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Docket Parser – customized queries for efficient case management

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.

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Top 10 things to consider when selecting a cloud-based software provider

Top 10 things to consider when selecting a cloud-based software provider

Cloud-based computing has quickly become the standard practice in legal technology.

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Core Article

Core Article

If you manage funds as a receiver or fiduciary, you know the burden of administrative and financial complexity all too well. Distributing funds, reconciling accounts, managing incoming payments, and maintaining clean records can consume an overwhelming portion of your time— especially when you’re juggling multiple matters with different structures and requirements.

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2025 TrusteSolutions Customer Satisfaction Survey Report

2025 TrusteSolutions Customer Satisfaction Survey Report

Financial Software Solutions (FSS) is pleased to report the results of the annual TrusteSolutions (TES) Customer Satisfaction Survey. The survey was conducted online in November 2025, opening on November 10, 2025, and closing, November 21, 2025, giving respondents two full weeks to take the survey and record their answers.

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TrusteSolutions Customer Satisfaction Report 2024

TrusteSolutions Customer Satisfaction Report 2024

The annual TrusteSolutions (TES) Customer Satisfaction Survey received a record number of responses from customers this year. The online survey opened November 5, 2024, and closed November 22, 2024.

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TrusteSolutions Customer Satisfaction Report 2023

TrusteSolutions Customer Satisfaction Report 2023

The annual TrusteSolutions (TES) Customer Satisfaction Survey was open for responses between November 21, 2023, and December 8, 2023.

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TrusteSolutions Customer Satisfaction Survey Report 2022

TrusteSolutions Customer Satisfaction Survey Report 2022

The annual TrusteSolutions Customer Satisfaction Survey was conducted online during November, 2022. Data received from this annual survey is used to assist product development with new features, prioritize plans for 2023 and ensure the highest level of product and support satisfaction among customers.

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TrusteSolutions Mid-Year Outlook Customer Survey 2021

TrusteSolutions Mid-Year Outlook Customer Survey 2021

This report is a follow-up to our initial COVID-19 customer survey that was conducted in August of 2020. It was our intention to discover how life has changed for our customers since adjusting to, and dealing with, a pandemic.

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TrusteSolutions Customer Satisfaction Report 2020

TrusteSolutions Customer Satisfaction Report 2020

Annually, TrusteSolutions conducts an online Customer Satisfaction Survey in the fourth quarter of the calendar year. We receive tremendous response from our customers and greatly appreciate the feedback and opinions shared with us. The purpose of this survey was to determine:

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Kimberly Stevens Q/A

Kimberly Stevens Q/A

Kimberly Stevens has been using the TrusteSolutions Chapter 7 case management platform since April of 2022. She was introduced to it through her use of BlueStylus on the debtor side. She demoed other providers’ software but liked the user friendly, streamlined, and straightforward nature of TrusteSolutions. Practicing in Ogden, Utah, Kimberly had other Northern Utah trustees recommend the software to her, giving it their endorsement. She agrees that it is very easy to use and delivers results to her practice.

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TrusteSolutions Q&A with customer Karen Evangelista

TrusteSolutions Q&A with customer Karen Evangelista

When Karen Evangelista, a United States Bankruptcy Trustee practicing in Rochester Hills, Michigan, heard from a fellow Michigan Trustee that TrusteSolutions was truly an internet-based case management platform, she was sold.

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Reliable software provider allows trustee to manage caseload effectively

Reliable software provider allows trustee to manage caseload effectively

Ken Gordon has been a trustee for 25 years in Rochester, New York. He has used most of the industry’s major case management software platforms throughout his career. More than six years ago, he switched to TrusteSolutions due to a good friend’s recommendation, someone he could trust. He had been experiencing some reliability and responsiveness issues with his current provider that were causing him concern. Ken changed to the TrusteSolutions web-based platform, saying, “It’s been tremendous ever since.”

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Los Angeles trustee leverages “completely different” technology that “just works”

Los Angeles trustee leverages “completely different” technology that “just works”

Timothy Yoo was appointed to the Panel of Chapter 7 bankruptcy trustees for the Central District of California in March of 1998. At that time, there were only two software providers to choose from for his Chapter 7 bankruptcy case management needs. The vendor he chose didn’t have a presence in the Los Angeles market but that didn’t deter Tim.

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“Extraordinarily fast” conversion has trustee office up and running quickly

“Extraordinarily fast” conversion has trustee office up and running quickly

Susan Seidel of Plano, Texas, works alongside her husband of 33 years, Scott Seidel, who has been a panel trustee in the Northern District of Texas for all of those 33 years. When not handling Subchapter 5 and Chapter 7 bankruptcy work, Scott can be found working for veterans’ causes. For 10 years, Susan and Scott used a desktop-based case management solution. After more than a year of wanting to move to a web-based system, she decided a change was needed.

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Kentucky trustee reports increased efficiency after switching to TrusteSolutions

Kentucky trustee reports increased efficiency after switching to TrusteSolutions

Mark Little has more than 35 years of experience helping clients with bankruptcy cases. Residing in Madisonville, Kentucky, Mark is on the board of the National Association of Bankruptcy Trustees (NABT), among other organizations

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Trustee Deborah Caruso handles ITT case using TrusteSolutions

Trustee Deborah Caruso handles ITT case using TrusteSolutions

You may have heard about the ITT Educational Services bankruptcy case filed in September of 2016 and still going on today. Longtime client, Deborah Caruso, is the trustee appointed to this case and she has received some much-deserved industry recognition, including being featured on the cover of Super Lawyers magazine. Along with her trustee assistant, Debbie Wright, they share how TrusteSolutions has helped, and continues to help, them manage their large amounts of case work.

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New panel trustees from Texas up and running with TrusteSolutions

New panel trustees from Texas up and running with TrusteSolutions

Introducing Diane S. Carter, a newly appointed trustee in the Eastern District of Texas. She embarked on this new journey in January 2020, adding to her existing responsibilities as a debtor attorney practicing in Plano, Texas.

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Darlene Anderson – TrusteSolutions offers exceptional support

Darlene Anderson – TrusteSolutions offers exceptional support

Darlene Anderson is a well-known and respected trustee assistant and office manager supporting two busy trustees in Boca Raton, Florida. She will be celebrating 28 years with the firm in 2020. She was an NABT board member for 6 years and can often be found helping other trustees with her wealth of valuable knowledge and expertise. She has transformed her office into a cloud-based and paperless office environment. TrusteSolutions is proud to offer tools to support her effort.

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Where they are now – updates from new panel trustees starting with TrusteSolutions

Where they are now – updates from new panel trustees starting with TrusteSolutions

It’s been a little more than 2 years since Will Fava became a practicing trustee and TrusteSolutions customer in Mississippi.

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Patricia Friesinger new trustee Q&A

Patricia Friesinger new trustee Q&A

Meet Patricia Friesinger, a new trustee practicing in the Dayton, Ohio area. At the beginning of her appointment, things moved very fast. She was being assigned cases before she even had a trustee login. Like Will Fava, things were made more difficult due to the government shutdown. But TrusteSolutions stepped in to get her up and running quickly.

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Will Fava new trustee Q&A

Will Fava new trustee Q&A

Meet Will Fava, a newly appointed trustee in Mississippi. In January 2019, Will was told he was going to be appointed as a new trustee in his district, replacing the previous trustee that is now an acting bankruptcy judge. This all occurred right before the government shutdown. That’s when things got interesting.

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TrusteSolutions gets praise from new panel trustees

TrusteSolutions gets praise from new panel trustees

You’re a newly appointed trustee. You have a software decision to make. But where do you start?

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