Recorded April 22nd, 2020
Data Integration – Streamline the data entry process with integrated workflow tools
Learn how to:
• Order Credit and Financial Reports, bankruptcy courses, tax transcripts and more
• Import report data into creditor and asset schedules
• Collect data from the debtor with an online questionnaire
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
Recorded June 27, 2018
Save hours of manual work by importing client information and creditor data directly into the client file. Learn how you can eliminate hours of manual data entry by importing data directly into the client file. See how built-in tools can make your client intake and case preparation processes more efficient.
• Macro Phrases
• Common Text Blocks
• Import creditors (from other clients)
• Credit Report import
Recorded October 25, 2017
Explore Bankruptcy Packets and learn how Best Case can help streamline the process with checklists, course instructions and more!
Learn how to manage clients from the MyCaseInfo® attorney administration portal.
Learn how to send out and customize a MyCaseInfo® client invitation.
Take a tour through the screens and features of the MyCaseInfo® client questionnaire.
MyCaseInfo is a secure, web-based client questionnaire created to integrate with Best Case Bankruptcy for Chapter 7 and Chapter 13 cases. It allows you to invite clients to answer bankruptcy related questions and upload documents online and with a click of a button populate the client entered data into a new or existing client in Best Case Bankruptcy, saving your firm hours of data entry.
Learn how to add users, customize firm preferences and update billing information from the account management page.attyGettingStartedGuide