BEST CASE BANKRUPTCY Getting Started Guide

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BEST CASE

®

_BANKRUPTCY

Getting Started Guide

This quick-start guide helps you begin using Best

Case Bankruptcy in a flash. With step-by-step

instructions for installation and registration,

an introduction to using your software and an

explanation of customer support and training,

this guide will provide you a comprehensive

overview of your Best Case Bankruptcy purchase.

Welcome to the Best Case Community ...2

Installation and Registration ...3

Overview of Best Case Bankruptcy ...4-5

Customer Support ...6

Training Resources ...7

Workflow Efficiency Tools ... 8-11

Quick-Start Guide ...12

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60-Day Money-Back Guarantee

Your order is absolutely risk-free. If you’re not 100% satisfied with Best Case Bankruptcy, simply return the CD and materials within 60 days of your purchase date for a complete refund.

Customer Publications

Exclusive subscriptions to print and online publications that keep you up-to-date with Best Case and industry happenings, including Best Case

Scenarios the customer magazine and Best Case Spotlight, a bimonthly e-newsletter.

Access to Workflow Tools

Streamline the bankruptcy process with MyCaseInfo, MyECFMail, and the Credit Report Import.

Exclusive Events

ocktails and hors d’oeuvres.

Community Feedback

As a customer you have an active voice. We rely on user feedback to drive our development. We are proud to say we have received and incorporated many great customer requests.

Thank you for selecting the industry-leading bankruptcy software, Best Case Bankruptcy that helps

you prepare and file bankruptcy petitions. Whether you are new to bankruptcy or switching software

providers, we know you will be satisfied with your purchase. Best Case Bankruptcy was specifically

developed with the bankruptcy practitioner in mind and delivers the fastest and most reliable electronic

filing system, the smartest means test calculator and the most intuitive and easy-to-use interface.

Welcome to the Best Case Community

Your initial purchase of Best Case Bankruptcy includes one-year of maintenance, which gives you

access to a wide-array of services that assist you in the bankruptcy process. Enjoy the ease of electronic

filing with OneTouch

®

_{, feel confident that you’re filing with the most-recent forms and access friendly}

technical support. Read on to explore in detail the benefits you receive as a customer.

Customer Benefits

Don’t let your One-Year Maintenance Plan lapse! At the end of your first year, you have the option of renewing the

Maintenance Plan for an annual fee. This provides continued access to software updates, OneTouch filing and much more.

Free Updates

Frequent Best Case releases include new and revised federal and local forms, revised figures including Census Bureau and IRS data, updates to exemption statutes and Chapter 13 plans, plus feature enhancements.

Superior Support and Services

Get your questions answered instantly from friendly Best Case technical experts. Call 1.800.492.8037 or email [email protected], Monday – Friday, 8:00 a.m. – 5:30 p.m. CT.

Free Training Resources

Maximize your Best Case investment and gain insights into key features with online seminars, web tutorials and live in-person workshops.

OneTouch E-Filing

The easiest and fastest way to file! In a few clicks, transmit a client’s complete or emergency petition to the Court’s website with the OneTouch electronic filing system.

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Getting Started with Best Case Bankruptcy

System Requirements

■ 128 MB RAM

■ 60 MB of hard disk space ■ Windows® 10, 8.1, 8.0, or 7.0 ■ A PC-compatible computer with a

Pentium®-class III (or equivalent) processor

■ An Intel® Core™2 Duo Mac®

running Windows through Boot Camp®_{or Parallels Desktop}®

Additional Requirements

■ Internet Explorer® 8.0, 9.0, 10.0 or

11.0 with a high speed internet connection for electronic filing

■ For BestScan™: Scanners must have

a TWAIN driver

■ Word processing software is not

required to print the Official Federal Forms and Schedules but it is required for the Additional Documents Library

■ .NET 4.0 Client Profile ■ Adobe® Reader®

Installation

Installing Best Case Bankruptcy is a quick and easy process. If you’ve already downloaded the demo version of Best Case, you can skip to Registration.

Install Best Case on the desktop

1. Insert the Best Case CD and click

INSTALL NOW

or visit www.bestcase.com/TechWIN.htm and click

DOWNLOAD

2. Follow the instructions in the Installation Wizard. Best Case automatically saves to the

C: DRIVE

in a new

\BESTCASE

subfolder

Install Best Case on a network

1. Insert the Best Case CD and click

INSTALL NOW

or visit www.bestcase.com/TechWIN.htm and click

DOWNLOAD

2. Follow the instructions in the Installation Wizard but replace your network drive letter for the C: drive in the destination directory box

3. From each workstation, create a shortcut from the desktop that points to the

BESTCASE\WINBFS.EXE

file on your network drive. For more detailed information, visit www.bestcase.com/pdf/tech/net/mu_net.pdf NOTE: All users running Best Case should be granted full rights to the

\BESTCASE

directory and all of its subdirectories.

Registration

To register/unlock your software

To unlock Best Case Bankruptcy with your unique registration information, open Best Case, click the

ABOUT

button in the top right corner, then click

UPGRADE

. Enter the unlock information exactly as it appears on the label located on the CD or in the email you received.

Safeguard your registration codes

Your serial number and registration/unlock codes can only be used by your law firm. Your license agreement strictly prohibits you from giving unlicensed users your Best Case Bankruptcy CD, registration/unlock codes and any documentation.

The Setup Wizard

Once Best Case has been launched, the Setup Wizard prompts you to complete basic information about your law firm, attorneys, jurisdictions, the attorney compensation statement and more.

Complete the Wizard before you begin your first case, as it helps to reduce

redundant data entry and sets firm preferences and data-entry shortcuts for all cases you prepare.

Note: Access the Wizard at anytime from the Setup Menu.

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Click

NEW

to create a client file. All files are housed in the Client List Window which gives attorneys a global view of all cases including case status and filing type.

DOUBLE CLICK ON THE DESIRED

CLIENT FILE

to access the Forms and Schedules Menu and begin preparing the petition.

Client List Window: Client management features in Best Case make it easy to access files. Filter client files with the drop down menu to easily view and retrieve specific cases.

Forms and Schedules Menu: Open to edit and complete a specific Form or Schedule.

The Forms and Schedules Menu contains all federal court-required documents for a particular case. They are organized in the specified order of completion starting with the Voluntary Petition.

DOUBLE

CLICK ON VOLUNTARY PETITION

to open to the entry screen and begin entering case data.

Overview of Best Case Bankruptcy

Create a new client

Enter case data

1

2

Guidelines for Preparing a Petition

Best Case Bankruptcy is organized by a series of screens that prompt you to provide information

about your client in order to create and file an electronic petition. Read on for an overview of the

important steps in the process.

Ideal for new users, this free seminar guides users through

preparing a petition to electronically filing a case.

Register today: www.bestcase.com/onlineseminars

The Basics

of Best Case

Online Seminar

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DOUBLE CLICK FORM 22

to access the Best Case Means Test Calculator. Enter the required data, calculate current monthly income and run various means test scenarios for a client. Based on the data entered, the Means Test Calculator determines if a Presumption of Abuse exists and if necessary, prompts you to enter additional information. For step-by-step instructions refer to the Means Test guide included in this package or download at www.bestcase.com/resources.

Form 22: Simplify the means test with easy on-screen instructions, IRS tables and running tallies for CMI and presumption of abuse.

In just a few clicks, files are created in the proper format and uploaded to the Court’s website. Once submitted, a confirmation is sent with a receipt and case number. It’s that simple. For detailed instructions, refer to the Electronic Case Filing guide included in this package or download at www.bestcase.com/resources.

Electronic Case Filing: Click the OneTouch Case Filing button and watch as Best Case automatically files the case on the Court’s website.

Complete the means test

Electronically file with OneTouch

3

Complete

4

File

Best Case Bankruptcy Expands with Your Firm

Expand your license at anytime to begin filing additional chapters

or upgrade to a Multi-User License to allow simultaneous access

over a network. It’s easy to upgrade at anytime.

%

Call 1.800.492.8037 to discuss your options.

for workflow tools that assist you in the bankruptcy process.

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Customer Support

Toll-free Technical Support

Get your questions answered from friendly Best Case experts, Monday through Friday, 8:00 AM - 5:30 PM CT

Call: 1.800.492.8037

Email Support

Your email will be promptly answered during business hours by a member of our technical staff. Be sure to include your firm name and serial number.

Email:

[email protected]

Best Case User’s Guide

Step-by-step technical instructions on all aspects of Best Case Bankruptcy, including installation, case preparation, electronic case filing, case management and common questions and troubleshooting.

Download:

www.bestcase.com/usersguide

Access the Internal Help File

Context-sensitive help is available throughout the program. Instantly access step-by-step instructions on a variety of topics with a click of a button within Best Case.

PRESS F1, OR CLICK THE HELP BUTTON.

Helpful Resources and Services

Get up and running quickly with a variety of customer support

resources including technical support documentation, friendly

phone support and the User’s Guide. Training resources help

keep you current with new features, teach advanced

functionalities and provide insight into tools that can save you

valuable data entry time.

Web Resources

Bookmark the following pages: Get access to helpful instructional guides, online calculators and helpful bankruptcy websites, including links to Chapter 13 Trustees, Bankruptcy Clerks and State Bar Associations.

www.bestcase.com/resources

Review what’s new in Best Case, including the latest form changes, enhancements and more. Search by release date or state.

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Training Resources

Online Seminars

Once the basics are mastered, get focused online training on more advanced topics, including:

■ Means Test Calculator ■ MyCaseInfo® ■ Chapter 13 Plan ■ ECF in-depth features ■ MyECFMail

■ Workflow Fundamentals

Register online:

www.bestcase.com/onlineseminars

Web Tutorials

Watch short, pre-recorded videos that walk you step-by-step through tasks necessary for almost every bankruptcy case. In three minutes or less, you can view a web tutorial that shows you how to:

■ Use OneTouch to file electronically ■ Utilize the ECF Manager

■ Prepare post-petition filings ■ Edit the Forms List

■ Upload credit counseling certificates ■ Scan with BestScan®

■ Import credit reports

■ Invite a client to use MyCaseInfo® ■ Install and configure MyECFMail

Watch now: www.bestcase.com/webtutorials

The Basics of Best Case Online Seminar

Explore Best Case right from your desktop. Created for new users, this seminar guides you

through preparing a petition to electronically filing a case. Join a Best Case expert for a

45-minute presentation and discover how to:

■

Create a new client file

■

Complete schedules and forms and see how properties, liens and exemptions are linked

■

Use BestScan to scan and attach documents

■

Apply the means test provisions with the Best Case Means Test Calculator

■

File electronically using the ECF Wizard and OneTouch

Get

started

here!

Live Local Seminars

Gain a better understanding of advanced functions in Best Case and learn time-saving strategies. Workshops are hosted four times a year in various parts of the United States. Attendees participate in peer discussions, a question and answer session and receive complimentary take-home course materials.

View upcoming events:

www.bestcase.com/localseminars

Register online: www.bestcase.com/onlineseminars

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Workflow Efficiency Tools

Best Case Bankruptcy is the central piece in the bankruptcy process delivering faster and more accurate

case preparation and e-filing. By adding the following workflow tools to Best Case, you can streamline

data-entry, legal research, form preparation and the CM/ECF process.

MyCaseInfo

Streamline the initial data collection and entry process with an online, client questionnaire for Chapter 7 and 13 debtors

Credit Report Import

Save time and improve efficiency by importing credit reports and other essential due diligence products.

Custom Chapter 13 Plans

Choose from more than 80 jursidiction-specific plans

Cloud Computing

Access Best Case anywhere and on any device, including a Mac

MyECFMail

Easily manage your CM/ECF communications and get your free looks automatically downloaded

Read on for more information

Credit Report Im

po

rt

MyECFMail

Attorney Debtor

MyCaseInfo

®

Custom Chapter 13 Plans

Cyberlink ASP

BEST CASE

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Cut case preparation time with electronic credit reports

The Best Case Credit Report Import feature provides users with an easier, more convenient and faster way to enter claims directly on the creditor schedules by reducing data-entry time. Plus, quickly and easily access a variety of due diligence products and services without leaving the software! Bundle essential services and save up to 30%.

Key features of Credit Report Import:

Save hours of data-entry time with a client questionnaire

Our due diligence products and services easily integrate with Best Case Bankruptcy software.

■ CIN Legal Data Services

866.218.1003 www.cinlegal.com

■ A Suite Solution

877.311.1234

www.asuitesolution.com

Credit Report Import

MyCaseInfo

®

■ Save time and money – Order

electronic credit reports and transfer data directly into applicable schedules in seconds

■ Increase accuracy – No more manual

entry and the errors that go along with keying in the information

For more information visit: www.bestcase.com/creditreport

For more information and to signup visit: www.bestcase.com/mycaseinfo

Get Started Today

■ Control and filter data – Control

what claims are imported to simplify preparation

■ Protect your clients – Eliminate the

chance of forgotten liabilities showing up at a later date

MyCaseInfo is a secure, web-based client questionnaire for Chapter 7 and 13 debtors. With a click of a button you can directly populate client entered data into Best Case, saving your firm hours of data entry time. Pay only $8 per imported client file, billed conveniently at the end of each month. Key features of MyCaseInfo:

■ Customize the client questionnaire by requiring your client to complete all or

certain sections including Income, Debts, Expenses and more

■ Preview all client entered information to check progress and quality ■ Directly import data into Best Case

■ Easily communicate with your clients through email and question flags ■ Gain access to attorney and client help centers for helpful guides, videos

and FAQs

■ Manage billing information and view past invoices online

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Custom Chapter 13 Plans

For a complete list of custom Chapter 13 plans visit:

www.bestcase.com/localforms

Enhance your license

Numerous jurisdictions require a specific Chapter 13 format to be filed. Best Case developers work closely with the courts to provide customers with more than 80 district- specific Chapter 13 Plans. These court-compliant plans are available to add onto a Best Case Chapter 13 license for an additional fee.

■ Court-compliant – Our developers

work closely with the Court to verify the plan meets the requirements of your jurisdiction

■ Seamless Interaction – No need to

download the Chapter 13 Plan from your Trustee’s website, the plan is automatically built-into Best Case

■ Up-to-date Forms – Chapter 13 Plan

updates are integrated into software updates so you know you are filing with the most-current plan

■ Flexible Licensing – Easily add a custom

Chapter 13 Plan at anytime. Place an order by phone and get an email within minutes that unlocks the custom plan

Key features of custom Chapter 13 Plans:

Cloud Computing

For more information visit:

www.bestcase.com/cloud

Access Best Case anywhere and on any device, including a Mac

■ Compatible with any operating system –

eliminates Parallels or Bootcamp

■ Best Case is accessible anywhere, from any

web-enable device

■ No server costs or support issues

■ Automatic updates – no need to manually

update, you will always have the current version

■ Can include any of your other programs or

office applications Best Case has partnered with CyberlinkASP

to provide a tested and secure web-based hosting solution for all your office applications including Best Case.

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For more information and to signup for a free 30-day trial visit:

www.bestcase.com/myecfmail

Easily manage your CM/ECF emails

This time-saving ECF workflow solution was developed to help your firm organize, access and calendar the high number of emails transmitted from the Bankruptcy Court.

MyECFMail automatically:

■ Downloads and saves your Free Looks from the Court ■ Populates the ECF Calendar with bankruptcy-specific events ■ Integrates with Best Case Bankruptcy so you are able to view all

CM/ECF emails, PDFs, Proofs of Claim and events for a client within the software

MyECFMail: Email Manager

No more manually downloading your Free Looks or taking trips to PACER to gather information. The Email Manager automates the process by downloading and saving your Free Looks for you. It delivers a robust email platform that offers a variety of sorting, filtering and organizational enhancements to increase your productivity. MyECFMail: ECF Calendar

Get notified of upcoming bankruptcy-specific events so you don’t let an important deadline pass you by. The ECF Calendar is automatically populated based on docket text from your CM/ECF emails. Rules and alarms are auto-assigned to easily identify these deadlines and remind you when an event is approaching. Plus, easily auto-transfer events to Microsoft Outlook®_{or Google Calendar}™_.

Integration with Best Case Bankruptcy

The MyECFMail Case Viewer is an easy way to view CM/ECF activity for a particular client in a few clicks. View emails, Free Looks, Proof of Claims and events directly in Best Case. To access the most up-to-date information, the latest version of MyECFMail must be installed and running.

MyECFMail

FREE 30-DAY TRIAL

The Email Manager allows you to quickly view and search CM/ECF communications, plus get a overview of daily calendar activities.

The MyECFMail Case Viewer in Best Case provides access to all post communicaiton activities right from your client files.

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Case, LL

Enter Case Information

All forms located in the Forms and Schedules Menu are listed in the order your court requires. Double-click on the Voluntary Petition to start entering information.

Print Documents

From the Forms and Schedules Menu, highlight the form you want to print, and click once in the print column, next to the name of the document. To print all forms, double-click in the print column.

1. When a document is marked to print, a printer icon appears next to it in the print column

2. Click the

PRINT

button in the main tool bar

3. The Print Document window appears. If necessary, adjust the print options, such as:

■ Print the word “Draft” on forms, or ■ Print the date on signature lines

4. Click

PRINT

to send documents to the printer

Scan with BestScan

™

BestScan converts scanned documents to PDF files, making it the perfect tool for scanning supplemental documents, such as certificates or pay stubs.

1. In a client file, open the

ECF MANAGER

2. Click

BESTSCAN

, located in the bottom row of buttons. 3. Load the document into the scanner and click

SCAN

4. Click

SAVE PDF

5. Name the file and click

SAVE

. The name of the new PDF file is displayed in the ECF Manager

TIP: OneTouch® recognizes and uploads files with specific names. For naming conventions, see the Electronic Case Filing guide.

IMPORTANT: Scanners must have a TWAIN driver to enable this feature.

File Electronically with

OneTouch

Electronic filing is quick and easy with OneTouch. To prepare PDF files and upload them to the Court’s website, follow these easy steps:

1. Enter all data for your case in Best Case

2. Click the

ECF LIGHTNING BOLT

to prepare PDF files with the ECF Wizard

3. When files are ready, the ECF Manager appears

TIP: Practice uploading documents to the Court’s training website by checking the box in the lower left corner of the ECF Manager.

4. To transmit files to the Court, click the

ONETOUCH

case upload button to open the login screen

5. At the login screen, enter your

LOGIN NAME

and

PASSWORD

, and click

FILE CASE

. Best Case will then automatically submit your files to the court and return a case number. Your case is filed!

Get Technical Support

1. Access the Help File:

Help topics are available for every entry screen, feature and functionality in Best Case Bankruptcy. Click the

HELP

button in the menu bar for instructions or press

F1

2. Download the Best Case User’s Guide at

www.bestcase.com/usersguide

3. Email Technical Support at [email protected] 4. Call Technical Support at 1.800.492.8037