Case Master Pro vs. CosmoLex Comparison


Case Master Pro CMPOnline	CosmoLex ProfitSolv	+	+
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Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. 147 Ratings Visit Website FreshBooks Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app. 5,465 Ratings Visit Website Xero Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. 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With our process and compliance focus, you can ensure your investigations are fully compliant with applicable regulations, with minimal extra effort or stress. With Polonious, you can run detailed reports on case outcomes, timeframes, and finances, and break that down across case types, investigators, and even down to investigation status. So you can prove your value up the chain, but you can also identify any problem areas and improve your efficiency. 2 Ratings Visit Website TraceEngine The dedicated software for skip tracing from the world’s authority in case management systems. TraceEngine is the one tool you need to make skip tracing easier, faster, and more effective. It is powered by the PoloniousEngine and benefits from 20 years of experience in world-class investigation software and system delivery. Being cloud-based means hosting and security are taken care of, and can you be up and running in less than 10 minutes, with your first 30 days free. You’ll get access to our ongoing support for just $165 each month and with no lock-in contracts you can cancel anytime. TraceEngine is packed with powerful features specifically designed for skip tracing letting you manage more cases and generate more business. A simple search and pick tool lets you easily allocate cases to investigators. If they are not already in the system then a simple widget will pop up to let you add the required details. 1 Rating Visit Website Canopy Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. 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About 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 judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. 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.	About CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Lawyers, attorneys, paralegals, legal professionals, debt collectors and subrogation professionals	Audience A superior solution for Law firms, individual practice, and accounting professionals.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $119/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information CMPOnline Founded: 1998 United States www.casemasterpro.com/free-demo/	Company Information ProfitSolv Founded: 2020 United States www.cosmolex.com
Alternatives LEAP	Alternatives Tabs3 Tabs3 Software
CosmoLex ProfitSolv	Soluno Devlos Software
8am MyCase 8am	8am MyCase 8am
Clio Themis Solutions	Clio Themis Solutions
PracticePanther Law Practice Software PracticePanther Legal Software View All	PracticePanther Law Practice Software PracticePanther Legal Software View All
Categories Debt Collection Law Practice Management Legal Billing Legal Case Management Legal Document Management Legal Time Tracking Litigation Management Personal Injury Law Trust Accounting	Categories Family Law Law Firm Accounting Law Practice Management Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Management Legal Time Tracking Personal Injury Law Trust Accounting
Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management Show More Features Debt Collection Features Agency Management Auto Dialer Automated Notices Callback Scheduling Client Management Commission Management Compliance Management Contact Management Credit Bureau Reporting In-House Collections Payment Plans Transaction Management	Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management Show More Features Legal Calendar Features Case Defined Timekeepers Completion Tracking Conflict Management Multi-Office Reminders Rules-Based Scheduling Staff Calendar Status Tracking Task Management
Integrations Google Drive Box CardConnect Docusign Dropbox Gmail Google Calendar Microsoft 365 Microsoft Excel Microsoft OneDrive Microsoft Outlook QuickBooks Accountants QuickBooks Online Sage Accounting ScoreDetect Shift Stackreaction Show More Integrations View All 9 Integrations	Integrations Google Drive Box CardConnect Docusign Dropbox Gmail Google Calendar Microsoft 365 Microsoft Excel Microsoft OneDrive Microsoft Outlook QuickBooks Accountants QuickBooks Online Sage Accounting ScoreDetect Shift Stackreaction Show More Integrations View All 10 Integrations
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