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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Developed specifically for bankruptcy Attorneys, Credit and Financial Reports offer merged data from the three primary credit-reporting bureaus – Equifax, Experian and TransUnion. These reports provide Attorneys with a wide breadth of financial and asset information. The Credit Report provides the most pertinent client and creditor information for preparing bankruptcy cases, including judgments and liens, medical collection liabilities, and bankruptcy-specific addresses to ensure delivery of notices. In addition to data contained in the Credit Report, the Financial Report is comprised of an in-depth asset analysis that includes detailed property information, vehicle registrations, UCC filings, and related work history.

Recorded January 17, 2023

Integrated Solutions and Services
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 – Execute the client-intake process via an online questionnaire, eliminating the need for an in-office meeting.
  • Credit Reports – Gain an in-depth view of a debtor’s financial history in one consolidated report and import data directly into forms and schedules, saving an average of 60 minutes of data entry per case.
  • Bankruptcy Courses – Simplify bankruptcy-course management and help clients complete court requirements.
  • Court Notices & Calendar – Simplify the CM/ECF process by automatically downloading PACER free looks, auto-populating and syncing bankruptcy events to personal calendars, and easily tracking Proofs of Claim.
  • Legal Noticing – Leverage Stretto’s on-demand, print-mail options to decrease operational costs and increase productivity.
  • Stretto Default Solutions – Utilize the Stretto DMM Portal to facilitate mortgage loan modification, student loan adversaries, and student loan management.

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

Prepare and Prosecute Student Loan Adversaries

This informative discussion will cover the new U.S. Department of Justice guidance on student-loan discharge and explain how to use Best Case by Stretto and Stretto Default Solutions – the only case-preparation software with the tools to identify eligible cases, analyze the likelihood of success, and save substantial time populating attestations.
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Key takeaways:
• Identifying clients with student-loan debt scheduled in their petition
• Guiding clients to obtain their National Student Loan Data Systems (NSLDS) file
• Analyzing a client’s likelihood of success in a student loan adversary proceeding
• Preparing an adversary complaint from the existing template
• Populating, supporting, and delivering the DOJ required attestation form
• Tracking the adversary case upon filing
• Guiding the debtor through loan consolidation and Income Driven Repayment (IDR) enrollment

Recorded February 4, 2021

Introduction to Firm Marketing and Client Conversion
This educational program will offer useful instruction on how law firms can market their services and generate inquiries as the first step of the conversion process. Attendees will receive an overview of the core marketing vehicles used by bankruptcy law firms including a systematic approach to follow up, intake and conversion that are required to maintain consistent cash flow.

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 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