Best Case & bankruptcy software
Comparisons and guides for the software consumer bankruptcy firms run on.
Best Case bankruptcy software: what it does and who it’s for
What Best Case bankruptcy software does, how it handles petitions, the means test and e-filing, which firms it fits, and the intake gap it leaves.
Best Case alternatives: how the bankruptcy software options compare
A balanced look at Best Case alternatives — NextChapter, Jubilee and CINcompass — what switching really costs, and when the better move is not switching.
Best Case vs. NextChapter: which fits your firm?
Best Case vs. NextChapter compared: desktop versus cloud-native, which firm profiles fit each, migration costs, and the intake bottleneck both share.
Best Case vs. Jubilee: a practical comparison for filing firms
How Best Case and Jubilee differ on deployment, collaboration, learning curve, and migration — and which consumer filing firms lean toward each.
How to choose bankruptcy software for a small firm
What actually matters when a small consumer bankruptcy firm picks petition software: reliability, staff familiarity, support, and hidden costs.
Getting client data into Best Case: manual entry, questionnaires, and OCR
Three ways client data reaches a Best Case petition — re-keying, online questionnaires, and OCR with human confirmation — and how to evaluate each.
Client intake & workflow
Intake forms, document collection, and the path from a signed client to a filed case.
The bankruptcy client intake form: what to collect and why
What a bankruptcy client intake form must collect, which Official Form each section feeds, and the omissions that surface at the 341 meeting.
A bankruptcy intake form template you can adapt
A section-by-section bankruptcy intake form template for Chapter 7 and 13, with the fields to include and layout tips for packets clients fill in by hand.
The bankruptcy document checklist: everything clients must bring
A category-by-category bankruptcy document checklist — identity, income, bank, debt, and property records — with the deadline each one has to meet.
Designing a faster bankruptcy intake process
How to map, staff, and measure a consumer bankruptcy intake process — stage targets, handoff ownership, paper versus portal, and where cases stall.
Why bankruptcy firms still use paper intake forms — and what the retyping costs
Why consumer bankruptcy firms still run paper intake, and what it costs to read and retype every handwritten field into petition software.
The bankruptcy paralegal workflow, from intake to filing
A stage-by-stage look at bankruptcy paralegal duties: intake, document chasing, data entry, schedules, filing, 341 prep, and post-filing amendments.
Common data-entry errors in bankruptcy petitions — and how to catch them
The transcription errors that show up most in Chapter 7 and 13 petitions, what each costs downstream, and the layered review that catches them.
OCR for legal intake documents: what actually works in 2026
How OCR handles printed text versus handwriting, why a single pass is not trustworthy for legal data, and what to require from any intake-OCR tool.
Petition prep reference
Field-level guides to the forms, schedules, and deadlines of a consumer case.
The Chapter 7 means test, explained
How the Chapter 7 means test works: current monthly income on Form 122A-1, the median comparison, Form 122A-2 deductions, and rebutting the presumption.
Bankruptcy Schedules A/B through J, explained
A schedule-by-schedule guide to Official Forms 106A/B through 106J — what each one captures, how they interlock, common pitfalls, and how amendments work.
Schedule C: claiming exemptions without mistakes
How Schedule C works: the federal §522(d) scheme versus state schemes, the domicile lookback, citing statutes correctly, and the 30-day objection window.
Schedules I and J: income and expenses that hold up to scrutiny
Why Schedules I and J legitimately differ from the means test, what trustees look for, and how to build income and expense figures that survive review.
The Statement of Financial Affairs (Form 107), explained
What Form 107 asks, why trustees read it first, the lookback periods that matter, and the omissions that most often cause problems in a consumer case.
The creditor matrix: format rules and common rejections
What the creditor matrix is, how it must reconcile with the schedules, typical clerk formatting rules, and the errors that leave creditors unnoticed.
Preparing clients for the 341 meeting of creditors
Timing, required ID and documents, the questions trustees actually ask, and how to prepare a debtor for the §341 meeting without over-coaching.
The credit counseling requirement: certificates, timing, and traps
Section 109(h) in practice: the 180-day window, approved agencies, per-debtor certificates, the second course, and the timing mistakes that kill cases.
Chapter 7 vs. Chapter 13: framing the intake conversation
The structural differences between Chapter 7 and Chapter 13, the eligibility gates, and the facts intake must capture so the attorney can decide.
Emergency bankruptcy filings: the skeletal petition, step by step
What a skeletal bankruptcy petition must include, what the automatic stay stops at filing, the 14-day completion clock, and the 45-day dismissal trap.
Reaffirmation agreements: process, deadlines, and judgment calls
How reaffirmation works under §524(c): the forms, the filing deadline, the undue-hardship presumption, the rescission right, and when not to reaffirm.
The pre-filing petition review checklist
A five-pass review for consumer bankruptcy petitions: identity, internal math, cross-form consistency, completeness, and the filing package.
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