Firm Dashboard
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Firm Dashboard
RK Pruitt Law Firm • Internal Use
Client Communication Generator
Your Case Has Been Filed
Create a polished Outlook-ready email and a shorter text/Clio message for clients after filing.
Client Filing Notice
Case Details
Upload a Meeting of Creditors notice or fill in manually.
Import Court Notice PDF
Upload the Meeting of Creditors notice. The dashboard will auto-fill the client, case, filing, 341, trustee, and Zoom details. Chapter 13 includes the trustee payment button; Chapter 7 hides it.
Review Detected Debtor / Client Name
Review Needed
Please confirm or edit the name before copying the email or sending this case to Tab 2.
Ready for PDF import • Duplicate protection on
Review Before Sending
Email Preview
Styled for Outlook copy/pasteText / Clio Messenger Preview
Short client-friendly version0Total Cases
0Chapter 13
0Chapter 7
0Missing Items
14Days Prior