Clio Work for Bankruptcy and Debt
Pick a task, copy the prompt, and run it on your matter in Clio Work.
Prompts
Legal Research
Summarize Chapter 7 exemptions for an individual debtor
Transactional
Summarize the exemptions available to an individual debtor in a Chapter 7 case in my jurisdiction, including homestead, vehicle, retirement account, and wildcard exemptions. Explain whether debtors can choose between federal and state exemptions. For each category, give the key eligibility rules, dollar limits, and major exceptions, and cite the controlling statutes.
Check Chapter 13 eligibility and confirmation standards
Transactional
For an individual debtor filing Chapter 13 in my federal district, what are the eligibility requirements, including debt limits, regular income, and credit counseling? List the key filing deadlines and required documents at and after the petition date.
Confirm the elements of a preferential transfer under § 547
Transactional
What are the elements and timing requirements for a trustee to avoid a preferential transfer under 11 U.S.C. § 547(b)? Then summarize the ordinary course of business defense under § 547(c)(2), including what the creditor has to show, and cite the relevant subsections.
Find cases on automatic stay violations and remedies
Litigation
Identify the leading cases in my circuit on the scope of the automatic stay under 11 U.S.C. § 362, including what conduct it covers and its key exceptions. Then cover the remedies for willful violations under § 362(k) and the court's contempt powers. For each case, give a one-sentence holding, explain why it matters, and include the full citation.
Summarize recent rulings on discharging student loans
Litigation
Summarize the most recent appellate decisions in my circuit on discharging student loan debt under the Brunner undue hardship standard. For each decision, state the holding, how the court applied each Brunner prong, and whether it showed any flexibility or criticism of Brunner. Add practical takeaways for litigants and include full citations.
Check the standard for objecting to a claimed exemption
Litigation
In a Chapter 7 case in my federal district, what's the standard and procedure for objecting to a debtor's claimed exemption? Explain who has standing to object, the deadline and what happens if an objection is late, and who carries the burden of proof and whether it shifts. Cite the controlling Bankruptcy Code provisions, Bankruptcy Rules, and leading Supreme Court and circuit authority.
Document Analysis
Flag exemption claims and fraud risks in debtor schedules
Transactional
Review the attached debtor schedules and asset disclosures and build a table of every disclosed asset. Include the description, scheduled value, ownership, any liens, the exemption claimed with its amount and statute, and any inconsistencies across the schedules. Add a column for transfer red flags, such as recent transfers, undervalued sales, insider transferees, or missing consideration.
Test a reorganization plan for feasibility and cramdown risk
Transactional
Review the attached reorganization plan or debt restructuring agreement for feasibility, cramdown exposure, and creditor treatment. Identify provisions that could put confirmation at risk, such as classification, impairment, unfair discrimination, the best-interests test, plan funding, and releases, and explain why. Put it in a table with the provision, issue, affected creditor class, risk level, and a recommended revision or follow-up question.
Pull exemptions and caps from bankruptcy schedules
Transactional
From the attached bankruptcy schedules, pull every claimed exemption for each debtor into a table. Include the debtor, asset description, schedule and line reference, statute cited, amount claimed, stated asset value, any exemption cap, and notes on anything ambiguous. Leave a field blank if the schedules don't state it instead of guessing.
Triage creditors in a Chapter 11 case
Transactional
Review the largest unsecured creditors list, proofs of claim, prepetition debt schedule, critical vendor motion, and monthly operating reports in this matter. Prepare a claims triage report. Sort creditors into critical vendors, other operationally important vendors, and general unsecured creditors, and explain which ones matter most to operations. Flag claims that look disputed, overstated, duplicated, contingent, misclassified, or unsupported, and note where the inconsistency shows up.
Map assets and executory contracts in a business case
Transactional
Review the asset inventory, executory contracts and lease schedule, company background memo, and org chart in this matter. Create an internal reference chart with sections for core operating assets, non-core assets, encumbered assets, key executory contracts, and leases that may need assumption, rejection, or more analysis. For each item, include the related debtor entity, any known lender or counterparty, its operational importance, and any obvious issues for counsel, such as liens, consent requirements, or defaults.
Identify the claims in an adversary complaint
Litigation
Review this adversary proceeding complaint and identify each cause of action, including any fraudulent transfer, nondischargeability, or automatic stay claims. Build a table with the claim, statutory basis, key supporting allegations with paragraph references, the elements that must be pled, an initial strength rating, and any pleading gaps for attorney follow-up. If a claim theory is ambiguous, note the possible readings and what additional allegations would be needed.
Organize assets, liabilities, and creditor claims
Litigation
Review the financial documents in this matter and organize the key assets, liabilities, and creditor claims. Put them in a table with the item or creditor, description, amount, whether it's secured or unsecured, any priority, and the supporting document and page. Note any assumptions where an amount or classification is unclear.
Summarize each adversary proceeding complaint
Litigation
For each adversary proceeding complaint, identify every cause of action, the statute or rule it relies on, the key factual allegations with paragraph citations, and the relief sought. Give each complaint its own section.
Skills
Skills save the way your firm does a task, so anyone at your firm gets the same result.
Get consistent, high-quality work from everyone at your firm, every time. A skill saves a task you repeat in your firm’s format and standards, so anyone on your team can run it. Use skills for document analyses, client letters, and strategy recommendations.
Check that a Chapter 7 client's documents are complete
Checks that a client has sent complete versions of every document needed to file and lists what is missing.
Create This Skill
Create a skill that reviews the client documents in this matter against the Chapter 7 filing requirements. Check for the petition, schedules, statements, means test, credit counseling certificate, pay advices, tax returns, and any trustee or local rule items. Return a table with each required item, its source, whether it was received, whether it's complete, and what's still missing. If the filing district changes the requirements, ask me before finalizing.
Triage and reconcile a debtor's financial records
Reviews a debtor's financial records and flags material transactions, missing records, and discrepancies for legal follow-up.
Create This Skill
Create a skill that reviews the bank statements, ledgers, tax returns, payroll records, and loan documents in this matter. Organize the results into three sections: documented facts with citations, unresolved discrepancies between sources, and flags for attorney review, such as material or unusual transactions, missing records, and possible tax or loan covenant issues. Cross-check the documents against each other and cite the source line for every item.
Draft Templates
Draft documents from a prompt, or fill your firm’s own templates with details from the matter.
Get from a blank page to a first draft in minutes. Describe the document, and Clio Work drafts it from your matter’s facts and your jurisdiction’s law. Or turn your firm’s own documents into templates that fill in party names, dates, and terms from the matter.
Draft from a prompt
Draft a motion for relief from the automatic stay
Transactional
Draft a motion for relief from the automatic stay under 11 U.S.C. § 362 for a secured creditor in a Chapter 11 case in my federal district. Include jurisdiction and procedural posture, a short factual background with placeholders for case-specific details, and grounds for relief based on cause, lack of adequate protection, and no equity in the property. Request adequate protection as an alternative. Add a proposed order and certificate of service, and cite the relevant Bankruptcy Code sections, Bankruptcy Rules, and local rules.
Draft a motion to dismiss a nondischargeability complaint
Litigation
Draft a motion to dismiss a nondischargeability complaint under 11 U.S.C. § 523(a)(2)(A). Argue that the creditor failed to plead fraud with particularity under Rule 9(b) because the complaint doesn't identify any specific misrepresentation, speaker, time, place, intent, reliance, or damages. Include a preliminary statement, the legal standards for dismissal and for Rule 9(b), an argument tying each missing element to dismissal, and a request for dismissal with prejudice or, in the alternative, with leave to amend.
Rewrite unclear provisions in a reorganization plan
Transactional
Review the draft reorganization plan in this matter and rewrite any unclear provisions. Focus on claim classification, creditor treatment, plan funding, and releases. For each change, show the original language, the revised language, and why the revision reduces confirmation risk.
Draft an objection to Chapter 13 plan confirmation
Litigation
Draft the argument section of an objection to confirmation of a Chapter 13 plan in my federal district on good-faith and feasibility grounds. Apply the controlling Bankruptcy Code provisions and circuit authority, tie each argument to the debtor's schedules and plan terms in this matter, and flag any facts we still need.
Build your firm templates
Bankruptcy Engagement Letter
Fills the firm's fee agreement for each new debtor client. Upload your firm's version, and Clio Work turns the client name, chapter, attorney fee, filing fee, and payment terms into fields it fills from each matter. Then review the suggested rule that adds the joint debtor paragraph only when spouses are filing jointly.
Notice of Bankruptcy to Creditors
Tells a creditor about the filing and the automatic stay. Upload your firm's version, and Clio Work turns the debtor name, case number, chapter, petition date, and creditor name into fields it fills from each matter. Then review the suggested rule that adds the stay violation warning only when the creditor has continued collection after the filing.
Motion for Relief from Stay
Starts each stay relief motion from the firm's standard form. Upload your firm's version, and Clio Work turns the debtor, case number, chapter, creditor, collateral, and loan balance into fields it fills from each matter. Then review the suggested rule that adds the adequate protection argument only when the debtor is behind on post-petition payments.
Visualizations
Visualizations make charts, calendars, and diagrams from your matter data.
Build the exact view you need, right when you need it. Describe it in plain language, and Clio Work builds an interactive tool from your matter data, such as a case chronology or a settlement calculator. Download it and share it with clients and colleagues.
Break down creditor claims by class
Shows how much is owed to each creditor class and how claims are treated under the plan.
Create This Visualization
Using visualizations, create an interactive chart of total claims by class, covering secured, priority, and general unsecured claims. Let me drill down to each creditor, the claim amount, and the proposed plan treatment. Note when the plan doesn't specify treatment, and flag any disputed or contingent claims. Use only the schedules and proofs of claim in this matter.
Lay out a bankruptcy case timeline
Lays out the key dates of a case from petition to discharge.
Create This Visualization
Using visualizations, create an interactive timeline of the petition date, 341 meeting, claims bar date, claim objection deadlines, confirmation hearing, and discharge. For each event, show the date, docket entry, and source document. If a date isn't set or can't be found, flag it. Use the docket and filings in this matter.
Summarize assets and exemptions
Shows each asset, its value, the exemption claimed, and the non-exempt equity.
Create This Visualization
Using visualizations, create an interactive table and bar chart of each scheduled asset. Show its value, liens against it, the claimed exemption, and the remaining non-exempt equity after liens and exemptions. Flag any missing or unclear fields and show the assumptions behind each calculation. Use the debtor's schedules in this matter.
Chart transfers in the look-back period
Charts transfers in the look-back period to flag possible preferences or fraudulent transfers.
Create This Visualization
Using visualizations, create an interactive timeline of transfers in the 90-day and two-year look-back periods. Show each transfer by date, amount, payee, and account. Flag transfers to insiders and payments well above the normal pattern, and include a table of flagged transfers with the reason and source record. Use the bank statements and financial records in this matter.
Show a Chapter 13 plan payment schedule
Shows plan payments and creditor distributions over the life of the plan.
Create This Visualization
Using visualizations, create an interactive month-by-month chart of plan payments and projected distributions to each creditor class over the full plan term, including trustee fees, attorney fees, secured and priority claims, and general unsecured claims. Include a table with one row per month and totals. If any plan inputs are missing, list the assumptions you need before building the chart. Use the Chapter 13 plan in this matter.
Docket
Docket searches federal and state court dockets and tracks the cases you follow.
Search US federal and state court dockets without leaving Clio Work. Track the cases that matter to you and get alerts when something new is filed. Research how a judge has ruled on similar motions before your next hearing.
Track a bankruptcy case for new filings
Track the case on the bankruptcy court docket and get an alert when a motion, objection, or order posts.
Catch a motion for relief from stay
Get alerted the moment a creditor files a motion for relief from the automatic stay in a tracked case.
Pull bankruptcy court filings into the matter
Download petitions, schedules, motions, and orders and save them to the matter folder in Clio Documents.
Research how a bankruptcy judge ruled on similar motions
Search bankruptcy court dockets for comparable motions and rulings, even on cases the firm does not represent.