MyCaseInfo®

MyCaseInfo, a web-based client questionnaire, is the latest tool offered by Best Case to help increase your firm's efficiency. MyCaseInfo allows you to invite clients to answer bankruptcy related questions through a secure online interface, which you can then preview before downloading into Best Case. Here's how it works:

Invite a Client:

To invite a client, enter the name, email, phone number and select automated Chapter 7 or Chapter 13 instructions. You can also customize the instructions sent to your client. Click Send Invitation to give your client a link to MyCaseInfo.

Watch an online video on Inviting a Client to MyCaseInfo

View helpful tips when inviting clients to MyCaseInfo with our Sample Instructions to email your client.

Questionnaire Submission:

When the client is finished entering information, they will click Send to Attorney to notify you that the questionnaire is complete.

Watch an online video on Completing the Questionnaire

Previewing and Importing Client Information into Best Case:

You'll receive an email when your client has finished the questionnaire. Log-in to MyCaseInfo to preview core information, check the quality of the responses, and download the file. You will only be charged for the files that you download. It is $6.00 per download and you first one is free!

You can use an existing client file or begin a new client file in Best Case and click Import to populate the forms and schedules with your client's information. It's that easy!

Watch an online video on Importing Client Information from MyCaseInfo

MyCaseInfo in Action

Learn more about Best Case Bankruptcy's secure online client-questionnaire by attending an Online Demonstration with one of our support specialists as they guide you through MyCaseInfo.
View available times and register for an Online Demonstration