Assist Bankruptcy

Personal Chapter 7 Chapter 7 Support

Consumer Chapter 13 Chapter 13 Support

Included with Chapter 7 petition preparation

Administrative and petition-preparation support from case setup through the agreed pre-341 trustee document submission.

Establish the matter in the firm’s bankruptcy software and organize the working file.
Handle routine client outreach and follow-up throughout the preparation process.
Request, receive, and organize the financial records needed for petition preparation.
Prepare the petition, schedules, statements, and related filing documents for attorney review.
Coordinate review checkpoints with the responsible attorney and the client.
Facilitate the signature process and filing workflow as directed by the attorney.
Provide the client with the case number, 341 meeting information, and debtor-education timing.
Assemble and transmit required pre-341 documentation to the Chapter 7 trustee.

The standard Chapter 7 engagement concludes after the petition has been filed and the agreed 341 documentation has been delivered to the trustee.

Need us to stay with the case after filing?

Post-filing administrative support can be added when your firm wants continued case coverage beyond the standard Chapter 7 preparation engagement.

PACER Case Monitoring Track docket activity through discharge and surface items requiring firm attention.

Reaffirmation Follow-Up Administrative processing and status follow-up for reaffirmation agreements and related notices.

341 Meeting Reminders Timely client reminders regarding the scheduled meeting date and time.

Trustee Document Follow-Up Coordinate additional records requested by the trustee and route them through the firm’s workflow.

Discharge Communication Prepare and send the firm-approved closing communication when discharge is entered.

Included with Chapter 13 petition preparation

Administrative and petition-preparation support designed to move the matter from case setup through filing, trustee document delivery, and limited straightforward amendments.

Set up the matter in the firm’s bankruptcy software and establish the case workspace.
Manage routine client communication and document follow-up during preparation.
Gather and organize income, expense, asset, debt, secured claim, and arrearage documentation.
Prepare the petition, schedules, statements, and Chapter 13 plan for attorney review and approval.
Coordinate review sessions with the responsible attorney and client before filing.
Facilitate signatures and the filing workflow according to the attorney’s instructions.
Provide the client with the case number, 341 meeting information, and debtor-education deadline.
Prepare and transmit the required 341 documentation to the Chapter 13 trustee.
Complete up to two straightforward amendments when they fall within the agreed standard scope.

Petition Prepared for attorney review and filing.

Plan Prepared under the supervising attorney’s direction.

Simple Amendments Up to two included within the standard engagement.

Need continued Chapter 13 support after filing?

Additional post-petition monitoring, drafting, filing coordination, and administrative case support can be added when your firm needs continued coverage beyond the standard engagement.

Post-petition work beyond the included straightforward amendments is separately scoped and billed under the agreed hourly support arrangement.

Not sure which level of support fits your practice?

Schedule a consultation and walk us through your current bankruptcy workflow. We’ll discuss where your administrative bottlenecks are occurring, the volume your firm is managing, and the type of Chapter 7 or Chapter 13 support that makes the most sense for your practice.

Schedule a Consultation →