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Resource Topic: Client/Case Management

Calendar Sync Overview

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Keep track of important dates from Best Case with the Integrated Online Calendar.

Upload and Store Documents Online

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Stay organized with free online document storage.

Manage and Track Proofs of Claim

Identify bar dates, missing proofs of claim and amount discrepancies

Create and Add an Access Code

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Link Best Case to the online court notice and calendar feature.

Client Bankruptcy Packet Webinar

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Access checklists, course instructions and more to include in your bankruptcy packet.

Create Custom Reports Webinar

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Print and export Best Case data into standard or custom reports.

Generate Client List Reports

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Print or export customized client list reports to a csv file.

Manage Billing and Expense Activity

Track billing details such as rate, payments and expenses.

Track Notes and Communication Activity

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Enter case notes and activity records for a client.

Track Client Documents With a Checklist

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Create, manage and print a checklist to track client documents.

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