BlockedPrototype only. Attorney review required.

Evan Cho

Chapter 7 | Paralegal review | Last activity May 29, 2026

30of 100

Next best action

Resolve the income conflict and request the credit counseling certificate.

Overview

Case posture

2 blockers before attorney review

Top blockers

Missing documents

Top blockers

BlockingIncome

Questionnaire income conflicts with pay advices

Client

The questionnaire states monthly income of $3,800 while pay advices annualize near $4,650.

Evidence: Questionnaire income: $3,800. Pay advice average: $4,650.

Suggested action: Ask the client to confirm current gross monthly income and whether recent overtime is recurring.

Confidence 90%

BlockingDocuments

Credit counseling certificate is missing

Client

The case packet does not include a credit counseling certificate.

Evidence: Document checklist marks certificate as missing.

Suggested action: Request the certificate or note that it is still pending before attorney review.

Confidence 95%

Attorney-review items

ReviewIdentity

Government ID image needs review

Paralegal

The uploaded ID is legible enough to identify the client, but the address line is blurry.

Evidence: Document checklist marks Government ID as needs review.

Suggested action: Ask for a clearer image if the attorney needs address confirmation from the ID.

Confidence 76%

Intake facts

Household and filing

Household: Client
Filing status: Single intake
Monthly income: $3,800
Stated monthly income: $3,800
Pay evidence income: $4,650
Monthly expenses: $3,510

Assets

2018 Subaru Impreza$9,200

Loan statement uploaded

Checking account$310

Debts and creditor matrix

Creditor	Amount	Address	Notes
Southwest Auto Lending	$11,750	9200 Lending Plaza, Dallas, TX 75201	No note
BrightLine Card	$5,400	P.O. Box 700, Plano, TX 75074	No note

Documents

DocumentStatusRequired

Government ID

Address line blurry

Needs review

Required

Social Security verification

Uploaded

Required

60 days of pay advices

Uploaded

Required

6 months of bank statements

Uploaded

Required

Tax return

Uploaded

Required

Credit counseling certificate

Missing

Required

Vehicle loan statement

Uploaded

Required

Mortgage statement

Not applicable

Optional

Creditor list with addresses

Uploaded

Required

Retainer agreement

Uploaded

Required

Payment plan status

Not applicable

Optional

Issues

BlockingIncome

Questionnaire income conflicts with pay advices

Client

The questionnaire states monthly income of $3,800 while pay advices annualize near $4,650.

Evidence: Questionnaire income: $3,800. Pay advice average: $4,650.

Suggested action: Ask the client to confirm current gross monthly income and whether recent overtime is recurring.

Confidence 90%

BlockingDocuments

Credit counseling certificate is missing

Client

The case packet does not include a credit counseling certificate.

Evidence: Document checklist marks certificate as missing.

Suggested action: Request the certificate or note that it is still pending before attorney review.

Confidence 95%

ReviewIdentity

Government ID image needs review

Paralegal

The uploaded ID is legible enough to identify the client, but the address line is blurry.

Evidence: Document checklist marks Government ID as needs review.

Suggested action: Ask for a clearer image if the attorney needs address confirmation from the ID.

Confidence 76%

Client follow-up

This draft asks only for missing or unclear packet items.

Evan Cho, thank you for sending the current packet. To keep your matter moving toward attorney review, please send or confirm the following: confirm current gross monthly income and whether recent overtime is recurring and send the certificate or note that it is still pending before attorney review. This request is based only on the current intake packet.

Paralegal Copilot

Search, summarize, and compile from this case packet. The copilot is grounded in the supplied matter data and keeps attorney review in the loop.

Choose a prompt or ask a custom question. If `OPENAI_API_KEY` is not configured, the local fallback will still return evidence, issue cards, and a next action.

Prototype only. Not legal advice. Attorney review required before use in any filing.