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Bankruptcy Litigation

Disclosure Statement for Plan of Reorganization

Drafting a comprehensive disclosure statement for a plan of reorganization typically requires 6-8 hours of intensive work, including reviewing financial documents, researching Bankruptcy Code requirements, and ensuring compliance with Rule 3016. Attorneys must manually synthesize complex financial data, draft multiple required sections, and verify citations to legal authorities—all while meeting strict court deadlines.

Automation ROI

Time savings at a glance

Manual workflow6.5 hoursAverage time your team spends by hand
With CaseMark12 minutesDelivery time with CaseMark automation
EfficiencySave 32.5x time with CaseMark

The Problem

Drafting a comprehensive disclosure statement for a plan of reorganization typically requires 6-8 hours of intensive work, including reviewing financial documents, researching Bankruptcy Code requirements, and ensuring compliance with Rule 3016. Attorneys must manually synthesize complex financial data, draft multiple required sections, and verify citations to legal authorities—all while meeting strict court deadlines.

The CaseMark Solution

CaseMark automates the entire disclosure statement drafting process by intelligently extracting data from your uploaded documents, researching current bankruptcy law requirements, and generating a complete, court-ready disclosure statement. Our AI ensures all required sections are included with proper legal citations, financial disclosures, and risk factors—reducing a multi-day task to just minutes.

Key benefits

How CaseMark automations transform your workflow

Generate complete 8-section disclosure statements in under 15 minutes

Automatically extract and organize financial data from uploaded documents

Built-in compliance with Bankruptcy Rule 3016 and current legal standards

AI-powered research pulls relevant case law and procedural requirements

Reduce drafting time by 97% while maintaining accuracy and completeness

What you'll receive

Introduction
Description of the Debtor and Its Business
Summary of the Plan of Reorganization
Financial Information
Risk Factors and Uncertainties
Means for Implementation of the Plan
Voting and Confirmation Procedures
Conclusion and Recommendation

Document requirements

Required

  • Debtor Financial Statements
  • Plan of Reorganization
  • Debtor Business Information

Optional

  • Valuation Reports
  • Creditor Claims Documentation
  • Funding Source Documentation
  • Previous Court Filings

Perfect for

Bankruptcy Attorney
Restructuring Counsel
Debtor's Counsel
Bankruptcy Paralegal
Corporate Restructuring Specialist

Also useful for

This workflow is applicable across multiple practice areas and use cases

Corporate Finance92% relevant

Corporate finance attorneys handling distressed company restructurings need disclosure statements to communicate reorganization plans to stakeholders and creditors outside of formal bankruptcy proceedings.

Out-of-court restructurings and workouts often require similar disclosure documentation to bankruptcy proceedings, and corporate finance lawyers regularly work on Chapter 11-adjacent matters involving financial reorganization and creditor negotiations.

M&A attorneys conducting distressed asset acquisitions or 363 sales need to draft disclosure statements and understand reorganization plans when acquiring assets from bankrupt entities.

Bankruptcy sales under Section 363 are a significant subset of M&A practice, and attorneys need to prepare disclosure materials for court approval and stakeholder communication during distressed acquisitions.

Attorneys handling corporate dissolutions and wind-downs can adapt disclosure statement frameworks to communicate liquidation plans and asset distribution to shareholders and creditors.

Corporate dissolution involves similar stakeholder communication needs regarding financial information, creditor treatment, and implementation procedures, particularly in complex multi-creditor scenarios.

Financial Services70% relevant

Financial services attorneys advising regulated entities on restructuring or resolution plans can use disclosure statement templates to prepare required regulatory filings and stakeholder communications.

Financial institutions undergoing restructuring must provide detailed disclosure to regulators and stakeholders, with similar requirements for financial data presentation, risk factors, and implementation plans as bankruptcy disclosure statements.

Frequently asked questions

Q

What documents do I need to generate a disclosure statement?

A

CaseMark requires your debtor's financial statements, the proposed plan of reorganization, and basic business information documents. Optional documents like valuation reports and creditor claims schedules can enhance the output. Simply upload these files and CaseMark extracts the relevant information automatically.

Q

Does the disclosure statement comply with Bankruptcy Rule 3016?

A

Yes, CaseMark's disclosure statement generator is built to comply with Bankruptcy Rule 3016 requirements. The AI researches current legal standards and includes all mandatory sections, financial disclosures, and procedural information required by bankruptcy courts.

Q

How does CaseMark handle the financial information section?

A

CaseMark uses advanced document analysis to extract financial data from your uploaded statements, then organizes it into the required format including historical financials, projections, and valuation assumptions. The AI ensures proper presentation consistent with bankruptcy court expectations.

Q

Can I customize the disclosure statement after it's generated?

A

Absolutely. CaseMark generates a comprehensive first draft that you can review and edit as needed. The AI provides a solid foundation with all required sections and proper structure, saving you hours of initial drafting time while allowing full customization.

Q

How accurate is the AI in identifying risk factors?

A

CaseMark analyzes your case documents and researches common bankruptcy risk factors to generate relevant disclosures. The AI identifies potential objections, implementation challenges, and uncertainties based on your specific case facts and current bankruptcy law standards.

Q

What if my case involves complex creditor classifications?

A

CaseMark handles complex reorganization plans by analyzing your plan document and creditor information to accurately summarize treatment of different claim classes. The AI organizes this information clearly in the plan summary and voting procedures sections.

Q

How long does it take to generate a complete disclosure statement?

A

Most disclosure statements are generated in 10-15 minutes after you upload your documents. CaseMark processes your files, researches applicable law, and drafts all required sections automatically—transforming a 6-8 hour manual task into a quick, efficient process.