Best Case Web Tutorials

Build the software skills needed to prepare and file cases more efficiently. These short clips guide you step-by-step through electronic filing tasks, setup menus and more.

See the system requirements necessary to view the below tutorials.

Scroll down to view the available WebTutorials or use the categories below to jump to a topic


Electronic Case Filing | Certificates of Credit Counseling | MyCaseInfo
General Skills | Scanning | Credit Reports | MyECFMail

Electronic Filing

Title: One Touch Electronic Case Filing
Summary: Discover how to generate PDF documents and use the OneTouch feature to submit forms to the Court's CM/ECF website.
Running Time: 2:31 minutes
Title: ECF Manager
Summary: Get an understanding of the various features accessible through the ECF Manager window.
Running Time: about 2 minutes
Title: Amended Filings
Summary: Walk through a basic post-petition filing from PDF generation to CM/ECF Login. (Tutorial contains sound and requires speakers.)
Running Time: 2:18 minutes

Credit Counseling Certificates, Payment Advices

Title: Existing Credit Counseling Certificate
Summary: Attach a scanned certificate of counseling to Exhibit D of the Voluntary Petition.
Running Time: 1:38 minutes

MyCaseInfo

Title: Lesson 1: Inviting a Client to MyCaseInfo
Summary: Walk through logging into MyCaseInfo and inviting a client.
Running Time: about 2 minutes
Title: Lesson 2: Downloading a MyCaseInfo Client File into Best Case
Summary: Importing client information from MyCaseInfo into a Best Case client file.
Running Time: about 2 minutes
Title: MyCaseInfo Debtor's Questionnaire
Summary: This tutorial walks the debtor through the process of filling out the online questionnaire from logging into MyCaseInfo.com to submitting the information for attorney review.
Running Time: about 2 minutes

General Skills

Title: Miscellaneous Options
Summary: See first-hand how to enable a variety of options that affect how Best Case treats certain forms in specific jurisdictions.
Running Time: 1:50 minutes
Title: Editing the Forms List
Summary: Find out how you can manipulate the order and selection of forms in the list of Forms and Schedules.
Running Time: 1:21 minutes


Scanning

Title: BestScan™
Summary: Scan a certificate of credit counseling, and save it directly into the ECF Manager.
Running Time: 1:17 minutes
Title: BestScan Attachment
Summary: Scan and attach a certificate to Exhibit D of the Voluntary Petition.
Running Time: 2:06 minutes

Import Credit Reports

Title: Integrate First American CREDCO with Best Case
Summary: See a configuration, authentication and a credit report import from First American CREDCO.
Running Time: 3:02 minutes
Title: Integrate CIN Legal Data Services with Best Case
Summary: See a configuration, authentication and credit report import from Credit Infonet.
Running Time: 2:45 minutes
Title: Integrate A Suite Solution from OCR with Best Case
Summary: See a configuration, authentication and credit report import for A Suite Solution from OCR.
Running Time: 3:11 minutes

MyECFMail

Title: General Requirements
Summary: The general requirements for using MyECFMail
Running Time: about 2 minutes
Title: Installation
Summary: Installing and configuring MyECFMail
Running Time: about 2 minutes
Title: Email Manager
Summary: MyECFMail's email management system
Running Time: about 2 minutes
Title: Calendar
Summary: MyECFMail's Calendaring system
Running Time: about 2 minutes