Case foundation

Open a matter with the facts the workflow needs first.

Capture the filed case, debtor, counsel, and initial notice party. Every entry is retained as an unreviewed source assertion until identity and legal review occur.

Have a case setup file? Import JSON instead

Start from a file

Import an existing case setup

Upload a demo case file or a canonical Probitio case-import JSON file. Validate it first, then import it into this matter.

Choose a JSON fileCase setup JSON · 5 MB maximum

Filed case

Court and petition

Matter name The umbrella name shown throughout the case workspace. Court name Court ID A stable code, reused for the same court. Case number Petition date Chapter Procedural status

Core parties

Debtor and debtor’s counsel

Debtor legal name Counsel organization or attorney Counsel notice email Optional

These names are source parties. The system records that counsel represents the debtor, but does not merge either name into the canonical party registry.

Noticing

Initial notice party Optional

Add party

Legal name Capacity Country Address line 1 Address line 2 Optional City State or region Postal code Why should this party receive the initial notice?

Adding this party creates an explicit initial-notice selection and postal mailing route. It remains unreviewed and is not authority to serve or file anything.