August 2009

In this issue:

• File Form 23 with OneTouch®
• What's New in Best Case
• Needs Attention Tag
• Did You Know?

Feature Spotlight: File Form 23 with OneTouch

Now you can prepare Form 23 directly in the ECF Wizard and file it within a few clicks. Best Case is leading the way with the industry's first OneTouch post-petition filing. Follow the step-by-step instructions below:

Step 1: Select Post-Petition Filing Type

1. Click the ECF lightning bolt to open the ECF Wizard
2. Select Form 23 – Post-Petition Financial Management Education
3. Click Next

Step 2: Complete Form 23

1. Click Edit Debtor Form 23
2. Enter the required data or edit existing information
3. Click Attachments to attach the certificate
4. Select your desired PDF option for the Debtor(s)
5. Click Next

Step 3: Prepare for Filing

1. Click Prepare Filing

Step 4: Upload Documents

1. Verify prepared files in the ECF Manager
2. Click File B23

Step 5: OneTouch Form 23

1. Click OneTouch to go to ECF Login
2. Enter your name and password then select File B23

ALTERNATE METHOD: If you have a scanned version of Form 23 already you can still use OneTouch to automate the filing. Simply place the Form 23 PDF files into the client's ECF folder and begin at Step 4 above. The PDF file must be named Form23D.pdf for the debtor and Form23J.pdf for a Joint Debtor, or you may combine both debtors into a single file named Form23DJ.pdf.

IMPORTANT: A case number is necessary to file Form 23. And based on jurisdiction there are different filing requirements for Form 23 and the certificate. Verify with your Court for local specifications.

NOTE: Form 23 Certificate Concerning Financial Management is located in the Supplemental Forms folder and is intended to be filed as a post-petition document. It is not the same as the Certificate of Credit Counseling the debtor files with the initial petition.

What's New: Check out the latest enhancements in Best Case

Credit Report Import Feature – Four options for importing addresses The Credit Report Manager Configuration Window now prompts you to select how you want to import a Bankruptcy Specific Address (BSA) and a Credit Reporting Address (CRA) to the Creditor Information Tab of the Schedule. There are four options to choose from:

• Import BSA as a Creditor Address
• Import BSA as Creditor Address and Notice CRA
• Import CRA as Creditor Address
• Import CRA as Creditor Address and Notice BSA

New Chapter 13 Plans

• District of Columbia
• Delaware

Revised Chapter 13 Plans

• Southern District of Indiana: Effective 8/1/2009
• Western District of Tennessee

Custom 13 Plans are sold for an additional fee. To add one to your license call Best Case at 1.800.492.8037.

Access to Legal Resources – Link directly to Loislaw® from the Tools Menu Get comprehensive and easy-to-use legal resources at your fingertips with the Loislaw Primary Law link. From anywhere in the program use the keyboard shortcut [Shift-Alt-L] or navigate to the Tools menu bar, then Loislaw Primary Law. Don't forget to save your User Name and Password in Best Case for easy entry.

Shortcuts: Needs Attention!

Easily tag a client file with Needs Attention to mark it for easy reference later.

1. Open the Client List Window
2. Highlight the appropriate case
3. Click the Notes button, the Case Status tab will appear
4. Click the checkbox labeled Needs Attention
5. Use the Attn! tab to filter all cases that need attention

Did You Know? You can specify a local form to be treated like a main form or schedule

If there is a local form that is filed for every case, move it from the Local Forms or Supplemental Forms folder to the main Forms and Schedules Menu so when you select all forms to print, this form is always included.

To move a supplemental form into the main Forms and Schedules Menu:

1. Close all windows in Best Case
2. Click Setup/Jurisdictions
3. Highlight the jurisdiction name then click Edit, the jurisdiction preferences window opens
4. Click the Edit Forms List button
5. Under the Jurisdiction Forms List, highlight the form you want to move then click the Up button until the form is positioned under the Standard Filing heading
6. Click Close, then click OK

Shortcut! With the Client File Open:

• Navigate to Setup/Edit Case Jurisdiction or press [Ctrl-Shift-J] from the Forms and Schedules Menu
• Follow steps 4-6 above

IMPORTANT: If the local or supplemental document is a Quick Form (Displayed with a Q in the icon), you will have to edit the form first so Best Case knows to include the document with the filing.

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Thank you for all your positive feedback. Keep it coming, it's important to know what topics you want to see in Spotlight. You, the Best Case user, drive the content of this newsletter. Email us now at spotlight@bestcase.com to provide us with your best practices, topic suggestions and feedback.