Case Master Pro
Review of Case Master Pro Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Case Master Pro
Case Master Pro Screenshots
Case Master Pro Features
Case Master Pro Integrations
Customer Reviews
See why people love Case Master Pro
Blair S.
Verified UserLaw Practice · 2-10 employees
We'd be lost without CMP!
It has literally changed the way we do business, creating a more functional and efficient framework for everything we do. It has truly brought us into the 21st century and allowed us to be so much more productive!
- Ease of functionality; support response time; constantly improving
Not applicable - any glitches we have had have been met with a prompt and complete resolution
Switched From
We didn't actually switch from Colipso; we switched from Collection Partner, but it is so old that it's not even a drop down option. The system was entirely out of date and we had so many issues that could not be resolved as the support team didn't even know how to address them.
Why they chose it
"Cost, customer service, ease of transition"
Timothy B.
Verified UserFinancial Services · 2-10 employees
New user, very happy
Verified reviewer
- I have been in the debt collection field for over 25 years and the conversion to this new product was very smooth
- The ease of access to our data for export or document production is excellent
- I honestly have not found anything yet
- Anytime we have a need, the customer representatives respond quickly with a solution or suggestion
Switched From
The Totality cloud solution was just too expensive. Plus, there were functionality limits and no access to building our own custom reports.
Kakie G.
Verified UserLegal Services · 11-50 employees
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!
- 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
- Lack of automated functions to sync with our bank
Why they chose it
"Case Master Pro was already in place when I came on board so I can't answer that question."
Cori A.
Verified UserLegal Services · 11-50 employees
Best legal practice software and outstanding customer service
When we switched to CMP, we had been using a customized software program that was so old, it didn't even have a field for the input of an email address! Our entire practice was built around this antiquated software, so I was dreading making the switch. Because there was a lot riding on it, we thoroughly researched and compared several options, and CMP always came out on top. What really sets them apart from all the others though is their outstanding customer service. When we finally switched over, [SENSITIVE CONTENT HIDDEN] traveled to our office (from Florida to North Carolina, not a quick trip) and provided in-office training and and assistance for 2 days at no cost. There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
- Extremely easy to use and navigate
- Everything that you might need for legal case management is available to you in an intuitive, highly customizable and affordable platform
- The transition to this software was seamless, not only because it is so easy to learn, but mostly because of the outstanding customer service, support and training that our firm received when we switched
- I can honestly say that CMP has made our workflow much more efficient and effective, increasing our bottom line
- I really can't say there is anything I don't like
- My experience is limited, so perhaps I don't know what I am missing, but if I every time have a question, I always get a prompt and clear response
Switched From
Our previous software was so old, it would only operate on a very early version of internet Explorer. There was an end date for when Microsoft would stop making security patches for this version of IE, making our system vulnerable to security breach after that. I wished we had switched sooner than we did!
Why they chose it
"CMP was more affordable, had more features, and the purchase price included training and installation, which turned out to be a Godsend for us. Also, going from a customized software program to an "off-the-shelf" product was much easier with CMP because it is so customizable, and they are always looking to improve and refine the software based on user suggestions."
L. Eowyn P.
Verified UserLaw Practice · 11-50 employees
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.
- 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
- That my new firm doesn't have it yet
Richard J.
Verified UserLaw Practice · 2-10 employees
Best Collection Software and Customer Service in the Industry!!
The system is constantly being updated to stay current with the needs of the users. Case Master Pro is a must for any collection firm wanting to utilize a highly sophisticated system at a reasonable price.
- We switched to Case Master Pro to reduce the costs of operating our previous collection software
- Although we were skeptical that it would be near as good, it has outperformed and is so much better
- We are able to create a system that is optimized for our firm and makes us more efficient in our practice
- As good as the software is for us, the customer support is even better
- If we have any questions, the support staff is quick to respond and highly attentive to the needs of the firm
- We used another system for 21 years and were concerned that Case Master Pro could be anywhere as good
- It is even better
- I highly recommend the software and if anyone is interested in migrating over to it, feel free to communicate with me
- We hav no cons with the software
- It is perfect for our firm
Switched From
As we were looking to downsize the firm, we switched to cut the costs of our current legal and imaging software. Notwithstanding, I wish we had done so sooner.
Chad A.
Verified UserLegal Services · 51-200 employees
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.
- 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
- 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
Why they chose it
"Every couple of years we demo many of the other softwares out there just to make sure we are not missing out. While we might find a feature or two we like nothing ever competes with CMP."
Brenda V.
Verified UserLaw Practice · 11-50 employees
Excellent Product with Customizations
It works well. The transition from the server to online was a bit trying mainly due to employees not being comfortable with change.
- Most things are intuitive
- It keeps all the essential pieces of a case in one place
- Able to make custom reports
- We moved from the server based product to the online version
- A few things are in weird places like document templates are not in same place as text templates
Teri G.
Verified UserLaw Practice · 2-10 employees
Top Notch Customer Service
Verified reviewer
- The CMP team has gone above and beyond with their customer support
- The team responds to all our inquiries and requests, sometimes even within minutes
- They have been open and supportive of our requests for customization and additions of new features to the program
- I look forward to continuing to work with CMP and watching the amazing developments to come
I would like to see more user customization with internal templates, but I understand that this is already developing and options are becoming available
Switched From
Outdated system and poor to non-existent customer service and support.
Vaughn A.
Verified UserLaw Practice · 11-50 employees
Cohn and Dussi, LLC
[SENSITIVE CONTENT] and entire support team have been fantastic guiding us through the implementation. Good customer support should endure long after the implementation fees are paid. The support team have been true to their word and helped navigate us through the implementation and beyond.
- Trust accounting is a of paramount importance
- CMP allows for integrated cost accounts and full 3 way reconciliation mandated by the state bar
- Interface is easy to use with full traceability
- We are looking forward to porting over our billing system shortly which will further enhance the benefits CMP offers the Firm
- As this software is feature rich, we are learning to walk before we run to enable us to fully utilize the software by having it set up correctly right out of the gate
- Otherwise the options and features can become overwhelming to the novice user
Switched From
improved interface and added functionality
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