Nothing Left Off the Schedules.
A clean case starts with complete disclosure. Saxon reads every pay stub, bank statement, tax return, and collection letter your client hands over, ties each figure to its page, and surfaces what the schedules, SOFA, and means test still need—before the trustee asks. Every petition. Every time.
- Intake & Documents
- Petition & Schedules
- Means Test
- 341 Meeting
- Confirmation & Objections
- Discharge
- Beta practice area · Built with legal professionals
Where Bankruptcy Cases Go Wrong
The risk in a bankruptcy case lives in the documents nobody reconciled.
Consumer and small-business bankruptcy is a volume practice that demands precision. Every case starts with a pile of pay stubs, statements, tax returns, collection letters, and titles that have to become accurate schedules signed under penalty of perjury. An omitted asset, an unlisted creditor, or a transfer missed on the SOFA becomes a trustee question, a motion to dismiss, or a discharge problem. The review has to be thorough on every file, not just the big ones.
Complete Disclosure, Tied to the Source
Saxon reads the client’s documents and organizes income, assets, debts, and transfers against what the schedules and Statement of Financial Affairs ask for. Each figure links to the statement or return it came from, so your team sees what is supported, what is missing, and what still needs an answer from the client.
Means Test and Plan Numbers You Can Defend
Saxon pulls six months of income from pay stubs and deposits, flags irregular income and household-size questions, and surfaces the expenses and secured debts that drive the means test and a Chapter 13 plan. Every number points back to the page that supports it.
What Makes This Repeatable: Playbooks
Playbooks turn your firm’s intake checklist, document review, and schedule prep into a repeatable, firm-configured workflow. Bankruptcy-specific drafting can be configured with your firm as a custom playbook, in your own forms and templates. The same careful review runs on the first filing of the month and the fiftieth.
One Bankruptcy File, Start to Finish
Gather the documents, reconcile them into accurate schedules, support the means test, prepare for the trustee, and carry the same record through confirmation, objections, and any adversary proceeding. When a creditor or trustee raises a question, the answer and its page are already in the file—all the way to discharge.
Why Bankruptcy Attorneys Choose FasterOutcomes
Saxon works every stage of the case, so your team files cleaner petitions and handles more of them without adding staff.
More capacity, same team
Run more filings without hiring. Saxon carries the document review and reconciliation that used to cap how many cases your paralegals could prepare.
The transfer nobody listed.
Saxon surfaces the repayment to a relative, the vehicle sold last year, and the creditor buried in a collection letter—before any of them becomes a trustee question.
More cases signed and filed
Saxon organizes a new client’s documents around chapter fit, missing items, and early issues, so your team reaches a filing decision sooner.
The Whole Case
Six Stages. One Team Member.
Saxon works the file from the first document drop through discharge, so the record built at intake carries through every stage of the case.
Intake & Documents
Saxon reads what the client sends, inventories what is still missing, and flags early issues like recent transfers, prior filings, and debts that may be nondischargeable.
Petition & Schedules
Saxon reconciles statements, returns, and creditor notices into the information your schedules and SOFA need, with every entry linked to its source page.
Means Test
Saxon assembles the six-month income lookback from pay stubs and deposits and flags irregular income, household-size questions, and deductions that need support.
341 Meeting
Saxon prepares a source-linked summary of the case and the questions trustees commonly ask, so your client walks into the meeting of creditors prepared.
Confirmation & Objections
Saxon checks a Chapter 13 plan against filed claims and the schedules, and organizes the record for claim objections, trustee objections, and adversary proceedings.
Discharge
Saxon flags the requirements and dates that appear in the record—financial management course, domestic support certifications, plan completion—so your team can act before the case closes.
Client documents reviewed in minutes.
Saxon turns a stack of pay stubs, bank statements, and tax returns into an organized, source-linked picture of income, assets, and debts.
Transfer histories built in minutes.
Saxon builds a dated timeline of transfers, payments to creditors and insiders, and collection activity, each entry cited to its page.
Cited first drafts in minutes.
Saxon drafts schedule worksheets, trustee responses, and client letters in your templates, with every fact tied to the record.
Flags what’s easy to overlook.
Saxon checks every file for undisclosed assets, unlisted creditors, insider transfers, prior filings, and figures that don’t match across the schedules.
Verify Everything, Trust What Holds Up
Saxon drafts. You approve. Every figure in a schedule worksheet, means-test calculation, or trustee response is tied back to the page it came from, so you can check it before your client signs under penalty of perjury. Nothing is sent or filed without you.
Bring the Messiest Shoebox Client You Have.
Bring a de-identified or sample bankruptcy file to the demo and see what Saxon finds.
Questions and Answers
How is FasterOutcomes different from general AI tools?
General AI tools answer from whatever you paste in and rarely show their work. Saxon reads the whole client file, builds source-linked summaries and timelines, and ties every fact to the page it came from. It drafts in your firm’s templates through Playbooks, and your attorney approves everything before it goes anywhere.
Can Saxon prepare the petition, schedules, and SOFA?
Saxon reads the client’s documents and organizes the income, asset, debt, and transfer information your schedules and SOFA require, with each item cited. Drafting in your own forms or worksheets can be configured with your firm as a custom playbook. Saxon is not petition-preparation software; your team still prepares, reviews, and files through your existing software and ECF.
Will Saxon keep track of bankruptcy deadlines?
Saxon flags dates and deadlines that appear in the record—the 341 meeting date, objection deadlines in a notice, plan payment dates—so your attorney can act on them. Saxon does not calendar or docket, and it does not replace your firm’s deadline system. It also does not research case law or the Bankruptcy Code; that stays with your attorneys.
What does Beta mean for bankruptcy firms?
The core of Saxon works today: reading the full file, building cited chronologies and summaries, drafting in your templates, and flagging gaps. The bankruptcy-specific playbooks—schedule prep, means-test support, trustee responses—are being built now with early bankruptcy firms. Firms that join early shape how those playbooks work.
Can Saxon spot gaps I might have overlooked?
Yes. Saxon compares what the documents show against what the file says: deposits with no matching income source, accounts that appear in statements but not the schedules, creditors named in collection letters but not listed, and transfers inside the look-back periods. Each flag links to the pages involved so your team can follow up with the client.
Is my clients’ financial data safe?
Saxon includes privacy and security controls for sensitive client records, including the tax returns, account statements, and Social Security numbers that fill a bankruptcy file. Retention, deletion, and model-use terms are documented during implementation. Review current audit and compliance materials in our Trust Center.
Does Saxon integrate with our case management system?
Saxon integrates with SmartAdvocate today, and more integrations are on the way. If you use a different case management system, reach out to our team to ask about your specific setup.