Minimize redundant data-entry. Learn how to add, edit and apply client template to reduce data-entry time when creating new clients.

Learn how to use Claim Tracker to identify claim bar dates, missing proofs of claim and amount discrepancies. Best Case automatically matches filed proofs of claim to your scheduled claims and syncs data to your creditor schedules.

Store and access all your important case documents in one central location with free online document storage.

Recorded February 28, 2018

Think Outside the Box – Learn about ways to increase your firm’s revenue with:

• 722 Redemption Funding
• Tax Discharge Determinator
• Student Loan Analyzer
• Credit Assurance

Learn how to update default preferences for bankruptcy data product orders.

Learn the steps involved with data-entry into the student loan analyzer. Add student loan details manually or by importing an NSLDS file. Use the institution look up to determine the cost of attendance and accreditation status for your debtor’s school.

Use the results tab in the Student Loan Analyzer to access a summary, analysis and relief options pertaining to your debtor’s student debt. Use the Jurisdictional Scorecard to track the success rate of student loan hearings based on the circuit, district or judge; and obtain additional background information pertinent to your case. Access student loan form templates and identify potential clients via a student loan creditor search.

Recorded March 15, 2017

Explore Version 26 and learn how to track client documents with a checklist, manage client fees and payments, and keep a record of client communication and activities.

Never worry about missing important Court dates again. Keep track of important events from Best Case, or on the go, with the Integrated Online Calendar.