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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.
Provider
Case Master
Located In
United States
Foundation
1998
Open API
Unverified
Deployment
On-Premise Windows, Cloud, SaaS, Web-Based, On-Premise Linux
Training
In Person, Documentation, Webinars, Live Online, Videos
Support
Phone Support, Email/Help Desk, Chat
Case Master, Inc. provides complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system.
Content Source: Case Master Pro
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Case Master Pro Reviews
Pros
What really sets them apart from all the others though is their outstanding customer service.
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.
There are also great reporting tools to help employees/managers know exactly where they are at.
They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
Cons
Our entire practice was built around this antiquated software, so I was dreading making the switch.
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.
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.
Lack of automated functions to sync with our bank.
"We'd be lost without CMP!"
Overall: 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.
"New user, very happy"
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.
"Affordable collections software with excellent customer support"
Overall: 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.
"Best Decision We've Made"
Overall: 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.
"Excellent Product with Customizations"
Overall: 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.
