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.
- Click New Matter from the Home Screen
- Note this is a Federal matter type (available in all states)
- Select Matter Category: Insolvency
- Select Matter Type: Bankruptcy
- Enter the Debtor and Trustee details
- Enter the Case details on the Case Details layout
- 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. - 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. - Enter Bankruptcy Details on the layout.
- Enter the Liability Details on the Creditor sub-layout.
- 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:
- Open your existing General matter (used for Bankruptcy matters)
- Open Matter Type
- Select change...
- Select new Matter Type as Insolvency > Bankruptcy
- Select OK:
- Enter Reason For Change
- Select OK:
- Your matter will now appear as 'Bankruptcy', with the party roles and layouts that are available in the Bankruptcy matter