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Disclosure Statement for Plan of Reorganization

Draft Bankruptcy Disclosure Statements in Minutes, Not Days

12 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Workflow

Disclosure Statement for Plan of Reorganization

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Workflow

Disclosure Statement for Plan of Reorganization

Overview

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.

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.

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.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • 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

What it handles

  • 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

Required documents

  • Debtor Financial Statements

    Historical and current financial statements including balance sheets, income statements, and cash flow statements

    .pdf, .xlsx, .docx

  • Plan of Reorganization

    The proposed plan of reorganization that this disclosure statement will accompany

    .pdf, .docx

  • Debtor Business Information

    Documents detailing the debtor's history, operations, assets, and liabilities

    .pdf, .docx

Supporting documents

  • Valuation Reports

    Professional valuations of debtor's assets or business operations

    .pdf, .docx

  • Creditor Claims Documentation

    Schedules and details of creditor claims and classifications

    .pdf, .xlsx, .docx

  • Funding Source Documentation

    Evidence of funding sources for plan implementation including commitment letters or financing agreements

    .pdf, .docx

  • Previous Court Filings

    Relevant prior bankruptcy court filings and orders

    .pdf, .docx

Why teams use it

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

Questions

What documents do I need to generate a disclosure statement?

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.

Does the disclosure statement comply with Bankruptcy Rule 3016?

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.

How does CaseMark handle the financial information section?

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.

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

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.

How accurate is the AI in identifying risk factors?

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.

What if my case involves complex creditor classifications?

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.

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

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.

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