Case Master Pro

What Case Master Pro does

Case Master, Inc., operating as Case Master Pro (with the product brand CMPOnline), is a privately held, founder-owned software company founded in 2005 and headquartered in Florida. The company builds a cloud-based, modular legal case management and debt collection platform deployed on AWS with real-time redundancy, sold exclusively to law firms, collection agencies, and adjacent verticals (subrogation, real estate collections, judgment recovery, credit card collections, medical collections). The platform spans case management, CPA-designed billing and trust accounting with IOLTA support, CMP Imaging (paperless office), custom reporting, document generation with merge/letterhead support, workflow automation, and a field-level security model with two-factor authentication.

The product is extended through optional add-on modules including Email Automation, Client Dashboard, Payment Dashboard, Outside Counsel Login, EDI Interfaces, Direct Check Module with MICR scanning, and a Data Conversion service that migrates historical data from legacy systems. The deepest third-party integration is with PaymentVision, providing embedded credit/debit/ACH/check processing with PCI-DSS Level 1 vaulting and debtor self-service portals; lighter integrations cover Clover Connect, LawPay, QuickBooks, Peachtree (Sage), and Microsoft Office. The company has shipped monthly software enhancements continuously since at least 2021, including Regulation F / FDCPA compliance features implemented ahead of the November 30, 2021 effective date.

CMPOnline's go-to-market is sales-led and consultative, with direct demo requests, custom demonstrations, and quote-based modular subscription pricing scaled by practice area modules, user count (from solo through 50+ seat deployments), and data complexity on an annual billing cadence. Demand generation relies on content marketing via a legal debt collection blog, Capterra reviews, professional referrals (including through the PaymentVision partner directory), and General Bar association membership. The company operates only in the United States and Canada, has no disclosed external funding or institutional ownership, and is run as a bootstrapped, founder-led business with a small Florida footprint.

Name

Case Master Pro

Legal name

Case Master, Inc.

Website

https://casemasterpro.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Case Master Pro is a founder-owned, cloud-based SaaS vendor founded in 2005 that provides CMPOnline, a modular legal case management and debt collection platform for law firms, collection agencies, and adjacent verticals across the US and Canada.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Software Publishers (5132), Legal Services (5411), Collection Agencies (561440), Activities Related to Credit Intermediation (5223)

SIC

Services-Legal Services (8111), Services-Computer Programming, Data Processing, Etc. (7370), Services-Consumer Credit Reporting, Collection Agencies (7320)

akta.pro primary industry

Legal Practice Management & Case Management (BPAEAPAC)

akta.pro secondary industries

Collections, Recovery & Debt Management Platforms (FSAGAHAI), Legal Collections Support (Pre-Lit, Litigation Admin, Judgment Recovery) (BPAAAEAH)

Keywords

• Legal case management software
• Debt collection software
• Law firm management
• Trust accounting software
• Legal billing software

Headquarters

HQ city

Gainesville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Subscription Licensing: CMPOnline operates as a modular cloud-based software solution with pricing structured around practice area modules, user scaling (number of active seats), and data requirements. Base pricing varies depending on specific tools required and firm size, supporting everything from solo practitioners to large national firms.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Case Master Pro (CMPOnline) provides cloud-based legal case management and debt collection software for law firms and collection agencies. The platform integrates case management, trust accounting (IOLTA), legal billing, custom reporting, document management, imaging, and integrated payment processing into a single modular SaaS system designed specifically for high-volume debt recovery operations.

Product overview

Case Master Pro (CMPOnline) is a cloud-based, modular legal debt collection case management platform designed exclusively for law firms and collection agencies. The core platform consists of integrated modules including Case Management, Legal Billing Software, Custom Reporting, Legal Software Administration, CMP Imaging (paperless office), and Document Management. These core modules work together to provide comprehensive case tracking, trust accounting, billing, document generation, and compliance features. The system is extended through optional add-on modules including Email Automation, PaymentVision Integration (for credit/debit/ACH/check processing), Client Dashboard, Payment Dashboard, Outside Counsel Login, EDI Interfaces, Direct Check Module, and Data Conversion. The modular architecture allows firms to customize their implementation based on specific practice area requirements, from solo practitioners to large national firms. Pricing is tailored based on practice area modules, user scaling, and data requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• CMPOnline
• Case Management Module
• Legal Billing Software
• Custom Reporting Module
• Legal Software Administration
• CMP Imaging
• Document Management
• Email Automation
• PaymentVision Integration
• Client Dashboard
• Payment Dashboard
• Outside Counsel Login
• EDI Interfaces
• Direct Check Module
• Data Conversion

Quantifiable outcome

• Firm reduced staff from 100+ to half while increasing revenue through streamlined CMP-enabled processes
• +3 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature12 records

Partnerships

Two partnerships are on record, tiered core and minor.

• PaymentVisioncoreTechnology or IntegrationDeep integration partnership with PaymentVision for legal collections-specific payment processing. CMPOnline is an Approved PaymentVision Partner with deep system integration supporting credit cards, debit cards, ACH, and checks directly within the platform. Features include automated batch posting, debtor self-service portals, and PCI-DSS Level 1 compliance. Marketing materials emphasize this as the primary payment processing solution with fastest recovery rates and most robust compliance features for legal collections.
• General BarminorGTM or Marketing PartnerProud member of the General Bar association, providing visibility and credibility among legal collection attorneys and firms.

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Zola Suite: Legal practice management with case management, billing, and document management for solo and small law firms. Comparable in serving small firm SaaS case management needs, with overlapping billing and document features.
• MyCase: Legal practice management software offering case management, billing, and client communication tools. Competes for the same law firm software wallet but addresses general practice rather than debt collection specialization.
• Clio: Largest cloud legal practice management platform serving law firms broadly with case management, billing, and client portals. Comparable as a competing legal SaaS platform, though Clio is horizontal across practice areas rather than specializing in debt collection.
• Smokeball: Legal practice management software targeting small law firms with automated matter management and document assembly. Comparable as a SaaS alternative for law firm operations, though broader in vertical focus than CMP.
• PracticePanther: Cloud-based legal practice management suite with case management, billing, and document automation. Competes in legal SaaS for small to mid-sized firms, overlapping with CMP's solo-to-mid-market segments but lacking collections-specific depth.
• Filevine: Legal case management platform serving law firms with case organization, document management, and workflow automation. Comparable in case-centric SaaS architecture for law firms but broader in target market than CMP.
• Rocket Matter: Cloud legal practice management for small to mid-sized law firms with billing, calendaring, and document management. Competes in the same SaaS legal market with overlapping case management and billing capabilities.

Others

• LawPay: Legal-specific online payment processing solution integrated with multiple legal practice management platforms including CMPOnline itself. Comparable as a payments partner in the legal tech stack rather than a direct case management competitor.

Direct peers

• Needles: Long-standing case management software specifically built for plaintiff law firms including personal injury and mass tort practices. Comparable as a specialty legal case management vendor with similar vertical depth, though focused on plaintiff litigation rather than debt collection.
• CosmoLex: Cloud legal practice management with built-in legal accounting and trust accounting designed for small law firms. Closely comparable to CMP in combining case management, trust accounting, and integrated payments for law firm operations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/CaseMasterPro1
• YouTubeyoutube.com/channel/UC8qvT9hEoNFkqOBhKPlLO4Q/videos
• Facebookfacebook.com/casemasterpro
• LinkedInlinkedin.com/company/case-master-inc-

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Case Master Pro