about us

CMS Services was founded to address a fundamental challenge in the Accounts Receivable Management (ARM) industry: how can firms meet the growing compliance expectations of clients, regulators, and consumers—while still achieving operational and financial performance goals? Today, those expectations are non-negotiable—they’re the cost of entry. We established CMS to help firms not only meet that threshold but excel beyond it.

Purpose-Built for the ARM Industry

The CMS Compliance Portal has been developed over a decade, shaped by extensive client feedback. It is a purpose-built solution designed to enhance internal compliance, vendor oversight, license tracking, and audit readiness. CMS makes compliance transparent, collaborative, and verifiable—equipping organizations with the confidence to grow and the tools to differentiate themselves.

Internal Compliance, Simplified

Establishing and maintaining a robust Compliance Management System (CMS) demands significant time and resources—often diverting focus from your core business. That’s where we come in. Our Compliance Portal provides a clear roadmap and structured framework for building and sustaining compliance within your organization.

With CMS, you can:

- Organize, review, and manage internal policies and procedures

- Track remediation and version control

- Centralize key compliance documentation

- Demonstrate readiness to regulators, clients, and auditors

Complete Vendor Oversight

In today’s interconnected ecosystem, your compliance is only as strong as that of your vendors. CMS is the only platform that seamlessly integrates third- and fourth-party compliance tracking—balancing data privacy with transparency and control.

Our portal supports:

- Sub-vendor tracking with selective data access

- Document sharing with audit trails

- Complaint/dispute review workflows

- Role-based permissions for secure collaboration

Trusted by the Industry. Led by Experience.

We’re not just technologists—we're compliance professionals. CMS is led by Irwin Bernstein, an attorney and veteran of the financial services and compliance sectors. His firsthand experience with the operational, legal, and reputational risks in the ARM space informs every feature we develop.

We are recognized for:

- Our responsiveness to client needs

- Our ability to adapt the platform to diverse use cases

- Our commitment to continuous improvement

Why CMS?

Because the old approach—managing compliance through emails, spreadsheets, and siloed systems—no longer suffices. CMS replaces fragmentation with clarity. It provides the tools to make better decisions, reduce risk, and build trust with your clients and partners.

We help you transition from reactive to proactive. From compliant to confident.

Ready to simplify compliance and elevate performance?

A person writing on paper with a pencil.

Why use the CMS Portal?

Central repository for Policies and Procedures, Contracts, or other Documents

Manage Complaints, Requests for Information, and other recurring distinct events

Central repository for Policies and Procedures, Contracts, or other Documents

The Compliance Portal offers a single fully customizable repository for Accounts Receivable Management to store documents. This portal features version control, remediation tracking, calendaring, and note-taking capabilities. Each document and note can be selectively shared with clients, regulators, or vendors, ensuring effective Vendor Oversight.

Track voluminous and changing data

Manage Complaints, Requests for Information, and other recurring distinct events

Central repository for Policies and Procedures, Contracts, or other Documents

Monitor state licenses by entity and bar admissions by state for a law firm’s attorneys, along with insurance coverage, through a robust Compliance Portal. Any Excel table you create for Accounts Receivable Management can be stored, tracked, and easily revised. Reports will automatically generate calendar reminders for expirations or follow-ups. For state-specific information, details will automatically populate a map, allowing for vendor oversight by company or item type.

Manage Complaints, Requests for Information, and other recurring distinct events

Capture, manage, and report data along with supporting documents and notes on complaints, disputes, facility access, or forms created by you. With our Compliance Portal, you can track follow-up dates to meet deadlines, and the integration with Excel and Power BI enhances your data analysis in Accounts Receivable Management to identify areas of concern, including effective Vendor Oversight.

Vendor Management

Automated Media Management

Manage Complaints, Requests for Information, and other recurring distinct events

Our Operations Consulting services focus on enhancing small businesses' efficiency through effective Accounts Receivable Management. We collaborate with you to pinpoint areas for improvement, streamline processes, and help you manage your business more effectively. Our unique Compliance Portal is the only system that integrates 3rd and 4th party compliance tracking. CMS strikes a balance between transparency and privacy with selective sharing options, ensuring clear vendor oversight while allowing you to maintain control over how information and notes are disclosed.

Supervisory Assessments

Automated Media Management

Build custom reviews for Accounts Receivable Management that capture supporting documents, track expectations, and provide remediation strategies along with reference materials. Complete reviews with integrated Heat Map Reports that incorporate all findings and recommendations, ensuring a consistent work product while adhering to the standards set in the Compliance Portal and enhancing Vendor Oversight.

Automated Media Management

API Driven Media Requests and Management streamlines the request and delivery process, enhancing response times while also supporting Accounts Receivable Management, reducing FTE, and ensuring a full audit trail of actions taken for effective Vendor Oversight and compliance through our Compliance Portal.