ClearPath Legal — Bankruptcy Case Management






ClearPath Legal — Bankruptcy Case Management


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Welcome back, Sarah

Chapter 7 Bankruptcy · Assigned to James R. Liu, Esq.

Case #
CP-2024-0847

Case progress

45%

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⏰ 2 documents are overdue — your case cannot proceed until they are uploaded.

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AI review complete — action needed

Our AI reviewed your uploaded bank statements and found items that need clarification. Your attorney will reach out. No action needed from you at this time.

Document checklist
Bank statements 3 of 6 uploaded
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January 2024 — Bank of America
Uploaded Jun 3 · PDF · 2.1 MB

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February 2024 — Bank of America
Uploaded Jun 3 · PDF · 1.8 MB

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March 2024 — Bank of America
Uploaded Jun 5 · AI flagged unusual activity

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April 2024 — Bank of America
Overdue · Reminder sent Jun 8 via SMS

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May 2024 — Bank of America
Overdue · Reminder sent Jun 8 via email

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June 2024 — Bank of America
Not yet due · Due Jun 20

Pay stubs 2 of 6 uploaded
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January 2024 pay stub
Uploaded Jun 3 · Employer: Acme Corp

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February 2024 pay stub
Uploaded Jun 3 · Employer: Acme Corp

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March–June 2024 pay stubs (4 remaining)
Overdue · Last reminder: Jun 9 via SMS + email

Tax returns & financials 0 of 2 uploaded
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Federal Tax Return 2023
Required for means test · Not yet uploaded

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Federal Tax Return 2022
Required · Not yet uploaded

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Drop files here or click to browse

PDF, JPG, PNG accepted · Max 25 MB per file

New Client Intake

Chapter 7 or 13 Bankruptcy · Complete all steps to create the case

1. Contact
2. Financial
3. Debts
4. Assets
5. Review

Step 2 of 5 — Financial information









Auto-saved

Active cases
24
6 new this month

Docs overdue
11
Reminders pending

AI flags to review
4
Awaiting attorney

Ready to file
3
PACER queue

Case pipeline

Client Stage Documents Flags
Sarah Mendes
Ch.7 · #CP-2024-0847
 📄 Docs

45%
AI flag2 missing
Robert Okafor
Ch.7 · #CP-2024-0831
 🔍 Review

88%
AI flag
Ana Torres
Ch.13 · #CP-2024-0819
 ✅ Filing

100%
James Whitfield
Ch.7 · #CP-2024-0812
 📄 Docs

30%
Overdue4 missing
Lisa Huang
Ch.7 · #CP-2024-0801
 📋 Intake

10%
DeShawn Carter
Ch.7 · #CP-2024-0798
 ✅ Filing

100%

🤖 AI flags to review

4 pending

Sarah Mendes · Mar 2024 statement
14 Zelle payments to “Maria G” ($4,200 total) — possible undisclosed obligation or recurring transfer

Robert Okafor · Feb 2024 statement
DoorDash deposits ($312, $289, $401) — possible gig income not declared on worksheet

Robert Okafor · Jan 2024 statement
$1,200 wire transfer to unknown recipient — no matching invoice or memo on file

Scheduled reminders

James Whitfield
4 docs overdue · 3rd reminder

Overdue 5d

Sarah Mendes
2 bank stmts · SMS + email

Today 2pm

Lisa Huang
Intake incomplete · email

Tomorrow

Marcus Webb
Tax returns needed · SMS

Jun 15