Flexible Plans Designed to
Scale With Your Operations
Whether you're formalizing bankruptcy tracking or operating a high-volume, multi-entity portfolio, BankruptcyTrac offers structured tiers that align with your operational maturity and compliance requirements.
Basic
Foundational Case Management
Designed for small portfolios, pilot programs, or institutions beginning to centralize bankruptcy tracking.
- Case creation and tracking (up to 50 cases)
- Chapter 7 and Chapter 13 status management
- Standard dashboards and summary reporting
- Basic aging reports
- Filing, discharge, and dismissal status updates
- Manual payment processing
- PACER integration
- Limited user access (up to 2 licenses)
- Core security controls through Salesforce
Ideal For
Community lenders and internal evaluation deployments seeking structured case visibility.
Pro
Automation & Operational Efficiency
Designed for institutions managing growing bankruptcy portfolios requiring automation, payment reconciliation, and compliance visibility.
- Everything in Basic, plus:
- Case tracking (up to 2,000 cases)
- Automated filing detection via PACER
- Real-time docket monitoring and event updates
- Intelligent alerts and exception routing
- Chapter 13 trustee bulk payment imports
- Payment collision detection with claim number assignment
- Integration with National Data Center (NDC)
- Automated payment reconciliation workflows
- Advanced bankruptcy aging dashboards
- Document management
- Role-based access configuration
- Expanded reporting and export capabilities
- Email support
Ideal For
Regional lenders, auto finance companies, and servicing teams requiring automation and operational control.
Enterprise
Full Lifecycle Bankruptcy System of Record
Purpose-built for high-volume financial institutions requiring advanced automation, integration flexibility, and regulatory defensibility.
- Includes All Pro Features, plus:
- Advanced rule-based automation engine
- Bulk case actions and operational queue management
- Claims lifecycle management & Proof of Claim tracking
- Pre-population of Proof of Claim (Form 410)
- Structured document management with retention controls
- Multi-entity and multi-business-unit segmentation
- Custom API integrations with Loan Management Systems
- Customer Master Data Management
- Layered middleware integration architecture
- Real-time and batch synchronization support
- Executive analytics and compliance reporting packs
- Full lifecycle audit trail retention
- Configurable workflow engine by chapter and case stage
- Dedicated onboarding and configuration support
- Priority support and SLAs
Ideal For
National lenders, enterprise auto finance institutions, and regulated servicing organizations managing complex, high-volume bankruptcy operations.
Plan Comparison
Detailed feature comparison across all tiers
| Feature | Basic | Pro | Enterprise |
|---|---|---|---|
| Case Capacity | Up to 50 | Up to 2,000 | Unlimited |
| User Licenses | Up to 2 | Configurable | Multi-entity |
| PACER Integration | ✓ | ✓ Automated | ✓ Full |
| Automated Filing Detection | — | ✓ | ✓ |
| Real-Time Docket Monitoring | — | ✓ | ✓ |
| NDC Integration | — | ✓ | ✓ |
| Bulk Payment Imports | — | ✓ | ✓ |
| Advanced Aging Dashboards | — | ✓ | ✓ |
| Intelligent Alerts | — | ✓ | ✓ Advanced |
| Claims Management & Form 410 | — | — | ✓ |
| Rule-Based Automation Engine | — | — | ✓ |
| Custom API Integrations | — | — | ✓ |
| Multi-Entity Segmentation | — | — | ✓ |
| Full Audit Trail Retention | — | Partial | ✓ |
| Dedicated Onboarding | — | — | ✓ |
| Priority SLAs | — | — | ✓ |
* Customized solutions and tailored configurations are available for institutions with unique operational requirements.