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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
Confidentiality Manager allows organizations to establish ‘need-to-know’ security protocols and ethical barriers without disrupting their daily operations. With its powerful self-service capabilities, top-notch notifications and acknowledgements, along with a design that integrates multiple systems, it stands out as the premier option for firms eager to adhere to client security, regulatory, and ethical requirements in environments where sensitive data is handled. As demand from clients rises and industry regulations tighten, transitioning away from an ‘open access’ model can pose significant challenges for firms. The responsibility of maintaining proper security can heavily strain IT, Risk, and legal teams, leading to concerns among matter teams about their access to crucial information. Prosperoware effectively addresses this dilemma, alleviating the pressure on IT and Risk departments, while empowering users with distinctive self-service functionalities. This not only mitigates risk and lowers support costs but also enhances user adoption and promotes greater productivity in the workplace. Moreover, with the right tools in place, firms can strike a balance between security and accessibility, paving the way for efficient operations.
API Access
Has API
No
API Access
Has API
No
Integrations
Aderant Expert Sierra
No
CardConnect
Yes
Docusign
Yes
Elite 3E
No
Google Drive
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
No
NetDocuments
No
QuickBooks Accountants
Yes
Integrations
Aderant Expert Sierra
Yes
CardConnect
No
Docusign
No
Elite 3E
Yes
Google Drive
No
Microsoft Excel
No
Microsoft Outlook
No
Microsoft SharePoint
Yes
NetDocuments
Yes
QuickBooks Accountants
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CMPOnline
Founded
1998
Country
United States
Website
www.casemasterpro.com/free-demo/
Vendor Details
Company Name
Prosperoware
Founded
2009
Country
United States
Website
www.prosperoware.com/confidentiality-manager/
Product Features
Debt Collection
Agency Management
Yes
Auto Dialer
Yes
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
Yes
Compliance Management
No
Contact Management
Yes
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
No
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
Product Features
Data Security
Alerts / Notifications
No
Antivirus/Malware Detection
No
At-Risk Analysis
No
Audits
No
Data Center Security
No
Data Classification
No
Data Discovery
No
Data Loss Prevention
No
Data Masking
No
Data-Centric Security
No
Database Security
No
Encryption
No
Identity / Access Management
No
Logging / Reporting
No
Mobile Data Security
No
Monitor Abnormalities
No
Policy Management
No
Secure Data Transport
No
Sensitive Data Compliance
No
