Overview of Case Filing Options
Last Updated: October 16, 2006

There are three options to choose from when filing a new case:

  1. Conventional: Using the conventional CM/ECF system, the attorney creates a PDF file of documents (or multiple PDFs) and a text file of the creditor matrix in his or her bankruptcy software or word processing program.  The attorney then points his or her browser to the court’s web site and logs on and files a case following the screens.

  2. Case Upload: Using your software as usual, create/save the following documents:

    • Debtor information (.txt file)

    • Voluntary Petition (.pdf file)

    • Mailing matrix (.txt file)

    • Statement of Social Security Number (.pdf file)

    • Certificate of Credit Counseling (.pdf file)

    • Means Test (.pdf file)

    • Employee Income Records (.pdf file)

    • Chapter 13 Plan, if applicable (.pdf file)

Once these are saved, you go to the court’s web site, log on and click on Bankruptcy > Case Upload. Enter the paths to locate the files.

  1. Bankruptcy Software's ECF Filing System: Most bankruptcy software programs have a new system that allows the attorney to submit files without going through any question and answer screens on the court’s web site. It makes the entire electronic filing process easier and faster for attorneys and their staff, integrating the ECF upload process with attorney’s bankruptcy forms software.  This is basically how it works: The user first enters case information, then clicks the "ECF Filing" button (or something similar) to create all electronic files at once: a PDF of the Petition and Schedules, a separate PDF of the Chapter 13 Plan, if applicable, a text file of the creditor address matrix, and a text file of the debtor information. After reviewing these files through an ECF Manager, the user clicks the "Filing" button, inputs the ECF login name and password, and then clicks "File Case" and it’s filed.

    Note:  Contact your bankruptcy software vendor regarding the possibility of including the Statement of Social Security, Certificate of Credit Counseling, Means Test, and the Employee Income Records as part of the auto-filing/case-upload process. If you are unable to include these documents with the auto-filing/case-upload process, you must file them separately by selecting the appropriate events from the miscellaneous category.