Welcome to CaseLink² Connections

CaseLink² users are some of the most-seasoned case administration professionals in the country. Based on your feedback, we’re excited to introduce CaseLink² Connections – a new, private online community just for CaseLink² users! Starting Thursday, June 15th, you’ll be able to privately discuss bankruptcy issues and software questions with other Chapter 7 professionals from around the country. Plus, suggest product..





read more →

HelpLink is Fresh & New this Summer!

Being able to quickly find help for our software features is important to both our users as well as BMS. Thus, we’ve revamped the support articles and training videos you know and love to be more easily accessible through our new help platforms! With new, more powerful search capabilities and the ability to leave comments so..





read more →

Heat Up Your Productivity by using Tasks in CaseLink

Heat up your productivity this summer with Tasks in CaseLink! With this feature, view all of your to-do’s in one place and set reminders in your software so you never miss urgent or actionable items. Then, stay cool while your efficiency sizzles! With Tasks, keep track of work you need to complete and delegate responsibilities to team..





read more →

Chapter 7 Practice Loves Breezy Flexibility in the Cloud

CaseLink power user Michelle Montoya—paralegal for Salt Lake City-based Trustee Michael Thomson—felt restrained by her large firm’s strict IT guidelines, which required use of her desktop software on a separate computer. Now, Ms. Montoya is flying high with breezy flexibility in CaseLink². A user of the CaseLink Office software by BMS, Ms. Montoya liked the platform’s features; however, her firm’s stringent..





read more →

Behind the “Green” Curtain: Morgan Wisbey

This month in our “Behind the Green Curtain Series,” meet Morgan Wisbey, BMS Director of Insolvency Client Services. Morgan leads services that adhere to the needs of corporate restructuring fiduciaries and other insolvency professionals. Learn more about Morgan’s role and BMS insolvency services below! Q: You became Director of Insolvency Client Services in 2015. How long..





read more →

Register for the 2017 NABT Annual Convention in New Orleans

Registration is now open for the NABT 2017 Annual Convention in New Orleans – September 13-17! Join BMS and fellow Chapter 7 colleagues from around the country for the NABT 2017 Annual Conference in festive and diverse New Orleans! As a Platinum Sponsor for this event, we highly recommend clients attend to enrich your practice with valuable..





read more →

Android Wi-Fi Port Apps Pose Security Risks

Hundreds of Android apps have been found to pose security risks by allowing users to control their smartphones from their PC, thus opening insecure ports accessible by hackers.






read more →

Non-Individual Cases: Do Not Request TINs from the Bank

Reminder: When opening bank accounts for business (non-individual) cases, you must have a TIN beforehand. Do not request a new TIN from the bank via CaseLink. On the New Accounts screen in CaseLink, enter the existing TIN (the Employer Identification Number from the petition) for the non-individual entity or request a new one from the IRS when..





read more →

Live Training Webinars – June 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: 341(a) Meeting Prep Join this session to learn all about the options available to prepare for the 341(a) meeting. From Prep reports to batch NDRs, you’ll learn everything you..





read more →