CaseLink²

Kentucky-Based Trustee Discovers Easier Management of Case Life Cycle, Better Flexibility & Productivity with CaseLink²

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When Kentucky-based Trustee Alicia Johnson went on panel in 2012, she wanted a software that was flexible and robust enough to fit her busy workday and make the case lifecycle more seamless. Today, CaseLink² fits her needs exactly.

Better Access on the Web 

When Ms. Johnson first went on panel, she chose the CaseLink Office desktop software by BMS for her case administration. But she switched to CaseLink Web soon after due to the increased accessibility of the cloud-based platform.

“I loved that I could work off of my 341(a) prep documents in the software while at the courthouse, and then have my notes ready for me when I got back to the office after the meeting.”
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Trustee Alicia Johnson

“I really liked that I could access CaseLink Web whether I was at home or away from the office,” Ms. Johnson said. “I loved that I could work off of my 341(a) prep documents in the software while at the courthouse, and then have my notes ready for me when I got back to the office after the meeting.”

A happy user of CaseLink Web, Ms. Johnson was intrigued when she saw CaseLink² in September 2016. With a preview of the reimagined, intuitive user interface and streamlined workflows, she was sold.

Fully Realized Web Flexibility and Efficiency + Unlimited Support

“Closing cases has gotten so much easier… Since that’s one of the things that I do about 95% myself, it has saved me so much time.”
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Trustee Alicia Johnson

Since upgrading to CaseLink², Ms. Johnson is able to manage her cases seamlessly at either end of the case lifecycle, from the 341(a) meeting to case closing.

“Being able to log on and see documents real-time during 341(a) meetings saves so much time and hassle,” Ms. Johnson said. “It also saves me money, since I can check on 341(a) meeting items at the courthouse without having to reschedule. That is a big benefit!”

When closing cases, CaseLink² has helped immensely with Ms. Johnson’s most time-consuming task.

CaseLink²“Closing out cases has gotten so much easier,” Ms. Johnson said. “I can generate every document I need and send it off in a flash. Since that’s one of the things that I do about 95% myself, it has saved me so much time.”

For those time-sensitive tasks such as sending DSO letters, Ms. Johnson is very appreciative of the features in CaseLink² that keep her on track.

“My efficiency in sending out DSO letters has been vastly improved by the Alerts Panel on the home screen of CaseLink²,” Ms. Johnson said. “I never miss sending one out now!”

Another feature Ms. Johnson loves is the Sidekick, a convenient panel where she can easily pull up cases, documents and reports on-the-fly.

“I love that the Sidekick lets you move from cases to documents to reports and still be on the same screen,” Ms. Johnson said. “In that way the Sidekick makes closing case reports so much easier to complete. It also makes it a lot easier to review cases and see what’s coming in.”

Well Beyond Just Tech Support… Bankruptcy Expertise

“BMS really goes out of their way to make sure their clients are provided for… They have worked very hard to make sure that my needs are met in their products.”
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Trustee Alicia Johnson

As a fairly new trustee, Ms. Johnson has benefitted not only from the software support BMS provides, but also from the bankruptcy expertise of her account managers.

“BMS really goes out of their way to make sure their clients are provided for,” Ms. Johnson said. “My Account Manager, Melanie Patton, has oftentimes helped me with things that aren’t necessarily part of her job, and I had a similar experience with my previous Account Manager, Margeret Yde. There was an instance where I didn’t have Internet service and needed to file a document, so Margeret was able to get the information from me and file the document for me. That was so great.”

“BMS is a great company,” Ms. Johnson added. “They have worked very hard to make sure that my needs are met in their products.”

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