Case Master Pro

Cloud based or on-premise solution for legal case management

5 /5 (10 reviews) Write a Review!

Case Master Pro Overview

What is 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.

Case Master Pro Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
One Time License
Subscription
Value for money

Contact Case Master for pricing details.


Case Master Pro Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Case Master Pro case files
Case Master Pro reporting
Case Master Pro financial management
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

Case Master Pro Reviews

Case Master Pro Reviews

Overall rating
5
/
5
Excellent
10

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4,9
Ease of Use
5
Customer Support
5
100% recommended this app
Jamey G.

Best Decision We've Made

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.


L. eowyn P.

BEST I HAVE USED, HANDS DOWN.

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.


Kakie G.

Affordable collections software with excellent customer support

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!


Chad A.

Best Case Management Software Out There

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.


Lauren D.

Excellent!


Jamey G.
Industry: Legal Services
Company size: 2-10 Employees

Best Decision We've Made

Used Daily for 1-5 months
Reviewed on 2020/05/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

L. eowyn P.
Industry: Law Practice
Company size: 11-50 Employees

BEST I HAVE USED, HANDS DOWN.

Used Daily for 2+ years
Reviewed on 2016/09/23
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Kakie G.
Industry: Legal Services
Company size: 11-50 Employees

Affordable collections software with excellent customer support

Used Daily for 2+ years
Reviewed on 2019/08/14
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Chad A.
Industry: Legal Services
Company size: 51-200 Employees

Best Case Management Software Out There

Used Daily for 2+ years
Reviewed on 2019/08/22
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lauren D.
Industry: Law Practice
Company size: 11-50 Employees

Excellent!

Used Daily for 2+ years
Reviewed on 2018/04/10
Review Source: Capterra

Pros

This software is easy to use without sacrificing capabilities, and the customer support is phenomenal. When I moved over to our firm's collections division a little over a year ago, I knew nothing about Casemaster - which is the software that our collections division has used for years. Within a matter of a few short weeks, I was using Casemaster consistently on a daily basis without issue. It is excellent for use in the collections industry, and our firm also uses this software for other purposes as well. Customer support is phenomenal - they always answer any questions we have in a timely manner, and are eager to help and provide suggestions and feedback. Highly recommend!

Cons

A user's manual would be beneficial for reference - but all questions or issues are always thoroughly addressed in a timely manner.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,9/10
Based on 10 user ratings
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Case Master Pro Pricing

Case Master Pro Pricing

Starting from
N/A
Free Trial
One Time License
Subscription
Value for money

Contact Case Master for pricing details.

Contact Case Master for pricing details.

Value for Money
5/5
Based on 10 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Case Master Pro Features

Case Master Pro Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,9/5
Based on 10 user ratings
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Categories

Case Master Pro FAQs

Case Master Pro FAQs

Below are some frequently asked questions for Case Master Pro.

Q. What type of pricing plans does Case Master Pro offer?

Case Master Pro offers the following pricing plans:

Pricing model: One Time License, Subscription

Free Trial: Available

Contact Case Master for pricing details.

Q. What are the main features of Case Master Pro?

We do not have any information about Case Master Pro features

Q. Who are the typical users of Case Master Pro?

Case Master Pro has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Case Master Pro support?

Case Master Pro supports the following languages:

English

Q. What type of pricing plans does Case Master Pro offer?

Case Master Pro has the following pricing plans:

One Time License, Subscription

Q. Does Case Master Pro support mobile devices?

We do not have any information about what devices Case Master Pro supports

Q. What other apps does Case Master Pro integrate with?

Case Master Pro integrates with the following applications:

Google Drive, Microsoft Excel, Microsoft Outlook, QuickBooks Online Advanced, Sage Business Cloud Accounting

Q. What level of support does Case Master Pro offer?

Case Master Pro offers the following support options:

Online Support, Phone Support, Video Tutorials