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Commonly Used Custom Fields for Bankruptcy Law

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
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.
Court Contact Select
Hyperlink to the company Contact card for the court hearing the matter.
Judge Contact Select
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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.
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.
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.
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.
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.
Current Monthly Income Money
The average monthly income received by the debtor over the six calendar months before commencement of the bankruptcy.
Conflict Check Checkbox
Has a conflict check been done on the parties in this matter?
Referral Source Contact Select
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
Communication Preference Picklist
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.

Special Notes

Text (Multi-Line)
Place to put special notes for the matter that need to be top of mind.

Proof of Claim Deadline

Date
Used in Chapter 7, 12, and 13; must be filed within 70 days after petition filing date.

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).

Objection to Discharge

Date
Relevant to Chapter 7, 11, 12, and 13; dates vary based on Chapter
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