Practice system

Bankruptcy & Insolvency, run as a system.

Consumer and business insolvency, creditor representation and restructuring: schedule- and bar-date-driven.

The Bankruptcy Code's fixed procedural clockwork. Nearly every deadline derives mechanically from the petition date, and the hard part is posture, debtor vs. creditor vs. trustee, flipping which dates are sword and which are shield.

Bankruptcy & Insolvency · Matter cockpit
Illustrative

Stage

Pre-Filing AnalysisPetition & First-DaySchedules & Statements341 MeetingClaims & ObjectionsPlan / ConfirmationDischarge & Closing

Chapter

Chapter 13

341 meeting

19d

Claims bar date

51d

Schedules due · 2d341 meeting · 19d

Computed: Claims Position

Scheduled debt vs. exempt/non-exempt asset exposure, and the projected discharge scope.

Posture

One question decides how the whole matter reads.

Do we represent the debtor, a creditor, the trustee, or a committee?

What it tracks

The documents this practice actually produces.

  • Petition

  • Schedules A–J & SOFA

  • 341 notice

  • Proofs of claim

  • Plan & disclosure statement

Computed

Claims Position

Scheduled debt vs. exempt/non-exempt asset exposure, and the projected discharge scope.

Opening checklist

What starts moving on day one.

  • Conflicts across the full creditor matrix
  • Fee-disclosure compliance (2016(b))
  • Credit counseling certificate obtained
  • Means test computed
  • Petition and schedules assembled

Questions

Before you book the call.

Do you build a matter management system specifically for bankruptcy & insolvency practices?
Yes. It runs on the same MATTER Method as everything else I build, configured for how bankruptcy & insolvency actually moves: The Bankruptcy Code's fixed procedural clockwork. Nearly every deadline derives mechanically from the petition date, and the hard part is posture, debtor vs. creditor vs. trustee, flipping which dates are sword and which are shield.
What does the system actually track for a bankruptcy & insolvency matter?
Every stage from pre-filing analysis to discharge & closing, the facts that matter most for this practice (chapter, 341 meeting, claims bar date), the document set the matter actually produces, and one computed read: claims position, scheduled debt vs. exempt/non-exempt asset exposure, and the projected discharge scope.
Can I get this through MatterOS, or does it need a custom build?
Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
Do you also handle litigation technology and expert witness work for these matters?
Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.

Take it home

Don't want a build engagement yet? Take the blueprint.

Bankruptcy & Insolvency is one of the twenty-two packs inside Practice Pack Blueprints, the stages, vitals, deadline logic and document set for this practice, ready to install yourself. Two minutes on the readiness audit will tell you honestly whether that's enough, or whether this practice needs the full build.

Bring me the bankruptcy & insolvency matter. I've probably built this before.

Book an intro call