01
Petition review against statutory and cross form rules
Internal consistency checks across schedules, statements and forms, plus statutory checks, so contradictions between documents are caught before filing.
Product · In development · Releasing soon
PGBK AI.Petition reviewbefore you file.
Case management and pre filing review for U.S. bankruptcy firms handling Chapter 7, Chapter 13 and Subchapter V matters. PGBK AI reads the petition and the client’s documents together and reports what needs correcting, with every finding tied to the statute and the source page.
What it reviews
The checks your teamruns by hand today.
A deterministic rule engine does the review. Findings are specific, cited and traceable, and the attorney decides what to act on.
02
Income, debt and bank statement reconciliation
Bank statements and pay records reconciled against reported income, with recurring deposits identified and current monthly income computed for the means test.
03
Means test review
Means test inputs checked against the current median income and expense standards, with a staleness check when published figures change.
04
Hidden asset and avoidance screening
Transaction patterns that suggest undisclosed assets, preferential payments or transfers that a trustee is likely to question.
05
Identity and document verification
Photo identification and Social Security proof located within merged client PDFs, with manual review only when the document cannot be confirmed.
06
341 meeting preparation
Briefs for the meeting of creditors and a client call sheet with questions grouped by topic, so gaps are resolved with the client before filing.
Deliverables
Built for theattorney’s review.
01
Filing Readiness and Discharge Outlook scores
Two scores with itemized, statute cited deductions, showing what is missing for filing and what could put the discharge at risk.
02
Petition Review Memorandum
A structured memo: executive summary, critical corrections, moderate items, items verified correct, income and debt reconciliation, documents missing and client questions.
03
Client Call Sheet
A phone script with numbered questions and answer lines, organized by topic and prioritized by the highest risk findings.
04
Sourced findings
Every finding links back to the page of the petition or client document it came from, for side by side review.
Where it is going
From review toolto case management.
PGBK AI is being developed into a full case management system for bankruptcy practices: client intake, document collection, petition preparation and the pre filing review in one product.
Firms continue to file through CM/ECF with the credentials they already hold. PGBK AI is currently in pilot with bankruptcy firms. Features and release timing may change before launch.
Get started
Bankruptcy firm?Request early access.
Tell us about your practice and filing volume. We will contact you about early access as PGBK AI approaches release.