Resource Library

Client Intake with MyCaseInfo Webinar

MyCaseInfo® directly populates client data into the appropriate schedules saving your firm hours of redundant data entry. Discover how easy it is to complete and download client data into Best Case with this online client questionnaire.

Learn how to:

  • Invite a client to use MyCaseInfo
  • Preview core client data
  • Import client data into a new or existing client file.