This 90-minute webinar reviews the fundamentals of Best Case by Stretto, walking you through a client file from start to finish. This is perfect for new users or those needing a refresher. Topics include:

  • Forms Preparation
  • Client and Case Management
  • Electronic filing using the ECF Wizard and OneTouch®
  • Post-Petition Activities

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Please join us for a tour of ancillary products and services available through the Best Case by Stretto desktop platform to streamline your case management and petition preparation workflows.

  • MyCaseInfo (online questionnaire)
  • Credit Reports
  • Bankruptcy Courses
  • Legal Noticing
  • Court Notices & Calendar

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Sign up for the next Best Case Best Practices, a series of webinars that features revolving monthly topics, providing you with the opportunity to learn about new features and more from a Best Case expert while engaging in an open forum to get your questions answered and interact with other users.

11/16 | Custom Forms, Letters, and Labels

Create and modify templates in the Additional Documents Library to prepare mass mailings and custom client forms.

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

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How are you planning to move your firm forward in the new year? Are you aware of the sizable changes to American bankruptcy code supported by incoming political leadership? While many of the challenges of 2020 remain, there is opportunity for growth. As the leader in bankruptcy management software, Stretto can provide you with the most relevant information concerning policy change, alternative revenue recommendations, and give you resources your firm needs to grow in 2021. In January and February, Stretto is hosting a variety of webinars designed to help your firm begin the new year. You can learn more about each webinar and find the registration links below.

There are no live Thought Leadership webinars scheduled at this time. Check back later to see our upcoming sessions.

Access past recordings in our Thought Leadership webinar archive

Recorded August 22, 2019

Basics of Best Case
Learn the fundamentals of Best Case as an expert walks through the stages of a client file from start to finish. This course is perfect for new users or those needing a refresher.
Topics include:

  • Completing the schedules
  • Saving time with Credit Report Manager and CaseAssist
  • Electronic filing using the ECF Wizard and OneTouch
  • Using BestScan
  • Applying the means test provisions with the Best Case Means Test Calculator

Recorded May 11, 2022

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 September 22, 2021

How to Build a Student Loan Management Offering
Student loan debt continues to make national headlines with a reform bill under consideration. However, there are student loan repayment solutions available to consumers now. This session will provide an overview of the nine federally-approved student loan programs and qualification factors.

Learn why leading bankruptcy firms are implementing student loan management service offerings and how to identify clients with an immediate need. The session will explain the difference between legal service delivery for clients inside an active bankruptcy and those who may not require filing.

Key takeaways:
• Understand federal student loan programs available to consumers
• View a demonstration of generating a qualification report and completing an application
• Leverage a recommended fee schedule and marketing materials

Download webinar materials:
– Presentation PDF
– Marketing resources and campaign template

Access DMM resources:
– Create a DMM account

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

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 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