Client Intake Archives - Best Case

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Client Intake Archives - Best Case

Stretto Credit and Financial Reports

Eliminate hours of data entry by importing data directly into the Best Case client.

Integrated Solutions and Services Webinar

Enhance your workflow and save time by accessing integrated tools and services.

Remote Client Intake with MyCaseInfo

Save hours of data-entry with a secure, online client questionnaire.

Data Integration Webinar

Integrate data from credit reports, courses and the online questionnaire.

Client Bankruptcy Packet Webinar

Access checklists, course instructions and more to include in your bankruptcy packet.

How to Manage Clients in MyCaseInfo

Manage clients from the MyCaseInfo attorney administration portal.

How to Invite a Client to Use MyCaseInfo

Send and customize a MyCaseInfo client invitation.

Tour the MyCaseInfo Client Questionnaire

Take a journey through the electronic client questionnaire.

How to Manage Accounts with MyCaseInfo

Add users, customize preferences and update billing information.

MyCaseInfo Overview

See how MyCaseInfo can expedite the client intake process.