Hassle-free Bankruptcy Courses - Amazon S3

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Hassle-free Bankruptcy Courses

Save time and avoid the unnecessary hassle related to managing bankruptcy courses. Make this mandatory step simpler than ever before for no additional cost to your firm, without leaving Best Case.

Simplify the Bankruptcy Course Process

Print course handouts Save time by giving your clients bulk instructions and get the certificate in the client file.

Immediate delivery of the certificate Access it directly in the ECF Manager, ready for filing.

Auto-filing of the debtor education certificate Access receipts in the client file ? No need to ever file Form 423 again.

Automated email and text (SMS) reminders Set notification preferences to remind clients to take and complete the course with no effort.

Notifications to keep you informed Automated firm emails alert you to expiring certificates or uncompleted courses.

Real-time tracking View status and communication history without leaving Best Case.

Course payment options No matter if you or your client pays for the course, get access to all the great benefits.

Access to quality courses EOUST-approved providers offer courses online or by phone in English or Spanish for the same price.

Get Started Today!

In a client file, click on the Bankruptcy Courses icon in the Best Case toolbar.

Overview of Bankruptcy Course Manager:

Print Bulk Course Instructions Quickly print out bulk handouts to invite clients to take credit counseling or debtor education courses. The handouts include a unique Access Code that allows client information to be filtered back to your firm inside Best Case.

Bankruptcy Course Manager Setup

A. Choose an EOUST-approved course provider (if attorney

purchase).

B. Order Debtor Education at the same time as Credit Counseling

and automatically notify the client once the case is filed.

A. B. C.

C. Auto-file Certificate of Completion of Debtor Education. D. Choose the frequency of client email and/or text (SMS)

reminders.

E. Automated emails alert your firm to expiring certificates or

uncompleted courses.

Bankruptcy Course Order Details

D. E.

Debtor Education Preferences Screens

F. Real-Time Tracking allows you to see course status.

(Pending, Complete or Cancelled)

I. View the date instructions and reminders were

sent by email or text (SMS).

G. Print out PDF course instructions to hand to your

client.

J. Click to verify your certificate is imported into the

ECF Manager.

H. Email a reminder with the course instructions to

the client.

K. View The Auto-filed ECF Receipt if you selected

auto-file

F. G.

I.

F. J. I.

H.

Copyright 2017 CINgroup. All Rights Reserved.

K.

BKCM_2C_0417

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