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
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
Discover the capabilities of the new Chapter 13 Plan Tracker. Seamlessly integrated with the National Data Center (NDC), this innovative tool empowers you to efficiently monitor and manage every aspect of your chapter 13 cases, from filing to discharge.
The Chapter 13 Plan Tracker enables you to:
– Identify cases where clients have missed or partially fulfilled Trustee payments, allowing for proactive resolution before dismissal motions, protecting your interests and reducing fee-related risks.
– Track all installment and lump sum payments to ensure debtors comply with the confirmed plan.
– View Trustee-disbursed attorney fees to date compared to scheduled amounts in the plan and access scheduled attorney fee payments for accurate monthly Trustee disbursement forecasts.
– Streamline post-confirmation plan modifications under § 1329, using a calculator that quickly computes viable changes based on data from your Best Case file and NDC records.
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
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 9, 2021
Alternative Revenue Models: Mortgage Modification as a Legal Service
As COVID-19 relief measures have resulted in the delay of consumer-bankruptcy filings, Chapter 7 and 13 Attorneys have sought other avenues to maintain consistent cash flow. This introductory session will discuss mortgage modification as legal service offering and a viable revenue opportunity for select jurisdictions.
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 February 3, 2021
2021 Strategic Planning for Bankruptcy Attorneys
Join Chelsey Lambert, Stretto’s Managing Director and industry expert on consumer-bankruptcy practices, as she leads a virtual strategic-planning workshop. She will provide attendees with a workbook style PDF for notetaking and goal setting as she facilitates a series of practical exercises designed to help Attorneys narrow their focus, identify opportunities, and set a course for success.