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  1. Click the Add Bankruptcy button. This will bring up an Add/Edit panel for bankruptcies, completely blank.

  2. Fill the fields in with your desired information. See The Add/Edit Bankruptcy Panel for details about the fields.

  3. Click Save to save the bankruptcy and close the panel.

    • If you decide you do not wish to save the bankruptcy, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

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The Add/Edit Bankruptcy Panel allows you to fill in the details of a bankruptcy. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. Party Name: The party that filed for bankruptcy.

  2. Bankruptcy Type: The chapter of the Bankruptcy Code under which the bankruptcy was filed.

  3. Filing Date: The date the party filed for bankruptcy.

  4. Court: The court overseeing the bankruptcy proceeding.

  5. Judge: The judge overseeing the bankruptcy proceeding.

  6. Docket No: The docket number of the bankruptcy proceeding.

  7. Trustee: The trustee in the bankruptcy.

  8. Letter to Trustee on Case: The date your firm sent an introductory letter to the trustee regarding the case.

  9. Retained by Trustee: The date your firm was retained by the trustee who assumed the plaintiff's interest in the lawsuit.

  10. Release to Trustee: The date the settlement and release agreement was sent to the trustee.

  11. Attorney: The bankruptcy attorney retained by the party.

  12. Proof of Claim Filed: The date a proof of claim was filed on behalf of your client against the bankrupt defendant.

  13. Claim No: The identification number of the claim filed on behalf of your client against the bankrupt defendant.

  14. [Trustee Action]: Whether there was a payment of proceeds and fees by or to the trustee or the trustee waived any interest in the case.

  15. Payments of Proceeds and Fees by/to Trustee: The date that proceeds and fees from the case were paid by or to the trustee. This field does not appear unless Payments of Proceeds and Fees by/to Trustee is selected in [Trustee Action].

  16. Date of Discharge: The date the bankruptcy discharge was entered.

  17. Comments: Any comments about the bankruptcy.