Recorded January 17, 2023

Integrated Solutions and Services
Please join us for a tour of ancillary products and services available through the Best Case by Stretto desktop platform to streamline your case management and petition preparation workflows.

• MyCaseInfo – Execute the client-intake process via an online questionnaire, eliminating the need for an in-office meeting.
• Credit Reports – Gain an in-depth view of a debtor’s financial history in one consolidated report and import data directly into forms and schedules, saving an average of 60 minutes of data entry per case.
• Bankruptcy Courses – Simplify bankruptcy-course management and help clients complete court requirements.
• Court Notices & Calendar – Simplify the CM/ECF process by automatically downloading PACER free looks, auto-populating and syncing bankruptcy events to personal calendars, and easily tracking Proofs of Claim.
• Legal Noticing – Leverage Stretto’s on-demand, print-mail options to decrease operational costs and increase productivity.
• Stretto Default Solutions – Utilize the Stretto DMM Portal to facilitate mortgage loan modification, student loan adversaries, and student loan management.

Recorded August 22, 2019

Basics of Best Case
Learn the fundamentals of Best Case as an expert walks through the stages of a client file from start to finish. This course is perfect for new users or those needing a refresher.
Topics include:

• Completing the schedules
• Saving time with Credit Report Manager and CaseAssist
• Electronic filing using the ECF Wizard and OneTouch
• Using BestScan
• Applying the means test provisions with the Best Case Means Test Calculator

Prepare and Prosecute Student Loan Adversaries

Legal Noticing handles the mailing and servicing of post-petition documents. Provide notice to the creditors list and master mailing matrix of pleadings, filings, and other notices that occur in a bankruptcy proceeding. With Legal Noticing, you can quickly and easily submit all your legal noticing jobs through Best Case, automatically delivering the certificate to the ECF Manager.

Recorded August 8, 2023

Simplify and Manage Post-Petition Activities.

Learn how to:
• Utilize OneTouch® to create and automate post-petition filing of Form 423 and the Chapter 13 Plan
• Set up Court Notices & Calendar to reduce time-intensive and costly tasks related to processing Court emails
• Eliminate time spent printing and mailing documents with Stretto’s Legal Noticing Services

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

Recorded March 24, 2021

Tech Talk – Learn answers to frequently asked technical support questions:

• How do I update? How often should I update?
• Update failed; what do I do now?
• I can’t update even though all users are out of Best Case, what do I do?
• I updated and can’t see my clients, now what?
• How do I backup my clients?
• How do I move a BC install to a new computer?
• Can I use Best Case with Dropbox?
• How do I email a client file? / How do I restore a client that was emailed?
• How do I copy a client?
• Is there a way to email a proof of my petition to my clients?
• Do you have a client questionnaire I can print out and had to my clients?
• Where do I enter EIN info?
• Is there a way to link multiple properties to a creditor?
• How do I get addresses to appear on certificate of service?
• Is there a way to manually edit a form?
• Does BC have spell check?
• How do I attach multiple income and expense worksheets to Sch I or J?
• Why isn’t my Schedule I data appearing in Form 122 and vice versa?
• I can’t edit any income data in the Means Test, why not?
• Form 122 told me I was $XX over abuse. I put in an amount greater than $xx and I’m still over abuse.
• Only half of my means test is completed. Why?
• How do I calculate the 13 plan?
• I calculated the 13 plan and the monthly payment is really high. Why?
• How do I change the trustee’s percentage on the 13 plan?
• What classification should I select on the 13 plan?

Recorded July 6, 2023

Simplify the complex process of generating a feasible Chapter 13 plan by utilizing the integrated calculator.

Learn how to:
• Assign treatment classifications to correctly calculate claims
• Determine plan payments, factoring in term and unsecured non-priority debt
• Utilize local plans and manual editing options to customize for your firm

Recorded May 27, 2021

Invoices & Payments

Maximize efficiency with an integrated time management, billing and payment solution.

Learn how to:
• Run one-time payments and set up recurring payment plans
• Remind clients of upcoming payments with automated email and text messages
• Monitor and report on completed, failed, and outstanding payments
• Enroll with your operating account to remain IOLTA compliant

Manage billing, process payments and track time with the integrated Invoices & Payments tool.

This useful feature allows law firms to:
• Accept one-time and recurring debit, credit and ACH payments
• Notify clients of upcoming, processed and declined payments with automated email and text messages
• Predict fees more accurately with a flat 2.95% fee applied to all transactions
• Establish hourly rates, track time spent on a case and bill for that time