Index the figures for a chapter 11 operating report to the United States Trustee
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the debtor’s books, list the month, the receipts, the disbursements, and the bank balance the books state, with the source page. Do not complete a report form.
- What the lawyer must review
- The United States Trustee Program states that on 21 June 2021, 28 C.F.R. § 58.8 became effective. Chapter 11 debtors in possession and trustees, other than in small business and subchapter V cases, file monthly operating reports and post-confirmation reports on uniform forms in districts where the Program operates. UST Forms 11-MOR and 11-PCR on that page are for reports filed after 30 November 2021. Small business and subchapter V debtors are not subject to that Final Rule. They use Official Form 425C for periodic reporting before confirmation, and they consult the local United States Trustee office for post-confirmation reporting. The forms themselves were not opened, so this version does not describe their fields. The lawyer completes and signs the official form. Bankruptcy Rule 9011(b) is the certification when a document is presented to the court.
- Written for / version
- United States versionUSCth
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.