---
title: "Collate source pages for a report to creditors in a chapter 11 case"
url: "https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/automate-collation-for-reports-to-creditors/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A8-B6-2-US"
practice_area: "Insolvency, Restructuring & Bankruptcy"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Collate source pages for a report to creditors in a chapter 11 case

> Build a table of the figures and documents the lawyer has marked for a report, with the source page for each figure. Do not write the report.

Canonical page: https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/automate-collation-for-reports-to-creditors/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Insolvency, Restructuring & Bankruptcy](https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Build a table of the figures and documents the lawyer has marked for a report, with the source page for each figure. Do not write the report. |
| What the lawyer must review | 11 U.S.C. § 1106(a)(4) is the chapter 11 trustee’s duty to file a statement of the investigation and to transmit a copy or a summary to any creditors’ committee, any equity security holders’ committee, any indenture trustee, and any other entity the court designates. The lawyer writes that statement. Bankruptcy Rule 9011(b) is the certification when a document is presented to the court by signing, filing, submitting, or later advocating it. The United States Trustee monthly operating report is a different form and was addressed separately. Formal Opinion 512: the table is checked before the lawyer writes. |
| Written for | United States |
| Applies to | [Automate collation for reports to creditors](https://ailawframework.com/practice/insolvency-restructuring-and-bankruptcy/automate-collation-for-reports-to-creditors.md) |

## Checking plan

- What the AI does: Build a table of the figures and documents the lawyer has marked for a report, with the source page for each figure. Do not write the report.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A creditors’ committee report and a trustee’s statement are different documents. This collation supports the statement the statute names. It does not draft a committee letter.
- Small-business and subchapter V reporting uses Official Form 425C before confirmation, on the United States Trustee’s page. This collation does not complete that form.

## Sources

- [11 U.S.C. § 1106, duties of a chapter 11 trustee and examiner](https://www.law.cornell.edu/uscode/text/11/1106) (checked 2026-10-22)
- [Federal Rule of Bankruptcy Procedure 9011](https://www.law.cornell.edu/rules/frbp/rule_9011) (checked 2026-10-22)
- [U.S. Trustee Program, chapter 11 operating reports (28 C.F.R. § 58.8, Forms 11-MOR and 11-PCR, and Official Form 425C)](https://www.justice.gov/ust/chapter-11-operating-reports) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*
