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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
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
case study bankruptcy attorney1
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
case study bankruptcy attorney2
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
case study bankruptcy attorney3
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
case study bankruptcy attorney4
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
case study bankruptcy attorney5
Case Study: Bankruptcy Attorney

Subcategories:

  • Client
  • Court
  • Firm
  • Legal
  • Monthly Bill
  • Receipts
  • Reference
case study bankruptcy attorney6
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