by Victoria Ring, http://www.713training.com
As most of you may know, Best Case is my personal choice of software for preparing Chapter 7 and Chapter 13 bankruptcy petitions. But recently, Best Case released an add-on feature that allows clients to fill out information, which is then imported into Best Case software.
When this happened, my email box became active. Virtual bankruptcy assistants wanted to know if this would affect their job working for bankruptcy attorneys. The answer is “No.” Debtors still do not know how to fill out the forms properly, which is why we must do an intake interview. Here are a few reasons to illustrate my point:
1. What happens when a client writes “don’t know” on an address line? Is the software able to look up and fill in the address automatically? No.
2. Suppose a client fills in $100,000 is left owed on their mortgage but the current statement from the bank says $128,640.15. Will the software know to correct this discrepancy with the current mortgage statement? No.
3. What if a co-debtor is not included in the bankruptcy as an “additional notify?” Will the software recognize this and fill in the information. No.
These are only 3 of the many 100s of reasons why an automated software program will never take the place of a trained virtual bankruptcy assistant.
However, the MyCaseInfo plug-in is a useful tool for some attorneys. For example: There are solo attorneys who never use client intake forms. They interview the client over the phone and fill the information into the software. For attorneys who run their practice in this manner, the new MyCaseInfo plug-in may be just what they need.
But, the solo attorney will still need to go through all the information the client enters and correct it manually. That’s because the average person (especially a debtor going through the mental stress of bankruptcy) never properly completes the client intake forms. So how are they going to provide the right information by typing it into a software program?
Also take into consideration, that there are still millions of people who know nothing about computers. Blue-collar workers especially are not around computers on their job so they know little about how they work. How is someone with no computer skills going to type information into a software program? It will take longer to provide technical support than interviewing them on the phone and getting the information yourself.
Like I said, some attorneys (and perhaps larger bankruptcy firms) will find the new MyCaseInfo plug-in a welcome addition to Best Case. But for debtor bankruptcy attorneys with a client base of low-to-middle income clients (the virtual bankruptcy assistant’s target market) the plug-in will not serve any purpose.
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