# Case Master Pro Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Case Master Pro Software - reviews, pricing plans, popular comparisons to other Legal Billing products and more.

Source: https://www.capterra.com/p/79319/Case-Master-Pro

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# 

 Case Master Pro Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Case Master Pro

## What is Case Master Pro?

Law Firm Management and Debt Collection Software, 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 judgments and can be setup in less than a week.

## What is Case Master Pro used for?

[Debt Collection](https://www.capterra.com/debt-collection-software/)[Trust Accounting](https://www.capterra.com/trust-accounting-software/)[Legal Case Management](https://www.capterra.com/legal-case-management-software/)

Overall rating

Based on 19 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$50

Per Month

Free trial  
not available

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## Case Master Pro alternatives

Highest Rated

[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

[4.6 (340)](https://www.capterra.com/p/18931/CosmoLex/reviews/)

Starting price

$119.00

Per User, Per Month

[4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting price

$49.00

Per User, Per Month

[4.7 (522)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/)

Starting price

$59.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Trust Accounting

4.6 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Manage bookkeeping for client trust accounts

Automated Notices

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Send automated reminders and notices to clients on overdue payments

Billing & Invoicing

4.3 (3)

0.00% of 3 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Client Management

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Document Management

4.3 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Multiple User Accounts

5.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Case Master Pro 76 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Manage adding fixed assets to proposed budgets

System that automatically dials calls

Send automated reminders and notices to clients on overdue payments

Data is backed up automatically to prevent data loss

Setup and send recurring or automated bills

Track the list of items required to be billed/invoiced to clients

Create, manage, and send invoices or bills to customers

Setting up the amount/charge for per hour of work by a company or professional

Searchable database of information about loan borrowers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Schedules callback times

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Access and track notes regarding case activities and updates within case files

Issue payments to third parties via checks

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

For third-party collection agencies

Tracking, calculating, and paying commissions and earnings to employees

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Accept and process credit card transactions

Report customer payment history and outstanding debts to credit bureaus

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Reports that show customers their invoices, payments, and balance on the account

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage and maintain a detailed record of information and updates associated with each court case

Store, manage, and track all electronic documents in a centralized location

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Electronically collect payments for goods or services

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Monitor and record expenses such as purchases or charges incurred

Plan, manage, and track the financial activities of an individual or organization

Store, manage and track all forms in a centralized location

Centralized accounting record which tracks all financial transactions

Information, data and reports that are being tracked over time

For first-party debt collectors

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage and handle various international currencies

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Allow customers to make a partial payment on an invoice and track remaining debt

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage plans with a set payment schedule that help customers pay outstanding debt

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Upload, track, and submit receipts in a central database

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

Manage, record and track all business exchanges in form of money and its related interactions in the system

Manage bookkeeping for client trust accounts

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Features

4.9 (19)

4.9

Based on 19 reviews

## Pricing

Value for money

5.0 (19)

Basic

$50.00

Per Month

Value for money

5.0 (19)

5.0

Based on 19 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[

PaymentCloud](https://www.capterra.com/p/191870/Payment-Cloud/)[

EDIOptions](https://www.capterra.com/p/191239/EDIOptions/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (19)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (19)

5.0

Based on 19 reviews

## User reviews

Overall rating

5.0

Based on 19 reviews

Filter by rating

5(19)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BS

Blair S.

Office Manager

Law Practice

### "We'd be lost without CMP!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 8, 2024

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!

Pros

Ease of functionality; support response time; constantly improving

Cons

Not applicable - any glitches we have had have been met with a prompt and complete resolution.

Alternatives considered

[CollectMax](https://www.capterra.com/p/79274/CollectMax/)

Reasons for choosing Case Master Pro

Cost, customer service, ease of transition

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TB

Timothy B.

President

Financial Services

### "New user, very happy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 29, 2024

Pros

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.

Cons

I honestly have not found anything yet. Anytime we have a need, the customer representatives respond quickly with a solution or suggestion.

Switched from

[Totality](https://www.capterra.com/p/65090/Totality/)

The Totality cloud solution was just too expensive. Plus, there were functionality limits and no access to building our own custom reports.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BV

Brenda V.

Marketing & Administrative Manager

Law Practice

### "Excellent Product with Customizations"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 27, 2023

It works well. The transition from the server to online was a bit trying mainly due to employees not being comfortable with change.

Pros

Most things are intuitive. It keeps all the essential pieces of a case in one place. Able to make custom reports.

Cons

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TG

Teri G.

Attorney

Law Practice

### "Top Notch Customer Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 23, 2023

Pros

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.

Cons

I would like to see more user customization with internal templates, but I understand that this is already developing and options are becoming available.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JP

John P.

Owner

Law Practice

### "I finally found what I was looking for"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 3, 2022

Pros

I was looking for a new system to replace my old software, my requirements were that it be web based, had a trust accounting/reconciliation feature and interface for electronic transactions. CMP met all my requirements and it is so much easier to use than my old system I could not be happier. The customer support is outstanding!

Cons

I'm still struggling with converting document templates and getting used to the bookkeeping system but I think as I get more comfortable with both, it will get easier.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VA

Vaughn A.

COO/CFO

Law Practice

### "Cohn and Dussi, LLC"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2022

\[SENSITIVE CONTENT\] 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.

Pros

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.

Cons

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RJ

Richard J.

Attorney

Law Practice

### "Best Collection Software and Customer Service in the Industry!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 28, 2022

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.

Pros

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.

Cons

We hav no cons with the software. It is perfect for our firm.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CA

Cori A.

Manager

Legal Services

### "Best legal practice software and outstanding customer service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 4, 2021

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.

Pros

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.

Cons

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.

Reasons for choosing Case Master Pro

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RM

Robin M.

Owner/Attorney

Law Practice

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

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 25, 2021

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JG

Jamey G.

Partner Attorney

Legal Services

### "Best Decision We've Made"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2020

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.

Switched from

[Totality](https://www.capterra.com/p/65090/Totality/)

Totality was outdated, clunky, charged on a per file basis, and was not cloud based.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/79319/Case-Master-Pro/reviews/)

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