Chapter 7 Management

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Log the Attorney Fee into CD 

• Case Tab
• Enter the same fee amount entered into the Disclosure of Attorney Compensation
• For Bifurcated cases enter the amount paid before filing and the TOTAL amount to be paid post-petition - not the monthly amount
• For attorneys taking payments informally after filing (post-dated checks, etc.) enter the FULL attorney fee in the Atty Fee Pre-Filing field and enter 0 for the Atty Fee Post-Filing amount

Log All Important Communication

• Save email, text or summary of phone call on the Notes Tab
• You don't need to save messages where you are simply communicating  socially
• The key to determine whether to save the message is whether you can predict you will need to prove the communication was made. 
• Remember to enter Miscellaneous notes for the attorney's benefit if the case is taking on unique aspects that need to be remembered
• Log every failed attempt to communicate with uncooperative clients

1.  Follow Filing Instructions on Court Tab

• If instructions are not listed ask your manager

2.  Use the Trustee/Judge assignment if allowed by jurisdiction

3.  Enter CaseDriver data immediately after filing:

• Enter case number
• Choose Court
• Enter Date Filed
• Change Status to Pre 341
• Save Changes 

3.  At the time of filing or following day:

• Select Trustee
• Select Judge 
• Confirm CD captured the 341 correctly
• Ch 13: Confirm CD captured the Confirmation Hearing

4.  Upload BCB from Bestcase to DB using the Bestcase "Send to Disk" function

5.  If this is a full case filing, mark the filing as Earned in your CM revenue

• Make this entry on emergency filed case after filing the full case

6.  Send Client Email from templates

• Use templates on Client tab
• Enter the missing data marked by asterisks
• Complete the email body and correct any document requests
• Enter  the attorney signature with your name
• Copy and paste email to Notes Tab

1.  Save the Documents you send to the Trustee in DB in the Docs for Trustee folder

• Name them with the case number first:  "21-12345 - 60 Days Pay Advices"

2.  Log EVERY document you send  to the Trustee on the Trustee Docs Tab

• Save the DB link in the Trustee Docs Tab
• Enter notes about any document that is not self explanatory

3.  Check the 341 Minimum Boxes on the Case Tab as you satisfy each category

• Remember CD will email you if these boxes are not checked 

4.  You can find the link to send docs to the trustee on the Trustee Tab

• The passwords are usually found on the Attorney Tab

1.  Save the Telephonic instructions in CD in the notes for the meeting

• Go to the Hearings Tab and use the pencil to edit the meeting entry to enter the call information into the Notes field

2.  CONFIRM CaseDriver captured the meeting date and time appropriately.  

• The ECF email may not have provided the data and you must always confirm it is correct
• Delete duplicates on the Hearings Tab

2.  Use the Email template available on the Client Tab to announce the meeting as quickly as you get the date and time after filing

• Copy the attorney on the email
• Copy and paste the email onto the Notes Tab

3.   Send email to Attorney  no les than 10 DAYS before the meeting announcing all is prepared

• From the Trustee Docs tab, print the list to a PDF using the "Create PDF Report" link and attach in the email
• Save the file in DB in the Docs for Trustee folder 
• Copy and paste the teleconference instructions in the email

4.  If you feel the client needs the reminder, you can create a task on the Tasks Tab and select to have it sent as an SMS to the client on a particular day close the meeting date. 

• Remember these automated SMS alerts are sent at 11:30 EST on the day you select

Second Course Reminder

• Use the email template on the Client tab
• To confirm which of your clients have taken the second course, filter your Case search using the criteria  
• Remember if they use the link provided by CD the cert will be filed automatically.  Encourage their use of the link to save you from having to file the cert

Reaffirmations

• Use the Closure Tab to monitor the Reaffirmations due in the case
• Contact creditors to solicit the reaffirmations so you can complete the forms and return them to the creditor for filing
• Monitor the filing made by the creditor
• Remember the deadline to file is 45 days from the date of the 341

Trustee Directives

• Until the 341 is closed, your fee has not been earned for the 341 tasks
• Gather and move documents and communicate with the trustee to avoid subsequent placeholder meetings

BEFORE Filing Fee Agreement

• Never file the emergency case unless the client has completed this form
• Use the email template on the Client tab if the link is needed again

AFTER Filing Fee Agreement

• Never file the emergency completion unless the client has signed this form
• Wait one day after filing 
• Use the Rehire email template on the Client Tab - Attach the Debtor Authorization PDF

 Debtor Authorization

• Never file the emergency completion unless the client has signed this form
• Use the form on the Create Docs Tab under General Forms
• Use the 3d Party Authorization form ONLY if the Debtor is not paying and another party is paying
• Email this form as an attachment to the email template used to Rehire

SOFA 16

• Make an entry for the attorney fee but enter $0.00 if the case is zero down 
• Make an entry for the actual amount paid if the case is low down
• Language to use:  "The Debtor(s) will pay some or all of the attorney fee after the petition date pursuant to the terms of the Disclosure of Compensation of Attorney"

Form 2030 - Disclosure of Attorney Compensation

• Never file the standard form used by Bestcase
• Generate the correct form using the Create Docs Tab - General Forms
• Save the PDF and file in place of the form generated by Bestcase