Case Master Pro Features

Case Master Pro

Cloud based or on-premise solution for legal case management

5.0/5 (10 reviews)

Case Master Pro Feature Summary

  • 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

Competitor Feature Comparison

API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Automated Billing
Automatic Backup
Automatic Notifications
Batch Processing
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaborative Workspace
Collections Management
Commission Management
Compliance Management
Consolidation / Roll-Up
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Document Imaging
Document Management
Document Storage
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
File Management
Financial Management
Forms Management
General Ledger
Invoice Management
Member Account Access
Microsoft Outlook Integration
Multi-Channel Communication
Multiple User Accounts
QuickBooks Integration
Real Time Updates
Receipt Management
Records Management
Reminders
Remote File Access
Reporting & Statistics
SSL Security
Scheduling
Search Functionality
Secure Data Storage
Summary Reports
Task Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
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API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Automated Billing
Automatic Backup
Automatic Notifications
Batch Processing
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaborative Workspace
Collections Management
Commission Management
Compliance Management
Consolidation / Roll-Up
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Document Imaging
Document Management
Document Storage
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
File Management
Financial Management
Forms Management
General Ledger
Invoice Management
Member Account Access
Microsoft Outlook Integration
Multi-Channel Communication
Multiple User Accounts
QuickBooks Integration
Real Time Updates
Receipt Management
Records Management
Reminders
Remote File Access
Reporting & Statistics
SSL Security
Scheduling
Search Functionality
Secure Data Storage
Summary Reports
Task Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Automated Billing
Automatic Backup
Automatic Notifications
Batch Processing
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaborative Workspace
Collections Management
Commission Management
Compliance Management
Consolidation / Roll-Up
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Document Imaging
Document Management
Document Storage
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
File Management
Financial Management
Forms Management
General Ledger
Invoice Management
Member Account Access
Microsoft Outlook Integration
Multi-Channel Communication
Multiple User Accounts
QuickBooks Integration
Real Time Updates
Receipt Management
Records Management
Reminders
Remote File Access
Reporting & Statistics
SSL Security
Scheduling
Search Functionality
Secure Data Storage
Summary Reports
Task Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
Visit WebsiteCompare App

Case Master Pro Feature Reviews

10 reviewers had the following to say about Case Master Pro's features:

L. Eowyn Poirier

BEST I HAVE USED, HANDS DOWN.

2016-09-23

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Case Master Pro

Get it as soon as possible. It will pay for itself in productivity.

Source: Capterra
Helpful?   Yes   No
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Thelma English-Redic

Having worked in the legal field for 15 plus years, CMP was easy to learn and use.

2017-09-01

Pros

CMP has excellent file management and case tracking features to fit the needs of your office.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kakie Gwin

Affordable collections software with excellent customer support

2019-08-14

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

Pros

The people at Case Master Pro have always been very responsive in working with us.

Cons

Lack of automated functions to sync with our bank.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Stacy Knight

Case Master Pro? Most Definitely!

2016-10-07

I've worked in the legal field for almost nine years and have been using Case Master Pro for the past six years.

Pros

Besides offering every thing needed to run more efficiently, the ability to customize software to meet specific needs of the firm and amazing customer service.

Cons

Wish we would've found out about this software sooner!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Case Master Pro

Again, if you choose to use Case Master Pro you will not regret it. They go above and beyond to meet the needs of their clients and offer excellent technical support.

Source: Capterra
Helpful?   Yes   No
Read more
Chad Axler

Best Case Management Software Out There

2019-08-22

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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Presley

Case Master Pro Customer / User testimonial

2016-09-22

Case Master Pro software provides a seamless ability to maintain and document a portfolio for multiple users.

Pros

Ease of use

Cons

All issues are addressed when a limitation comes to attention.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Case Master Pro

Highly recommended in the collection industry.

Source: Capterra
Helpful?   Yes   No
Read more
Jamey Glynn

Best Decision We've Made

2020-05-21

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

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Abbey Knight

Excellent Product and Service

2016-10-07

We purchased this software six years ago and Case Master Pro has continued to exceed our expectations.

Pros

Customer Service!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Denise McKinney

Very easy to use

2017-09-01

Less Stress

Pros

I have been working for a law firm for 22 years and I have been using Case Master Pro or CMP as we call it, daily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Donaldson

Excellent!

2018-04-10

Pros

This software is easy to use without sacrificing capabilities, and the customer support is phenomenal.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more