Recorded August 21, 2019

Ditch the Notepads: Consolidate Case Notes and Create Custom Reports
Explore features that organize client and case information in a centralized location. Conveniently access notes and reports without all the paper.

Learn how to:

  • Consolidate client and case notes for easy viewing
  • Create user defined fields to collect custom data
  • Run reports to view a summary of your client list

Recorded February 26, 2020

Draft petitions with speed and accuracy

Discover tips for setting up your team and files and optimize drafting order to maximize efficiency

  • Incorporate Best Case features into the petition-drafting process
  • Utilize integrated tools to expedite drafting without sacrificing quality
  • Follow a framework for preparing a petition in thirty minutes

Recorded April 22nd, 2020

Data Integration – Streamline the data entry process with integrated workflow tools

Learn how to:
• Order Credit and Financial Reports, bankruptcy courses, tax transcripts and more
• Import report data into creditor and asset schedules
• Collect data from the debtor with an online questionnaire

Recorded May 20, 2020

Remote client intake with MyCaseInfo®, a secure web-based questionnaire

Learn how to:

  • Execute the client-intake process online, eliminating an in-office meeting
  • Customize an online questionnaire and invite clients to submit information
  • Preview and import client-entered data into Best Case by Stretto
  • Prompt prospective clients to initiate the bankruptcy process with a form on your website

Recorded July 24, 2019

Avoid the Mouse Trap: Speed Up with Shortcuts
Learn essential tips and tricks to maximize data-entry efficiency.
Learn how to:

  • Optimize your workflow with quick keyboard shortcuts
  • Reduce repetitive data entry with templates
  • Avoid re-typing commonly entered phrases

Recorded April 24th, 2019

Best Case for Business Bankruptcy Cases

Learn about the preparation and filing of business bankruptcy cases with Best Case. See the helpful features and learn time-saving tips for filing Chapter 11 cases.

Recorded May 22, 2019

Discover how the Student Loan Analyzer can assist your clients with educational debt while providing an additional revenue source for your firm. Identify which student loan debt may be dischargeable.

Recorded December 21, 2018

Review the steps to successfully prepare a Chapter 13 plan using Best Case.

Learn the 6Cs of using the Best Case 13 Plan Calculator

  • Classify your claims
  • Custom local plan treatment & plan info buttons
  • Calculate the plan
  • Customize form preferences
  • Custom edit
  • Court Notice management

Recorded October 17, 2018

Simplified Post-Petition Filing: E-File with Confidence Pt.2

Review the steps for preparation and filing of amendments, emergency completions, Form 423 and more

Discover:

  • The differences between ECF Express vs. OneTouch®
  • How to prepare post-petition documents for filing
  • Overview of the files we capture (ECF Manager & Court Notices/Calendar)

Recorded September 26, 2018

Quick and Easy Initial Filing: E-File with Confidence Pt.1

Review the steps for preparation and initial filing of a complete and skeletal petition.

Discover:

  • The differences between filing a complete vs. emergency petition
  • How to file additional forms with OneTouch such as Credit Counseling, paystubs, etc.
  • How to pay fees
  • Overview of the files we capture (ECF Manager & Court Notices/Calendar