Case Master Pro is cloud-based case management software for law firms, collection agencies, and subrogation professionals. It streamlines case management, billing, and document handling to boost efficiency. However, some users may find its advanced features overwhelming at first, requiring time to fully understand and utilize the system’s capabilities.

Case Master Pro Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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What Is Case Master Pro?

Case Master Pro is an all-in-one, cloud-based case management software tailored for law firms, collection agencies, and subrogation professionals. It simplifies case management, billing, accounting, and document handling, boosting efficiency. With an intuitive interface, users can quickly access crucial information. Customizable financial modules cater to complex cases, while top-tier security, including two-factor authentication and PCI/SOC2 compliance, ensures data protection and regulatory adherence. This powerful solution streamlines workflows and enhances productivity for legal and financial operations. 

Case Master Pro Pricing

Case Master Pro price is tailored to your specific needs. Get a quote customized for your business requirements.

Case Master Pro Integrations

Case Master Pro connects with an organization’s current integration list to keep the law firm running smoothly. Its built-in features integrate effortlessly with industry-leading platforms.

  • Quickbooks 
  • DocuSign 
  • Microsoft Office 
Watch a free Case Master Pro demo to learn more about its integrations.

Who Is Case Master Pro For?

Case Master Pro is utilized across various industries, including: 

  • Law firms 
  • Collection agencies 
  • Subrogation professionals 
  • Real estate collections 
  • Judgment recovery services 
  • Credit card collections 
  • Medical collections 

Is Case Master Pro For You?

Case Master Pro is ideal for collection agencies, subrogation, real estate collections, judgment recovery, credit card collections, and medical collections. It streamlines case management, billing, and document handling, providing tailored solutions to enhance efficiency and effectiveness in these specialized fields. 

Still not sure if Case Master Pro is right for you? Connect with our customer support staff at (661) 384-7070 for further assistance. 

Case Master Pro Features

Case Master Pro’s case management feature allows users to efficiently track and manage legal cases, including client information, case notes, and related documents. This centralized system ensures easy access to case data, facilitating improved decision-making and enhancing client service and productivity.

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The billing and accounting feature simplifies financial processes by enabling users to generate invoices, track payments, and manage trust accounts. With support for different billing methods, including hourly rates and flat fees, it ensures financial accuracy and integrates with accounting systems for seamless reporting.

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CMP Imaging provides a streamlined solution for managing case-related images. Users can upload, store, and organize image files securely, ensuring that they are easily accessible when needed. This feature enhances document management by supporting a variety of image file formats, offering flexibility in case processing.

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Case Master Pro offers powerful administrative tools for managing users, permissions, and settings. Administrators can control access levels, customize workflows, and manage system configurations. This ensures that the software is tailored to the organization's specific needs, optimizing performance and ensuring smooth operations across teams.

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The reporting feature enables detailed, customizable reports on various aspects of case management, including financial transactions, billing, and compliance. Users can generate reports on demand, gaining insights into performance, identifying trends, and making data-driven decisions to improve case handling and operational efficiency.

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Case Master Pro includes a robust document management system, allowing users to securely store, organize, and retrieve case documents. With features like version control, permission settings, and easy search functionality, it ensures that documents are always up-to-date and accessible to authorized personnel, boosting collaboration.

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Pros and Cons of Case Master Pro

Pros

  • Offers robust tools for Tracks cases, generates documents efficiently
  • Improves flexibility with remote access
  • Supports transactions, invoicing, and collections, reducing third-party tool reliance
  • Automates tasks to save time
  • Provides detailed reporting and analytics for better decision-making and compliance tracking

Cons

  • Some users may find the system complex at first, requiring time to master its features
  • Pricing may limit small firms
  • Limited integrations with external software
  • Requires stable internet for performance

Case Master Pro Reviews

Overall Rating

4.9

19 Review(s)

Rating Distribution

5

star

(18)

4

star

(1)

3

star

2

star

1

star

October 2024

CMP is a game-changer for us!

Blair

Law Practice

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

It is super easy to use and I love how fast the support team responds. It seems like they're always improving things, which is great to see.

Cons

I haven't really encountered any issues but if I ever do, the support team always resolves them quickly and completely.

March 2024

I'm already happy with it

Timothy

Financial Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

I've been working in debt collection for over 25 years and switching to this new system was really smooth. Accessing our data for exports or generating documents is easy. I couldn't ask for an easier transition.

Cons

Honestly, I haven't run into anything that's been a problem so far. Whenever we need something, the customer service team gets back to me fast with a solution or even just a helpful suggestion.

July 2023

Great product with lots of customization options

Brenda

Law Practice

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

Most of the features are pretty simple. It keeps all the key details of a case in one place and I can even create custom reports when I need them.

Cons

We switched from the server-based product to the online version. There are a few things that seem a little out of place, like how the document templates aren't where the text templates are. It's a bit confusing, but nothing too bad.

Frequently Asked Questions

No, Case Master Pro does not mention offering an API on its website.