Document Management

After meeting a new client, you will likely hope to file the case very quickly. One of the most prominent delays to this goal is document collection. MyBankruptcyTeam has staff dedicated to gathering documents with an eye to getting them to the author as quickly as possible.

Once your case is submitted to us through CaseDriver, we go to work gathering the CCC, paystubs, tax returns, bank state-ments, court pleadings, due diligence documents and of course the client intake form. Our authors recognize a thorough petition relies on these documents.

Filing & Storage

We will help you format your computers in the office to access a secure real-time network drive that is shared with our office. This is enabled through the secure Dropbox service. You can watch on your office computers, mobile phone and tablet as we gather, file and organize your client documents.

Dropbox gives you infinite version backup and secure protection of every client document.

Although we prefer clients send all documents directly to our email and fax so we can instantly file them for you, several will be delivered physically to your office. But we do the filing. For example, if you receive a large fax with paystubs, creditor statements and a copy of a lawsuit all one document, simply drag it into your MBT folder and we’ll do the rest. We will break it up and move each document into organized folders inside your client files. You can scan or drop jpg’s, bmp’s, pdf’s, etc. into a single folder and we’ll do the rest.

If you are receiving your attorney fee in payments from your client, we’ve found those payments are prompted by our document collection efforts.

Whether you’re in the office, in court, on the road or at home, you can immediately monitor your full client folder and view documents. Imagine having your client’s 1040 tax form on your phone or tablet screen as you take a call with questions about claiming dependents with an ex-spouse. A profitable practice relies on the power of document management and knowing your client folders are always up to date.

Take away the tremendous overhead costs of managing paper and paying staff to file the overwhelming amount of paper generated by a bankruptcy practice.

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FROM OUR CLIENTS

David helped my brother resolve a case that was dragging on and on with a public defender within 10 days of me reaching out to him (and got a much better deal for my brother). Worth the money and is very nice to work with!

A. Penner, • 5 STARS ON GOOGLE

Mr. Moorhead is professional and intelligent. He is extremely good at navigating the legal system. I would highly recommend him to anyone in need of legal services.

Julie H., • 5 STARS ON YELP

David Moorhead was a miracle worker. We hired him to finish a case that kept going on and on for years by an overworked public defender. He got it done in days. Not only did he get it done in days, he went beyond what we hired him to do and got a way better agreement than we anticipated. I can’t recommend him enough.

S. Parker, • 5 STARS ON GOOGLE