Jassie Theode L.

Need reliable support with bankruptcy case preparation, document collection, data entry, and client follow-ups? I help U.S. bankruptcy law firms keep cases organized and moving forward by collecting and reviewing client documents, organizing financial information, preparing income spreadsheets, and entering case data accurately. I currently work as a Virtual Case Manager for a U.S. bankruptcy law firm, supporting Chapter 7 and Chapter 13 case preparation. I'm familiar with the importance of accuracy, confidentiality, organized records, and timely follow-ups when handling sensitive client information. HOW I CAN HELP Bankruptcy Case Preparation - Chapter 7 and Chapter 13 case preparation support - Client intake information and data entry - Reviewing intake details for missing or inconsistent information - Entering financial information into bankruptcy case management software - Preparing and updating case notes and checklists - Identifying missing documents and information for follow-up Financial Document Collection & Organization - Requesting pay stubs, bank statements, tax returns, and other supporting documents - Organizing client financial records - Preparing income spreadsheets and year-to-date income summaries - Collecting and organizing business financial information - Reviewing documents for completeness and consistency Chapter 7 & Chapter 13 Support - Means-test data entry and supporting document collection - Schedule preparation support and information verification - Chapter 13 estimate data entry, including income, expenses, bills, and tax debts - Credit report review and creditor information entry - Asset, vehicle, debt, and income information research - Tracking outstanding documents and case requirements Client Communication & Case Tracking - Professional client emails, texts, and follow-ups - Requesting missing documents and clarifications - Updating case notes and task trackers - Monitoring outstanding items and pending information - Coordinating with attorneys and other team members TOOLS & PLATFORMS - JubileePro - MyCase - PipeFile - Pipedrive CRM - Google Workspace - Gmail and Outlook - Google Voice - Google Sheets and Microsoft Excel RELEVANT EXPERIENCE Through my current work with a U.S. bankruptcy law firm, I have hands-on experience supporting bankruptcy case preparation, managing confidential financial documents, organizing client information, maintaining case records, and following up on outstanding requirements. I'm familiar with the day-to-day workflow involved in preparing Chapter 7 and Chapter 13 cases, from collecting financial documents and entering data to identifying missing information for further review. I also bring previous experience in online ESL teaching, which strengthened my communication skills, time management, and ability to work independently in a remote environment. WHAT YOU CAN EXPECT - Careful and accurate data entry - Organized records and consistent follow-ups - Professional and respectful client communication - Confidential handling of sensitive information - Reliable remote support and attention to detail If you need a dependable virtual assistant who understands bankruptcy case preparation workflows and can help keep your cases organized, I'd be happy to discuss how I can support your team.