Bankruptcy Schedule & Means Test for E-Discovery Managers
Stop letting bankruptcy schedule & means test eat your e-discovery manager's week.
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for E-Discovery clients who rarely bring complete records on day one.
What We Build
AI ingests client documents into Relativity, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days.
Tools & Integrations
How It Works
Discovery Call
We map your current bankruptcy schedule & means test process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does bankruptcy schedule & means test take manually for e-discovery managers?+
In most e-discovery firms, bankruptcy schedule & means test consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle bankruptcy schedule & means test without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your e-discovery manager keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Relativity?+
No. The automation runs on top of your existing Relativity setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Relativity exactly as before.
How quickly can a e-discovery manager team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is bankruptcy schedule & means test automation worth it for a small e-discovery firm?+
If your e-discovery managers spend 5+ hours per week on bankruptcy schedule & means test, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Relativity or our process changes?+
Workflows are versioned and monitored. When Relativity pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate bankruptcy schedule & means test?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.