case study: bankruptcy attorney
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Case Study: Bankruptcy Attorney. The Problem: Many States now require that Petitions for Bankruptcy be filed completely online All supporting documents must be scanned and uploaded for review by the court, the need for paper documents is quickly becoming a thing of the past - PowerPoint PPT PresentationTRANSCRIPT
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The Problem:Many States now require that Petitions for Bankruptcy be filed completely onlineAll supporting documents must be scanned and uploaded for review by the court, the need for paper documents is quickly becoming a thing of the pastMany Attorneys need to have access to records when attending court and have large record bags of papers they haul from the office to court
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The Solution:A Bankruptcy Attorney can now archive all of the documents related to a client's case in DA Document Manager with great ease
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Use of Dates: Using Date Processed will help the Lawyer to track the date that something was actually filed, separate from the Date on the Document
Document Title:Name or actual Title of the Document
Keywords: Client's Last Name & First Initial
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User Defined Tag 1: Needs Attention - For quick to do lists
User Defined Tag 2: To Be Filed - Forms needing court filing
Passwords:Use passwords to protect the Firm’s private and/ or sensitive information like; bank statements, credit card statements, income and other financial related items
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Case Categories:Class CertificatesBankruptcy Discharge CommunicationsData Sheet (Name, Address & Social Security)InvoicesPetition for BankruptcyPower of AttorneyAnd Financial Categories
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Subcategories:ClientCourtFirmLegalMonthly BillReceiptsReference
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Value Proposition:Fixed-rate Attorneys can now increase their case load because of the time savingsEliminate huge volumes of office paperworkReduce briefcase paperwork content Filing a petition is now much faster and easier