Build the financial record
Capture income, assets, debts, creditors, co-debtors, transfers, and the trustee and court dates at intake, before the schedules are drafted.
Bankruptcy law software for intake, schedules, 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 creditors’ meeting, objection windows, claim deadlines, and hearing dates with custom deadline sets and reminders.
Prepare petitions and schedules
Approved data flows into reusable retainers, fee applications, and reaffirmations, and the legal AI drafts motions and updates for review.
Build one financial record before the schedules
A client arrives mid-crisis, with 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. Schedule figures sit in custom fields, with the supporting documents in the matter’s folders.
- Decide the numbers yourself. You determine the means test and exemptions, and Clio records them on the matter.
Reconcile every figure to a source document
Creditor balances differ from client estimates, transfers need explaining, and one missing account touches several schedules. 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 schedule. Every statement and valuation sits with the schedule line 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.
Draft the motions and feed the filing set
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, fee applications, and reaffirmations build from the matter.
- Make it case-specific. Clio’s legal AI prepares motions and responses for each case, for your review.
- File through your tool. Send the petition and schedules to your filing software, then save the stamped copy to the matter.
Track the meeting, objections, claims, and hearings
Notices, trustee requests, objections, and plan dates keep arriving after filing. Clio holds the 341 meeting, objection windows, claim deadlines, and hearings with custom deadline sets, and docket tracking flags a new filing through PACER.
- Hold every date. The 341, objection windows, and hearings sit on the matter with reminders.
- Catch each filing. Docket tracking saves the stamped PDF and logs the PACER fee for billback.
- Compare the claims. Check each proof of claim against the schedules you filed.
Keep flat fees and client funds correct
A consumer practice bills a flat fee, while a reorganization bills hourly. Clio tracks trust and operating accounts on separate ledgers, logs every deposit and transfer to the client and matter, and keeps the fee application 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 filing. The fee application 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, including all 50 state bar associations in the United States
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4.7 / 5 rating across 13,000+ reviews
Clio has been a great asset for our firm. It is easy to use for our less tech-savvy users and has a lot of goodies for those that really want to dig deeper into the system.
Co-Managing Partner, Koehler Fitzgerald LLC
Bankruptcy law software FAQs
What is bankruptcy law software?
Bankruptcy law software keeps the debtor and creditor record, documents, schedules, deadlines, and trustee activity on one case record. In Clio, that record is the foundation of a legal AI platform, so intake feeds the schedules, every figure sits on the same matter as its supporting documents, and the file is ready for the 341 meeting, objections, claims, and the plan.
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 schedule figure on the same matter as the documents behind it, so the record stays defensible from intake through discharge.
Does Clio support Chapter 7, 11, and 13 matters?
Yes. Clio handles intake, matter management, document preparation, deadlines, communication, and billing for consumer and business matters, including Chapter 7, Chapter 11, and Chapter 13. Each matter type carries its own template, with the custom fields, tasks, folders, and billing method that chapter needs.
Can Clio prepare petitions and schedules?
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 the means test, exemptions, or plan figures; your firm determines those and records them on the matter. Federal petitions file through specialized software such as Jubilee or NextChapter.
Can Clio track bankruptcy deadlines and the 341 meeting?
Yes. Use custom fields, custom deadline sets, tasks, calendars, and reminders to hold the creditors’ meeting, objection windows, claim deadlines, hearings, and plan milestones, each tied to the matter. Your firm confirms the dates against the Federal Rules of Bankruptcy Procedure and local district rules.
Does Clio track the bankruptcy docket?
Yes. Docket tracking connects through PACER and flags a new filing, proof of claim, trustee objection, or 341 notice as it is indexed. The stamped PDF saves to the matter, and the PACER fee logs to the matter for client billback.
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 reorganization bills hourly, both on the same system. Your firm stays responsible for its state bar’s trust accounting rules.
Does Clio connect to bankruptcy filing software?
Yes. With NextChapter, the record you build feeds the petition and schedules, and the stamped filing saves to the matter. Jubilee syncs client and matter details, tasks, and calendar events, so you don’t re-enter them.