Software for insolvency trustees and debt restructuring firms
Insolvency work is deadline-driven and document-heavy, and the regulator expects a complete record of both. Most firms manage it with a calendar, a filing cabinet and an experienced administrator who has not taken a full week off in years.
Capital and credit. A file opens, documents get collected, a third party decides, money moves, and every step has to be auditable. We have run this machine in production.
Sub-niches covered: Licensed insolvency trustees, Consumer proposal administration, Commercial restructuring and turnaround, Credit counselling agencies, Receivership administration, Debt settlement and negotiation.
You likely have this problem if:
Statutory deadlines live in a shared calendar.
Reconstructing a file for review takes hours of inbox searching.
Debtors submit documents piecemeal with no visible checklist.
Counselling sessions, filings and distributions live in three systems.
You could not produce a complete audit trail for one estate this afternoon.
What breaks operationally:
Statutory deadlines are tracked in a shared calendar, which fails silently the first time somebody is off sick.
Creditor correspondence lives across several inboxes, so reconstructing a file for review takes hours.
Debtors submit documents piecemeal and nobody can see at a glance what is still missing.
Counselling sessions, filings and distributions are recorded in three different places.
What we build:
Statutory deadline engine. Deadlines derived from the file stage and filing date rather than entered manually, with escalation before they are missed.
Creditor communication log. Every letter, claim and response recorded against the estate, producing a complete audit trail as a byproduct of normal work.
Debtor document portal. Per-file checklists for income statements, tax records and asset documentation with automated follow-up.
Estate workspace. Filings, counselling sessions, distributions and correspondence on one file rather than three systems.
Can software be trusted with statutory deadlines?
It can be trusted to calculate and surface them, which is more reliable than a person doing it. It should not be trusted to be the only safeguard: the right design shows the deadline prominently, escalates it as it approaches, and still expects a human to confirm the filing.
How does this coexist with our regulated case management system?
The regulated system stays the system of record for filings. What we add is the workflow around it — document collection, deadline visibility, communication logging — which is exactly the part those systems handle least well.
What does a proper audit trail need to capture?
Who did what, when, and what the file looked like at that moment. The last part is the one usually missing: a log that says a letter was sent but cannot show the version sent is only half a record.
Do debtors reliably use an upload portal?
More reliably than email, in our experience, because the checklist tells them when they are finished. The failure mode is not refusal, it is confusion, and a visible list of what remains resolves most of it.
Last reviewed 22 August 2026