Save hours of data entry with an online client intake form
MyCaseInfo® helps ease the initial data entry process with a secure, web-based client questionnaire for Chapter 7 and Chapter 13 cases. Easily preview, download and import the data directly into Best Case.
Benefits of MyCaseInfo
Save time on data entry
Import client-entered data directly into a Best Case client file saving hours of data entry.
Customize the questionnaire
Request clients to complete specific sections of their bankruptcy case on their own time without an office visit.
Share documents through a secure portal
Request clients to upload bankruptcy related documents such as the Certificate of Credit Counseling, Tax Transcripts and Paystubs to better manage and organize data.
Simplify communications with your clients
Built-in functionality allows e-mails, notes and question flags to be sent back and forth within the program.
Monitor and preview client progress
See what questions have been answered and which documents have been uploaded to ensure quality and completeness.
Give clients control of the process
Enable clients to deliver information online, saving you data-entry time while giving them ownership of the process.
Access a Spanish questionnaire
Serve a broader range of clients. All questions, labels, action buttons, drop-down lists and guides are translated to Spanish for easy comprehension.
Allow clients to sign up from your website
Save time by having prospective or current clients initiate the bankruptcy questionnaire from your website.
Sign up for MyCaseInfo
Invite as many clients as you want and only pay $8 for each downloaded client file, billed monthly. Available with a Chapter 7 or Chapter 13 case only.
