Coming Soon: CaseLink Office Updates You’ll Love

Starting later this month, we’ll be releasing an upgrade to CaseLink Office (and CaseLink Online) with workflow improvements and compliance updates that you’ll be sure to love! The release will be rolled out over the course of several weeks: CaseLink Office users will be prompted when the upgrade is available CaseLink Online users will be notified by..





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09 Feb 2017
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UPDATE: Bank Statement Changes Coming in April

For your convenience, we are sending you advanced notifications this month that the vendor used by Rabobank to print monthly bank statements has changed. You will see slight differences starting with the March 2017 statements you will receive in April. While you may not love change, you probably appreciate advanced notice of changes coming your way…





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Love Finding Reports Easily with the Sidekick in CaseLink²

It’s the one you’ve been dreaming of—it used to always play hard to get. Then, there’s that moment… you catch a quick glimpse and it makes your heart beat a little faster. It’s the report you’ve been looking for! Find reports with ease each and every time in CaseLink² by using the Sidekick. Not familiar with the..





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Incoming Successor Cases: Save Time on Data Migration

Ever get butterflies when you get appointed as a trustee in a successor case? No need to worry…BMS is there to support you! We receive requests for successor cases on a regular basis, and we can help you save time by retrieving the data in a standardized method. You’ll jump for joy with the time..





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Live Training Webinars – February 2017

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: TDRs Tues, February 14th, 2017 Join this session to learn all you need to know about when and how to prepare your Trustee’s Distribution Report. Learn about importing scheduled claims..





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Love BMS Events? RSVP Now for NABT Spring

Love the events BMS puts on during the NABT Conferences? RSVP by February 22nd and join us in Puerto Rico for the NABT Spring Seminar this March! (No passports needed!) Join us at the beautiful Gran Melia resort in Puerto Rico from March 1-5, 2017, and RSVP for fun and relaxing events being hosted by BMS all conference long! RSVP..





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Behind the “Green” Curtain: Robert Ulene

Providing superior support to our clients is a key differentiator for BMS. We consistently hear from clients that they appreciate the assistance they receive from the team members in the BMS Support Center. You’ve heard their voices over the phone through the years. But who are they? Take a closer look in our continuing series “BMS Behind..





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Data Care: Know What BMS Does & Does Not Back Up

Sometimes you don’t know what you have until it’s gone. Take precautions to protect your data by making sure all of your data is getting backed up on a daily basis (Chapter 7 Handbook Chapter 5.G.3.e.5, page 5-16)! BMS backs up case data within the BMS software for all clients, and if you use one of our..





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Idaho-based Chapter 7 Practice Loves Streamlined Workflows in CaseLink²

Debbie Rodriguez, assistant to Idaho-based Trustee Noah Hillen, is loving the increased ease in her administration duties since switching to CaseLink². When Mr. Hillen went on panel in January 2014, he chose another provider’s web platform to be able to work from anywhere; however, he and Ms. Rodriguez soon began to look at other options. “Our other software was not..





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