What MyCaseInfo does and what to use when clients will not fill it in

MyCaseInfo is the closest thing Stretto sells to an answer for intake data entry, and it is a good product for the clients it fits. This page covers what it actually does, what Stretto publishes about the price, how the data reaches Best Case, and the question firms ask afterwards, which is what to do about the client who fills in nothing online and hands back a paper packet in the waiting room.

What is MyCaseInfo?

MyCaseInfo is a secure web questionnaire sold by Stretto as an add-on to Best Case by Stretto. The firm invites a client by email, the client completes the questionnaire online, the firm reviews progress and previews the completed answers for accuracy, and the data is imported into Best Case forms and schedules. Stretto’s MyCaseInfo product page describes clients completing the questionnaire remotely with their information then imported into Best Case, and Best Case’s own pricing page lists client intake questionnaire via MyCaseInfo among the integrations.

Stretto states the goal in its own words. The MyCaseInfo getting started guide for attorneys tells firms that when they add the tool to the bankruptcy process, “you minimize time-intensive data entry and eliminate the need for paper questionnaires.” That is the incumbent conceding both halves of the argument, that the typing is the cost and that the paper form is the input.

How does each intake route compare?

How much does MyCaseInfo cost?

Stretto prices MyCaseInfo per download and does not publish the rate. The attorney getting started guide states “Pay only for data you download” and “Get started with MyCaseInfo today and get your first download FREE!”, and Stretto’s product page repeats that the first download is free. The published Best Case pricing page lists Best Case Cloud at $99 per user per month and the desktop tiers, and lists MyCaseInfo only as an integration with no figure beside it. As of 21 August 2026 there is no public per-download price, so ask Stretto for it in writing rather than working from a number you found in a directory.

What that pricing model tells you is more useful than the number would be. Charging per completed download, with the first one free, is a vendor pricing the finished data rather than the seat, and it is the incumbent’s own admission that the data is the valuable part. The per-case pricing band that the adjacent market has settled into runs roughly $39.99 to $159 per case at BK Questionnaire, which is the closest published comparison.

How does MyCaseInfo data get into Best Case?

Once the client submits, the firm previews the completed questionnaire for accuracy and then imports the data directly into Best Case Bankruptcy, where it populates the forms and schedules. The getting started guide also notes that a firm can log in as the client to update last-minute answers before importing, which is the step that quietly matters, because client-entered answers usually need an interview pass before they are filing quality.

This is one of only four documented ways case data reaches Best Case at all. The others are manual keying, the CIN Legal Data Services credit-report pull covering Schedules D, E and F only, and Best Case client-file transfer between installations. There is no public Best Case API and no published specification for the .BCB file format. All four are compared in getting client data into Best Case.

Why do firms still retype packets when they have MyCaseInfo?

Because MyCaseInfo covers the client who completes an online form, and a large share of consumer debtors do not. An attorney writing on r/Lawyertalk in April 2026 put it plainly: “The problem with debtors is that most are not computer literate so getting them to upload anything into a portal is going to require extra hand holding.” The portal does not fail loudly when this happens. It just quietly covers a fraction of the caseload while the rest of the intake continues arriving on paper.

The paper packet is also not a legacy habit that firms should be talked out of. The American College of Bankruptcy and NCLC best-practices guidance still endorses eliciting information “using a written questionnaire that should be reviewed carefully in an interview,” and notes that “it is generally good practice to have the debtor sign any completed questionnaire.” Best Case itself ships a 34-page paper Client Questionnaire, copyright 1996 to 2008 Best Case Solutions, which is still circulating on law-firm websites today and is broken down in what the Best Case client questionnaire collects.

So most firms end up running both. The portal takes the organised, comfortable-online clients, and the paralegal takes everyone else. The hours that remain are the hours in the second group, and no amount of portal adoption removes them.

What are the alternatives to MyCaseInfo?

The published alternatives to MyCaseInfo are BK Questionnaire from BK Assistant, Inc. and BK Packet from Legal Motion, both of which are also client-completed online questionnaires. NextChapter by Clio sells its own MyChapter client portal as a $500 add-on for firms on that platform. All of them share the same dependency, which is a client willing to sit at a screen and answer.

• BK Questionnaire, from BK Assistant, Inc. Published at $39.99, $89.99 and $129.99 per case across three plans, $159.00 for a joint case on the top plan, with credit reports auto-imported at $15.99 per debtor and a payroll add-on that reads uploaded pay stubs for the means-test period. Its documented outputs are CSV and an import into most major petition preparation systems; it does not name a Best Case importer. See its pricing page.
• BK Packet, from Legal Motion. Priced in credits with no monthly law-firm fee, and per its own FAQ it imports directly into BankruptcyPRO and Jubilee, LegalPRO’s platforms. There is no Best Case path, so a Best Case firm can rule it out on that alone.
• MyChapter, from NextChapter by Clio. A client portal add-on published at $500, and only relevant if you are already on NextChapter. Covered in NextChapter reviews and pricing.
• Casewell, for the packet that comes back on paper. Not a portal and not a competitor to one. It reads the completed packet your firm already collects and exports a verified Chapter 7 .BCB file for Best Case.

What happens to the client who will not use a portal?

Today, a paralegal types their answers into the petition software by hand, and that is the single largest recurring cost in a consumer bankruptcy intake. Stretto puts a number on a much smaller slice of it: its credit-report import, which fills only Schedules D, E and F, is marketed as saving an average of 60 minutes of data entry per case. If one slice of the creditor schedules is worth an hour by the incumbent’s own accounting, the rest of the petition is worth more.

Casewell reads the packet that comes back. Each page is read five times independently, the reads are compared field by field, and any field where the reads disagree is shown to your staff beside the cropped handwriting so a person decides rather than the software guessing. Confirmed values map onto petition fields by fixed rules, and the exported Chapter 7 .BCB file, covering Schedules A/B, D, E/F, G, I and J, is read back and checked against what your team confirmed before it is released. It is running with firms in the New York districts, EDNY, SDNY, NDNY and WDNY, and it is free during the current beta. The mechanics are on how Casewell works and OCR for handwritten legal intake forms.

Can you use MyCaseInfo and read paper packets too?

Yes, and that is the sensible configuration. MyCaseInfo and Casewell do not compete for the same client. Keep the portal for the clients who complete it, because a client who types their own answers is genuinely cheaper than any other route, and put the returned paper and typed PDF packets through Casewell instead of through a paralegal’s keyboard. Both paths end in the same place, which is a Best Case case file your team reviews before it is filed.

Nothing about this requires changing petition software. Casewell runs before Best Case rather than replacing it, there is no migration, and Best Case stays exactly where it is. Firms weighing a bigger change should read Best Case alternatives compared first, because switching platforms relocates the data entry rather than removing it.

Best Case and Stretto are trademarks of their respective owners. Casewell is an independent product and is not affiliated with, sponsored by, or endorsed by Best Case, Stretto, or any of their affiliates. References to Best Case and Stretto describe compatibility only and are nominative (descriptive) use.

This page is general information for law-firm staff, not legal advice for any particular case.