CASE MANAGEMENT FOR BANKRUPTCY PRACTICES

Run Your Bankruptcy Practice From One Organized System

ProperFile keeps every Chapter 7 and Chapter 13 case — deadlines, documents, and client communication — in one platform, so nothing slips through during a busy filing season.

Chapter 7 & 13

Organize both case types the way your firm actually works

Deadlines Covered

341 meetings, confirmation hearings, and filing dates on one calendar

One Platform

Case files, billing, and client messages together

How ProperFile Organizes Chapter 7 vs. Chapter 13

Every bankruptcy case comes with its own paperwork and its own clock. See how ProperFile keeps each type organized from intake to discharge.

Liquidation cases move fast, and the difference between a smooth case and a missed deadline often comes down to whether the right document is where you need it. ProperFile keeps each Chapter 7 case file organized from intake to discharge.

Petition, schedules, and amendments stored in one case file
Creditor matrix and mailing lists kept current
Means test documentation organized by case
341 meeting date tracked on your firm calendar
Client documents collected and signed digitally

Repayment cases run for years, not weeks, and the paperwork keeps coming long after the petition is filed. ProperFile keeps your Chapter 13 caseload organized for the life of the plan.

Plan documents and amendments in one place
Confirmation hearing date tracked on your firm calendar
Trustee correspondence organized by case
Plan payment records kept with the case file
Client status updates sent through a secure portal

Built to Support the Way Bankruptcy Cases Actually Run

Document & Petition Management

Store petitions, schedules, and amendments in one secure case file, with e-signatures built in so clients can sign from anywhere.

Deadline & Court Date Tracking

Put 341 meetings, confirmation hearings, and filing deadlines on a shared calendar your whole team can see.

Secure Client Communication

Message clients and share updates through a secure portal instead of chasing calls and voicemails.

Bankruptcy Questionnaire, Pre-filled by AI

Collect everything needed for the petition, then let AI propose answers for income, bank account, and expense questions from a client's pay stubs, bank statements, tax returns, or W-2s. You approve every answer before it's saved.

AI Reads Your Court Notices, Too

Upload or forward 341 meeting notices, confirmation hearing orders, and other court mail, and the AI suggests the dates and tasks inside them. Nothing is filed until you approve it.

FOR YOUR CLIENTS

Give Clients Clarity During a Stressful Process

Filing for bankruptcy is one of the hardest financial decisions a person makes. ProperFile’s secure client portal lets your clients check on their case, upload documents, and hear from your firm without playing phone tag — so they feel informed instead of left in the dark, while you stay focused on the case.

Ready to Bring Order to Your Bankruptcy Caseload?

See how ProperFile keeps your Chapter 7 and Chapter 13 cases, deadlines, and documents organized in one system.

Built for Every Practice Area