White Papers

BlueStylus Statement Management System - A Win-Win-Win for Banks, Trustees and the UST

The BlueStylus Bank Statement Management System, announced earlier this year, represented an all-around win for stakeholders in the trustee case management business. First publicly announced at the NABT Spring conference in Charleston, South Carolina, the system’s goals received all-around accolades.

The UST reached out to software vendors in hopes of gaining traction for an idea to provide online bank statements. Rather than requiring trustees to send paper statements with final reports, the banks would provide archival services for historical bank statements to be accessed by trustee reviewers when the time came for final report review. The system would satisfy the following goals:

• Enhanced security.
• Rapid turnaround.
• Cost savings.
• Ease of use.

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Trends in Mobility and Software as a Service (SAAS)

SaaS providers are companies that either deliver their software exclusively over the web or have created a version of their software that can be accessed over the web. Learn about advantages and trends.

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Charging Bank and Technology Fees to Bankrupty Estates

The economic recession and changes in the banking industry have created three major realities for banks that were significant enough that banks have either stopped taking bankruptcy deposits, reduced the payments for services rendered or decided to exit the business altogether.

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Docket Parser: Customized Queries for Efficient Case Management

Efficiency is the key to managing a large caseload. Reviewing the docket on PACER to keep up with filings and managing the responses for each action is time consuming for even the most organized trustees office.  TrusteSolutions’ Docket Parser Customization Service provides trustees with a way to automate processes based on docket entries.  Read More...


"When the Status Quo Just Isn't Enough" by Raj Singal

It’s time to ask for more than just what you need. It’s time to demand what you want.

Most people don’t compile a “wish list” for case management software. But who says they shouldn’t? Despite what you may have heard, not every bankruptcy case management solution is the same. When it comes to bankruptcy case management solutions, there are myths and then, there are the facts.

Here is the truth—as you’ll see in this article, you don’t have to settle for the same old software. Read More...


Hurricane Ike: A Behind the Scenes Look at TrusteSolutions Disaster Emergency Plan

In the early hours of September 13, 2008, Hurricane Ike’s 105 mph winds rolled into Galveston then continued to Houston and surrounding areas. Bringing a catastrophic storm surge, Ike’s power washed away homes, flooded streets and devastated businesses along Houston’s coastal suburbs.

…..Here is a behind the scenes look into the steps TrusteSolutions took before, during and after the storm to ensure all data was safe and no disruptions occurred in the system. Read More...


Items to Remember When Preparing for an Audit/Field Exam

Based on feedback from TrusteSolutions’ users and the Handbook for the Chapter 7 Trustee, the following is a list of items to consider when preparing for your Audit/Field Exam. These points are recommendations only and should not be relied solely as a complete list of audit procedures. However, these are items that either our users have mentioned and/or we believe are important to a successful Audit/Field Exam.   Read More..


Smart Converting: Effectively Switching Case Management Providers

Converting to a new case management system can be daunting. Concerns for Trustees include the ease of the conversion in terms of use, adaptability and user-friendliness. In order to ease these fears, TrusteSolutions offers the following processes and guidelines. By following these strategies, TrusteSolutions’ clients have effectively and efficiently converted to their new system in as little as one week with minimal frustration.   Read More...


Four Keys to an Effective Disaster Recovery Plan

Over the past few years, we have experienced the physical destruction and loss of productivity that can happen in the event of a natural or man-made disaster. Organizations cannot be too proactive or prepared when it comes to computer data destruction, yet many Trustees may not know or understand the risks involved in data destruction – and may not know were to begin when establishing a disaster recovery plan.   Read More...