CaseLink²

Central California Chapter 7 Practice Discovers Huge Benefit of Web-Based Flexibility, Increases Productivity Tenfold with CaseLink²

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From CaseLink Office to CaseLink Web to CaseLink², Trustee Sandra K. McBeth and her assistant, Donna Earnest have increased their productivity 100%.

Breaking Out of Inertia, Discovering the Cloud

Ms. McBeth and Ms. Earnest were happy users of the CaseLink Office software by BMS. They had used the software in their Central California-based Chapter 7 Practice since Ms. McBeth had gone on panel in 1997, and they were comfortable with the platform.

“The accessibility and ease of use is what I love the most about CaseLink². “I can pull up my caseload whenever I need to, and I don’t have to be in the office as much. I’m very comfortable using CaseLink² outside of the office, so that is a great asset.”
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Donna Earnest, Trustee Assistant for Trustee Sandra K. McBeth

However, when Ms. Earnest began to hear about web-based software and discovered that BMS had a cloud-based software, CaseLink Web, she was interested to try it out.

Shortly after switching to CaseLink Web, Ms. Earnest discovered that having the ability to work from anywhere on the web was a huge benefit to both her and Ms. McBeth.

“The platform made it so much easier for us to access our data whenever we needed it,” Ms. Earnest said. “We didn’t think it would be such a big thing when we started, but we found it to be very handy to be able to access our caseload outside of the office, such as during a hearing or on the way to a conference. Now, that is a necessity for us.”

Due to their great experience on the web, in September 2016 Ms. Earnest and Ms. McBeth were very willing to try out the newest iteration of the web-based software platform from BMS – CaseLink². Since they made that switch, they have not looked back.

Productivity Increased by Leaps and Bounds

Since switching to CaseLink², Ms. Earnest says her productivity has increased 100%.

“So many of our processes have been streamlined,” Ms. Earnest said. “The organization of the platform is great – I can easily find my documents whenever I need them, and I can easily manipulate my screens the way I need them to be.”

CaseLink²  was designed to be similar to CaseLink Office, which Ms. Earnest is very appreciative of, having started out on CaseLink Office.

“We were very comfortable with CaseLink Office, so we love that the platforms are similar,” Ms. Earnest said. “It is also just a very user-friendly software. It’s great.”


CaseLink²

In CaseLink², the accessibility that Ms. Earnest and Ms. McBeth loved about CaseLink Web is even more enhanced, with improved speed and the flexibility to easily use their case data from wherever they are.

“The accessibility and ease of use is what I love the most about CaseLink²,” Ms. Earnest said. “I can pull up my caseload whenever I need to, and I don’t have to be in the office as much. I’m very comfortable using CaseLink² outside of the office, so that is a great asset.”

BMS Bankruptcy Knowledge Provides 360° Support System

“My Account Manager previously worked as a Trustee Assistant herself. She had worked with our UST so she understands our UST’s demands, and that is fantastic.”
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Donna Earnest, Trustee Assistant for Trustee Sandra K. McBeth

Ms. McBeth and Ms. Earnest could not be happier with the support that they receive from BMS. In addition to sterling software support, “My Account Manager, Kathy Pscion, is also able to provide bankruptcy expertise tailored to my district because she had previously worked as a Trustee Assistant herself within the same district,” Ms. Earnest said.

“Kathy came on as our Account Manager in January 2016, and she has just been so helpful. She had worked with our UST so she understands our UST’s demands, and that is fantastic,” Ms. Earnest added. “Plus, Rosie in the BMS Support Center has been a great help, since she understands not only the software but also bankruptcy, and has helped us handle some of our complex case scenarios. I don’t know what we would have done without BMS support!”

With this 360° support system plus their refined web-based BMS software platform, Ms. McBeth and Ms. Earnest are more productive and efficient than ever before.

 

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