Bankruptcy

The Bankruptcy page allows you to view and record the details of plaintiffs' or defendants' bankruptcies.

The Structure of This Page

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1. Add Bankruptcy button. Used to add a new bankruptcy to the case file.

2. Bankruptcy table. Contains the bankruptcy details and allows various actions to be performed on them.

Bankruptcy Table

The Bankruptcy table is where the details of bankruptcies are stored. Each row of the table represents an individual bankruptcy. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.

Columns in the Table

The Bankruptcy table contains the following available columns:

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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. Court: The court overseeing the bankruptcy proceeding.

4. Judge: The judge overseeing the bankruptcy proceeding.

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

6. Trustee: The trustee in the bankruptcy.

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

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

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

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

11. Action Column: Right-click icon; right-click menu contains Edit and Delete.

Additional columns are available for the All Contacts table, which can be added by clicking on the Show/Hide Columns button in the Layout Menu. Columns can also be hidden using the Show/Hide Columns button. See Tables for general information about table structure and usage. The additional available columns are:

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

13. Comments: Any comments about the bankruptcy.

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

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

16. Party Type: Whether the bankrupt party is a defendant or plaintiff in the case.

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

Editing a Bankruptcy

To edit a bankruptcy:

1. Click the right-click icon in the untitled column of the row representing the bankruptcy you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Edit option in the menu. This will bring up an Add/Edit panel for bankruptcies, with the existing information filled in.

3. Fill the fields in with your desired information.

4. Click Save to save the changes and close the panel.

   • If you decide you do not wish to save the changes, 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.

Deleting a Bankruptcy

To delete a bankruptcy:

1. Click the right-click icon in the untitled column of the row representing the bankruptcy you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.

2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

3. Click the OK button in the message to confirm the deletion.

   • If you decide you do not wish to delete the bankruptcy, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Bankruptcy

To add a new bankruptcy:

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.

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.

The Add/Edit Bankruptcy Panel

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:

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.