Client Intake
Structured intake from first contact: questionnaires, conflict-ready file setup, and a complete record your office can rely on.
Intake & DocumentsFor Solo & Small Law Firms · Florida
Your cases move forward. We do the back-office work.
Done-for-you bankruptcy back office for law firms. We handle intake, document collection, petition and plan preparation, and docket monitoring under your direction — you stay attorney of record, we do the work. Serving firms across Florida.
Deadlines Ledger
ECF Monitored
Tue341 Mtg
Meeting of creditors — §341Debtor prepped · ID & documents confirmed
Prepped
FriBar Date
Proofs of claim dueRegister reviewed · objections flagged
This Week
NextHearing
Confirmation hearingTrustee issues addressed · plan current
In Progress
OpenTrustee
Trustee document requestProduction gathered & sent for your review
Gathering
Every ECF notice is logged, dated, and tracked — so nothing on your docket slips.
Illustrative ledger. Your cases are tracked the same way, from filing to discharge.
Who This Is For
Built for firms where the attorney is also the staff
If you are a solo practitioner or a small firm, the case work is not the bottleneck — everything around it is. Chasing documents, watching the docket, curing deficiencies, and keeping every deadline on a ledger eats the hours you should spend on clients and in court.
Sound familiar?
- Clients send documents in pieces — a photo here, a missing stub there — and filing dates slip.
- ECF notices pile up unread, and a deadline surfaces the night before it is due.
- Trustee requests, deficiency notices, and amended plans pull you off new consultations.
- Hiring, training, and covering a full-time paralegal costs more than your current volume justifies.
What changes with a back office
- One standard checklist drives document collection on every case — nothing is left to memory.
- Petitions, schedules, and plans arrive drafted and ready for your review and signature.
- Your docket is monitored daily, with every deadline on a ledger you can see.
- You stay attorney of record. Every filing goes out under your direction, with your name on it.
How It Works
Four steps, from intake to discharge
You keep the client relationship and every legal decision. We run the process underneath it.
1
You retain & direct
You sign the client and set the strategy. We open the file, run intake, and work to your standards and your timeline.
2
We collect & prepare
We gather the full document package, run the means test, and draft the petition, schedules, SOFA, and plan.
3
You review & file
Nothing is filed without your review. You approve, sign, and file — or direct us on filing support — as attorney of record.
4
We monitor & follow through
We watch ECF, track every deadline, prep the 341, cure deficiencies, support confirmation, and follow the case to closing and discharge.
Services
The full life of a case, handled
Engage us for a single stage or the whole file. Every service below is performed under your direction.
Document Collection
We chase the standard package — tax returns, bank statements, pay stubs, IDs, vehicle and insurance documents — until the file is complete.
Intake & DocumentsMeans Test
Current Monthly Income and Means Test calculations (Forms 122A / 122C) prepared from verified income documents, ready for your review.
Preparation & FilingPetition, Schedules & SOFA
Full petition packages drafted: voluntary petition, Schedules A/B through J, and the Statement of Financial Affairs.
Preparation & FilingChapter 13 Plan Drafting
Plans drafted to district requirements — including amended and modified plans when circumstances or claims change.
Preparation & FilingFiling Support
ECF filing support under your credentials and direction: petitions, amendments, and routine filings submitted and confirmed.
Preparation & FilingTrustee Document Production
Trustee requests gathered, organized, and produced on time — so a missing document never becomes a motion to dismiss.
Post-Filing & Motions341 Meeting Prep
Debtors prepared before the meeting of creditors: documents verified, ID and Social Security proof confirmed, likely questions reviewed.
Post-Filing & MotionsDeficiency Cures
Deficiency notices answered fast: missing schedules, statements, and fees tracked down and filed before the deadline runs.
Post-Filing & MotionsConfirmation Support
Trustee objections worked through, plan amendments prepared, and the file kept confirmation-ready through the hearing.
Post-Filing & MotionsMotion Practice
Support across motion practice — stay relief responses, extensions, conversions, and routine motions drafted for your review and signature.
Post-Filing & MotionsClaims Review & Objections
Claims registers reviewed against the schedules; objections to claim drafted where amounts, status, or documentation do not hold up.
Post-Filing & MotionsAdversary Proceeding Support
Back-office support for adversary proceedings: records, exhibits, deadlines, and draft preparation under your direction.
Post-Filing & MotionsECF Monitoring & Deadlines Ledger
Every notice read and logged. Hearings, bar dates, objection deadlines, and payment milestones tracked on one ledger per case.
Monitoring & ClosingClosing & Discharge Follow-Up
Final requirements chased down — financial management certificates, closing documents, and discharge follow-up — until the case is closed.
Monitoring & ClosingOne Standard, Every Case
The document checklist we run on every file
Incomplete files are the most common reason bankruptcy cases stall. We collect against the same seven-item standard on every case, and we do not stop at “most of it.”
01
Collected, not just requested
Clients get a clear list up front, then steady follow-up — call, email, and reminder — until each item is in the file.
02
Verified against the schedules
Stubs, statements, and vehicle documents are checked against what the petition and schedules say, so inconsistencies surface before the trustee finds them.
03
Ready for the trustee
The same package trustees ask for is assembled as we go, which makes trustee production and 341 prep a formality instead of a scramble.
Standard Document Checklist
Required on every case before filing
- Tax returns — last 2 yearsFederal returns for the two most recent years.
- Bank statements — 6 monthsAll accounts, all pages, for the six months before filing.
- Pay stubs — 60 daysPayment advices covering the 60 days before filing.
- Driver’s license & Social Security cardCurrent license for identity verification, plus the Social Security card required for the 341 meeting and trustee review.
- Vehicle statementCurrent payoff / balance statement for each vehicle loan.
- Vehicle registrationCurrent registration for every vehicle owned.
- Proof of insuranceDeclarations page showing current coverage.
Coverage
Consumer, business, and creditor-side
We support cases across the Bankruptcy Code, in Florida’s Southern, Middle, and Northern Districts.
Chapter 7
Liquidation
Straightforward, complete filings that get to discharge without deficiency delays.
- Means test & petition package
- Trustee production
- Reaffirmation support
- Discharge follow-up
Chapter 13
Repayment Plans
The highest-volume chapter — and the one where steady follow-through matters most.
- Plan drafting & modifications
- Confirmation support
- Claims review & objections
- Amended & modified plans
Chapter 11
Reorganization
Business cases, including Subchapter V, with the reporting discipline they demand.
- Subchapter V support
- Cash collateral tracking
- Monthly operating reports
- Claims & plan support
Creditor-Side
Creditor Work
Support for firms representing creditors in consumer and business cases.
- Proofs of claim
- Stay-relief motions
- Objections to confirmation
- Docket monitoring
How We Work
Plain standards, kept on every file
Deadlines are the product
Bankruptcy runs on dates. Every notice is logged the day it lands, every deadline sits on a ledger, and you hear about problems while there is still time to fix them.
Under your direction, always
You are the attorney of record. We prepare, organize, and draft — you review, decide, and sign. Nothing goes to a client or a court as legal advice from us.
Client information stays protected
Your clients’ financial records are sensitive. Files are handled as confidential firm records, shared only within the engagement and only as you direct.
Plain, honest communication
Clear status, honest timelines, and no inflated promises. If a file is missing something or a date is at risk, you will hear it straight — early.
A note on pricing
We do not publish a rate sheet. Every firm’s volume, chapter mix, and workflow are different, so pricing is quoted directly once we understand how you practice. Reach out, tell us about your caseload, and you will get a straight number — no obligation.
Questions
What firms ask first
Who is the attorney of record on my cases?
You are — always. Bankruptcy Back Office is a support service for law firms, not a law firm. We work under your direction, and every petition, plan, and motion is reviewed and signed by you before it is filed.
What does it cost?
Pricing depends on chapter, scope, and volume, so we share it directly rather than posting a rate sheet. After a short conversation about your caseload, you will receive a clear quote before any work begins.
Which chapters and districts do you cover?
Chapter 7, Chapter 13, and Chapter 11 — including Subchapter V — plus creditor-side work. We primarily serve firms practicing in Florida’s Southern, Middle, and Northern Districts.
Can you take just one stage of a case?
Yes. Some firms hand us the whole file from intake to discharge; others use us only for document collection, plan drafting, or docket monitoring. The engagement is scoped to what your office actually needs.
How do deadlines get tracked?
We monitor ECF on your cases and maintain a deadlines ledger for each one — hearings, bar dates, objection deadlines, and follow-ups — and flag anything at risk before it becomes urgent.
How do we start?
Send an inquiry using the form on this page. We will set up a short call to learn your chapter mix and volume, quote pricing directly, and — if it fits — start with a single case so you can judge the work before committing more.
Get Started
Tell us about your caseload
A short conversation is all it takes: your chapter mix, your volume, and where your office loses time. Pricing is quoted on that call.
Talk to the back office
Prefer to reach out directly? Email us — messages sent through the form on this page go to both inboxes below. Our phone line and online booking are being set up for launch and will appear here as soon as they are live.
Email — Alex Archila
aarchila@thebankruptcybackoffice.com
Email — Priscilla Chaca
pchaca@thebankruptcybackoffice.com
Phone — Coming Soon
[ Phone number to be added ]
Book a Call — Coming Soon
[ Booking link to be added ]
Website
thebankruptcybackoffice.com
Serving
Solo & small law firms across Florida
Until the phone and booking links are live, the inquiry form on this page is the fastest way to reach us — submitting it emails your request to both aarchila@thebankruptcybackoffice.com and pchaca@thebankruptcybackoffice.com.