It’s a new year, and it’s filled with new enhancements for you! Based on user feedback, CaseLink² is getting a new set of refinements for 2017 including updates to timesheets and the user interface for better convenience and speedier workflows. Learn more about these enhancements coming in later this month: Timesheets Timesheets will now be easier..
Following a massive security breach announced in September, Yahoo has recently announced another security breach that may have affected more than one billion accounts. The incident is believed to have occurred in August 2013 where an “unauthorized third party” stole user data from what is believed to be more than one billion accounts. The data..
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: Trustee Worksheet Tues, January 17th, 2017 CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes) > Enroll here Join this session to learn all about the Trustee Worksheet. See how the compensation..
In the New Year, one of the top resolutions many people make is to spend their time more wisely. For Fran Rothwell, Trustee Assistant to Northern California-based Chapter 7 Trustee, John Roberts, saving tons of time previously spent on tedious work tasks and operating at her peak efficiency is made possible with CaseLink². Mr. Roberts and..
The New Year is traditionally a time to set goals for the year ahead. Want to be more efficient? Stay more on track with your tasks? Be more organized? Or, want to update your practice to be more productive? We’ve got you covered! Check out tips on keeping these top resolutions below! 1) Be More..
Be your most efficient and effective self in 2017! With the time-saving features in CaseLink, stay on top of every detail of your cases with ease, including which cases have debtor attorneys (vs. being Pro Se), and which debtor attorneys need a DocLink registration key. Easily view which cases have a debtor attorney assigned to them, and..
Get the year started on the right foot and save time by using the Sidekick in CaseLink² to find and access documents! Not familiar with the Sidekick? It’s the panel on the right side of the screen that allows you to quickly move between cases, find and view documents, and access and run reports. In this article we’ll review..
Brrr! Winter is upon us and it’s cold. Escape the winter chill and start your most successful year by registering now to attend the NABT Spring Seminar in Puerto Rico this March! Join BMS at the gorgeous Gran Melia resort for a few days of warm sun and sand, CLE-packed sessions connecting you to your most successful..
Confirm security challenge questions and verification phone number are current in CaseLink and TrustWorks for all users with Banking Rights In order to increase the banking security of your estate funds, Rabobank continues to implement additional security measures to protect your accounts against fraud by enhancing their ‘know your customer’ (KYC) processes. These policies and processes are employed globally..
Get a head start on a stress-free 2017 by cleaning up your professionals now while your workload may be a little lighter. Doing so will help in the preparation of and printing of Forms 1099-MISC, 1099-INT and 1096 for each estate next month before the new January 31, 2017 deadline. In addition to lightening next..