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Description
Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments.
Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.
Description
Enhance your firm's revenue by utilizing streamlined payment solutions, improved collection efficiency, and accounts receivable automation tailored specifically for the legal sector. Clients can conveniently make payments through credit card or eCheck at a flat rate, while firms gain the ability to oversee accounts receivable activities, collection progress, and client satisfaction scores in real-time through a customizable dashboard. Created by legal professionals to address the unique requirements of law practices and the legal field. Ensure that credit card and eCheck transactions fully comply with ABA, IOLTA, and the regulations of all 50 state bar associations. Revolutionize the way you manage accounts receivable from invoicing to payment processing, automate your collection strategies, and boost overall firm productivity. Effortlessly conduct client surveys and monitor satisfaction levels using Net Promoter Score (NPS) analytics. With top-notch security measures, encryption, and guaranteed PCI compliance, you can confidently manage your transactions. Gain insights into your payment processes to make informed decisions that enhance your firm's overall performance and profitability. This comprehensive approach will not only refine your operations but also foster better client relationships and retention.
API Access
Has API
API Access
Has API
Integrations
CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting
Smith.ai
Integrations
CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting
Smith.ai
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CMPOnline
Founded
1998
Country
United States
Website
www.casemasterpro.com/free-demo/
Vendor Details
Company Name
Headnote
Founded
2016
Country
United States
Website
www.headnote.com
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
