What is Case Master?
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgments and can be setup in less than a week. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management, account reconciliation and outside counsel login. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. Case Master Pro facilitates integration with QuickBooks and Peachtree to export checks, general ledger and reconciliation data to external accounting systems. It also provides enterprises with CMP imaging functionality to convert physical documents and existing files into viewable electronic formats, streamlining workflows across the organization. Case Master Pro is designed to give law firms & debt collectors a competitive edge in their markets.
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Case Master Reviews (15)
- ★★★★★15
- ★★★★★0
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Case Master Pro earns universal praise across all fifteen reviews, with every reviewer giving five stars.
Users consistently highlight three core strengths. The software is intuitive and easy to learn, with new users becoming productive within weeks despite complex legal workflows. Trust accounting and reconciliation features appear repeatedly as critical for compliance, particularly state bar mandates. The platform's customization and responsiveness to firm-specific needs distinguishes it—multiple reviewers note that when requested features don't exist, the team implements them quickly.
Customer support emerges as a defining advantage. Reviewers repeatedly describe support staff as responsive, knowledgeable, and available beyond implementation. Several users mention they switched from legacy systems used for 15–21 years and found the transition seamless, attributing success partly to training and post-launch support. The software has also delivered measurable business outcomes: one firm cut headcount in half while growing revenue; another reduced operating costs significantly after a 21-year switch.
No substantive criticisms appear in any review. Concerns about moving from old systems to this one proved unfounded, and affordability relative to feature set comes up as a recurring advantage. This dataset shows no apparent weakness or limitation users encountered.
★★★★★
Wednesday, August 3, 2022
“I was looking for a new system to replace my…”
I was looking for a new system to replace my old software, my requirements were that it be web based, had a trust accounting/reconciliation feature and interface for electronic transactions. CMP met all my requirements and it is so much easier to use than my old system I could not be happier. The customer support is outstanding!
★★★★★
Thursday, March 31, 2022
“Trust accounting is a of paramount importance. CMP allows for…”
Trust accounting is a of paramount importance. CMP allows for integrated cost accounts and full 3 way reconciliation mandated by the state bar. Interface is easy to use with full traceability. We are looking forward to porting over our billing system shortly which will further enhance the benefits CMP offers the Firm. Case Master and their entire support team have been fantastic guiding us through the implementation. Good customer support should endure long after the implementation fees are paid. The support team have been true to their word and helped navigate us through the implementation and beyond.
★★★★★
Monday, March 28, 2022
“Best Collection Software and Customer Service in the Industry!! We…”
Best Collection Software and Customer Service in the Industry!! We switched to Case Master Pro to reduce the costs of operating our previous collection software. Although we were skeptical that it would be near as good, it has outperformed and is so much better. We are able to create a system that is optimized for our firm and makes us more efficient in our practice. As good as the software is for us, the customer support is even better. If we have any questions, the support staff is quick to respond and highly attentive to the needs of the firm. We used another system for 21 years and were concerned that Case Master Pro could be anywhere as good. It is even better!! I highly recommend the software and if anyone is interested in migrating over to it, feel free to communicate with me.
★★★★★
Wednesday, August 4, 2021
“Extremely easy to use and navigate. Everything that you might…”
Extremely easy to use and navigate. Everything that you might need for legal case management is available to you in an intuitive, highly customizable and affordable platform. The transition to this software was seamless, not only because it is so easy to learn, but mostly because of the outstanding customer service, support and training that our firm received when we switched. I can honestly say that CMP has made our workflow much more efficient and effective, increasing our bottom line. CMP was more affordable, had more features, and the purchase price included training and installation, which turned out to be a Godsend for us. Also, going from a customized software program to an "off-the-shelf" product was much easier with CMP because it is so customizable, and they are always looking to improve and refine the software based on user suggestions.
★★★★★
Monday, March 1, 2021
“I have used several different case management systems over my…”
I have used several different case management systems over my 30 years in practice. Most of the systems required a lot of staff and tech support. I am currently a solo practitioner who can operate an entire practice from one system, and CMP Online enables me to work remotely as efficiently as from my office desk. CMP is very user-friendly and allows for system automation. I am able to customize reports, generate billing, and remit to clients at the touch of a button. The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
★★★★★
Thursday, May 21, 2020
“Case Master Pro allowed us to transition a debt collection…”
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.
★★★★★
Thursday, August 22, 2019
“We used to be 100 employees now we are just…”
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. 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.
★★★★★
Wednesday, August 14, 2019
“Affordable collections software with excellent customer support. The people at…”
Affordable collections software with excellent customer support. 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. 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!
★★★★★
Monday, April 9, 2018
“This software is easy to use without sacrificing capabilities, and…”
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!
★★★★★
Friday, September 1, 2017
“Having worked in the legal field for 15 plus years,…”
Having worked in the legal field for 15 plus years, CMP was easy to learn and use. CMP has excellent file management and case tracking features to fit the needs of your office. The team can and will happily customize the program as needed. The software has the ability to maintain and track multiple accounts from general information, accounting, document merging, file retrieval, imaging and so much more. This is why, as a Post Judgment Collections Manager, I back this software.
