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Case Master Pro

Case Master Pro 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Case Master Pro
Case Master Pro
5.0
(19)

Pricing

Starting at $50.00 per month

About Case Master Pro

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.

Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management, account reconciliation and outside counsel login. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.

Case Master Pro facilitates integration with QuickBooks and Peachtree to export checks, general ledger and reconciliation data to external accounting systems. It also provides enterprises with CMP imaging functionality to convert physical documents and existing files into viewable electronic formats, streamlining workflows across the organization.

Case Master Pro Screenshots

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Case Master Pro Pricing and Plans

Starting price: $50.00 per month
Free Trial
Free Version

Basic

$50.00

per month

No plan information available

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    Case Master Pro Features

    • Popular features found in Legal Case Management
      Billable & Non-Billable Hours
      Calendar Management
      Case Notes
      Client Portal
      Communication Management
      Conflict Management
      Electronic Signature
      Task Management
      Trust Accounting
      Workflow Management
    • More features of Case Master Pro
      Access Controls/Permissions
      Accounting
      Accounting Integration
      Accrual Accounting
      Activity Dashboard
      Activity Tracking
      Asset Accounting
      Auto-Dialer
      Automated Notices
      Automatic Backup
      Automatic Billing
      Billable Items Tracking
      Billing & Invoicing
      Billing Rate Management
      Borrower Management
      Business Process Automation
      Callback Scheduling
      Case Management
      Check Writing
      Client Management
      Collection Agencies
      Commission Management
      Compliance Management
      Contact Database
      Contact Management
      Contract/License Management
      Credit Card Processing
      Credit Reporting
      CRM
      Cross Ledger Posting
      Customer Statements
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Docket Management
      Document Management
      Document Templates
      Electronic Payments
      Email Management
      Email Templates
      Expense Tracking
      Fee Calculation & Posting
      Financial Management
      Forms Management
      General Ledger
      Historical Reporting
      In-House Collections
      Invoice Management
      Legal Case Management
      Multi-Channel Communication
      Multi-Currency
      Multiple User Accounts
      Partial Payments
      Payment Collection
      Payment Plans
      Real-Time Reporting
      Real-Time Updates
      Receipt Management
      Records Management
      Reminders
      Reporting & Statistics
      Search/Filter
      Secure Data Storage
      Self Service Portal
      SSL Security
      Task Progress Tracking
      Task Scheduling
      Tax Management
      Third-Party Integrations
      Time Tracking
      Transaction Management

    Case Master Pro Integrations

    Microsoft Excel
    Microsoft Excel
    Google Drive
    Google Drive
    Microsoft Outlook
    Microsoft Outlook
    Sage Accounting
    Sage Accounting
    DragDrop for Outlook
    DragDrop for Outlook
    Docusign
    Docusign

    See all 7 integrations

    Case Master Pro User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.9

    Value for money

    5.0

    Customer support

    5.0

    Functionality

    4.9

    BS

    Blair S.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed October 2024

    We'd be lost without CMP!

    5

    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!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Case Master Pro

    Cost, customer service, ease of transition

    Reasons for switching to Case Master Pro

    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.

    Read More

    TB

    Timothy B.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed March 2024

    New user, very happy

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Case Master Pro

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

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    KG

    Kakie G.

    Verified reviewer

    Legal Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2019

    Affordable collections software with excellent customer support

    5

    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!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Reasons for choosing Case Master Pro

    Case Master Pro was already in place when I came on board so I can't answer that question.

    Read More

    CA

    Cori A.

    Verified reviewer

    Legal Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2021

    Best legal practice software and outstanding customer service

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Case Master Pro

    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!

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    LP

    L. Eowyn P.

    Verified reviewer

    Law Practice

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed September 2016

    BEST I HAVE USED, HANDS DOWN.

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    RJ

    Richard J.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2022

    Best Collection Software and Customer Service in the Industry!!

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Case Master Pro

    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.

    Read More

    CA

    Chad A.

    Verified reviewer

    Legal Services

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2019

    Best Case Management Software Out There

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Case Master Pro

    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.

    Read More

    BV

    Brenda V.

    Verified reviewer

    Law Practice

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed July 2023

    Excellent Product with Customizations

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    TG

    Teri G.

    Verified reviewer

    Law Practice

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2023

    Top Notch Customer Service

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Case Master Pro

    Outdated system and poor to non-existent customer service and support.

    Read More

    VA

    Vaughn A.

    Verified reviewer

    Law Practice

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2022

    Cohn and Dussi, LLC

    5

    [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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for switching to Case Master Pro

    improved interface and added functionality

    Read More

    Showing 1 - 10 of 19 Reviews

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