Chosen by More Chapter 7 Trustees than any other Software
Developed by BMS, CaseLink Office was the first software solution for Trustees offices to manage Chapter 7 bankruptcies with a focus on automating and streamlining routine tasks for greater productivity and profitability. With ongoing innovations in its development over the years, CaseLink Office remains the industry leader. From petition to distribution, CaseLink Office is the most comprehensive solution available for seamless workflow throughout the bankruptcy lifecycle.
CaseLink Office provides Trustee offices with:
Peace of Mind
The CaseLink Office platform is used by some of the largest trustee offices in the country. These power-users truly test the limits of case administration each and every day and they choose to use CaseLink Office year after year for one simple reason—it just works .
- CaseLink Office has been used by Chapter 7 Trustees for over 25 years
- As new rules are enacted, BMS supports every requirement and introduces new enhancements
- CaseLink Office is the gold standard for case administration that others can only envy
The Most Robust Feature Set in the Industry
All of CaseLink Office’s features have been designed in direct consultation with our clients, so you get the productivity benefits immediately upon using our software.
- Automated imports and scheduled claims matching
- Electronic bank reconciliation and e-Filing
- Case exports for 341(a) meetings
- Merge documents and custom reports
… if you need it, CaseLink Office has it!
Automated Document Retrieval & Management
CaseLink Office captures, retrieves and archives ECF documents and case files, and automatically compiles and sends reports to and from the court.
- Completely integrated with Microsoft Outlook®
- Navigates and retrieves documents by case name or number
- Documents are stored in our special QuikDocs document management module
Simplified Claims & Asset Administration
CaseLink Office serves as your administrative organization tool, by simplifying the claims process and administration management.
- Downloads, imports and automatically verifies claim and asset information from the court for more efficient administration and management
- Provides automatic notification of new claims and cases available for import
Streamlined 341(a) Preparation
CaseLink Office allows you to completely customize your 341(a) prep worksheets, including your set of questions.
- Organizes and prepares your 341(a) notes
- Automatically upload and sync 341(a) meeting results
- One-click, e-filing feature—eliminates manual submission of documents to the court
Unmatched Service and Support
As a CaseLink Office user, you also get the unmatched service and support that made BMS famous:
- BMS Account Manager with bankruptcy expertise who works with you from day one
- Experienced BMS Technical Support Team
- Our in-house Banking Support Team of professionals with industry-specific knowledge of bankruptcy finances
- Ongoing training through live online classes and a library of over 125 videos
Integrated Banking Services and
the BMS Banking Support Team
BMS has allied with Rabobank, N.A. part of the Rabobank Group—one of the world’s safest banks for over 10 years—to provide you the most robust, secure banking services available… with new, lower fees.
- Open and close account, write checks, transfer and wire funds, and stop payments… All directly from CaseLink Office
- The industry’s only Banking Support Team is focused exclusively on our client’s banking needs
CaseLink Office has improved our productivity—allowing us to better track assets and claims, as well as automating our reports—and has streamlined the Chapter 7 summary process.”
John A. Northern, Chapter 7 Trustee
Chapel Hill, NC