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Paralegal Service Consultation

Take a tour of CaseDriver's powerful ECF Processing and unique Bankruptcy Case Management tools.


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Instant Docket Replication

Capture and Tabulate Claims

Instant Docket Replication

  • Within 7 minutes of the filings made to your cases, CaseDriver captures each docket entry.  
  • Never pay to view the docket again.

PDF Files Preserved

Capture and Tabulate Claims

Instant Docket Replication

  • Each PDF filed to the docket is saved permanently with no fees.  
  • Links to the documents allow easy delivery to clients.

Capture and Tabulate Claims

Capture and Tabulate Claims

Calendar Hearings & 341 Meetings

  • Each claim is captured and tabulated into a spreadsheet for plan calculation.  
  • Calculates UGEN, Secured, Priority, Student Loan and Arrearages.  
  • Each PDF is saved.  
  • Publish the saved registry with live PDF links for clients. 

Calendar Hearings & 341 Meetings

Calendar Hearings & 341 Meetings

Calendar Hearings & 341 Meetings

  • Automate  your calendar.  
  • CaseDriver captures hearing dates and times and categorizes hearing types for you.

Red Flag Alerts

Calendar Hearings & 341 Meetings

Plan Objections Itemized

  • CaseDriver captures Red Flag Issues in your cases.
  • Alerts on your Dashboard and in your Cases identify issues such as Motions to Dismiss, Deficiency Notices, Orders to Show Cause, etc.

Plan Objections Itemized

Calendar Hearings & 341 Meetings

Plan Objections Itemized

  • Objections filed to the Docket are parsed out of pleadings and itemized.
  • Each objection is available for your paralegal to resolve with explanatory detail.
  • Save the data to PDF for intelligent reference in Confirmation Hearings.

Debtor Plan Payments & Trustee Disbursements

Debtor Plan Payments & Trustee Disbursements

Debtor Plan Payments & Trustee Disbursements

  • CaseDriver is linked to the Chapter 13 Trustee Ledgers.
  • Instantly see your client's plan payment history.
  • View Trustee disbursements for each  Creditor, your Attorney Fees and the Trustee Fees.

Auto Generated Client Alerts

Debtor Plan Payments & Trustee Disbursements

Debtor Plan Payments & Trustee Disbursements

  • If the Debtor Education certificates are not filed CaseDriver alerts your clients before the deadline with links.
  • 341 Meeting Alerts 1 week and 1 day prior to 341 Meetings.
  • Customized tasks you set for text alerts.
  • Filing Fee Installment text alerts.

Trustee, Judge & Court Data

Debtor Plan Payments & Trustee Disbursements

Trustee, Judge & Court Data

  • Case specific data for the assigned Trustee, Judge & Court nationwide.
  • Trustee links for document delivery, payment links, etc.
  • Court links to login into ECF, Local Rules, Local Forms, etc.
  • Judge links to contact chambers, obtain hearings, etc.

Nothing Compares

Data Delivered

Paralegal Services

Paralegal Services

Unlike Clio, MyCase, Practice Panther, Amicus and others, CaseDriver LOADS the data for you.  

  • Real-Time Connection to ECF Docket Activity
  • ECF Docket Recreated with Documents - No more Pacer Fees
  • Real-Time Connection to Ch 13 Payment Data
  • Automated Red-Flag Issue Spotting
  • Hearings Calendar
  • Objections to Confirmation Gathered and Organized
  • Motions to Dismiss Gathered and Organized
  • Debtor Plan Payments with Delinquency Alerts.
  • Claims Register.  Tabulated and calculated by class and linked for client view.
  • 341 Trustee Document Delivery Log - with links
  • Case specific Trustee and Court data
  • Automated Client Communication
  • CRM Platform ensuring client satisfaction


Client Intake Form


You will have access to the CaseDriver Online Client Intake Form .

  • Allows your clients to enter data in a logic driven Q&A on their phone or computer.  The form provides a document delivery portal and gathers the client's signature.
  • Document Delivery portals are created for your practice to allow clients to efficiently deliver case documents.



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Paralegal Services

Paralegal Services

Paralegal Services

If you prefer to not hire and manage a bankruptcy paralegal, CaseDriver paralegal services will take these duties off your desk.

  • The CaseDriver Paralegal is permanently assigned to your firm.  You will have a long term relationship with a single person.  
  • The CaseDriver Paralegals are managed and supervised by bankruptcy attorneys.  Your cases receive individual attorney review.
  • Gather all documents from the clients.
  • Write your cases in the Bestcase platform and deliver the PDF and BCB file for your review.
  • Work closely with the clients and trustees by phone, email and text to sign and file the cases, attend the 341 Meetings and get plans confirmed.
  • The cost is a flat fee per case.  You only pay if you have case revenue.
  • Your CaseDriver Paralegal is added as your Case Manager in the CaseDriver software.  
  • Gives you a Turn-Key practice.  All you add is the attorney.

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Document Assembly

Paralegal Services

Document Assembly

Unlike HotDocs, Formstack (WebMerge) and others, CaseDriver delivers free Document Assembly using your preloaded case data. 

  • CaseDriver delivers a library of forms and pleadings that are assembled using the data we've already entered in your cases. 
  • Subscription document assembly services do not contain your case data and need to be loaded.
  • CaseDriver delivers the documents without added cost and without added data entry.
  • Give us a form you want customized and CaseDriver will add it to the Dropdown of forms for your practice.
  • Forms that normally take your paralegal 30 minutes to generate, will only take a couple minutes.
  • Unlike Clio, CaseDriver developers create the templates for you and customize your documents as needed


Consultation


CaseDriver is a team of attorneys with decades of nationwide bankruptcy experience.  

  • No matter your level of bankruptcy skill, you can confidently add or grow this area of practice in your firm.
  • You will have access to attorney counsel and review of any one of your cases.


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VIDEO DEMONSTRATIONS

 Click the topics below to watch how CaseDriver manages your cases. 

Video Menu

The Dashboard

Hearings Calendar & Objections

Hearings Calendar & Objections

Log in and the Dashboard will instantly let you know the status of your entire practice.  You'll plan your day with prioritized information.

Hearings Calendar & Objections

Hearings Calendar & Objections

Hearings Calendar & Objections

Never miss a hearing and always be prepared in advance.  Organize your hearings by type.  Receive weekly reports.  Prepare your arguments for objections.  Unlike other office management apps, CaseDriver uses smart scheduling to avoid redundancy and retention of  canceled hearings.  

341 Meeting Preparation

Hearings Calendar & Objections

Assemble Documents and Pleadings

Instant access to the list of documents delivered to the Trustees with the dates and the embedded documents for viewing on your phone or tablet.   Automated alerts when documents are not sent more than 10 days prior to the meetings.

Assemble Documents and Pleadings

Assemble Documents and Pleadings

Assemble Documents and Pleadings

Instantly create documents specific to your case.  With a single click you can produce motions, objections, responses, fee agreements, certificates of service . . . the list goes on.  CaseDriver will code customized forms you request to have automated in your practice.

Tasks and Task Assignment

Assemble Documents and Pleadings

Automated Client Communications

 Manage all tasks assigned to the cases including those assigned to you.   Set tasks to appear on the Dashboards  for your staff.  Add SMS Messages for clients and staff that can be sent on specified dates. 

Automated Client Communications

Assemble Documents and Pleadings

Automated Client Communications

Your clients will stay informed and aware of their case responsibilities.  They will receive automatic data rich texts and emails introducing them to the firm, reminders for 341 Meetings and other hearings, notice of pending deadline for Debtor Education, plan payment delinquency, filing fee installments, etc.

how does casedriver do it?

The Data

The Software

The Software

Unlike Clio, MyCase, Lexis Front Office or even Best Case Calendar, CaseDriver uses DocketSmart technology to analyze each docket entry and every claim filed to deliver tasks, dates, alerts and data.  


These other applications are shells that either you or an expensive paralegal you hire and train, must load and regularly maintain. Other software is not specific to consumer bankruptcy practice.


CaseDriver maintains real-time connection with the federal courts and chapter 13 data.   CaseDriver will follow each of your cases to keep you ahead of all other parties, including the Trustee.


With Paralegal Services, CaseDriver has live attorney managed paralegals watching every piece of your cases on a daily basis.    We miss nothing.  Every hearing, every claim, every objection, every motion to dismiss.  It's all there.


Tracking also includes every Chapter 13 payment and every bifurcated Chapter 7 post-petition payment.

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The Software

The Software

The Software

CaseDriver is designed by consumer bankruptcy attorneys with decades of nationwide Chapter 7 and 13 experience. 

 

CaseDriver cannot be matched .  It is unlike any other practice management software.  


 Why?  


These other services are shell programs meant to cater to every practice.   You have to load the data and you have to adapt the programs to bankruptcy practice.  


CaseDriver is only servicing Chapter 7 and Chapter 13 bankruptcy firms.  All of your case data is loaded for you.  You do nothing but log in and manage your practice. 

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The Service

The Software

The Service

CaseDriver is driven by customer service.  At no point after you sign a new client do you want to fall short of their expectations.  


In every 341 Meeting, in every client call,  at every court hearing, you will be profoundly informed .  


Never wonder if a trustee has documents.  


Never assume  a Chapter 13 trustee accusing you of no progress on a case is correct.  


Never answer a client call with, "I don't know if we've done that yet, I'll get back to you."  


Turn to CaseDriver in court, at home, or on a beach and you will be more informed  than the next bankruptcy attorney sitting in his or her office.  


Practice law.  Leave the rest to us.




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WELCOME TO Smart Docketing

Every docket entry in every case is captured and analyzed.  

CaseDriver reads and interprets each docket entry and Trustee data to: 


  • Set Hearings 
  • Set Meetings
  • Create Tasks
  • Alert Clients of Deadlines if Tasks are Still Pending
  • Capture and Tabulate Claims by Class
  • Alert Clients of Missed Plan Payments
  • Track Plan Payments and Claim payments
  • Create Red Flag List for Deficiencies, Motions to Dismiss, Reaffirmations, Second Course Filing, etc.
  • Email and Text Clients 341 Prep Info
  • Announce Trustee Reports of No Distribution
  • Deliver and Announce Orders of Discharge
  • The list goes on . . .

Find out more

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