The Problem:  Many States now require that Petitions for Bankruptcy be filed completely online  All supporting documents must be scanned and uploaded.

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Presentation transcript:

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

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

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

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

Subcategories:  Client  Court  Firm  Legal  Monthly Bill  Receipts  Reference

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