Recorded February 2, 2021

CBRA Overview and Predictions
This in-depth review will outline the proposed shift to a uniform Chapter 10 case type to replace the current Chapter 7 and Chapter 13 filing structure. The panel will also discuss other provisions that would allow for both student loan and mortgage debt discharge.

Key Takeaways:
– Gain a concise understanding of the CBRA’s proposed changes
– Glean awareness of the current and future stages of proposed legislation
– Increase knowledge of the deregulations of Chapter 7 and Chapter 13 cases
– Receive information and ongoing updates on CBRA legislation developments

Recorded January 26, 2021

Aging accounts receivable can be the silent killer of a solo practitioner or small law firm. Days turn into weeks and eventually months later accounts are still overdue. All the while, the likelihood that you will be paid for services rendered gets smaller and smaller.

Join Chelsey Lambert, Stretto’s Managing Director and recognized industry expert, as she delivers “Beating the Collection Odds”. This informative session provides guidance on how to approach the conversation with your clients and offer flexible payment options without feeling like a collections agent. Program participants will also receive sample scripts and letters that can be utilized by nearly any law firm.

• Learn client intake and consultation strategies to increase the likelihood of payment.
• Review a template AR policy, collections email, letter, and call script.
• Watch a real-time payment plan setup tutorial.

Recorded December 16, 2020

Learn about Stretto’s Legal Noticing Services available within your Best Case software. Explicitly designed for bankruptcy practitioners, our on-demand print-mail options provide firms who issue Certificates of Service for Chapter 13 and 11 cases an unparalleled opportunity to decrease costs and increase efficiency.

• Understand how a virtual mailroom would eliminate administrative burdens, increase efficiency, and ensure compliance firm-wide
• View the systematized legal-noticing process attorneys and office staff would use to merge data on Court forms and related filings
• Learn more about document-tracking capabilities for administrative oversight across all cases, regardless of where team members may be located
• Leverage our extended service and fulfillment hours for print-mail requests such as the ability to submit orders as late as 8:00 p.m. ET, with a final expedited mail drop-off time of 12:30 a.m. ET.

Recorded November 19, 2020

Historically bankruptcy attorneys have shied away from accepting debit or credit card payments due to the risks and ethical concerns.
As the leader in bankruptcy and fiduciary technology, Best Case by Stretto has created a payment solution specifically for bankruptcy law firms. With built-in safeguards that reduce risk, ensure IOLTA compliance, and increase payment security, lawyers can process debit or credit cards confidently.

• Hear an overview of related ethical concerns and recommendations under the ABA’s Model Rules and recent opinions
• Receive an update on electronic payment trends and the recent rise in check fraud
• Understand the process and timelines for running an electronic transaction
• Learn how law firms are leveraging payment plans to retain more clients and increase satisfaction

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.

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

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 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 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 February 25, 2021

Accountability and Success: Leadership for Bankruptcy Professionals
In this session, attendees will learn a core set of simple processes, policies, and delivery methods created to increase transparency and effectiveness within any organization. The difference between successful professionals and those who struggle is rarely talent. This discussion will demonstrate that success often comes from one’s ability to master difficult conversations and provide constructive feedback while holding every person in the firm accountable.