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How are you managing information in civil cases concerning a client's bankruptcy filings?

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For those of you handling civil litigation where your Plaintiff seeks bankruptcy protection, how are you managing filings and related information in your civil matter? Do you set up a separate matter for the bankruptcy or do you integrate the information into your existing civil matter (and if so, how do you input information like the trustee’s name/contact information, case number, etc.)?

Best answer by magort

@HNLeonard I create a separate matter for the bankruptcy filing. If an adversary proceeding is filed, I create that as a separate matter as well. 

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Sara Sultan
Smokeball Team
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  • Sara SultanSmokeball Team
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  • January 4, 2024

Hello Heather,

We recommend a separate matter to track the case number and other information related to the bankruptcy.  I am going to see if @Hannah has any interest in reaching out to you regarding handling related matters in Smokeball as well.

Sara Sultan (she/her)
magort
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  • HNLeonardContributor
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  • January 4, 2024

Thank you @Sara Sultan!  I have set up a separate matter and used a tag in the civil case to let me know there is a related bankruptcy matter. 

magort
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  • magortRegular
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  • January 5, 2024

@HNLeonard I create a separate matter for the bankruptcy filing. If an adversary proceeding is filed, I create that as a separate matter as well. 

Mike Gort - Gort Law, P.A. - Jupiter, FL
Sara Sultan
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