Total confirmed cases under management during the reporting period.
SCALE / 713 Chapter 13 Support™
Your Chapter 13 cases should not own your calendar.
The petition is filed. Then the real operational drag begins: trustee objections, amended schedules, amended plans, missing documents, payment issues, annual tax returns, insurance questions, client follow-up, modification paperwork, docket activity, and years of post-confirmation administration.
713 Intake™ gives Chapter 13 firms two distinct support products: Trustee Objection Cycle™ for the road from filing to confirmation, and Chapter 13 Portfolio Management™ for the long road from confirmation to discharge.
Filing to ConfirmationConfirmation to DischargeMonthly Case TouchAttorney Escalation
A lot can happen between confirmation and discharge. Monitor / Follow Up / Prepare / Escalate / Report
The Chapter 13 Drag
The problem is rarely one dramatic task. It is hundreds of small ones that keep coming back.
A Chapter 13 portfolio creates recurring operational work before and after confirmation. Left unmanaged, that work pulls attorneys and staff away from new matters, hearings, strategy, client acquisition, and the legal issues that actually require a lawyer.
Trustee objection cycles
Objections create rounds of document gathering, client questions, factual corrections, amendments, plan revisions, calculations, follow-up, and attorney review before confirmation.
Amendments + plan changes
Income changes, expense changes, claim issues, payment problems, new facts, and trustee concerns can trigger revised schedules, amended plans, and supporting documents.
Client follow-up
Tax returns, insurance, pay advices, payment defaults, address changes, vehicle issues, and life events require repeated outreach and documentation.
Docket monitoring
Notices, trustee filings, creditor activity, motions, defaults, claims, deadlines, and case events need to be surfaced before they become emergencies.
Post-confirmation pleadings
Modification support, amended schedules, amended plans, responses, declarations, supporting exhibits, and routine filing packages can consume staff time even when legal strategy is straightforward.
Case completion
Debtor education, final documentation, trustee requirements, discharge readiness, and closing milestones still need attention after years of administration.
Your staff should not have to rediscover every Chapter 13 case only when something goes wrong.
713 Intake™ creates a recurring administrative rhythm so the portfolio is reviewed deliberately, issues are surfaced earlier, and attorney time is reserved for legal judgment rather than routine case maintenance.
Two Products. Two Different Problems.
Support the case before confirmation. Manage the portfolio after it.
Use either service independently or create continuity across the entire Chapter 13 lifecycle.
Product 01 / Filing to Confirmation
Trustee Objection Cycle™
Starting at $295 per case*
Administrative support from filing through plan confirmation, built around the objection list and the supervising attorney's direction.
- Review and organize the trustee's objection list
- Break objections into actionable administrative tasks
- Contact the debtor for missing facts and documents
- Organize supporting records for attorney review
- Prepare straightforward amendments and revised schedules under attorney direction
- Prepare revised Chapter 13 plan drafts under attorney direction
- Coordinate signatures and approved filing workflow
- Track outstanding objection items and follow-up
- Maintain a running confirmation checklist
- Escalate items requiring legal analysis or attorney decision
- Continue the cycle through confirmation within the agreed scope
Product 02 / Confirmation to Discharge
Chapter 13 Portfolio Management™
From $37 per active case/month
Ongoing administrative portfolio coverage for confirmed Chapter 13 cases. Every managed file receives a documented monthly touch for the duration of the engagement.
- Monthly docket and status review
- Trustee correspondence monitoring
- Payment-default and delinquency follow-up
- Annual tax-return reminders and collection
- Insurance follow-up and documentation
- Routine debtor document collection
- Client status outreach when required
- Administrative preparation of amended schedules
- Administrative preparation of amended plans
- Modification-support document preparation
- Debtor-education and discharge readiness tracking
- Case completion and closing checklist
- Attorney escalation when legal judgment is required
Trustee Objection Cycle™
Turn the objection list into a managed production queue instead of an office-wide fire drill.
The attorney still decides the legal response. 713 Intake™ handles the administrative work required to move those decisions through the file.
01
Receive
We receive the trustee objection list or objection notice and establish the case-specific response tracker.
02
Break Down
Administrative items are separated into missing documents, factual corrections, debtor follow-up, amendment needs, plan revisions, and attorney-only questions.
03
Collect
We contact the client, obtain requested records, organize documents, and identify anything still outstanding.
04
Prepare
Under attorney direction, we prepare the administrative drafts, revisions, amendments, plan updates, signature packages, and supporting materials.
05
Track
Open items remain on the confirmation tracker until resolved, filed, escalated, or otherwise directed by counsel.
The objective is not to replace attorney analysis. It is to stop attorney analysis from being surrounded by avoidable administrative friction.
*$295 is the starting fee for a standard Trustee Objection Cycle™. Extensive objections, multiple rounds, substantial amendment work, unusually complex documentation, or expanded attorney-requested scope may require additional pricing agreed with the firm.
Chapter 13 Portfolio Management™
Do not wait for the case to become a problem before somebody touches it.
A confirmed Chapter 13 can remain active for years. During that time income changes, vehicles break down, insurance lapses, payments are missed, tax returns come due, claims change, clients move, jobs change, and life continues.
Every managed file. Once every month. For the duration.
Each active case receives a documented monthly review so the portfolio has a routine administrative heartbeat instead of being managed only by incoming emergencies.
Docket Review material docket activity and surface items needing firm attention.
Trustee Monitor trustee correspondence, notices, requests, and administrative follow-up.
Payments Track payment-default signals and coordinate approved debtor outreach.
Taxes Calendar annual tax-return requirements, remind clients, collect and route records.
Insurance Follow up on insurance documentation and route issues requiring attorney review.
Amendments Prepare attorney-directed administrative drafts for amended schedules or plans.
Modifications Collect facts and supporting documents and prepare routine modification-support materials under counsel direction.
Completion Track debtor education, final requirements, discharge readiness, and closing milestones.
Your attorney receives one portfolio view instead of fifty separate surprises.
Each month, 713 Intake™ provides a management report covering the cases under administration: cases reviewed, open items, outstanding client documents, payment/default concerns, upcoming tax or insurance requirements, pending administrative work, attorney escalations, and cases approaching completion or discharge.
Monthly Portfolio Visibility
You should know what is happening across the portfolio without opening every case.
The monthly report is designed to turn Chapter 13 case maintenance into management information.
Chapter 13 Portfolio Management™ / Monthly Summary Illustrative reporting categories
Active CasesPortfolio
Attorney EscalationsFlagged
Items requiring legal judgment, strategy, appearance, approval, or substantive response.
Client DocumentsOpen
Outstanding taxes, insurance, income, or other requested documentation.
Payment IssuesWatch
Cases with payment-default signals or administrative follow-up underway.
AmendmentsPending
Attorney-directed amendments, plan drafts, or modification-support work in progress.
Trustee ItemsTracked
Trustee notices, requests, correspondence, and follow-up requiring attention.
CompletionApproaching
Cases nearing discharge, final requirements, or administrative closing milestones.
Monthly TouchDocumented
Confirmation that the managed portfolio received its scheduled review cycle.
Simple Chapter 13 Pricing
Pay for the cycle. Then pay for the portfolio you actually manage.
Trustee objection work is case-specific. Portfolio Management™ is recurring and rewards scale through graduated per-case pricing.
Trustee Objection Cycle™
Filing to Confirmation
$295*
Starting price per Chapter 13 case for the standard administrative objection cycle through confirmation under attorney direction.
*Complexity pricing: extensive objection lists, multiple substantial rounds, significant amendment volume, unusual factual development, or expanded scope may be priced higher with the firm before additional work is performed.
Chapter 13 Portfolio Management™
Confirmation to Discharge
| Case Band | Monthly Rate |
|---|---|
| First 30 active cases | $79 / case |
| Cases 31-50 | $59 / case |
| Cases 51+ | $37 / case |
Graduated pricing: the lower rate applies only to cases inside that band. Example: 40 managed cases = 30 x $79 + 10 x $59 = $2,960/month. This avoids a pricing cliff and rewards firms as the managed portfolio grows.
Each active managed case receives a documented monthly touch and is included in the firm's monthly portfolio report.
Portfolio pricing applies to active confirmed Chapter 13 cases accepted into the management program. Extraordinary litigation, adversary proceedings, contested matters, substantive legal analysis, court appearances, and other attorney work are outside the standard administrative scope.
Attorney Directed. Administratively Managed.
We keep the file moving. Your attorney keeps the legal judgment.
The value of Chapter 13 support is knowing which work can be standardized and managed - and which issue needs counsel immediately.
713 Intake™
Administrative ownership
Docket checks, task tracking, document requests, client follow-up, status monitoring, routine draft preparation, signature coordination, trustee-response workflow, calendars, case-completion tracking, and monthly reporting.
Law Firm
Legal ownership
Legal advice, strategy, objection analysis, legal sufficiency, chapter issues, contested matters, claim objections, litigation, court appearances, final pleading approval, substantive responses, and decisions affecting the client's legal rights.
The attorney should hear from us because the case needs a lawyer - not because nobody remembered to ask the client for last year's tax return.
That is the operating philosophy behind 713 Chapter 13 Support™.
SCALE / 713 Chapter 13 Support™
Stop letting your confirmed-case portfolio quietly become your firm's second full-time job.
Use Trustee Objection Cycle™ to organize the road to confirmation. Then use Chapter 13 Portfolio Management™ to create a monthly operating rhythm from confirmation through discharge.