The 341 meeting is scheduled. The hearing is in three days. Someone on your staff needs to find the client's ID photo, the Social Security card scan, 90 days of bank statements across three accounts, two years of tax returns, and 90 days of paystubs — and assemble them into a package for the trustee. In most firms, this is a manual process that takes 30 to 60 minutes per case.
The standard checklist
The bankruptcy.ai 341 checklist tracks the five standard document categories automatically: government-issued ID, Social Security card, 90 days of bank statements, two years of tax returns, and 90 days of paystubs. As documents arrive — whether through source integrations or manual upload — the system marks each category complete or incomplete.
Staff can see at a glance whether the checklist is complete for every case. No manually maintained spreadsheet. No day-before scramble to find out what is missing.
District-specific customization
Trustee requirements vary by district. Some trustees want tax transcripts in addition to returns. Some want 90-day statements from every account the client touched, not just primary accounts. The per-firm configuration layer lets you add district-specific items and the system tracks them the same way it tracks the standard checklist.
One-click download
When the checklist is complete, the system enables a one-click trustee package download. The package is a ZIP file organized by document category, with a manifest listing every file included — name, type, and received date. A 24-hour signed URL can be sent directly to the trustee for secure access.