Keep every schedule, document, and date in order.
A bankruptcy file is a document-collection problem with a deadline attached. Esqase opens each chapter from its own template, tracks the dates you set, and collects client paperwork by link.
Each chapter opens with its checklist and dates
A Chapter 7 and a Chapter 13 do not move the same way. Build a task list for each, due dates counted from the open date, attach it to a matter template, and hold the filing dates on one calendar.
Track the case number, the chapter, and the trustee as fields on the matter, so the details you check stay visible.
Custom fieldsTask lists and templates
The filing checklist for that chapter, every time.
Calendar and events
The creditors meeting and your filing dates in one place.
Collect the paperwork, and get the retainer signed
Ask for what the schedules need on a form, let your client submit from a phone with no password, file each statement in the folder you chose, and send the retainer for signature by link.
Checklists, client paperwork, and the retainer.
Read the task templates docsTasks
Task lists and templates
Build the checklist a chapter moves through, from the first consult to discharge.
Chapter checklists
One list per chapter, reused every time.
Due dates relative to open
Deadlines that count from when the case opened.
Clients
Client intake forms
A client sends statements, pay stubs, and returns from any device, with no password to remember.
Submit from a link
No account needed to send what you asked for.
Filed where you said
Files land in the folder the question points at.
Billing
Trust and IOLTA
Hold a bankruptcy retainer in trust and draw it down against invoices as the work is earned.
Held apart
Client funds kept out of the operating account.
Drawn against a bill
Money leaves trust tied to an invoice.
Set up the chapter template, the form, and trust.
Browse the docsFAQs
Scope, deadlines, checklists, documents, retainers, and fields.
Does Esqase prepare or file bankruptcy petitions?
No. Esqase does not generate official bankruptcy forms and does not file with the court. It holds the case file around that work: the checklist for the chapter, the dates you set, the documents your client sends, and the retainer, so whatever you prepare and file elsewhere has one organized source behind it.
Does Esqase calculate bankruptcy deadlines?
No. Esqase does not calculate deadlines from the bankruptcy rules. You set the date, typically as a task due a set time after the matter opened, and Esqase then tracks it on the task board and shows it on the firm calendar on its due date. Put the meeting of creditors on the calendar as an event and everyone at the firm who is on it gets one reminder at the lead time you chose.
Can a checklist repeat for every case of the same chapter?
Yes. Build a task list template with the steps a chapter always needs and due dates set relative to the matter's open date, then attach it to a matter template so every new case in that chapter opens with the same checklist running.
How does a client send us statements and pay stubs?
Through an intake form built around exactly what the schedules need. The client submits from any device, with no account or password to remember, and each file is saved into the Documents folder that upload question points at rather than into somebody's inbox. To stop chasing them, add a form step to a workflow: applying it emails the client the link and keeps reminding them on the interval you set until the form comes back.
Can we hold a bankruptcy retainer in trust?
Yes. A retainer sits in a trust or IOLTA account, separate from operating funds, with a ledger for that client behind the balance. The firm's fee leaves trust as a trust-transfer payment recorded against an invoice, so what the firm takes is always tied to a bill, and Esqase refuses any entry that would take that client's ledger below zero.
Can we track the chapter, case number, and trustee?
Yes, with custom fields. Add the fields your practice tracks and they appear on every matter of that category, so the chapter, the case number, and the trustee sit on the file itself rather than in a spreadsheet.