“Dear Angie”: Eek! My Office is Being Audited!

Welcome to “Dear Angie,” our monthly column featuring BMS Sr. Account Manager, Angela Vitale, answering your bankruptcy and software questions! BMS Account Managers are an extremely valuable resource to your practice with bankruptcy expertise and software know-how, and they are only ever a call or email away. Check out Angie’s latest Q&A below discussing how..

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Don’t be Afraid to Look! Find Potential Assets Online

Shine a light into potential assets for your estates by searching online! There are many places to search for assets on the Web—and not just in its shadowy corners. BMS clients Steve Bridgett (assistant to Trustee, Jeoffrey Burtch, in Delaware) and Christopher Williams (assistant to Trustee, Kathryn Ellis, in Washington) presented the topic, “Conducting Searches in..

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“Dear Angie”: Converted Assets from Ch. 11 to Ch. 7

Welcome to “Dear Angie,” our new column featuring BMS Sr. Account Manager, Angela Vitale, answering your bankruptcy and software questions! BMS Account Managers are an extremely valuable resource to your practice with bankruptcy expertise and software know-how, and they are only ever a call or email away. Check out Angie’s latest Q&A below discussing converted..

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Your Travel Guide to 341(a) Meeting Preparation

Buckle up! The BMS University train is on its way and we’re trekking through 341(a) Meeting preparation. On this short trip, you’ll learn what to focus on while preparing for your meetings, and also what to look for while reviewing the petition including schedules, SOFA, and more. And away we go! What to Look For..

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Treading Water? Run a Projected Surplus to Debtor Report

Treading water on a case while waiting for additional funds to come in? Make headway by running a projected Surplus to Debtor report in CaseLink! With this report, you can determine if the debtor will likely get money back, if claimants will receive interest, and if there will be any reduction in trustee commission based..

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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..

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Five Tips to Avoid Curveballs in Your Field Exams, Audits and TIR Reviews

Whether it’s a field exam, audit, or TIR Review, of course you want to perform well. But don’t sweat it—take a step back, breathe and relax, and let these tips help you swing for the fences during your next audit. Check out 5 tips to avoid curveballs in your next field exam below: 1. Print your TIR..

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Bring it Home with BMS Depository Services

Bring it home with BMS Depository Services for both your Chapter 7 and corporate restructuring engagements! With the exceptional banking service BMS is known for, safeguard bankruptcy funds with services tailored to your needs for anytime, anywhere access so you can better manage all of the moving parts of your engagements.   BMS Depository Services include:..

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341(a) Offline Feature Keeps You at Bat

No Wi-Fi in the courtroom? No problem! Keep your head in the game with the 341(a) Offline feature in CaseLink². It allows you to access case data for your meeting and sync your updates back into your software when you have internet access again. Learn more about this feature below! Download the 341(a) Meeting Offline..

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Bring it Home with Depository Services from BMS

Bring it home with BMS Depository Services for your non-Chapter 7 engagements! With the exceptional banking service you know and love, safeguard non-Chapter 7 funds with services tailored to your needs and anytime, anywhere access so you can better manage all of the moving parts of your engagements.   Explore BMS Depository Services for non-Chapter..

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