Your Revenue

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As an independent contractor you are paid by the case in multiple steps.   Here is the schedule of events and the revenue you will receive.

• CIM - Client Intake Meeting 
• DOC - Document Collection
• 7-F - Chapter 7 Filing  (full petition)
• 13-F - Chapter 13 Filing  (full petition and plan)
• 341-TD - Trustee Documents Delivery
• 341-CP - Client & Attorney Preparation
• 13-C - Chapter 13 Plan Confirmation
• 13-CW - Waiting 30 Days from Confirmation - additional confirmation revenue (Note: this added revenue is with select attorneys only)
• MOT - Motion Management (case by case determination
• EMRG - Emergency Filings that must be performed within 48 hours of new case entry
• Other - May be created for unusual tasks or portions of other events

Use the Dashboard charts and the CM Revenue pages to view your past and pending income.

If you do not see pending revenue for a case assigned to you, follow these steps:

• In your list of cases you will see a case with the last name “Fee” and the first name will be your initials.  
• Open this case and enter a new task choosing “Fee” as the task type
• Assign the task to Attorney Heath Isaacs.  
• In the description, enter the full name of the case where the fee will be earned and list the individual fees from the list above that will be attributed to you. 
•  If you will be earning all of the fees, simply enter “All Fees”  
• Examples 1:  Jones, Edward - Ch 7 - All Fees
• Example 2:  Jones, Edward - Ch 7 - CIM Only

 After  your revenue events are listed they will be available for you to mark them as ”Earned”.   Upon completion of an event, open the CM Revenue page to find the client event and use the Pencil icon to edit the line item and check the earned box.  
You may follow up with your manager as you move events to Earned Status on the  CM Revenue page but management will monitor these updates on a daily basis.   

A Revenue Event may be marked as Earned after the event is fully completed.  Use these links to review the criteria for each event:

• CIM
• DOC
• 7-F
• 13-F
• 13-C
• 13-CW
• 341-TD
• 341-CP
• MOT

After an event is marked as Earned it is then eligible for payment according to the following schedule:

• CIM, DOC, 7-F, 13-F - upon  case filing (full petition or emergency completion)
• 341-TD, 341-CP - upon successful completion of the final 341 meeting
• 13-C - upon trustee recommendation for confirmation or court order
• 13-CW - 30 days after confirmation - available only on select accounts
• MOT - motion compensation becomes eligible after the motion is either granted, denied or withdrawn.  

Payments are generally made within 7 days of eligibility status.

Generally all payments will be made through Zelle from CaseDriver.  The payment date and payment method will be logged and you may search all payment history and generate reports as needed. 

You may choose your work location and the hours you work.  You are expected to be reasonably available for clients and attorneys during hours which are comfortable with them.   You will receive contact during the business day and you can anticipate parties will expect reasonably timed responses within a day or two and at appropriate times of day. Clients and attorneys are often comfortable with evening and weekend communication as needed.

CaseDriver does not withhold taxes, social security, Medicare, unemployment insurance and any other insurance from your compensation.  You must manage these expenses on your own.  You must pay your own income tax at times you see fit throughout the year. Please consult with your own accountant to learn the most effective method you may use to manage income tax on the contractor payments you receive.