Electronic signatures now available in BankruptcyPRO!

Our latest BankruptcyPRO update includes the ability to request a client’s electronic signature for bankruptcy documents to be filed with the courts.

This new feature integrates with SignNow, one of the big three e-signature providers, and utilizes Jubilee, our cloud-based bankruptcy platform to send the electronic signature requests.

This new feature is great news for attorneys, as many courts now accept electronic signatures. It also means clients no longer have to drive to your office just to sign documents.

Benefits of using BankruptcyPRO’s e-sign feature

  • Quickly and efficiently send an electronic request of final documents for debtors signature
  • Track the status of the requests from within the case
  • Receive an emailed receipt once signing is complete
  • Provide an extra layer of authentication by protecting the signing with a password you create.

To use this new feature, BankruptcyPRO users will need to register for a Jubilee account and enter their Jubilee credentials into BankruptcyPRO. The E-Signature Credits can be purchased through Jubilee for $3/request in bundles of 10.

For more information, please call us at (210) 561-5300 or email us at support@legal-pro.com.

How to generate Form 23 in BankruptcyPRO

FormsThe new Form 23 (Debtor’s Certification of Completion of Postpetition Instructional Course Concerning Financial Management) effective December 1, 2013 changes its filing requirements.  The form now states:

“This form should not be filed if an approved provider of a postpetition instructional course concerning personal financial management has already notified the court of the debtor’s completion of the course. Otherwise, every individual debtor in a chapter 7 or a chapter 13 case or in a chapter 11 case in which § 1141(d)(3) applies must file this certification. If a joint petition is filed and this certification is required, each spouse must complete and file a separate certification.”

If you still need to file Form 23 for your client(s), here are step-by-step instructions to generate the form in BankruptcyPRO.

  1. Inside your client’s case, open the Print Selections window by clicking on the printer icon or press CTRL+P. On the Misc. Tab, select the corresponding Form 23 for your client.  Check the Generate PDF checkbox at the bottom to have BankruptcyPRO create a PDF version of the form.
  2. Next, click on the small printer icon above Official Forms or press CTRL+P to open the Print Selected Documents window.
  3. On the Print Selected Documents window, click on the Preview button at the bottom.
  4. Enter the information for your client(s) in the dialog that pops up.  If you check both debtors, a separate Form 23 will be created for each.  Click the OK button to preview the document.
  5. Review the document that will be printed/created.  If you need to make changes, click the Exit button and start the process again to make the corrections.  If everything is as you want it, and you checked the Generate PDF box, clicking on the print icon will ask you for a file name for your PDF document.  If you did not check the Generate PDF checkbox, the form will be sent to your printer.

Do you have a bankruptcy ECF checklist?

Checklist

Has this happened to you? All the paperwork to file your client’s bankruptcy case is signed. Now you just have to get it to the court. Your Local Rules may dictate that you file some forms electronically, some by mail, and some not at all (i.e., you maintain the signed form at your office until you are required to produce it.). Some courts require that certain forms be filed separately. Do you have a headache yet?

Whether you’re new or an ace at filing bankruptcy cases, it’s probably a good idea to have an ECF filing checklist for each jurisdiction where you file so you’ll be on track with the Local Rules. That way you prepare everything you should, and don’t file something you don’t need to file.

Using a checklist with BankruptcyPRO

Having a checklist dovetails nicely with the BankruptcyPRO® ECF Wizard. For example, if your court requires you to file Form B21 (Statement of Social Security Number) at the same time as the Petition, you can select a checkbox for BankruptcyPRO to create a separate PDF for that form when you create your Petition document.

Using FlashDOCS, BankruptcyPRO gives you the ability to add Local Forms documents along with the Official Forms by district, type, chapter and debtor. If you file in several districts with different requirements this helps decrease the chance of a generated PDF having the wrong forms.

While BankruptcyPRO can be taught to incorporate your Local Forms within your Petition document using FlashDOCs, a checklist might be handy as well for those additional forms and to-do items that are not filed with the Petition. BankruptcyPRO also allows you to adjust and save the order in which the forms print.

Stop filing bankruptcy cases the hard way

Once the forms are generated, the ECF Wizard can file a complete case in minutes instead of your staff spending hours manually entering case data on the court’s website. Your checklist will help make sure you don’t leave out any steps. BankruptcyPRO also has a one-click button to file the Certificate of Credit Counseling electronically.

Schedule a BankruptcyPRO demo to learn more about our bankruptcy software.

A short refresher on the General Information Window

Recently we’ve made some changes to the General Information Window in BankruptcyPRO®. This is an opportunity to give all users a refresher about the tabs on the General Information Window.

The Basic Tab

This tab is where BankruptcyPRO users can find basic and case information about your debtor.

Understanding the General Information WindowDebtor’s Name: A recent BankruptcyPRO update changed how a debtor’s name appears in the General Information Window (G button). BankruptcyPRO users no longer need to deal with commas when entering a debtor/spouse name, or with entering it twice.

Basic Information: The Zip Code Look-up feature can find the correct city and state for your debtors. Trim data entry time by entering the letter z plus the zip code (z12345). BankruptcyPRO also inserts the correct county as required by the Bankruptcy Courts when filing a case.

Social Security/Tax ID Number: BankruptcyPRO redacts a debtor’s Social Security, Tax ID or Individual Tax Identification numbers only if they are in the correct formats (e.g. 123-45-6789 or 12-3456789).

Social Security Part II: Does your firm pull credit reports from some of our third-party vendors? If the Social Security Number was not entered in the correct format the credit report may not appear in the case.

The Spouse/Joint Debtor Tab

The Spouse/Joint Debtor tab contains the name, address and Social Security of a non-filing spouse or joint debtor. The joint debtor’s Social Security, Tax ID or Individual Tax Identification number use the same formatting as the debtor.

The Contact/Misc. Tab

This tab contains the debtor’s contact information such as phone numbers and email addresses. The debtor and joint debtor/spouse Driver’s License/State ID and birthday may also be entered here. Firms also have the option of entering an in-house number for the case.

Filing Fees

On this tab select how the filing fee will be paid.  If paying by installments, enter the amount and date of each payment.

Aliases

Input aliases for the debtor or joint debtor on this tab.

Exhibit C

Enter information about materials that are a risk to public health or safety. If this section does not apply to your client, click the “None” button.

Exhibit D

Select the corresponding checkbox regarding the status of the credit counseling certificate(s.)

Tenant

Enter Landlord’s judgment information which prints on the Petition form.

Business

If the type of debtor is something other than Individual or Joint, or if the Primarily Business Debts checkbox is checked, a Business tab will appear. This is where you can specify the nature of business and authorized signers. If you are dealing with a corporation, this tab is where you will find Exhibit A if you need it.

Means Test amounts updated in BankruptcyPRO

A new BankruptcyPRO® update, version 10.0.11.1, is now available which contains the new Means Test allowances effective May 1, 2014. We highly recommend having the most current version as we continue to find and add ways to improve BankruptcyPRO. In addition to making sure the software has the latest Official Forms and amounts associated with filing a bankruptcy case, we take suggestions.  Many enhancements to the program come from user input.

How to check for BankruptcyPRO updates

Debtor Name on the General Information WindowBankruptcyPRO now has an option to check for updates automatically upon opening the program. A notification at the top of the main window will remain visible when a new update is available. It will disappear once the most current version of BankruptcyPRO is installed.

To make sure this setting is enabled in BankruptcyPRO, go to Settings → Options, and select the Backup/Web Update Settings tab. At the bottom of the Backup/Web Update Settings tab, select the check box for Automatically check for updates each time BankruptcyPRO is started.

You can also sign up for our BankruptcyPRO Update Newsletter to get a notification by email.

Changes to the General Information Window

One of the most visible changes in version 10.0.11.1 is on the General Information Window (G button). BankruptcyPRO users no longer need to deal with commas when entering a debtor/spouse name, or with entering it twice.  The names are now broken out into four fields: First Name; Middle Name; Last Name and Generation when you enter them.  This should make things clearer if your client is a Junior.  If you use FlashDOCS templates, your templates will work as they always have without your having to modify them.  We plan to add the new specific name fields to FlashDOCS in the future to give you additional flexibility with your templates.

Additional changes in new BankruptcyPRO release

The new release also includes improved performance when BankruptcyPRO starts up which makes the program load faster.  We also added warning messages for operations that affect all creditors or all assets in a case or on a tab (e.g., right-clicking on the list of creditors and choosing Disputed, Mark all creditors as disputed will ask you to confirm the change).  For more information about the 10.0.11.1 release, please visit our BankruptcyPRO Support Forum.

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