Transcript

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you know there is a lot of automation already built into to to jubilee and what you so you base it off of you know they have was it six different case statuses open pending filed dis discharged you know those type of general case but then you build your own workflows and and the way we do that is you know we have a goal in mind um where we want to be at the end of the day and i always work backwards then okay how do i get to that goal and so when we retain a file we have a special workflow step that once you click that you know kylie will get a task i'll get a task or something you know that effect 341 is completed trish gets a task to check to see if there's any issues on the case so workflows allows you to just re to much like templates to to take a templated system that with bankruptcy you and you have these lock step processes um and so the workflows allow you to be just really efficient and you know the nice thing too is you can set them for different people you can set them for uh different dates right we have i think off of the the filed or the 341 set one of the two um we have like four or five tasks that jump out at different stages you know did the debtor file the debtor education i think that's that like at two months out did are there any reaffirmation agreements we set that at we'll say 30 days um so all these things so that way when we file a case and we start clicking these things we're in a situation where we're not missing anything right because we're not sitting there at 89 days and then the 90 day chapter 7 oh shoot you know we're we're missing the debtor education or something like that we have tasks to you know to to catch ourselves you know because you know if i was filing one case a month well okay i probably could keep everything in my head once you know now that i'm 48 and once we get above five six seven cases and trying to you know meet with people and do all that other stuff i i rely on jubilee to to to stay on the good side of my practice