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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Thread Legal is for forward-thinking business professionals and lawyers. It allows lawyers to leverage the most recent technological developments in order become more efficient, collaborative, and ultimately more profitable. Thread Legal is built in Office 365 and has all the programs you use every day, such as Word, Excel, and Outlook, natively linked within it. It also makes use of the power of Power BI, Planner, and Power BI. You can quickly view new developments, phone messages and time spent in files with our fully customizable dashboard. You can track clients across multiple files to ensure they receive high quality service. Include all pertinent information in your file, including Word, Excel, Outlook and scanned PDF. You can create documents using the Thread Legal system to automatically track time. Find out which employees have access to file information at both the individual and category level.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
QuickBooks Online
CardConnect
Docusign
Google Drive
Microsoft 365
Microsoft Azure
Microsoft Excel
QuickBooks Accountants
Sage Accounting
Xero

Integrations

Microsoft Outlook
QuickBooks Online
CardConnect
Docusign
Google Drive
Microsoft 365
Microsoft Azure
Microsoft Excel
QuickBooks Accountants
Sage Accounting
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39.00/month/user
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

eXpd8

Founded

1986

Country

Ireland

Website

www.expd8.com/cloud-software/

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 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

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