Learn how to enroll an operating or trust account and set up your Best Case install with your new credentials.

Maximize data-entry efficiency by configuring the Invoices & Payments feature. Set up hourly rates, fee categories, and fee templates.

Add and manage fees in Invoices & Payments. Save time on adding fees by applying fee templates.

Record one-time cash, check, credit/debit and ACH payments. Request credit/debit and ACH payments via email and/or text.

Create a payment plan to process set payments on a set interval or customize a plan to process specified amounts on specific dates.

Manually track time for a case and utilize the Case Effort Calculator to determine if you’re undercharging or overcharging. Identify fee opportunities and create fees based on time entries.

Initiate full or partial refunds for processed payments in Invoices & Payments.

Using Invoices & Payments, log payments received from the trustee through the Chapter 13 plan.

See a brief overview of the most recent consumer-buying behavior trends and the processes law firms have created to increase client conversion and total fees collected.

Recorded November 19, 2020

Historically bankruptcy attorneys have shied away from accepting debit or credit card payments due to the risks and ethical concerns.
As the leader in bankruptcy and fiduciary technology, Best Case by Stretto has created a payment solution specifically for bankruptcy law firms. With built-in safeguards that reduce risk, ensure IOLTA compliance, and increase payment security, lawyers can process debit or credit cards confidently.

• Hear an overview of related ethical concerns and recommendations under the ABA’s Model Rules and recent opinions
• Receive an update on electronic payment trends and the recent rise in check fraud
• Understand the process and timelines for running an electronic transaction
• Learn how law firms are leveraging payment plans to retain more clients and increase satisfaction