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Resource Type: Video

How to Configure Credit Report Manager

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Activate the credit report option and configure import and account settings.

How to Order and Import Credit Reports

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Order, view and import Credit Report data using the Credit Report Manager.

How to Use Bankruptcy Course Manager

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Deliver course instructions, reminders and access course certificates.

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.

Integrate your Website with MyCaseInfo

Integrate the MyCaseInfo registration process into your firm’s website.

How to Manage Accounts with MyCaseInfo

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Add users, customize preferences and update billing information.

How to Prepare Amended Filings

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Walk through amendments from PDF generation to CM/ECF Login.

File Form 423 & Certificate

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Download and e-file the financial management certificate wtih Form 423.

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