Explore Best Case
In this issue:
- Save data entry time with the Common Creditor List
- Quickly view previous filing receipts, logs & pdfs
- Define your own keyboard shortcuts
- Bankruptcy Chat
Feature Spotlight: Save data entry time by using the Common Creditor List
Easily build a directory of creditors that you encounter frequently and use those names and addresses for other clients without retyping. Best Case can automatically save creditors that are imported with Credit Report Import or typed in manually. With the click of a button, access this list from Schedules D, E, F, G, H, I, the List of Equity Security Holders and certain sections of the Statement of Financial Affairs.
Set a preference in Best Case to build a Common Creditor List:
- With all windows closed, go to the Setup menu in the top menu bar
- Choose System Preferences
- After Add new Creditors to Common Creditor List check the appropriate Schedules
To enter a creditor from your Common Creditor List:
- In specific entry screens in Best Case, select the rotary card file button to view your Common Creditor List
- Select, create or edit a creditor from the list
Shortcuts: Quickly view previous filing receipts, logs & PDFs
The ECF Manager makes it easy to keep track and view all filing receipts, logs and pdfs for previous cases by clicking the Prior Filings Tab. Here's how:
- In the Client List, double click the client you want to view
- Click the ECF Manager button on the bottom of the Forms and Schedules window
- Click on the Prior Filings tab at the top of the ECF Manager window or press [Alt]+[I] to see the prior filings receipts, logs and PDFs
Note: If you see multiple folders in the prior filings section, just click the Expand All button in the lower right-hand corner of the ECF Manager window to see all of the contents at once.
Time-Saving Keystrokes: Define your own keyboard shortcuts for speed & accuracy
Adding your own custom keyboard shortcuts (macros) for common phrases can save time and help prevent data entry errors. Follow the steps below to add a macro:
- Close all open windows including the Forms and Schedules menu and the Client List window
- Click on Setup, then on Macro Phrase List
- Click the Insert button
- An entry window appears, where you will select a key from the drop-down menu
- In the Macro Text field, type the text you want to appear. If you want to add client specific information such as a name or address, click the Data button and select the appropriate field. If you want a space added after the text, check the box marked Add Trailing Space.
- Click OK and close the window
To insert your newly created macro into an entry field, press [Ctrl] and the key you assigned.
Bankruptcy Chat: Attorneys share their questions, comments, quotes, best practices and more
Recently, Best Case Bankruptcy customers were surveyed. Here's a quick overview of some of the highlights:
Useful instructional resources (in order):
"The Web tutorials are wonderful! Both my staff and myself have used them to get familiar with the very aspects of the program."
- Lawrence G. Vesely, Olson, Kulkoski, Galloway & Vesely, Green Bay, WI
The top 3 Web Tutorials:
Helpful client and case management tools (in order):
"The client list search allows me to keep open and closed cases separately so the list I review is smaller and faster to open clients."
- Eddie McDonnell, South Carolina Legal Services, Spartanburg, SC
Your favorite time saving solution is… OneTouch Filing. The Common Creditor List is also a favorite. Read more about it in the Feature Spotlight.
"Definitely OneTouch. I do not have time to sit ALL DAY and file each part of the petition individually…. It takes less than two minutes with OneTouch and I am ready to move on to other things."
- Karen Ellsworth, Bouloukos & Oglesby, Birmingham, AL
"[The] Common Creditor List. So many debtors have the same creditors and once the correct address is in the system, it makes completing Schedule F very easy."
- James Loewen, Wronko & Loewen, Somerville, NJ
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 at firstname.lastname@example.org to give us your best practices, topic suggestions and feedback.