Learn how to view, add, edit and sync events in the online calendar. View court notice generated bankruptcy events and create your own custom events.

Learn how to enter and modify case status and contact information for a case.

Learn how to track client documents and print a checklist. Use the standard list included with Best Case or create your own custom checklists.

Learn how to enter notes and communication activity records for a client.

Learn how to enter billing details such as rate, payments and expenses. Export or print a billing summary and track referral and lead source.

Print a customized client list report using filters including case status, debtor type, chapter, lead source, etc. Export a .csv file that can be opened and modified in MS Excel or another spreadsheet program.

Recorded July 26th, 2017

Learn about 10 time saving data-entry features including client templates, spell check, macro phrases & common text blocks!

Recorded September, 2017

Learn about generating and exporting Best Case data into standard or custom reports!

Recorded October 25, 2017

Explore Bankruptcy Packets and learn how Best Case can help streamline the process with checklists, course instructions and more!

Recorded December 13, 2017

Discover how the new Version 27 feature, Claim Tracker, can assist your process of managing Proofs of Claim! Determine standard and government claims bar dates, identify missing and late claims and quickly view amount discrepancies between your proofs of claim and scheduled claims.