Build the financial record
Capture income, assets, debts, creditors, co-debtors, transfers, and the trustee and court dates at intake, before the statement of affairs is drafted.
Bankruptcy law software for intake, disclosures, filings, and deadlines
Keep figures and proof together
Tax returns, bank statements, pay records, valuations, and claims sit on the same matter as the figures they support, with your open questions visible.
Track meetings, claims, and dates
Hold the first meeting of creditors, objection windows, claim deadlines, and hearing dates with custom deadline sets and reminders.
Prepare applications and court documents
Approved data flows into reusable retainers, applications, and letters, and Clio’s legal AI drafts motions and updates for review.
Build one financial record before the filing
A client arrives mid-crisis with a power of sale, a foreclosure, or a garnishment and records that are still incomplete. Clio gathers the income, debts, and creditors through intake and keeps every document with the figures it supports in the matter, so you reconcile the numbers once.
- Gather it early. Income, assets, debts, creditors, and transfers go on the matter at intake.
- Keep the proof in reach. Financial figures sit in custom fields, with the supporting documents in the matter’s folders.
- Keep the figures on the record. Surplus income, exemptions, and proposal figures go on the matter as they’re confirmed with the trustee.
Reconcile every figure to a source document
Creditor balances differ from client estimates, transfers need explaining, and one missing account touches several disclosures. Clio keeps the tax returns, statements, and valuations on the same matter as the figures they support, so you reconcile once and work from numbers you can defend.
- Organize by category. Every statement and valuation sits with the income, asset, or debt it supports.
- Request what’s missing. Collect records through the secure client portal and see what’s outstanding.
- Keep the questions visible. Your notes on each discrepancy stay with the document.
Prepare documents and motions from the record
The same debtor and creditor data repeats across the filing set. Clio populates reusable documents from the approved record, and its legal AI drafts motions, responses, and client updates for your review before anything is filed.
- Reuse the record. Retainers, applications, and letters build from the matter.
- Make it case-specific. Clio’s legal AI prepares motions and responses for each case, for your review.
- Keep the filed set. The Licensed Insolvency Trustee files with the Office of the Superintendent of Bankruptcy, and you save the filed copy to the matter.
Track the meeting, objections, claims, and hearings
Notices, trustee requests, objections, and proposal dates keep arriving after filing. Clio holds the first meeting of creditors, objection windows, claim deadlines, and hearings with custom deadline sets.
- Hold every date. The first meeting of creditors, objection windows, and hearings sit on the matter with reminders.
- Keep each notice. The trustee or court notice stays on the matter with the work it created.
- Compare the claims. Check each proof of claim against the statement of affairs.
Keep flat fees and client funds correct
A consumer practice bills a flat fee, while a restructuring bills hourly. Clio tracks trust and operating accounts on separate ledgers, logs every deposit and transfer to the client and matter, and keeps each invoice tied to the record.
- Bill either way. Run a flat fee or hourly billing on the same matter.
- Separate the ledgers. Trust and operating stay apart, reconciled against the bank statement.
- Tie fees to the record. Each invoice draws from the matter record.
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400,000+ legal professionals trust Clio
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100+ law societies and bar associations recognize Clio
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4.7 / 5 rating across 13,000+ reviews
Clio made billing automatic and document storage easier.
Law Office of Patrick Cummins
Bankruptcy law software FAQs
What is bankruptcy law software?
Bankruptcy law software keeps the debtor and creditor record, documents, financial disclosures, deadlines, and trustee activity on one case record. In Clio, that record is the foundation of a legal AI platform, so intake feeds the statement of affairs, every figure sits on the same matter as its supporting documents, and the file is ready for the first meeting of creditors, objections, claims, and any proposal.
How is Clio different from standalone bankruptcy law software?
The case record, documents, cited research, deadlines, billing, and payments work from one place rather than separate tools. That shared context lets Clio prepare the documents and the motions for your review and keep every figure on the same matter as the documents behind it, so the record stays defensible from intake through discharge.
Does Clio support bankruptcies and consumer proposals?
Yes. Clio handles intake, matter management, document preparation, deadlines, communication, and billing for consumer and business insolvency matters, including bankruptcies, consumer proposals, and Division I proposals. Each matter type carries its own template, with the custom fields, tasks, folders, and billing method it needs.
Can Clio prepare bankruptcy applications and court documents?
Clio supports them, and you stay in control of the numbers. Clio populates reusable documents from the approved record and keeps each figure on the same matter as its source, so you work from supported data. Clio does not calculate surplus income, exemptions, or proposal figures. The Licensed Insolvency Trustee and your firm determine those, and you record them on the matter. The trustee then files with the Office of the Superintendent of Bankruptcy.
Can Clio track bankruptcy deadlines and the first meeting of creditors?
Yes. Use custom fields, custom deadline sets, tasks, calendars, and reminders to hold the first meeting of creditors, objection windows, claim deadlines, hearings, and proposal milestones, each tied to the matter. Your firm confirms the dates against the Bankruptcy and Insolvency Act and the applicable court rules.
Does Clio handle flat fees and the client trust account?
Yes. Clio tracks trust and operating accounts on separate ledgers as regulators require, and logs every deposit, transfer, disbursement, and refund against the right client and matter. A consumer practice can bill a flat fee while a restructuring bills hourly, both on the same system. Your firm stays responsible for its law society’s trust accounting rules.