Use cases

Know which bankruptcy clients will make their hearing

Reads reminder calls and texts before a meeting of creditors or a court hearing and records whether the client confirmed, wants to reschedule or can't attend, and what they still need.

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Try it on this example

Example · A text reminder for a 341 meeting

Channel (call, SMS, email): SMS

The whole conversation, oldest message first

Lakeshore Debt Law: Reminder, your meeting of creditors is Tue Oct 14 at 10:30 am by Zoom. Reply YES to confirm. Client: yes I'll be there but I lost my social security card, is that ok? Also I started a new job last week Lakeshore Debt Law: Thanks for confirming. Your case team will call you today about the card and the new job.
  1. What did the client say about attending?Confirmed100%
  2. Does the client say they are missing a document they need to bring or send?Yes97%
  3. Does the client need help joining a virtual meeting?No94%
  4. Does the client raise a new problem with the case?Yes96%
  5. Does the client ask to speak with their attorney?No92%

These are real answers stored from one run on this example.

The prism behind it

Know which bankruptcy clients will make their hearing5 questions

Fields

  • Channel (call, SMS, email)
  • The whole conversation, oldest message first

Context

We are Lakeshore Debt Law, a consumer bankruptcy firm. The text is a reminder conversation between our staff and a client before a meeting of creditors (the 341 meeting) or a court hearing in a Chapter 7 or Chapter 13 case, oldest message first; it may have no speaker labels. The answers decide who the case team calls back; a person confirms before anything changes on the case.

Questions

  1. What did the client say about attending? Choice

    • Confirmed The client confirms they will attend at the date and time given.
    • Reschedule requested The client asks to move the meeting or hearing.
    • Cannot attend The client says they cannot attend and offers no alternative.
    • No answer The client was not reached or did not reply.

  2. Does the client say they are missing a document they need to bring or send? Yes / No

    Documents include photo ID, Social Security card, pay stubs, tax returns, bank statements and proof of insurance. Yes: The client says they do not have, cannot find or have not sent a needed document. No: No missing document is mentioned.

  3. Does the client need help joining a virtual meeting? Yes / No

    Yes: The client says they have no device, no internet or no link, or does not know how to join by phone or video. No: No such need is mentioned.

  4. Does the client raise a new problem with the case? Yes / No

    Yes: The client mentions something new that could affect the case, such as a new debt, a lawsuit, a garnishment, a change of job or income, or an asset not discussed before. No: No such problem is raised.

  5. Does the client ask to speak with their attorney? Yes / No

    Yes: The client asks for a call or a message from their attorney. No: No such request appears.

Lens columns

attendance, attendance_probability, documents_missing, documents_missing_probability, remote_help_needed, remote_help_needed_probability, case_concern, case_concern_probability, wants_attorney_call, wants_attorney_call_probability

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