Bankruptcy Schedule & Means Test for Employment Law Attorneys with Westlaw
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Labor & Employment clients who rarely bring complete records on day one.
What We Build in Westlaw
AI ingests client documents into Clio Manage, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Westlaw — uses the native API or agent integration so nothing leaves the system of record.
Westlaw Integration Approach
Audit your Westlaw configuration
We map the specific Westlaw objects, custom fields, and workflows the automation needs to touch for your labor & employment practice.
Build on the Westlaw API or agent
Integration happens inside Westlaw — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Westlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Westlaw instance
30-minute call. We'll look at your actual Westlaw setup and show exactly how this workflow fits.