This article will show you how to:

  • Create a new Bankruptcy Matter Type
  • Enter Case Details
  • Enter the Debt Details
  • Enter Personal Effects
  • Enter Real Estate
  • Enter Bankruptcy Details
  • Enter Creditor and Liability details 
  • Add uncommon contacts onto the matter 
  • Change existing General matters to Bankruptcy matters

To create a new Bankruptcy matter, follow the steps below. 

  1. Click New Matter from the Home Screen
  2. Note this is a Federal matter type (available in all states)
  3. Select Matter Category: Insolvency
  4. Select Matter Type: Bankruptcy
  5. Enter the Debtor and Trustee details
  6. Enter the Case details on the Case Details layout 

  1. Enter the Debt Details on the Debt Details layout 

  1. Enter Personal Effects on the layout.  

    Add multiple Personal Effects layouts by right clicking on the existing layout on the matter screen and selecting Add Personal Effects.

  2. Enter Real Estate on the layout. 

    Add additional Real Estate assets by right clicking on the existing layout on the matter screen and selecting Add Real Estate.

  3. Enter Bankruptcy Details on the layout.

  4. Enter the Liability Details on the Creditor sub-layout.

  5. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
    For Bankruptcy, the available parties include Employer, Employee, Liquidator, Insurer (plus Insurer Details sub-layout), Barrister, Accountant, Process Server, Previous Solicitor and Additional Contact.

Change existing General matter to Bankruptcy matter

Existing General matters can be easily changed to Bankruptcy matters as follows:

  1. Open your existing General matter (used for Bankruptcy matters)
  2. Open Matter Type
  3. Select change...

  4. Select new Matter Type as Insolvency > Bankruptcy
  5. Select OK:
  6. Enter Reason For Change
  7. Select OK:
  8. Your matter will now appear as 'Bankruptcy', with the party roles and layouts that are available in the Bankruptcy matter
Was this article helpful?
0 out of 0 found this helpful

Articles in this section