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
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 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
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.
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.
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.
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.
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.
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.