How We Work
It’s easy to assign schedule-prep to BK Backoffice. In fact, the process is just like what happens when you pass off your new client to an associate or paralegal to complete the schedules.
Worksheets: After you sign up a new client, you probably give them worksheets to complete and a list of documents to gather. We can work from your worksheets and questionnaires or from ours. This is a good time to let the client know that we’ll be contacting them to help with the schedules.
Initiating the File: You’ll email us the name, telephone number, any deadlines (like garnishment, foreclosure), and any unusual circumstances (recent property transfer, preferences, imminent bonus, etc.)
Contact Client: We’ll contact the client with instructions to upload their completed worksheets and documents to a secure document portal or email address.
Draft Schedules: Now its time to enter data into your preferred platform, noting any discrepancies, conflicts, missing info, etc. We work with the clients to fill in the blanks, locate documents, and resolve any issues.
Due Diligence: We do basic due diligence: credit report, PACER, property and state court records (if available), tax returns, and recent bank statements.
Credit Counseling: We also follow up to ensure that the client completes credit counseling and receives the certificate.
Attorney Review: When all is well, we generate the schedules and statements for our attorney’s review.
Wrap Up: When the attorney approves the filing, we will notify you that it’s time for you to meet with the client for review and signing. Occasionally we’ll run into an issue that we can’t resolve, like a missing document. If that happens, we’ll note it and explain what we’ve done to resolve it. We’ll also note any non-routine matters that came up after your initial consultation with the client. For instance, they won the lottery, their employment changed, their car died, or a creditor filed a lawsuit.