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Bankruptcy administrators

A system for bankruptcy and restructuring cases. Each case is a company card with creditors, documents, deadlines and invoices. The meeting, the asset sale and the report to the court stay with the same case.
  • You start a new case by entering the company, code and case number
  • You add creditors, the debtor and the court as contacts
  • You enter meetings and court hearings in the calendar with a reminder
  • You assign a task with a date to an employee

Track all company processes

You start a case from a company card with the debtor, creditors and court. You attach documents to the case and put meetings and hearings in the calendar. After you sell the assets and issue the invoice, you archive the closed case.
Company card

Company card

For a new case you enter the company name, code, address and case number.

  • Debtor and court - contacts on the same card
  • Company documents, emails and invoices on the card, so you do not search your email for them
  • You merge a company entered twice into one card
Creditors and meetings

Creditors and meetings

You record a creditor as a contact with name, company, phone and email.

  • Creditor's claim - a document in the case
  • Meeting date in the calendar, minutes on the same card
  • Letters to creditors on the company, so a colleague sees what has already been sent
Case documents

Case documents

You attach the court ruling, creditor list, asset inventory and report to the court to the case.

  • Sale notice, contract and handover certificate next to the asset inventory
  • Correspondence with the court and creditors on the company card
  • Documents of an archived case stay in it
Deadlines and reminders

Deadlines and reminders

In the calendar you see creditor meetings, court hearings and the claim filing deadline.

  • Asset inspection and sale date with participants
  • Reminder before the deadline
  • Who covers the case when an employee is on vacation
Tasks for employees

Tasks for employees

You assign a task with a date to an employee, for example to prepare a creditor list or a report.

  • Case stage on the card, so you know what is already done
  • Contract with a buyer or service provider generated from the case card
  • Invoice from the same card
Asset sales

Asset sales

You attach the asset inventory and photos to the case.

  • The buyer is recorded as a contact
  • Sale date and meeting with the buyer in the calendar
  • Contract, invoice and handover certificate in the case
  • Payment plan shows how much has already been received from the buyer
Invoices and payments

Invoices and payments

You invoice the administration fee and other work from the case.

  • In the invoice - recipient, amount, date and payment term
  • Payment plan installments and what is still unpaid
  • All case invoices on the company card
Case archive

Case archive

You archive a closed case together with its documents, contacts and invoices.

  • Active cases listed separately from the archive
  • An old ruling or minutes open from the archived case card

How the system benefits your business

On the morning of a meeting you do not search your email for the minutes and the creditor list. You open them from the case card.

Case and people

  • Company card

    You merge a company entered twice, so each case has one card.

  • Contacts

    You find the debtor, creditors, court and buyer under the same company.

  • Team

    You assign tasks to employees and see who is covering in the calendar.

Documents and deadlines

  • Documents

    You find a ruling or minutes in the case, even when a colleague handled it.

  • Calendar

    You get reminders for meetings and hearings, so you do not miss a deadline.

  • Stages

    You see the case stage and create the contract and invoice from the same card.

Invoices and payments

  • Invoice

    You issue the administration fee invoice directly from the case.

  • Payment plan

    You see what has been paid and what is still awaiting payment.

  • Overview

    You see open work, upcoming deadlines and pending cases.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

Dažnai užduodami klausimai

Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.

Yes. You keep a case as a company card with the code, case number, contacts, documents and invoices. You handle a restructuring case the same way, and for personal bankruptcy you record the person and their contacts.

In the case. You record a creditor as a contact and attach the claim as a document. You enter the meeting date in the calendar and attach the minutes after the meeting.

You enter the date in the calendar, and a reminder appears before the deadline. You assign the task to an employee. The vacation calendar shows who covers for a colleague in the case that day.

In the case. You attach the asset inventory, contract and invoice there, and record the buyer as a contact. You see the sale date in the calendar, and the payment plan shows what has already been paid.

From the case card. In it you specify the recipient, amount, date and payment term. If payment is in installments, you keep a payment plan.

Yes. You archive the case, and the documents, contacts and invoices stay on the card. You no longer see it in the active case list until you open the archive.
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