Best Case
Best Case is a specialized bankruptcy software solution designed to help legal professionals prepare and file Chapter 7, 11, 12, 13, and 15 petitions with automated forms and electronic filing.
Tallyfy
Tallyfy is a cloud-based process management and workflow automation software that helps you document, track, and automate repeatable business processes without using complex flowcharts or messy spreadsheets.
Quick Comparison
| Feature | Best Case | Tallyfy |
|---|---|---|
| Website | bestcase.com | tallyfy.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | Custom Pricing | $25/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1993 | 2014 |
| Headquarters | Evanston, USA | St. Louis, USA |
Overview
Best Case
Best Case is a dedicated bankruptcy petition preparation and filing platform built specifically for legal professionals. You can streamline the entire bankruptcy lifecycle, from initial client intake to the final discharge, by using automated workflows that populate official forms and schedules. The software simplifies complex calculations for the Means Test and ensures your filings comply with local court requirements across the United States.
You can manage your entire caseload through a centralized dashboard that tracks deadlines and court notices automatically. By integrating with credit reporting services and court systems, the platform reduces manual data entry and minimizes the risk of clerical errors. Whether you are a solo practitioner or part of a large multi-office firm, you can customize the tool to fit your specific jurisdictional needs and filing volume.
Tallyfy
Tallyfy helps you transform your static SOPs and messy spreadsheets into living, breathing workflows. Instead of drawing complex flowcharts that nobody follows, you can create simple, checklist-based processes that your team can actually execute. You can hide or show tasks based on powerful rules, ensuring that everyone only sees what they need to do at the right time.
The platform eliminates the chaos of chasing people for status updates by providing real-time visibility into every active process. You can easily onboard new employees, manage client requests, and ensure compliance across your entire organization. It is designed for teams that need to scale their operations without adding administrative overhead, making it a favorite for operations managers and department heads in professional services and finance.
Overview
Best Case Features
- One-Touch Electronic Filing File your petitions, schedules, and motions directly to ECF systems with a single click to save hours of manual uploading.
- Automated Means Test Calculate complex Chapter 7 and Chapter 13 means tests automatically using the most current IRS standards and median income data.
- Credit Report Integration Import liabilities and creditor addresses directly into your bankruptcy schedules to eliminate manual typing and ensure data accuracy.
- Best Case Cloud Access your client files and work on petitions from any location using a secure, web-based environment that keeps your data synced.
- Court Notice Sync Download and organize court notices automatically so you never miss a deadline or a change in a case's status.
- Client Intake Portal Gather essential financial information from your clients through a digital portal that feeds data directly into your bankruptcy forms.
Tallyfy Features
- Dynamic Logic. Show or hide specific tasks based on previous answers so your team only sees steps relevant to their current situation.
- Structured Data Capture. Collect specific information through form fields within tasks to ensure you have all the data needed for the next step.
- Real-time Tracking. Monitor the progress of every active workflow from a single dashboard and identify bottlenecks before they cause delays.
- Automated Handoffs. Notify the next person in line automatically as soon as a task is completed to keep your projects moving forward.
- Guest Access. Invite clients or external partners to complete specific tasks in your workflow without requiring them to create an account.
- Template Versioning. Update your process templates and instantly apply those changes to all active runs to keep your team on the latest version.
Pricing Comparison
Best Case Pricing
Tallyfy Pricing
- Unlimited view-only guests
- Unlimited process documentation
- Basic folder organization
- Standard support
- Document export options
- Everything in Docs, plus:
- Unlimited active process runs
- Conditional branching logic
- App integrations via Zapier
- Reporting and analytics
- Custom branding options
Pros & Cons
Best Case
Pros
- Industry standard for bankruptcy filings in the US
- Reliable automated calculations for the Means Test
- Excellent integration with the CM/ECF court systems
- Frequent updates to maintain compliance with local forms
Cons
- Higher price point compared to generic legal tools
- Desktop version requires manual updates and maintenance
- Learning curve for navigating deep configuration settings
Tallyfy
Pros
- Eliminates the need for complex flowcharting
- Intuitive interface makes team adoption very fast
- Powerful conditional logic handles complex scenarios
- Guest features simplify client data collection
Cons
- Mobile app experience is less polished
- Initial setup of complex logic takes time
- Higher price point than basic task managers