Learn how to enroll an operating or trust account and set up your Best Case install with your new credentials.

Maximize data-entry efficiency by configuring the Invoices & Payments feature. Set up hourly rates, fee categories, and fee templates.

Add and manage fees in Invoices & Payments. Save time on adding fees by applying fee templates.

Record one-time cash, check, credit/debit and ACH payments. Request credit/debit and ACH payments via email and/or text.

Create a payment plan to process set payments on a set interval or customize a plan to process specified amounts on specific dates.

Manually track time for a case and utilize the Case Effort Calculator to determine if you’re undercharging or overcharging. Identify fee opportunities and create fees based on time entries.

View upcoming and declined payments for a specified date range. Compare total payments for the last 12 months. Generate reports based on payment status. Reprocess failed payments.

Initiate full or partial refunds for processed payments in Invoices & Payments.

Using Invoices & Payments, log payments received from the trustee through the Chapter 13 plan.

See a brief overview of the most recent consumer-buying behavior trends and the processes law firms have created to increase client conversion and total fees collected.