Check Out HelpLink’s Sunny New Look

Slip your shades off and check out HelpLink’s bright new look! CaseLink’s online Help file has been redesigned and reorganized so it’s easier to find what you’re searching for. Articles are now easier to read, with larger type and larger images. Plus, BMS University training videos have now been moved into HelpLink so that you..

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Efficiency Tips for Working with Documents in CaseLink and TrustWorks

If you’ve longed for a better and stronger relationship with your documents, these words of advice are for you! CaseLink and TrustWorks provide users with many tools for viewing and managing documents—some are basic and some more advanced. All are designed to make it easier to get your work done as efficiently as possible. We’ve..

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Pre-Game Report: CaseLink Web 5.0 Looks Pumped

CaseLink Web has had a great year, with a long series of “wins” over the last few months as both new and loyal clients have signed on to the platform. With momentum behind it, CaseLink Web 5.0, the latest release of BMS’s cloud-based case administration platform, is almost ready to take the field. Coming soon,..

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Save Time with the Professionals and Repetitive Payees Feature

BMS understands the time pressures that Trustees are under. That’s why we try to provide you with useful features that save you time. On top of that, we offer training, education and tips to help you use those time-saving features to the utmost. This month’s time-saver is the Professionals and Repetitive Payees feature. One of..

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RSVP for the BMS University Tour

Our cross-country tour, BMS University, is well under way and we’re happy to report it’s been a hit with trustees! In the cities we’ve visited so far—including Chatanooga, TN; Knoxville, TN; Lexington, KY; New Haven, CT; and Roanoke, VA—we’ve been delighted to see local and out-of-area trustees coming out in force. The BMS University Tour..

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Save Time with this Overlooked Feature

More Hours in Your Day: Save Time with this Overlooked Feature Every Trustee would love the ability to squeeze more time out of their day. Whether you want the time for yourself or to spend on other work tasks, BMS knows time is a critical resource for you. To help you find more time, we’re..

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Keep your Web Browsing Safe and Secure

Keep your Web Browsing Safe and Secure Web browser software has become an integral part of most people’s computing experience. With the rise of cloud-based solutions like CaseLink Web, it’s possible to do the bulk of one’s work on the Internet. But even for those using desktop applications, the browser has become a critical daily..

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Chapter 7 Trustee Returned to BMS after Switching

Chapter 7 Trustee Returned to BMS after Switching “BMS is very responsive to my needs. The support I receive is outstanding and the team is extremely knowledgeable. There’s so many ways I can get help if I need it. I can reach out to my Account Manager, Tanya Olson. I can read the help file…

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CaseLink Web Security Protocols Keep Your Data Safe

CaseLink Web Security Protocols Keep Your Data Safe For BMS, security is a year-round affair, and we want you to know we’ve embedded security into every aspect of CaseLink Web. With built-in protective measures as well as physical security guarding its operations, CaseLink Web clients can rest assured that your professional activities and data are..

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Understanding “the Cloud”

Understanding “the Cloud” You hear the term everywhere, but what exactly is “the Cloud”? You may have found yourself wondering if the Cloud is really important, or if it’s just a way to promote the next new thing. Over the next several months, we’ll be explaining the world of the Cloud to you in a..

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