Case Master Pro Pricing, Features, Reviews & Comparison of Alternatives

Case Master Pro

Cloud based or on-premise solution for legal case management

5.0/5 (10 reviews)

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.

Pricing

Pricing options
One time license
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Case Master Pro screenshot: Case Master Pro case filesCase Master Online - PromoCase Master Pro screenshot: Case Master Pro reportingCase Master Pro screenshot: Case Master Pro financial management

Case Master Pro user reviews

Excellent
10

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.9
  5.0
  5.0
Jamey Glynn

Best Decision We've Made

Used daily for less than 6 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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L. Eowyn Poirier

BEST I HAVE USED, HANDS DOWN.

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Kakie Gwin

Affordable collections software with excellent customer support

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Chad Axler

Best Case Management Software Out There

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Lauren Donaldson

Excellent!

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Case Master Pro pricing

Pricing options
One time license
Subscription
Free trial
View Pricing Plans

Contact Case Master for pricing details.

Case Master Pro features

Activity Dashboard
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration

API (60 other apps)
Automatic Notifications (52 other apps)
Collaboration Tools (50 other apps)
Workflow Management (58 other apps)

Videos and tutorials

Additional information for Case Master Pro

Key features of Case Master Pro

  • Account History
  • Account Linking
  • Account Tracking
  • Accrual Accounting
  • Agency Management
  • Asset Gain & Loss Reporting
  • Auto Dialer
  • Automated Notes
  • CRM
  • Capital Gains Calculations
  • Case & Client History
  • Case Notes
  • Check Writing
  • Client Statements
  • Collections Workforce
  • Conflict Management
  • Court Management
  • Credit Bureau Reporting
  • Cross Ledger Posting
  • Custom Collection Lists
  • Custom Notations
  • Customer Statements
  • Data Encryption
  • Discovery Management
  • Dividend / Interest Map
  • Dividend Reinvestment
  • Docket Management
  • Email Management
  • Fee Calculation & Posting
  • In-House Collections
  • Legal Case Management
  • Letter Generation
  • Litigation Processing
  • Multi-Entity
  • Multiple Dialer Modes
  • Payment Plans
  • Payment Processing
  • Portfolio Modeling
  • Real Time Transactions
  • Receipt Processing
  • Retainer Billing
  • Secure Client Access
  • Skills-Based Routing
  • State Specific Workflows
  • Tax Management
  • Time Tracking
  • Transaction Management
  • Trust Accounting
  • Trust Check Management
View All Features