Additional Features

In addition to the standard modules included in our legal practice management software, we also offer complementary products and features as listed below:

  • Mobile Access – When you are out and about in court or at meetings it’s important you stay informed of any developments. With CPM Mobile you can enjoy many of the features and benefits of CPM on a mobile phone or PDA such as emails and diary appointments.
  • Reports – Extensive pre-loaded reports on clients, cases, and file and staff activity as well as customizable reporting options.
  • Custom Fields - CPM allows the user to create as many custom fields as desired for any given practice area and utilize the contents of those fields in the Template Editor.
  • Document Merge - CPM allows you the ability to select any activity (charges, emails, Word documents, scanned documents, etc.), and generate a merged document containing your selected items and it automatically generates a table of contents.  Great for depositions, court appearances, etc.
  • Telephone Messaging – A module that allows anyone to take a call and assign it to the proper individual who can then retrieve it from his or her own workstation.
  • Accounting Integration - CPM provides the user with the ability to bill any entry to a case, and have that entry posted into CASELODE Back Office Accounting without any redundant entry required.  Additionally, you may open your new client and case files in our Practice Management product or in our Accounting product.