We have finished the integration between Jubilee and BK Packet (online debtor questionnaire). To use this feature, you will first need to create an account with BK Packet. Once your client has completed the online questionnaire, you can import the case data into Jubilee by following the instructions below:
1. Select “New” from the Jubilee toolbar at the top, then select “Case Import”.
2. Select BK Packet from the Vendor drop-down list and select your login name from the Credentials drop down. (Note: you will need to click on the “New” button to store your BK Packet login information into Jubilee and the login will need to be stored per Jubilee user account.)
3. On the next screen you will see a list of debtor’s questionnaires that are available for import into Jubilee. Simply click on the Import button next to the debtor’s name then set a few basic case values (Chapter, Jurisdiction, Individual/Joint) and click on Import.