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

Recorded December 16, 2020

Learn about Stretto’s Legal Noticing Services available within your Best Case software. Explicitly designed for bankruptcy practitioners, our on-demand print-mail options provide firms who issue Certificates of Service for Chapter 13 and 11 cases an unparalleled opportunity to decrease costs and increase efficiency.

• Understand how a virtual mailroom would eliminate administrative burdens, increase efficiency, and ensure compliance firm-wide
• View the systematized legal-noticing process attorneys and office staff would use to merge data on Court forms and related filings
• Learn more about document-tracking capabilities for administrative oversight across all cases, regardless of where team members may be located
• Leverage our extended service and fulfillment hours for print-mail requests such as the ability to submit orders as late as 8:00 p.m. ET, with a final expedited mail drop-off time of 12:30 a.m. ET.

Recorded January 26, 2021

Aging accounts receivable can be the silent killer of a solo practitioner or small law firm. Days turn into weeks and eventually months later accounts are still overdue. All the while, the likelihood that you will be paid for services rendered gets smaller and smaller.

Join Chelsey Lambert, Stretto’s Managing Director and recognized industry expert, as she delivers “Beating the Collection Odds”. This informative session provides guidance on how to approach the conversation with your clients and offer flexible payment options without feeling like a collections agent. Program participants will also receive sample scripts and letters that can be utilized by nearly any law firm.

• Learn client intake and consultation strategies to increase the likelihood of payment.
• Review a template AR policy, collections email, letter, and call script.
• Watch a real-time payment plan setup tutorial.

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

Consumer Bankruptcy 101

Stretto has developed this comprehensive six-week program for Attorneys interested in adding a consumer-bankruptcy offering to their law practice and those seeking to expand their current Chapter 7 or Chapter 13 practices.
Our experts will focus on two core areas: 1) Consumer bankruptcy law including marketing, client intake and retention, fee structure, and payment plans; and 2) Substantive case law and successfully delivering Chapter 7 and Chapter 13 legal services.

Recorded February 25, 2021

Accountability and Success: Leadership for Bankruptcy Professionals
In this session, attendees will learn a core set of simple processes, policies, and delivery methods created to increase transparency and effectiveness within any organization. The difference between successful professionals and those who struggle is rarely talent. This discussion will demonstrate that success often comes from one’s ability to master difficult conversations and provide constructive feedback while holding every person in the firm accountable.

Recorded March 4, 2021

How to Create a Law Firm Business Plan
This informative course, designed for attorneys new to the practice of bankruptcy law or for solo practitioners, will guide Attorneys through the step-by-step business plan creation.

Recorded March 18, 2021

Mortgage Modification within the Bankruptcy Court System
Stretto’s loan solution allows Chapter 7 and 13 Attorneys to offer mortgage modification services to their clients in select jurisdictions. This informative session will provide valuable details on the approved court programs, document preparation and submission process, and review how applications can easily be tracked and managed.

Recorded March 4, 2021

Law Firm Policies and Procedures
Law firms are successful at growing their business by implementing streamlined processes to effectively deliver high-quality work to their clients. This discussion addresses the importance of standardizing procedures so attorneys can best adapt to changing market conditions that impact operations.

Recorded July 13, 2021

How to Market and Deliver Mortgage Modification Services to Bankruptcy Clients
As the national mortgage moratorium instituted during the pandemic has once again been extended, law firms have an opportunity to provide relief to overwhelmed homeowners. In this session, attendees will glean insight into marketing and delivering mortgage modification services to clients while maintaining compliance with bar association rules of advertising and following court-approved mortgage modification program guidelines in their local jurisdiction.

Key takeaways:
– Discover how to market mortgage modification to attract new debtors and reconnect with previous clients to generate referrals
– Understand the process for filing a mortgage modification in accordance with your local bankruptcy court’s approved program
– Learn how to train staff on identifying opportunities to assist clients in default or facing foreclosure

Download webinar materials:
– Presentation PDF
– Marketing campaign template

Access DMM resources:
– Create a DMM account
– Mortgage modification fees
– List of approved program districts, rules and procedures