Bankruptcy Schedule & Means Test for IP Attorneys with CPA Global FoundationIP
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Patent Prosecution clients who rarely bring complete records on day one.
What We Build in CPA Global FoundationIP
AI ingests client documents into ipManager, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running CPA Global FoundationIP — uses the native API or agent integration so nothing leaves the system of record.
CPA Global FoundationIP Integration Approach
Audit your CPA Global FoundationIP configuration
We map the specific CPA Global FoundationIP objects, custom fields, and workflows the automation needs to touch for your patent prosecution practice.
Build on the CPA Global FoundationIP API or agent
Integration happens inside CPA Global FoundationIP — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CPA Global FoundationIP with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CPA Global FoundationIP instance
30-minute call. We'll look at your actual CPA Global FoundationIP setup and show exactly how this workflow fits.