This 90-minute webinar reviews the fundamentals of Best Case by Stretto, walking you through a client file from start to finish. This is perfect for new users or those needing a refresher. Topics include:
- Forms Preparation
- Client and Case Management
- Electronic filing using the ECF Wizard and OneTouch®
- Post-Petition Activities
Please join us for a tour of ancillary products and services available through the Best Case by Stretto desktop platform to streamline your case management and petition preparation workflows.
- MyCaseInfo (online questionnaire)
- Credit Reports
- Bankruptcy Courses
- Legal Noticing
- Court Notices & Calendar
Sign up for the next Best Case Best Practices, a series of webinars that features revolving monthly topics, providing you with the opportunity to learn about new features and more from a Best Case expert while engaging in an open forum to get your questions answered and interact with other users.
9/12 | Optimize Your Case Preparation Workflow
Explore essential tips and techniques to streamline case preparation and enhance your petition drafting workflow.
Takeaways:
• Learn keyboard shortcuts to simplify navigation
• Create case templates to reduce redundant data entry
• Leverage credit reports to expedite data collection
• Fulfill mandatory course requirements through integrated courses
Our team provides full-service legal noticing and document production capabilities, allowing busy professionals to focus on more substantive case aspects while we deliver time and cost efficiencies. Stretto owns and operates the industry’s only print-production facilities dedicated to bankruptcy legal noticing.
Developed specifically for bankruptcy Attorneys, Credit and Financial Reports offer merged data from the three primary credit-reporting bureaus – Equifax, Experian and TransUnion. These reports provide Attorneys with a wide breadth of financial and asset information. The Credit Report provides the most pertinent client and creditor information for preparing bankruptcy cases, including judgments and liens, medical collection liabilities, and bankruptcy-specific addresses to ensure delivery of notices. In addition to data contained in the Credit Report, the Financial Report is comprised of an in-depth asset analysis that includes detailed property information, vehicle registrations, UCC filings, and related work history.
Best Case Bankruptcy provides everything you need to make case preparation and e-filing quicker, easier and more accurate. Take a video tour and learn about the time-saving features that will assist you from start to finish.
OneTouch® allows you to effortlessly e-file complete and emergency petitions quickly and accurately.
Recorded August 22, 2019
Basics of Best Case
Learn the fundamentals of Best Case as an expert walks through the stages of a client file from start to finish. This course is perfect for new users or those needing a refresher.
Topics include:
- Completing the schedules
- Saving time with Credit Report Manager and CaseAssist
- Electronic filing using the ECF Wizard and OneTouch
- Using BestScan
- Applying the means test provisions with the Best Case Means Test Calculator
Recorded March 24, 2021
Tech Talk – Learn answers to frequently asked technical support questions:
- How do I update? How often should I update?
- Update failed; what do I do now?
- I can’t update even though all users are out of Best Case, what do I do?
- I updated and can’t see my clients, now what?
- How do I backup my clients?
- How do I move a BC install to a new computer?
- Can I use Best Case with Dropbox?
- How do I email a client file? / How do I restore a client that was emailed?
- How do I copy a client?
- Is there a way to email a proof of my petition to my clients?
- Do you have a client questionnaire I can print out and had to my clients?
- Where do I enter EIN info?
- Is there a way to link multiple properties to a creditor?
- How do I get addresses to appear on certificate of service?
- Is there a way to manually edit a form?
- Does BC have spell check?
- How do I attach multiple income and expense worksheets to Sch I or J?
- Why isn’t my Schedule I data appearing in Form 122 and vice versa?
- I can’t edit any income data in the Means Test, why not?
- Form 122 told me I was $XX over abuse. I put in an amount greater than $xx and I’m still over abuse.
- Only half of my means test is completed. Why?
- How do I calculate the 13 plan?
- I calculated the 13 plan and the monthly payment is really high. Why?
- How do I change the trustee’s percentage on the 13 plan?
- What classification should I select on the 13 plan?
Recorded June 8, 2023
Means Test Calculations
Effective May 15th, 2023: The IRS National Standards for Bankruptcy Allowable Living Expenses (BALE), Local Transportation Expense Standards, and the Chapter 13 Administrative Expense Multipliers have been revised. Discover how Best Case simplifies the Means Test with built-in calculators and tools to streamline data entry.
- Automate the calculation of CMI/DMI to determine presumption of abuse
- Utilize the paycheck calculator to populate income on Form 122 and Schedule I
- Complete the twelve means test tabs if a debtor’s income is above the median