--- title: "Case Master Pro Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Case Master Pro Software - reviews, pricing plans, popular comparisons to other Debt Collection products and more." source_url: "https://www.capterra.com/p/79319/Case-Master-Pro/" page_type: "product" language: "en" --- # Case Master Pro Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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)[FAQs](#faqs)[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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Case Master Pro alternatives Highest Rated [4.7 (1,745)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (529)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars ## FAQs about Case Master Pro Overview ### Which roles and teams benefit most from Case Master Pro? Case Master Pro is most used by attorneys, legal assistants, and office managers who need to organize case files, track deadlines, and streamline daily legal workflows. Finance, collections, and operations leaders use it to manage billing, post-judgment activity, reporting, and firm oversight, while owners and executives rely on it for visibility into practice performance. Answer based on 19 reviews Overview ### What company size and specific industries is Case Master Pro built for? Case Master Pro is designed for law firms of all sizes that need case management software and a centralized database for multiple office locations. It is built for legal practices that manage cases across remote offices and want one system to keep firm records in a single place. Features and Usability ### What are the key features of Case Master Pro? Case Master Pro offers case management and legal case management tools, plus document management, docket management, and task scheduling. Financial features include billing and invoicing, time tracking, trust accounting, expense tracking, and payment plans. It also includes client portals, compliance management, reporting, and third-party integrations. Integrations ### Which third-party tools and platforms does Case Master Pro integrate with? Case Master Pro integrates with 10 third-party tools and platforms, including Google Drive, Microsoft Outlook, Microsoft Excel, Docusign, QuickBooks Online Advanced, and Sage Accounting. It also connects with DragDrop for Outlook, Authentication Cloud, EDIOptions, PaymentCloud, and SSL VPN for document, email, accounting, and access workflows. Getting Started and Support ### What training and onboarding options does Case Master Pro offer? Case Master Pro provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide on-demand visual guidance for users. Getting Started and Support ### What customer support options does Case Master Pro offer? Case Master Pro provides email/help desk, phone support, and chat. No reviewer support feedback is available in the catalog data, so user experience details such as response speed, helpfulness, or common frustrations cannot be stated here. ## Features AI summary Based on 270 Debt Collection reviews Capterra data shows that buyers of debt collection software rank the following features as their top priorities: - **Reminders** (**85%** of reviewers rated this feature as critical) - **Accounting Integration** (**63%**) - **Electronic Payments** (**60%**) Case Master Pro supports all three of the features reviewers consider most important: **Reminders**, **Accounting Integration**, and **Electronic Payments**. Together, these capabilities help businesses stay on top of follow-ups, connect collection activity with financial records, and accept payments more efficiently, allowing teams to improve recovery workflows and keep account management accurate. Payment Collection 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Tracking, managing, and initiating the transfer of funds for overdue customer payments 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 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 Case Master Pro 77 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accrual Accounting: Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Asset Accounting: Manage adding fixed assets to proposed budgets - Auto-Dialer: System that automatically dials calls - Automated Notices: Send automated reminders and notices to clients on overdue payments - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Billing: Setup and send recurring or automated bills - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Borrower Management: Searchable database of information about loan borrowers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Callback Scheduling: Schedules callback times - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Check Writing: Issue payments to third parties via checks - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collection Agencies: For third-party collection agencies - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Docket Management: Manage and maintain a detailed record of information and updates associated with each court case - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forms Management: Store, manage and track all forms in a centralized location - General Ledger: Centralized accounting record which tracks all financial transactions - Historical Reporting: Information, data and reports that are being tracked over time - In-House Collections: For first-party debt collectors - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Currency: Manage and handle various international currencies - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Plans: Manage plans with a set payment schedule that help customers pay outstanding debt - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Records Management: Ability to record, store, update, and retrieve information - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Trust Accounting: Manage bookkeeping for client trust accounts --- Get Advice We can help you find the software with the features you need. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. [View all Reviews](https://www.capterra.com/p/79319/Case-Master-Pro/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.