates can be a bit tedious as the learning curve for conditions and expressions is pretty big. You need somebody with a bit of experience to set these up initially.

Showing 5 reviews of 11 Read all reviews

Case Master Pro FAQs

Below are some frequently asked questions for Case Master Pro.

Case Master Pro offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Contact Case Master for pricing details.

We do not have any information about Case Master Pro features

Case Master Pro has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Case Master Pro supports the following languages:

English

Case Master Pro supports the following devices:

Android (Mobile), iPad (Mobile)

Case Master Pro integrates with the following applications:

Authentication Cloud, EDIOptions, Google Drive, Microsoft Excel, Microsoft Outlook, PaymentCloud, QuickBooks Online Advanced, SSL VPN, Sage Business Cloud Accounting

Case Master Pro offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

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