--- 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" publication_date: "2026-11-09" --- # Case Master Pro Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 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 Billing](https://www.capterra.com/legal-billing-software/) Overall rating Based on 20 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% 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 (1,752)](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 [4.6 (349)](https://www.capterra.com/p/18931/CosmoLex/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% 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 [4.7 (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 ## FAQs about Case Master Pro Overview ### Which roles and teams benefit most from Case Master Pro? Case Master Pro is most used by attorneys and legal support teams managing case files, client records, deadlines, and document workflows. Office and administrative managers coordinate daily operations, while collections and finance staff track accounts and post-judgment activity. Firm owners, executives, and systems managers oversee reporting, billing, and firmwide processes. 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, especially those with multiple or remote offices that need case management on a centralized database system. It is built for the legal services industry and suits firms that manage cases across more than one location. Features and Usability ### What are the key features of Case Master Pro? Case Master Pro offers case management, legal case management, docket management, and task scheduling for matter tracking. It also includes billing and invoicing, time tracking, trust accounting, and payment plans, plus document management, client portal access, CRM, reporting, and access controls/permissions. 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 Excel, Microsoft Outlook, Docusign, QuickBooks Online Advanced, and Sage Accounting. It also connects with Authentication Cloud, DragDrop for Outlook, EDIOptions, PaymentCloud, and SSL VPN for file handling, communication, accounting, and authentication. 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 visual walkthroughs for review at any time. Getting Started and Support ### What customer support options does Case Master Pro offer? Case Master Pro provides email/help desk, phone support, and chat. With no reviewer feedback about support, user experience cannot be characterized here. These channels are listed in the catalog only, so support quality, response speed, and helpfulness are not described in available data. ## Features AI summary Based on 273 Debt Collection reviews Capterra data shows that buyers of debt collection software rank the following features as their top priorities: - **Reminders** (**86%** of reviewers rated this feature as critical) - **Accounting Integration** (**62%**) - **Electronic Payments** (**58%**) Case Master Pro supports all three features that reviewers rate highest: **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 cash flow and manage accounts with greater accuracy. 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 4.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Manage bookkeeping for client trust accounts Billing & Invoicing 4.5 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Client Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Case Master Pro 71 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 - 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 - Credit Card Processing: Accept and process credit card transactions - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - 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 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 - 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 - 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 5.0 (20) 5.0 Based on 20 reviews ## Pricing Value for money 5.0 (20) Basic $50.00 Per Month Value for money 5.0 (20) 5.0 Based on 20 reviews ## Integrations [ 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/)[ DragDrop for Outlook](https://www.capterra.com/p/168984/Outlook-Drag-and-Drop-to-Browser/) 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 (20) 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 (20) 5.0 Based on 20 reviews ## User reviews Overall rating 5.0 Based on 20 reviews Filter by rating Counts reflect reviews available in this feed. 5(20) 4(0) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Partner Used the software for: 1-3 years ### "FFT Review of 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 November 4, 2026 see above....i would recommend them to anyone and already have done so. \[sensitive content hidden\] and his team consistently show how capable this system is Pros The collection management software both from an accounting standpoint and file management standpoint are both better than any other system I have used. This is my 25th year (ish) in the industry. The system is very user friendly and the set up and integration took so much less time than expected. The support is top notch and every time we have asked for anything a response was provided within a day. Cons I have been with them for about 3 years now and I can say nothing that has come up they have not been able to help with and resolve. So, my answer is there is nothing I don't like about the system. 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. BS Blair S. Office Manager Used the software for: 1-3 years ### "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 21, 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. 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. RE Reviewer President Used the software for: Less than 1 year ### "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 April 2, 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. 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. RE Reviewer Bookkeeper Used the software for: 3-5 years ### "Affordable collections software with excellent customer support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 19, 2019 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. 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. RE Reviewer Manager Used the software for: 3-5 years ### "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 11, 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. 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. L. Eowyn P. Administrative Director Used the software for: 3-5 years ### "BEST I HAVE USED, HANDS DOWN." 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 September 26, 2016 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. 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. 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. RE Reviewer Attorney Used the software for: Less than 1 year ### "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 29, 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 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. RE Reviewer Systems Manager Used the software for: 3-5 years ### "Best Case Management Software Out There" 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 26, 2019 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 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. 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. 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. Brenda V. Marketing & Administrative Manager Used the software for: 3-5 years ### "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 August 2, 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. RE Reviewer Attorney Used the software for: Less than 1 year ### "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 24, 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. [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.