BlockedPrototype only. Attorney review required.

Jordan Lake

Chapter 7 | Collecting documents | Last activity Jun 1, 2026

40of 100

Next best action

Request missing pay advices, March and April bank statements, and creditor addresses.

Overview

Case posture

2 blockers before attorney review

Top blockers

Missing documents

Top blockers

BlockingIncome

Pay advices are missing

Client

The packet does not include the requested 60 days of pay advices for the wage earner.

Evidence: Document checklist marks 60 days of pay advices as missing.

Suggested action: Ask the client to upload all pay advices received in the last 60 days.

Confidence 96%

BlockingDocuments

Bank statements are incomplete

Client

The packet is missing March and April statements for the primary checking account.

Evidence: Intake note references January, February, and May statements only.

Suggested action: Request March and April statements for the primary checking account.

Confidence 92%

Attorney-review items

ReviewDebts

Creditor matrix has missing addresses

Paralegal

Two listed creditors do not have mailing addresses in the current packet.

Evidence: Creditor list includes Lakeside Medical and Prime Card without addresses.

Suggested action: Have the paralegal confirm creditor mailing addresses before attorney review.

Confidence 87%

Intake facts

Household and filing

Household: Client, Spouse, One dependent
Filing status: Joint intake under review
Monthly income: $5,200
Stated monthly income: $5,200
Pay evidence income: Not provided
Monthly expenses: $4,925

Assets

2014 Toyota Camry$4,200

Paid off

Primary checking$640

May statement uploaded

Debts and creditor matrix

Creditor	Amount	Address	Notes
North Star Auto Finance	$6,300	100 Finance Way, Austin, TX 78701	No note
Lakeside Medical	$2,200	Missing source document	Address missing
Prime Card	$8,800	Missing source document	Address missing

Documents

DocumentStatusRequired

Government ID

Uploaded

Required

Social Security verification

Uploaded

Required

60 days of pay advices

Missing

Required

6 months of bank statements

March and April missing

Missing

Required

Tax return

Uploaded

Required

Credit counseling certificate

Needs review

Required

Vehicle loan statement

Uploaded

Required

Mortgage statement

Not applicable

Optional

Creditor list with addresses

Needs review

Required

Retainer agreement

Uploaded

Required

Payment plan status

Not applicable

Optional

Issues

BlockingIncome

Pay advices are missing

Client

The packet does not include the requested 60 days of pay advices for the wage earner.

Evidence: Document checklist marks 60 days of pay advices as missing.

Suggested action: Ask the client to upload all pay advices received in the last 60 days.

Confidence 96%

BlockingDocuments

Bank statements are incomplete

Client

The packet is missing March and April statements for the primary checking account.

Evidence: Intake note references January, February, and May statements only.

Suggested action: Request March and April statements for the primary checking account.

Confidence 92%

ReviewDebts

Creditor matrix has missing addresses

Paralegal

Two listed creditors do not have mailing addresses in the current packet.

Evidence: Creditor list includes Lakeside Medical and Prime Card without addresses.

Suggested action: Have the paralegal confirm creditor mailing addresses before attorney review.

Confidence 87%

Client follow-up

This draft asks only for missing or unclear packet items.

Jordan Lake, thank you for sending the current packet. To keep your matter moving toward attorney review, please send or confirm the following: upload all pay advices received in the last 60 days and send March and April statements for the primary checking account. This request is based only on the current intake packet.

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