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Published byErik Leonard Modified over 9 years ago
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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
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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
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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
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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
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Case Categories: Class Certificates Bankruptcy Discharge Communications Data Sheet (Name, Address & Social Security) Invoices Petition for Bankruptcy Power of Attorney And Financial Categories
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Subcategories: Client Court Firm Legal Monthly Bill Receipts Reference
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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
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