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Case Study: Bankruptcy Attorney

Case Study: Bankruptcy Attorney. The Problem: Many States now require that Petitions for Bankruptcy be filed completely online All supporting documents must be scanned and uploaded for review by the court, the need for paper documents is quickly becoming a thing of the past

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Case Study: Bankruptcy Attorney

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  1. Case Study: Bankruptcy Attorney The Problem: • Many States now require that Petitions for Bankruptcy be filed completely online • All supporting documents must be scanned and uploaded for review by the court, the need for paper documents is quickly becoming a thing of the past • Many Attorneys need to have access to records when attending court and have large record bags of papers they haul from the office to court

  2. Case Study: Bankruptcy Attorney The Solution: • A Bankruptcy Attorney can now archive all of the documents related to a client's case in DA Document Manager with great ease

  3. Case Study: Bankruptcy Attorney Use of Dates: • Using Date Processed will help the Lawyer to track the date that something was actually filed, separate from the Date on the Document Document Title: • Name or actual Title of the Document Keywords: • Client's Last Name & First Initial

  4. Case Study: Bankruptcy Attorney User Defined Tag 1: • Needs Attention - For quick to do lists User Defined Tag 2: • To Be Filed - Forms needing court filing Passwords: • Use passwords to protect the Firm’s private and/ or sensitive information like; bank statements, credit card statements, income and other financial related items

  5. Case Study: Bankruptcy Attorney Case Categories: • Class Certificates • Bankruptcy Discharge • Communications • Data Sheet (Name, Address & Social Security) • Invoices • Petition for Bankruptcy • Power of Attorney • And Financial Categories

  6. Case Study: Bankruptcy Attorney Subcategories: • Client • Court • Firm • Legal • Monthly Bill • Receipts • Reference

  7. Case Study: Bankruptcy Attorney Value Proposition: • Fixed-rate Attorneys can now increase their case load because of the time savings • Eliminate huge volumes of office paperwork • Reduce briefcase paperwork content • Filing a petition is now much faster and easier

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