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
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?
Best Case Bankruptcy 27 is packed with updated features to streamline Proofs of Claim, enhance case management, pre-populate information and more.
Recorded March 15, 2017
Explore Version 26 and learn how to track client documents with a checklist, manage client fees and payments, and keep a record of client communication and activities.
Explore how to update Best Case to access the latest feature enhancements and ensure you stay compliant with federal and local district requirements.