Bankruptcy practice software

From petition to final decree.

Four operating systems, one platform. Each shows the practitioner in that seat the work that seat actually does — the trustee's estates, the debtor's filings, the committee's diligence, the trust's distributions — over the same documents, bank data and claims register underneath.

Sign inSee what each seat gets

Trustee OS

Chapter 7 panel trustee

Estates, Form 1 and Form 2, and everything that ties them.

Debtor OS

Chapter 11 debtor

Schedules, operating reports, and the DIP budget.

Committee OS

Creditors' committee

Diligence from the outside, and what unsecureds recover.

Trust OS

Liquidating trustee

Vested assets, plan classes, distributions, the quarterly PCR.

Trustee OS

The panel trustee

The panel trustee administers dozens or hundreds of estates at once. The job is asset-by-asset accounting to the U.S. Trustee — Form 1 and Form 2 are the backbone of every case, all the way to a final report.

✓Form 1 — the property recordEvery asset: what the debtor scheduled, what the trustee determined, what it actually fetched. Unknown is a state, not a zero.
✓Form 2 — the cash registerOne register per estate account, coded to the Uniform Transaction Codes, with the footer walk the filed form prints.
✓Receipts bound to the asset that produced themLearned payee bindings: bind one receipt by hand and the rest of that payee follows.
✓Reconciliation, continuouslyFourteen identities across Form 1, Form 2 and the bank — each failure carries the rows that caused it, never just a total.
✓Preference and insider exposureThe §547 windows against the accounts, with the ordinary-course and new-value defenses modeled.
✓The caseload, not one caseBar dates, §341 dates, asset or no-asset, next deadline — across every estate at once.

Debtor OS

The Chapter 11 debtor

Debtor-side work is dominated by two recurring deliverables — the Monthly Operating Report and DIP budget-vs-actual reporting to the lender — plus the docket-and-deadline drumbeat.

✓SOFA and the schedulesOfficial Form 207 and Schedules A/B, D, E/F, G and H, drafted from the documents rather than retyped.
✓Monthly Operating ReportsCash activity with intra-debtor transfers excluded from the disbursements UST fees are assessed on — the walk enforced, not asserted.
✓Cash forecastingThe 13-week budget against actual bank activity, with the variance the lender asks about already computed.
✓Bank, GL and QuickBooks in one chainStatements extracted, transactions categorized, the ledger matched — a schedule line traces to the entries and the payments behind it.
✓Liquidation analysisThe §1129(a)(7) best-interests test built from the schedules, with obtained values outranking assumptions.
✓The docket, watchedEntries, threads, key dates and deadlines, exportable to a calendar.

Committee OS

The creditors' committee

Committee-side work is diligence from the outside: watching every docket entry for anything that affects recovery, independently checking the debtor's numbers, and modeling what unsecured creditors actually get paid.

✓The claims poolFiled and scheduled claims reconciled per debtor, categorized on whatever axes the engagement defines.
✓Objections that move moneyOmnibus or single-claim, with sustaining an objection writing the allowed amount rather than just recording an argument.
✓Best-interests analysisPlan against liquidation, class by class, with the trustee's statutory compensation computed into the comparison.
✓The debtor's numbers, independentlyThe same operating reports and forecast variance the debtor files — read with a committee's skepticism.
✓Avoidance exposurePreference and insider analysis feeding the target list.
✓A member data roomAccess-logged document sharing, not a pile of one-off links.

Trust OS

The liquidating trustee

Post-confirmation, the plan is the law of the case. The liquidating trustee runs the vested assets, the cash, the claims classes, the distributions and the quarterly report — until the trust terminates.

✓The trust as its own vehiclePlan and effective dates, the trust agreement's own compensation terms, termination and its docketed extensions.
✓An asset register that speaks the planAssets vested under the plan or acquired after, disposed per the agreement rather than abandoned under §554.
✓A cash register with the trust's codesDistributions to beneficiaries and trust administration, kept apart from the estate taxonomy they are not.
✓Plan classes as live stateRank, treatment and reserve policy per class, married to the register that says which claims are in it.
✓UST Form 11-PCRThe quarterly post-confirmation report derived from the register, with the §1930(a)(6) fee computed on the basis the plan takes.
✓Reconciliation on the agreement's termsThe compensation check reads the trust agreement — and says N/A honestly when the terms are prose, not a formula.

How it behaves

Three rules, everywhere

The same three commitments hold in every app, because the output of all four is a document somebody signs.

Nothing auto-finalizes.

The model proposes and runs tools; a person applies. Every figure that reaches a filed document was accepted by someone.

Every value carries provenance.

A schedule line traces to the ledger account, to the entries, to the bank payments, to the check images. The chain is the product.

Sign-off gates the instance.

Preparer and reviewer are recorded, and an edit after sign-off reopens it. Documents are signed under penalty of perjury; the software behaves accordingly.

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What the provenance chain buys you

This line on Schedule E/F traces to an accounts-payable account, to the ledger entries behind it, to the bank payments that match them, to the check images attached. That chain is what turns “the amounts differ by $7,050” into a sentence you can put in front of a judge.