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Was ist Case Master Pro?
Case Master Pro ist eine Software für die Verwaltung von Anwaltskanzleien und Forderungseinzug, die Anwaltskanzleien und Inkassounternehmen bei der Verwaltung von Fallakten und Buchhaltungsvorgängen unterstützt. Die Lösung ermöglicht es juristischem Fachpersonal, kritische Dokumente in einer zentralen Datenbank zu speichern, Aufgabenlisten bestimmten Arbeitskräften zuzuweisen und Fallakten mit Informationen zu Gegenparteien, Konten, Rechtsstreitigkeiten oder Urteilen zu verfolgen. Case Master Pro ist in der Cloud verfügbar oder kann lokal auf deinem Server installiert werden.
Wer verwendet Case Master Pro?
Case Master, Inc. bietet vollständige Systeme, die die Anforderungen von Anwaltskanzleien in Bezug auf Fallmanagementsoftware, die auch Remote Offices in einem zentralen Datenbanksystem ermöglichen, erfüllen.
Case Master Pro – Details
Case Master
1998 gegründet
Case Master Pro – Videos und Bilder
Case Master Pro – Details
Case Master
1998 gegründet
Kosten ähnlicher Produkte wie Case Master Pro vergleichen
Startpreis
Kostenlose Version
Gratis Testen
Case Master Pro – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- Telefon-Support
- Chat
Einsatz
- Cloud, SaaS, webbasiert
- Mac (Desktop)
- Windows (Desktop)
- Windows (On-Premise)
- Linux (On-Premise)
- Android (mobil)
- iPad (mobil)
Training
- Persönlich
- Live Online
- Webinare
- Dokumentation
- Videos
Funktionen von Case Master Pro
Abrechnungssoftware für Kanzleien & Rechtsanwälte
- API
- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Abrechnungssatz-Management
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Vorlagen
- Aufgaben-Fortschrittsverfolgung
- Aufgabenmanagement
- Aufgabenplanung
- Automatische Abrechnung
- Automatische Sicherung
- Berichterstattung und Statistik
- Buchhaltung
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Echtzeit-Daten
- Elektronische Zahlungen
- Erinnerungen
- Fall-Management
- Finanzmanagement
- Hauptbuch
- Integration in die Buchhaltung
- Kalenderverwaltung
- Kontakt-Datenbank
- Kontaktmanagement
- Kontenabgleich
- Kostenverfolgung
- Kreditkartenbearbeitung
- Kundendatenbank
- Kundenmanagement
- Kundenportal
- Projektzeiterfassung
- Rechnungsmanagement
- Rechnungsverarbeitung
- SSL-Sicherheit
- Suchen / filtern
- Timer
- Timesheet Management
- Werkzeuge zur Zusammenarbeit
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
- Zugriffskontrollen / Berechtigungen
- Zusammenfassende Berichte
Siehe die vollständige Abrechnungssoftware für Kanzleien & Rechtsanwälte Liste
Case Management Software für Kanzleien
- API
- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anpassbare Vorlagen
- Aufgaben-Fortschrittsverfolgung
- Aufgabenmanagement
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Document Automation
- Dokumentenmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Erinnerungen
- Fall-Aufzeichnungen
- Fall-Management
- Formularverwaltung
- Integration in die Buchhaltung
- Kalenderverwaltung
- Kommunikationsmanagement
- Konfigurierbarer Workflow
- Konfliktmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kostenverfolgung
- Kundendatenbank
- Kundenmanagement
- Kundenportal
- Lohnzettel verwalten
- Microsoft-Outlook-Integration
- Rechnungsmanagement
- SSL-Sicherheit
- Termin-Fristenmanagement
- Treuhand-Buchhaltung
- Vertrags-/Lizenz-Management
- Volltextsuche
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
- Zugriffskontrollen / Berechtigungen
Siehe die vollständige Case Management Software für Kanzleien Liste
Inkasso-Software
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Vorlagen
- Anrufaufzeichnung
- Automatisches Telefonwahlgerät
- Automatisierte Bekanntmachungen
- Automatisierte Terminplanung
- Automatisierung von Geschäftsprozessen
- Benutzer-Management
- Berichterstattung und Statistik
- Compliance Management
- Daten-Import / -Export
- Drittanbieter-Integration
- E-Mail-Vorlagen
- Echtzeit-Aktualisierungen
- Echtzeit-Analytik
- Echtzeit-Berichterstattung
- Elektronische Zahlungen
- Erinnerungen
- Historische Berichte
- Inkasso-Management
- Inkassounternehmen
- Integration in die Buchhaltung
- Interne Sammlungen
- Kontaktmanagement
- Kredit-Berichterstattung
- Kreditkartenbearbeitung
- Kreditnehmer-Management
- Kundenmanagement
- Mehrere Benutzerkonten
- Mehrere Währungen
- Mehrere Zahlungsmöglichkeiten
- Multi-Channel-Kommunikation
- Provisionsmanagement
- Rechnungsmanagement
- Risikobewertung
- Rückruf-Terminplanung
- Self-Service Portal
- Suchen / filtern
- Teilzahlungen
- Transaktionsmanagement
- Vorlagen-Management
- Workflow-Management
- Zahlungspläne
- Überwachung
Kanzleisoftware
- API
- Abrechnung & Rechnungsstellung
- Abrechnungsfähige Positionen nachverfolgen
- Abrechnungssatz-Management
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anpassbare Vorlagen
- Aufgaben-Fortschrittsverfolgung
- Aufgabenmanagement
- Berichterstattung und Statistik
- Buchhaltung
- CRM
- Datei-Verwaltung
- Document Automation
- Dokumentenerstellung
- Dokumentenmanagement
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Erinnerungen
- Fall-Management
- Formularverwaltung
- Integration in die Buchhaltung
- Integrierte Buchführung
- Kalenderverwaltung
- Kommunikationsmanagement
- Konfliktmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kundendatenbank
- Kundenmanagement
- Kundenportal
- Microsoft-Outlook-Integration
- Rechnungsmanagement
- Rechtsfall-Management
- SSL-Sicherheit
- Termin-Fristenmanagement
- Timer
- Treuhand-Buchhaltung
- Vertrags-/Lizenz-Management
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
- Zugriffskontrollen / Berechtigungen
Treuhand Software
- API
- Abgrenzungskonto-Führung
- Abrechnung & Rechnungsstellung
- Abrechnungssatz-Management
- Aktivitäts-Dashboard
- Anlagenrechnung
- Anpassbare Berichte
- Anpassbare Felder
- Aufgabenmanagement
- Belegmanagement
- Berichterstattung und Statistik
- Buchhaltung
- Buchungsübergreifende Buchung
- Compliance Management
- Daten-Import / -Export
- Dokumentenmanagement
- Drittanbieter-Integration
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Elektronische Zahlungen
- Erinnerungen
- Fall-Management
- Gebührenermittlung & Buchung
- Hauptbuch
- Kalenderverwaltung
- Kontaktmanagement
- Kontenabgleich
- Kundenaussagen
- Kundenportal
- Rechnungsmanagement
- Scheckausstellung
- Sichere Datenspeicherung
- Steuermanagement
- Treuhand-Buchhaltung
- Workflow-Management
- Zeit & Kosten Verfolgung
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Alle 12 Nutzerbewertungen lesenDurchschnittliche Bewertung
Nutzerbewertungen nach Unternehmensgröße (Angestellte)
- <50
- 51-200
- 201-1.000
- >1.001
Jamey G.
Best Decision We've Made
Kommentare: 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.
Vorteile:
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!
Nachteile:
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.
Cori A.
Best legal practice software and outstanding customer service
Kommentare: When we switched to CMP, we had been using a customized software program that was so old, it didn't even have a field for the input of an email address! Our entire practice was built around this antiquated software, so I was dreading making the switch. Because there was a lot riding on it, we thoroughly researched and compared several options, and CMP always came out on top. What really sets them apart from all the others though is their outstanding customer service. When we finally switched over, [SENSITIVE CONTENT HIDDEN] traveled to our office (from Florida to North Carolina, not a quick trip) and provided in-office training and and assistance for 2 days at no cost. There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
Vorteile:
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.
Nachteile:
I really can't say there is anything I don't like. My experience is limited, so perhaps I don't know what I am missing, but if I every time have a question, I always get a prompt and clear response.
Kakie G.
Affordable collections software with excellent customer support
Kommentare: 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!
Vorteile:
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.
Nachteile:
Lack of automated functions to sync with our bank.
L. eowyn P.
BEST I HAVE USED, HANDS DOWN.
Kommentare: 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.
Vorteile:
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.
Nachteile:
That my new firm doesn't have it yet.
Chad A.
Best Case Management Software Out There
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
