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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
Legal Insight is an all-encompassing platform designed to handle every facet of billing, accounting, and reporting for law firms. Its modular structure allows for tailored solutions that cater to the specific requirements of individual firms. Featuring a Client/Server architecture, Legal Insight merges server-centric and desktop performance enhancements effectively. The system employs a three-tiered design that distinctly separates presentation, business logic, and data management layers. With an open architecture that utilizes a fully SQL-compliant relational database, Legal Insight ensures that its data can be accessed by other applications through ODBC connectivity. Users can enter time with features such as month-at-a-glance views and reports for missing time and aged work in progress. The billing functionalities offer flexibility with options for user-defined cycles, on-demand processing, shared financial responsibilities, retainer agreements, and fixed fee contracts based on time periods. Additionally, the platform simplifies the process of generating electronic invoices for both third-party billing audits and direct delivery to clients of the law firm, enhancing overall operational efficiency and client satisfaction. With its comprehensive tools and user-friendly design, Legal Insight stands out as a valuable asset for any law firm's financial management needs.
API Access
Has API
API Access
Has API
Integrations
CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting
Integrations
CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting
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
Versys Software
Country
United States
Website
www.versys.com/legal-insight/
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
