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Feature Spotlight: Don’t miss out on important tasks with the bankruptcy checklist.

Generate a checklist to help you file a petition proficiently and accurately. The checklist was created for attorneys by attorneys with a detailed list of must-have documents for pre-filing, initial filing, conversion from chapter to chapter and more!

The checklist can be used “as is” or as a starting point to fit your unique interviewing and workflow styles.

To view the Checklist: Update to the latest version of Best Case to view the checklist.

  1. In Forms & Schedules Menu, under the “Questionnaires, Disclosures and Checklists” Folder, click the plus sign.
  2. Double-click “Chapter 7/13 Standard Checklist (Generic)”
  3. A QuickForm dialog box will appear. Click OK to display the checklist.
    *Make sure you are updated to the latest version of Best Case to view the checklist.
  4. Save the checklist or print a copy with the menu bar at the top.