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Resource Topic: Client Intake

Stretto Credit and Financial Reports

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Eliminate hours of data entry by importing data directly into the Best Case client.

Integrated Solutions and Services Webinar

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Enhance your workflow and save time by accessing integrated tools and services.

Remote Client Intake with MyCaseInfo

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Save hours of data-entry with a secure, online client questionnaire.

Data Integration Webinar

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Integrate data from credit reports, courses and the online questionnaire.

Client Bankruptcy Packet Webinar

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

How to Manage Clients in MyCaseInfo

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Manage clients from the MyCaseInfo attorney administration portal.

How to Invite a Client to Use MyCaseInfo

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Send and customize a MyCaseInfo client invitation.

Tour the MyCaseInfo Client Questionnaire

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Take a journey through the electronic client questionnaire.

How to Manage Accounts with MyCaseInfo

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Add users, customize preferences and update billing information.

MyCaseInfo Overview

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See how MyCaseInfo can expedite the client intake process.

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