Case Master Pro Software

Case Master Pro Software

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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 ...
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Case Master Pro User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 14 reviews

Jamey

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2020

Best Decision We've Made

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.

Reasons for switching to Case Master Pro

Totality was outdated, clunky, charged on a per file basis, and was not cloud based.

Cori

Company size: 11-50 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Best legal practice software and outstanding customer service

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.

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!

Kakie

Company size: 11-50 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2019

Affordable collections software with excellent customer support

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.

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.

Richard

Company size: 2-10 employees

Industry: Law Practice

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2022

Best Collection Software and Customer Service in the Industry!!

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.

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.

L. Eowyn

Company size: 11-50 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2016

BEST I HAVE USED, HANDS DOWN.

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.