Objective:
- Custom Fields often created for additional information in Bankruptcy cases
- Examples of Custom fields used for Bankruptcy Law
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
Case Number | Text (One-Line) |
Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
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Chapter | Picklist |
Which chapter of the bankruptcy code under which the client is filing for relief from the court. List should include: 7,9,11,12,13, 15. Most common are Chapter 11 for business and Chapter 13 for individuals.
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Court | Contact Select |
Hyperlink to the company Contact card for the court hearing the matter.
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Judge | Contact Select |
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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Trustee | Contact Select |
Hyperlink to the Contact card for the trustee appointed by the court to oversee the debtor's estate and holdings during the bankruptcy proceedings.
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Filing Date | Date |
An important date in banruptcy proceedings because that's when automatically injunction stops lawsuits, foreclosures, garnishments, and all collection activity against the debtor the moment a bankruptcy petition is filed.
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341 Meeting Date | Date |
The meeting of creditors required by section 341 of the Bankruptcy Code at which the debtor is questioned under oath by creditors, a trustee, examiner, or the U.S. trustee about his/her financial affairs. Also called creditors’ meeting.
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Confirmation Hearing | Date |
Hearing about the judges’s approval of a plan of reorganization or liquidation in chapter 11, or payment plan in chapter 12.
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Social Security Number | Text (One-Line) |
Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
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Current Monthly Income | Money |
The average monthly income received by the debtor over the six calendar months before commencement of the bankruptcy.
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Conflict Check | Checkbox |
Has a conflict check been done on the parties in this matter?
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Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
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Communication Preference | Picklist |
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
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Special Notes |
Text (Multi-Line) |
Place to put special notes for the matter that need to be top of mind.
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Proof of Claim Deadline |
Date |
Used in Chapter 7, 12, and 13; must be filed within 70 days after petition filing date.
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Objection Date |
Date |
Objection must be filed before deadline set out in the Notice. Filing an objection begins an adversary proceeding (sometimes referred to as a counterclaim).
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Objection to Discharge |
Date |
Relevant to Chapter 7, 11, 12, and 13; dates vary based on Chapter
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