Best Case Review - Features, Pricing & Deals

Best Case is a comprehensive bankruptcy case preparation and filing software that helps attorneys manage their bankruptcy practice. The platform streamlines case management by automating essential tasks and ensuring compliance with court requirements.

The software handles everything from initial client intake to electronic filing, and it's widely adopted across the United States. Currently, it's used to prepare more than 80% of bankruptcy cases filed nationwide, making it a common choice for bankruptcy attorneys.

Features include automated client intake forms, secure document uploads, and integrated payment processing. The platform also offers credit report integration, bankruptcy course management, and automated means testing calculations. For efficiency, Best Case includes OneTouch electronic filing and automated court notice management.

Available through both desktop and cloud-based versions, Best Case offers different licensing options to suit various practice needs. Desktop licenses start at $1,500 for Chapter 7 cases, while cloud subscriptions begin at $99 per month per user.

• Client Intake Portal: Streamline client onboarding with a secure online questionnaire and document upload system that saves hours of manual data entry and ensures comprehensive information collection.
• Integrated Payment Processing: Manage client transactions seamlessly with IOLTA-compliant payment tools and automated invoice communications for efficient financial tracking.
• Comprehensive Credit Reporting: Access detailed financial reports that automatically integrate debtor information directly into bankruptcy forms, reducing data entry time by up to 60 minutes per case.
• Automated Course Management: Send automatic email and text reminders to clients for bankruptcy course completion and instantly track certificate requirements.
• Means Test Calculator: Automatically calculate current monthly and disposable income to determine potential bankruptcy abuse presumptions with precision and compliance.
• OneTouch Electronic Filing: Simplify court document submissions by automatically navigating filing systems, uploading documents, and generating immediate court receipts.
• Court Notice Integration: Automatically download PACER documents, sync bankruptcy events to personal calendars, and track Proofs of Claim through CM/ECF system connectivity.

• Chapter 7 Single User License: $1,500 (includes one year of maintenance valued at $750)
• Chapter 7 Three Simultaneous Users License: $3,000 (includes one year of maintenance valued at $1,500)
• Chapter 7 & 13 Single User License: $2,000 (includes one year of maintenance valued at $1,000)
• Chapter 7 & 13 Three Simultaneous Users License: $3,500 (includes one year of maintenance valued at $1,750)
• All Chapters Single User License: $2,250 (includes one year of maintenance valued at $1,450)
• All Chapters Three Simultaneous Users License: $4,000 (includes one year of maintenance valued at $2,350)
• Additional User License: $500 per user (no simultaneous network use)
• Cloud Subscription: $99 per user per month, including Chapters 7, 11, and 13 forms, 10GB storage, software updates, and unlimited support

The desktop version of Best Case requires a one-time license purchase plus yearly maintenance fees, while the cloud version uses a $99 monthly subscription model. With desktop, you store everything locally on your computer and need to manually update the software. The cloud version automatically updates, lets you access your cases from anywhere with internet, and includes 10GB of storage plus unlimited support. Desktop licenses are available for specific bankruptcy chapters (7, 13, or all), while the cloud subscription includes all bankruptcy chapters.

The free trial for Best Case gives you full access to test all features before buying. You can prepare complete bankruptcy petitions, use client intake tools, try the Means Test Calculator, and explore electronic filing capabilities. Most users find that 14 days is enough time to decide if it works for their practice. During the trial, you'll also get access to support resources to help you learn the system. No credit card is needed to start the trial.

Yes, Best Case supports importing client data from several other bankruptcy programs. You can transfer client information, creditor details, and case data without starting from scratch. The import tool works with most major bankruptcy software, but you might need to map some fields manually depending on your previous system. After importing, you should review all data to make sure everything transferred correctly. Best Case support can help you through this process if you run into any issues.

Best Case's OneTouch filing feature handles the whole electronic filing process for you. It logs into the court's website, uploads your documents, pays filing fees, and collects your case number and receipt. You'll save about 20-30 minutes per filing. The software also connects to PACER to automatically download court notices and updates your calendar with important dates. It tracks Proofs of Claim and organizes your PACER free looks so you don't waste them. This automation cuts down on manual work and helps avoid missed deadlines.

MyCaseInfo is an online questionnaire your clients can fill out on their own time. When you add a new client in Best Case, you can send them a link to complete their information and upload documents like tax returns and pay stubs. The data they enter imports directly into your Best Case forms, saving you from typing everything manually. Clients can work on it in sections and save their progress. Most attorneys say this tool cuts data entry time by 1-2 hours per case. You can also customize which questions appear based on the case type.