Resource Library

Remote Client Intake with MyCaseInfo

Save hours of data-entry with a secure, online client questionnaire.
Data Integration Webinar

Integrate data from credit reports, courses and the online questionnaire.
Draft a Petition Webinar

Expedite petition drafting without sacrificing quality.
Document Portal Webinar

Securely submit files directly to your Chapter 7 Stretto Trustee.
Send Documents to a Stretto Trustee

Use the document portal to send documents directly to your Trustee.
Form 122 & Schedule I Income Calculations

Simplify income calculations by using the Paycheck Calculator and CMI details.
Maximize Your Best Case Investment

Learn ways to maximize your investment with features, support and training.
Case Notes and Custom Reports Webinar

Explore features that organize client and case information in a centralized location.
Calendar Rules for Court Notices

See all the bankruptcy-specific calendar events auto-populated by Court Notices.
Chapter 13 Plan Instructions

Access a quick reference on how to classify claims for the Ch. 13 Plan
Classify Claims for the Chapter 13 Plan

Assign Ch. 13 treatment classifications so your claims are paid in the plan.
Enter Additional Chapter 13 Plan Data

Learn about local plan treatment, plan info buttons and the other provisions tab.

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