Designed by Users. Developed by BMS. 

Designed by Users. 
Developed by BMS. 

We’re excited to unveil an all-new evolution to the CaseLink case administration platform:
CaseLink²

Based on input from BMS clients around the country, CaseLink² was
developed around four core needs for Chapter 7 Trustee offices:
 
Software Interface Should be Easy to Use

Provide Ability to Accomplish Tasks Quickly

Comply with all National and Local Rules

Provide a Secure, Cloud-based Solution

 

 

Key Features:

Interface that echoes CaseLink Office
We’ve drawn on the navigation of CaseLink Office, yet developed it to be more streamlined and efficient, helping you to be more productive than ever before.

  1. Familiar Case Menu on the left, Global Menu at the top and Alerts found on the home screen
  2. Alerts placed in one tailored panel so you can take action on what matters most to you
  3. New customizable Calendar is front and center so you never miss a deadline
  4. The new Sidekick showcases lists of cases and documents and provides quick access to reports
  5. Case Screens use a static and tabbed panels just like CaseLink Office 
What's cool: 
  • The CalendarSwitch views from Month, Week, Day or display your to-do list as you wish. Clicking on a date block displays details underneath the calendar.
  • The workspaceChanges from the calendar to adapt and display information based on the task you are trying to accomplish.
  • Alerts Panel:Each user can customize which alerts to display in the panel. Can be minimized to increase screen real estate for the workspace.
  • The SidekickWill soon become your new best friend.
    • Provides a way to quickly jump from one case to another, view documents within a case, or generate reports from this handy companion.
    • Adaptable interface to any device, adjusting and resizing based on the screen size. Plus, the Sidekick can be minimized when it’s not needed to provide more room for the workspace.
  • The Case ScreenAlthough instantly familiar, the case screen includes the ability to update key case details faster and provides new functionality not available in CaseLink Office such as a simple way to update fees & expenses or the ability to add tags to a case to find it more easily when performing a search.



Reducing Clicks and Streamlined Workflows to Increase Your Productivity

Not only has the platform been optimized to be blazing fast, but we’ve also reduced the amount of clicks that it takes to view case information and complete tasks.
  • Redesigned screens so that summary and details are all on one page (like the bank accounts screen) – saving you extra clicks
  • Related functions are included under the “Select Action” dropdown menu so you don’t have to go to another page
  • Filter and sort cases or documents using the Sidekick so you don’t have to leave your case
  • Clicking on any case level module in the left case menu will take you back to the last case you were in – allowing you to pick up right where you left off.



Customizable to How You Work

CaseLink2 offers robust customization for all of your needs and for the different roles performed in your trustee practice. Customize the preferences to fit your individual needs and workflow, and CaseLink2 will remember your settings each time you log in.
  • Detailed profile settings allow you to customize the behavior of the software tailored to the local rules of your court or district as well as practice.
  • Add customizable filters to case lists to view your most important cases first
  • Alerts Panel allows you to customize or disable alerts based on individual user preferences
  • Calendar allows you to display dates most important to you, and disable those that are not needed



Always Secure and Up-To-Date

CaseLink2 utilizes industry-standard SSL encryption to ensure the connection between your computer and the BMS servers are secure.
  • BMS servers are located in an enterprise-grade, SAS70 Type II-compliant facility (similar to those used by major financial institutions).
  • Daily scans by Nessus to proactively assess security issues.
  • All updates are done by BMS on our cloud-based servers. You don’t need to install or update software on your local computer or firm’s server.
 

 
Want More Information? 

The Home Screen
Simplified, intuitive navigation gets you started right away.

 

 
The Case Information Screen
Instantly familiar yet even more powerful.
 

 
The Sidekick
The Perfect Assistant. Access cases, documents and run reports easily.