July 2008

Welcome to the first edition of Best Case Spotlight, the premier e-newsletter dedicated specifically to Best Case® Bankruptcy users.

This monthly publication provides you with valuable tips, and techniques to help you master Best Case Bankruptcy. It’s an opportunity to join the Best Case user community by sharing your best practices, hear first about new web tutorials, online seminars and enhanced features.

In this issue:

• I & J Jump Button
• Searching client files
• CM/ECF 3.2
• Online Quick Median Test
• MyCaseInfo™ tutorial
• Best Practices

Shortcuts: Schedule I & J Jump Buttons for Form 22

Get immediate access to Schedules I & J when you are in Form 22A or 22C.

Hot Keys:

• Ctrl + Alt + I - Schedule I
• Ctrl + Alt + J - Schedule J

The Means Test Calculator contains jump buttons at the top right corner allowing you to access income listed on Schedule I or expenses listed on Schedule J. You can view, update or add information easily and quickly return to the means test.

Feature Spotlight: Searching client files just got easier

To help locate client files more quickly, Best Case added a new search button to the Client List window.

Search by the following criteria: Debtor Name, Social Security Number, Address, Phone Number, Email, Case Number, File Number, Attorney Name, Paralegal, Referred By, and more.

How to Search for a Client File:

1. From the Client List Window, click SEARCH to open the Search window
2. In the drop down menu, choose a category you want to search
3. In the Find Text field, type the terms you are searching for, such as an email address
4. Click Search to return a list of client files that match your criteria

How to Search for Files within a Filtered Client List:

From the following Tabs you can refine a filtered list by searching for a particular client name or office file number.

• All Clients Tab
• Active Clients Tab
• Closed Clients Tab
• Prospective Clients Tab

1. Open the Client List Window and sort the clients by name
2. Type two exclamation points”!!” and type the name you are searching for
3. The text appears at the top of the Client List Window, next to the Name Tab
4. The client list is filtered according to your search criteria supplying the name at top

Insights: CM/ECF 3.2 Release

In the end of April, the U.S. Courts issued a CM/ECF system update—CM/ECF Bankruptcy Release 3.2.

Best Case Solutions worked diligently to make sure Best Case Bankruptcy works properly with the new release, CM/ECF 3.2. Currently most courts are running CM/ECF 3.1.7, but Best Case electronically files with both systems.

According to a June 2008 news release issued by the Federal U.S. Bankruptcy Court web site, CM/ECF systems are now in use in 99% of the federal courts: 94 district courts, 93 bankruptcy courts, the Court of International Trade, the Court of Federal Claims, the nine courts of appeals, and four Bankruptcy Appellate Panels. Most of these courts are accepting electronic filings. Almost 32 million cases are on CM/ECF systems, and more than 320,000 attorneys and others have filed documents over the Internet.

Download a free copy of the 16-page reference guide Electronic Filing with Best Case Bankruptcy

Online Tools: Quick Median Income Test

In four easy steps, discover if a debtor is above or below the median income level.

1. Select the debtor’s state of residence
2. Enter household size
3. Supply the average gross monthly income
4. Click compare

The results display a comparison to the state’s Median Income Amount for the household size entered, the debtor’s Gross Yearly Income (Pre-Tax) and the difference between the two. If the debtor is below the median, the result is in green, and if he is over the median the result is in red.

Bookmark the Quick Median Income Test for future use

Or access it from the Best Case Tools Menu under Online Tools

MyCaseInfo tutorials

Two newly recorded demonstrations walk you through using MyCaseInfo.

• Lesson 1: Inviting a Client to MyCaseInfo
• Lesson 2: Importing Client Information from MyCaseInfo into a Best Case Client File

Best Practices:

What is your favorite tip or trick you use in Best Case? Share with us your most popular shortcut and you could be chosen to be highlighted in the next edition of Spotlight.

Submit your Best Practice to spotlight@bestcase.com

We look forward to hearing about your favorite time-saving strategy!

Contact Information:

Have a comment or question about the newsletter? Please send it to spotlight@bestcase.com

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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.