Case Master Pro

Solution sur site pour la gestion des cas juridiques

5 /5 (10 avis) Donnez votre avis !

Case Master Pro - Présentation

Description du logiciel Case Master Pro

Case Master Pro est une solution de gestion de cas juridiques pour Windows qui aide les cabinets d'avocats et les agents de recouvrement à gérer les dossiers et les opérations comptables. Elle permet aux avocats de stocker des documents critiques dans une base de données centralisée, d'attribuer des listes de tâches à des employés spécifiques et de suivre les dossiers contenant des informations relatives aux opposants, comptes, litiges ou jugements.

Les principales fonctionnalités de Case Master Pro incluent la comptabilité, la planification, l'impression de chèques, la facturation, la gestion des transactions et le rapprochement des comptes. La solution permet aux administrateurs de configurer des paramètres de sécurité et de créer des rapports personnalisables pour obtenir des informations sur les performances organisationnelles. De plus, elle inclut un portail en libre-service qui permet aux clients d'accéder aux documents, images et réclamations liés à leurs dossiers individuels, en ligne.

Case Master Pro facilite l'intégration avec QuickBooks et Peachtree pour exporter des chèques, des données de grand livre et des données de rapprochement vers des systèmes de comptabilité externes. Elle fournit également aux entreprises une fonctionnalité d'imagerie CMP pour convertir des documents physiques et des fichiers existants en formats électroniques visibles, rationalisant ainsi les flux de travail dans l'ensemble de l'entreprise.

Case Master Pro - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Licence unique
Abonnement
Rapport qualité-prix

Case Master Pro - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada
Langues
anglais

Médias

Case Master Pro case files
Case Master Pro reporting
Case Master Pro financial management
Capture d'écran pour Case Master Pro : Case Master Pro case files Capture d'écran pour Case Master Pro : Case Master Pro reporting Capture d'écran pour Case Master Pro : Case Master Pro financial management

Case Master Pro - Avis

Case Master Pro - Avis

Note globale
5
/
5
Excellent
10

Très bien
0

Moyen
0

Médiocre
0

Mauvais
0

Rapport qualité-prix
5
Fonctionnalités
4,9
Simplicité d'utilisation
5
Support client
5
100% des utilisateurs recommandent cette application
Jamey G.

Best Decision We've Made

Case Master Pro allowed us to transition a debt collection practice from a retiring attorney to our firm seamlessly. In just a few months we have increased the collections simply by using the tools of the system. The streamlined processes have made our practice so much more efficient and manageable. Plus we have ability to customize the program to fit our needs and if there is feature missing, they do their best to implement it immediately.


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L. eowyn P.

BEST I HAVE USED, HANDS DOWN.

I have worked in the legal field for 16 years and spent 8 of them using one version or another of CMP. Each version gets better. I have also used Legal Files, TimeSlips and PCLaw. All are trash compared to CMP. The only reason I could see giving a good review to any of them is because the person doesn't know what they're missing. They are missing a lot. CMP is the best overall full coverage case management program. To choose the best feature would be difficult. Versatility with respect to different areas of law is key and they covered it. On the rare occasion that we wished that the program had an additional feature, they made it happen, just like that. Trust Accounting, Custom Reporting, Case Life Tracking, Tickler System, At-A-Glance Main Screen, Party/Contact Tracking/Integration, Imaging, Online Service Capabilities, Document Merging...I could go on, but they are all the best I have ever seen. Easy to learn is an understatement. I was able to gain detailed knowledge of program function with very little training in less than 6 months. Tech support is personal and helpful, but are seldom needed. I have been with my current firm for barely a year and I am already pushing for the switch.


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Kakie G.

Affordable collections software with excellent customer support

Case Master Pro is currently working with us on updating our customer/client portal. Our customers and clients can upload documents and files, place accounts with our office, and pay bills through the portals which is a huge timesaver for us! The customer support we receive is excellent!


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Chad A.

Best Case Management Software Out There

We used to be 100+ employees now we are just about half of that yet we are bringing in more money then we did back then. A big reason for this is CMP and the team they have. We have streamlined the way we do things because of CMP and any ideas we have they make a reality with custom modifications to the program. You can basically make the program fit to your needs as we know every business has different needs and an off the shelf program simply is not going to do that.


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Lauren D.

Excellent!


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Jamey G.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Best Decision We've Made

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 21/05/2020
Provenance de l'avis : Capterra

Case Master Pro allowed us to transition a debt collection practice from a retiring attorney to our firm seamlessly. In just a few months we have increased the collections simply by using the tools of the system. The streamlined processes have made our practice so much more efficient and manageable. Plus we have ability to customize the program to fit our needs and if there is feature missing, they do their best to implement it immediately.

Avantages

Customer Service. The team at CMP not only knows the software but, having worked in the industry, they know and understands the practical side of the business which allows them to anticipate potential issues for my practice before I even know they exist. They are personal, responsive, and incredibly patient. I cannot say enough wonderful things about the customer service!

Inconvénients

As with any new software, the system can be difficult to navigate and work with initially but the team at CMP is beyond helpful and responds to queries immediately so the learning curve is short, very short. Now they are adding YouTube videos which is quite helpful because you can see how to work through any potential issues step by step.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

L. eowyn P.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

BEST I HAVE USED, HANDS DOWN.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/09/2016
Provenance de l'avis : Capterra

I have worked in the legal field for 16 years and spent 8 of them using one version or another of CMP. Each version gets better. I have also used Legal Files, TimeSlips and PCLaw. All are trash compared to CMP. The only reason I could see giving a good review to any of them is because the person doesn't know what they're missing. They are missing a lot. CMP is the best overall full coverage case management program. To choose the best feature would be difficult. Versatility with respect to different areas of law is key and they covered it. On the rare occasion that we wished that the program had an additional feature, they made it happen, just like that. Trust Accounting, Custom Reporting, Case Life Tracking, Tickler System, At-A-Glance Main Screen, Party/Contact Tracking/Integration, Imaging, Online Service Capabilities, Document Merging...I could go on, but they are all the best I have ever seen. Easy to learn is an understatement. I was able to gain detailed knowledge of program function with very little training in less than 6 months. Tech support is personal and helpful, but are seldom needed. I have been with my current firm for barely a year and I am already pushing for the switch.

Avantages

Excellent Trust Accounting Custom Reporting, Case Life Tracking, Tickler System, At-A-Glance Main Screen, Party/Contact Tracking/Integration, Imaging, Online Service Capabilities, Document Merging, Easy to learn...I could go on.

Inconvénients

That my new firm doesn't have it yet.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Kakie G.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Affordable collections software with excellent customer support

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/08/2019
Provenance de l'avis : Capterra

Case Master Pro is currently working with us on updating our customer/client portal. Our customers and clients can upload documents and files, place accounts with our office, and pay bills through the portals which is a huge timesaver for us! The customer support we receive is excellent!

Avantages

The people at Case Master Pro have always been very responsive in working with us. They have helped us customize the software to meet our needs; and they're always available for questions and tips on how best to use the software.

Inconvénients

Lack of automated functions to sync with our bank.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Chad A.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 51-200 employés
Traduire en français
Traduire en français

Best Case Management Software Out There

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/08/2019
Provenance de l'avis : Capterra

We used to be 100+ employees now we are just about half of that yet we are bringing in more money then we did back then. A big reason for this is CMP and the team they have. We have streamlined the way we do things because of CMP and any ideas we have they make a reality with custom modifications to the program. You can basically make the program fit to your needs as we know every business has different needs and an off the shelf program simply is not going to do that.

Avantages

Ease of Use. Everything is in it's right place so even on first use it is not hard to figure out where certain things are. It is a one stop shop. The software does everything from document generation, imaging, and monitoring of a file from start to finish. There are also great reporting tools to help employees/managers know exactly where they are at.

Inconvénients

Setting up templates can be a bit tedious as the learning curve for conditions and expressions is pretty big. You need somebody with a bit of experience to set these up initially.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Lauren D.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Excellent!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 10/04/2018
Provenance de l'avis : Capterra

Avantages

This software is easy to use without sacrificing capabilities, and the customer support is phenomenal. When I moved over to our firm's collections division a little over a year ago, I knew nothing about Casemaster - which is the software that our collections division has used for years. Within a matter of a few short weeks, I was using Casemaster consistently on a daily basis without issue. It is excellent for use in the collections industry, and our firm also uses this software for other purposes as well. Customer support is phenomenal - they always answer any questions we have in a timely manner, and are eager to help and provide suggestions and feedback. Highly recommend!

Inconvénients

A user's manual would be beneficial for reference - but all questions or issues are always thoroughly addressed in a timely manner.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
9,9/10
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Case Master Pro - Prix

Case Master Pro - Prix

À partir de
N/A
Essai gratuit
Licence unique
Abonnement
Rapport qualité-prix
Rapport qualité-prix
5/5
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Case Master Pro - Fonctionnalités

Case Master Pro - Fonctionnalités

API
Facturation
Fonctionnalité de recherche
Gestion des calendriers
Gestion des cas
Gestion des clients
Gestion des contacts
Gestion des documents
Gestion des factures
Gestion des flux de travail
Gestion des tâches
Intégration de tiers
Notifications automatiques
Outils de collaboration
Portail client
Rappels
Rapports et statistiques
Stockage de documents
Suivi des frais
Tableau de bord d'activités
Fonctionnalités
4,9/5
Basé sur 10 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Case Master Pro - FAQ

Case Master Pro - FAQ

Voici quelques-unes des questions fréquentes sur Case Master Pro.

Q. Quels sont les types de licence disponibles pour Case Master Pro ?

Types de licences disponibles pour Case Master Pro :

Type de licence: Licence unique, Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Case Master Pro ?

Nous n'avons pas d'informations sur les fonctionnalités de Case Master Pro.

Q. Qui utilise Case Master Pro ?

Utilisateurs habituels du logiciel Case Master Pro :

PME, Grandes entreprises, Administration publique, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne

Q. Dans quelles langues Case Master Pro est-il disponible ?

Langues dans lesquelles Case Master Pro est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Case Master Pro ?

Types de licences disponibles pour Case Master Pro:

Licence unique, Abonnement

Q. Case Master Pro prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Case Master Pro.

Q. Avec quelles applications Case Master Pro peut-il s'intégrer ?

Applications s'intégrant à Case Master Pro :

Google Drive, Microsoft Excel, Microsoft Outlook, QuickBooks Online Advanced, Sage Business Cloud Accounting

Q. Quelles sont les ressources d'aide disponibles pour Case Master Pro ?

Ressources d'aide disponibles pour Case Master Pro :

Support en ligne, Support téléphonique, Tutoriels vidéo