CaseLink²

CaseLink Power User Breezes through Audit, Discovers Improved Productivity and Organization with CaseLink²

CaseLink²

Phyllis Stice, Trustee Assistant to Trustee Ed Mazel

New Mexico Trustee Ed Mazel and Assistant Phyllis Stice were early adopters of the web-based software platform from BMS, and after years of excellent responsiveness to their requests, they could not be happier with the continual delivery of better processes and solutions—including CaseLink².

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Initial Concerns Heard and Addressed

When Mr. Mazel was appointed to the panel in late 2012, he was adamant about wanting to use a web-based software because he saw that as the future. So he chose CaseLink Web by BMS.

“I was so relieved to stay with BMS, because I had worked with these people for so long. One of the best things about CaseLink is the people that are building it, and their understanding of the software as well as the processes that are involved.
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Phyllis Stice, Trustee Assistant for Trustee Ed Mazel

Being a new panel trustee, Mr. Mazel wanted to balance out his Chapter 7 practice with someone who knew the ropes, so he hired Trustee Assistant Phyllis Stice. Ms. Stice was a power user of CaseLink Office by BMS, having used the desktop-based software since 2000 assisting another Chapter 7 Trustee.

When Ms. Stice joined Mr. Mazel’s practice, she enjoyed working on the web. But she found that differences in CaseLink Web to Office were challenging at first, and she had some concerns about functionality missing from the software that she had enjoyed in Office. 

Thus, with great reluctance, Mr. Mazel and Ms. Stice began to look at another vendor’s web-based software platform and began the process of separating from BMS. Soon, however, they found that the other vendor could not deliver near the level of service they had become accustomed to with BMS.

“We decided to stay with BMS because they listened to what we wanted and implemented it in the software,” Ms. Stice said. “I was so relieved because I had worked with these people for so long and hated the thought of leaving. One of the best things about CaseLink is the people that are building it, and their understanding of the software as well as the processes that are involved.”

With that trust and experience, when Ms. Stice reviewed a demo of CaseLink², she had no reservations about making the simple upgrade.

Breezed Through an Audit Soon After Switching

“It was a pleasant surprise when the auditor asked if we had this and this, and we could say, ‘Oh we do! And we can find it for you right now!’ That was so helpful.”
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Phyllis Stice, Trustee Assistant for Trustee Ed Mazel

Shortly after switching, Mr. Mazel and Ms. Stice had to undergo an audit. They were thankful to find that CaseLink²  made things so much easier in that process.

CaseLink²“We had just switched to CaseLink² and a couple of weeks later we had to go through an audit,” Ms. Stice said. “While preparing for the audit, I wanted to find reports I had regularly generated over the years to show that we were in compliance. Using CaseLink²’s new Sidekick feature, I was able to quickly find those reports and ensure they were available for review by the auditor.”

“It was a pleasant surprise when the auditor asked if we had this and this, and we could say, ‘Oh we do! And we can find it for you right now!’ That was so helpful,” Ms. Stice added.

The Trustee’s case load has increased in the past few months, and Ms. Stice very much appreciates that the software helps her to stay on top of her tasks. “It helps me to keep up with almost everything,” Ms. Stice said. “With the updated Alerts panel, which is the first thing I see when I log in, I can quickly see what needs to be done and add tasks and tags to keep me on track.”

The customizability of the software also fits Ms. Stice’s particular preferences to a tee with the ability to add, remove and move around modules. “I think the customizability is actually one of the better things about CaseLink²,” Ms. Stice said. “Because each district has its own rules and methods, we all require different things to stay compliant. Options are what we need and that’s what BMS gives us.”

In addition to all of those benefits, Ms. Stice loves the software’s overall organization, particularly for documents. “I love being able to look at every document I could possibly want in the whole world if I want to find it,” Ms. Stice said. “It’s more similar to Office which I had used for so long, so I like that. The total organization is much better and visually more streamlined.”

“I know that everything I ask for is implemented in the software. I know that I’m being listened to, and that’s the reason I ultimately stayed with BMS. I knew that the people working on the software were capable of giving users the very best, and they always have been.”
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Phyllis Stice, Trustee Assistant for Trustee Ed Mazel

Support that Listens and Implements Feedback a True Value

As a power-user of the CaseLink platform, Ms. Stice has always been vocal about what she’d like improved in the software. She is assured to be listened to by her Account Manager Tanya Olson as well as the BMS Support Center. “I know that when I ask for something, it’s evaluated and gets implemented in the software,” Ms. Stice said.

“I know that I’m being listened to, and that’s the reason I ultimately stayed with BMS. I knew that the people working on the software were capable of giving users the very best, and they always have been.”

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