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Remote Client Intake with MyCaseInfo
 

Recorded May 20, 2020

Remote client intake with MyCaseInfo®, a secure web-based questionnaire

Learn how to:

  • Execute the client-intake process online, eliminating an in-office meeting
  • Customize an online questionnaire and invite clients to submit information
  • Preview and import client-entered data into Best Case by Stretto
  • Prompt prospective clients to initiate the bankruptcy process with a form on your website