BKexpress Cloud is generally for smaller bankruptcy firms, or those practices with multiple practice areas.
- Typically filing fewer than 15 petitions per month.
- Microsoft or Mac user.
- The firm may be looking to automate and grow.
- The firm wants a “digital file cabinet” to help improve efficiency, productivity and management of its cases.
BKexpress is the leading case management system for consumer bankruptcy practices. BKexpress Cloud is the cloud-based edition of the system that consists of workflow and best practices derived from years of experience working with hundreds of consumer bankruptcy firms of all shapes and sizes in almost all of the US Federal Districts.
- Prospect Management and Client Retention
- Getting Paid
- Document Collection
- Petition Preparation
- Petition Signing
- Petition Filing
- Post-Filing Tasks
- 341 Meeting Preparation and Follow-Up
- Confirmation (Ch. 13)
- File Closing
BKexpress Cloud shows you where all of your cases are in the workflow process, and how long they have been there. For example, if there are many cases in the Petition Prep step and they have been there a long time, you would want to investigate what is causing the backup.
BKexpress Cloud includes powerful workflow features that are customized for consumer bankruptcy practices. When a matter is moved to the next step, the required or optional tasks and documents are added automatically. For example, when a matter is moved to the Post-Filing step, a series of tasks are added, such as “Notify Client of 341,” and “Send Documents to Trustee;” which include merging letters to the client and the trustee.
ActionStep not only provides the ability to add an unlimited number of data fields so that you can add fields for the type of data you want to track, but together with BKexpress Cloud the fields are also specific to consumer bankruptcy law and each Participant Type. (A Participant is a Contact who is related to one or more cases, such as a trustee.) For example, BKexpress Cloud includes fields for District, Division, and Lead Source, the selection options for which are customizable for each firm’s jurisdiction and practice requirements.
BKexpress Cloud includes dozens of such customized fields, grouped in these areas:
- Prospect Information
- Case Opening Information
- Pre-Filing Information
- Hot/Wait/Freeze Information
- Post-Filing Information
- Case Closing Info
In addition, ActionStep manages the following types of data for each matter:
- File Notes
BKexpress Cloud adds over 20 different Participant Types, such as Client, Responsible Attorney, Debtor, Co-Debtor, Trustee, Secured Creditor, Unsecured Creditor, etc. Each Participant Type has fields that are specific to that Type. For example, the Trustee Participant Type has fields such as 341 Recommendation. The information you enter in these fields will be different from case to case, but the Participant’s name, address, etc., will remain the same. This allows you to focus in on the information you’re looking for, and not waste time rummaging through either a paper file or digital case management system’s file notes.
The data in these fields can also be merged into document templates so that, for example, a letter to the court can be merged with the address in the court’s Participant record, but with the case number of the case you are working on. You can use the same template to merge the same letter in another case, which will merge that case’s case number.
These tasks appear on the case record, on a master task list, on each user’s task list, and on various specialized Task Views. BKexpress Cloud includes 18 Task Views to show Tasks such as the deadlines assigned to each user, all of the high priority tasks, all of the uncompleted tasks, etc. Any of these Task lists can also be automatically emailed to you daily.
Managing tasks in this manner replaces the need for someone to recognize that a case has reached a certain point, and perform the necessary tasks. It reduces confusion, enables you to complete your work faster with fewer mistakes, and allows you to provider higher quality legal services at less cost to you, thus improving client satisfaction and generating better referrals.
Training videos include:
Prospect Management (1:44:35)
1. Incoming Call from New Prospect (15:24)
2. Confirming Appointments (7:45)
3. Initial Conference Management (15:37)
4. Scanning (13:19)
5. Initial Conference Results (24:48)
6. Open Case (27:41)
1. Introduction (0:40)
2. Open Case (6:27)
3. Billing (15:36)
4. Waiting for Payment (4:06)
5. Paid in Full (3:58)
6. Document Collection (11:14)
7. Petition Preparation (3:31)
8. Signing (4:07)
9. Filing (2:55)
1. Post-Filing Tasks (7:39) •Generic Tasks (11:13)
•Update Fields (9:12)
•Docket Dates (8:45
•Notify Client (6:29)
•Special Issues (3:43)
•Documents to Trustee (8:42)
•Debtor Education (7:22)
2. 341 (17:42)
3. Post-341 (5:29)
4. Confirmation (4:54)
5. Post-Filing Motions (15:51)
6. Discharge (6:18)
7. Closing (7:42)
1. Editing Document and Email Templates (8:26)
2. Editing Task Due Date Calculations (4:57)
Wiki docs training topics include:
- Bankruptcy Case Forms
- Bankruptcy Workflow
- Calendar Management
- Task Management
- Case Closure
To order BKexpress Cloud contact OTB Consulting at 919-677-1415 x2 or BKexpress @otb-consulting.com.