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?

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 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 22, 2020

Additional Documents Library: Create custom documents

Learn how to:
• Utilize the merge feature to populate data from the petition
• Generate mailing labels, envelopes and letters
• Create custom letters motions and orders

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 October 23, 2019

Let Us Do the Math – Form 122 and Schedule I Income Calculations

Learn how to:

  • Use the Paycheck Calculator and Fast-Entry Paycheck Template to determine income
  • Calculate Form 122 data using year-to-date income
  • Perform a median income comparison without creating a client file using the online calculator

Learn how to specify special formatting options for select forms and schedules. Often available for Chapter 13 Plans, form preferences can contain options to round calculations or include/exclude special provisions or sections.

Learn how to manually edit a form using the Best Case Editor. This built-in work processor is ideal for text or formatting changes, and contains additional tools such as spell check and word count.

Recorded April 24th, 2019

Best Case for Business Bankruptcy Cases

Learn about the preparation and filing of business bankruptcy cases with Best Case. See the helpful features and learn time-saving tips for filing Chapter 11 cases.

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