Recorded October 26th, 2022

Electronic filing essentials

Learn how to:

• Prepare initial and post-petition documents for correct filing order
• Scan and add supplemental materials, such as paystubs and course certificates
• Automate filing with OneTouch® and receive a case number and court receipt
• Access filing logs, court notice emails and free look PDFs

Recorded August 21, 2019

Ditch the Notepads: Consolidate Case Notes and Create Custom Reports
Explore features that organize client and case information in a centralized location. Conveniently access notes and reports without all the paper.

Learn how to:

• Consolidate client and case notes for easy viewing
• Create user defined fields to collect custom data
• Run reports to view a summary of your client list

Recorded February 26, 2020

Draft petitions with speed and accuracy

Discover tips for setting up your team and files and optimize drafting order to maximize efficiency

• Incorporate Best Case features into the petition-drafting process
• Utilize integrated tools to expedite drafting without sacrificing quality
• Follow a framework for preparing a petition in thirty minutes

Recorded July 24, 2019

Avoid the Mouse Trap: Speed Up with Shortcuts
Learn essential tips and tricks to maximize data-entry efficiency.
Learn how to:

• Optimize your workflow with quick keyboard shortcuts
• Reduce repetitive data entry with templates
• Avoid re-typing commonly entered phrases

Recorded September 26, 2018

Quick and Easy Initial Filing: E-File with Confidence Pt.1

Review the steps for preparation and initial filing of a complete and skeletal petition.

Discover:

• The differences between filing a complete vs. emergency petition
• How to file additional forms with OneTouch such as Credit Counseling, paystubs, etc.
• How to pay fees
• Overview of the files we capture (ECF Manager & Court Notices/Calendar

Recorded October 17, 2018

Simplified Post-Petition Filing: E-File with Confidence Pt.2

Review the steps for preparation and filing of amendments, emergency completions, Form 423 and more

Discover:

• The differences between ECF Express vs. OneTouch®
• How to prepare post-petition documents for filing
• Overview of the files we capture (ECF Manager & Court Notices/Calendar)

Recorded August 29, 2018

Edit, Scan, Attach: Prep Forms for Filing

Learn everything you should know about the Best Case Editor and BestScan™.

Discover how to:

• Manually edit forms and schedules
• Add and replace forms as attachments
• Scan and create documents for electronic filing

Recorded May 9, 2023

With Court Notices and Calendar, take the hassle out of managing your court notices and bankruptcy events while eliminating costly PACER fees.

Topics include:
• Court Notice Integration – avoid PACER fees
• Online Calendar – sync events to your personal calendar
• Claim Tracker – easily manage Proofs of Claim
• Document Storage – upload client documents online
• File Cabinet – automatically save your Free Looks locally

Recorded July 26th, 2017

Learn about 10 time saving data-entry features including client templates, spell check, macro phrases & common text blocks!