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Disclosure Statement Plan Reorganization

Draft Chapter 11 Disclosure Statements in Minutes

15 minutes with CaseMark

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2. Upload the files you want analyzed.

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Disclosure Statement Plan Reorganization

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Workflow

Disclosure Statement Plan Reorganization

Overview

CaseMark's Disclosure Statement drafting skill automates the creation of Chapter 11 Disclosure Statements compliant with 11 U.S.C. § 1125 and FRBP 3016(b). It transforms your Plan of Reorganization, financial records, and schedules into a comprehensive disclosure document covering debtor background, class treatments, liquidation analysis, financial projections, risk factors, and voting procedures.

Drafting a Chapter 11 Disclosure Statement is one of the most labor-intensive tasks in bankruptcy practice. Attorneys must synthesize years of financial data, map complex class treatments, build liquidation analyses, and ensure every figure aligns with the proposed Plan—often spending 20 to 40 hours or more on a single document.

CaseMark automates the heavy lifting of disclosure statement preparation by analyzing your uploaded Plan, financials, and schedules to generate a structured, § 1125-compliant draft. The result is a comprehensive starting point that covers every required section, allowing attorneys to focus on strategic refinements rather than document assembly.

How it works

  1. 1. Upload your Plan of Reorganization, financial records, schedules, and supporting documents

  2. 2. AI analyzes debtor financials, claim classifications, and plan terms to draft each disclosure section

  3. 3. Review the generated disclosure statement, verify figures, and customize class treatments

  4. 4. Export the finalized disclosure statement in DOCX or PDF for court filing

What you get

  • Introduction and Adequate Information Standard

  • Debtor Background and Corporate History

  • Class Treatment Summary Table

  • Liquidation Analysis (Chapter 7 vs. Plan Comparison)

  • Financial Projections and Feasibility Analysis

  • Risk Factors and Disclaimers

  • Voting Procedures and Ballot Instructions

  • Confirmation Requirements and Timeline

What it handles

  • Generates § 1125-compliant disclosure with adequate information standard

  • Builds detailed class treatment summary tables with recovery percentages

  • Produces liquidation analysis comparing Chapter 7 vs. Plan outcomes

  • Creates financial projections and feasibility analysis sections

  • Drafts comprehensive risk factors and voting procedure disclosures

  • Cross-references all figures against the proposed Plan of Reorganization

Required documents

  • Plan of Reorganization

    The final or near-final draft of the proposed Chapter 11 Plan of Reorganization

    .pdf, .docx

  • Financial Statements

    Profit and loss statements, balance sheets, and cash flow statements covering at least three years

    .pdf, .docx, .xlsx

  • Schedules and SOFA

    Filed schedules of assets and liabilities and the statement of financial affairs

    .pdf, .docx

Supporting documents

  • Asset Appraisals

    Professional valuations for significant estate property including real estate, equipment, and intellectual property

    .pdf, .docx

  • Exit Financing Documents

    Term sheets, letters of intent, or DIP financing agreements supporting plan feasibility

    .pdf, .docx

  • Claims Register or Bar Date Order

    Current claims register or bar date order used for creditor classification and recovery estimates

    .pdf, .docx, .xlsx

  • Executory Contracts and Leases

    List of executory contracts and unexpired leases with assume or reject designations

    .pdf, .docx

Why teams use it

Reduce disclosure statement drafting time from days to minutes with AI-powered automation

Ensure § 1125 adequate information compliance with structured, standards-based output

Minimize errors with automated cross-referencing between the Plan and disclosure figures

Free up attorney time to focus on negotiation strategy and confirmation preparation

Questions

Does this produce a court-ready disclosure statement?

CaseMark generates a comprehensive draft that follows the § 1125 adequate information standard and FRBP 3016(b) requirements. You should review all figures, customize jurisdiction-specific provisions, and have counsel finalize before filing.

How does CaseMark handle the liquidation analysis?

CaseMark uses the financial data and asset valuations you provide to build a comparative liquidation analysis showing hypothetical Chapter 7 distributions versus projected Plan recoveries for each class. You should verify all valuations and assumptions.

Can it handle both individual and corporate Chapter 11 cases?

Yes. CaseMark adapts the disclosure statement structure for corporate debtors, individual debtors, and small business cases. Simply upload the relevant case documents and the AI adjusts the debtor background and class structure accordingly.

What if my Plan has multiple sub-classes or complex cramdown provisions?

CaseMark supports multi-class structures including sub-classifications, cramdown treatments, and convenience classes. The class treatment summary table is generated dynamically based on the Plan terms you provide.

How long does it take to generate a full disclosure statement?

CaseMark typically generates a complete draft disclosure statement in approximately 12-15 minutes, compared to the 20-40+ hours often required for manual drafting. This gives your team a strong starting point for refinement.

Does CaseMark keep my bankruptcy case data secure?

Absolutely. CaseMark uses enterprise-grade encryption and strict access controls. Your financial records, schedules, and case documents are never used to train AI models and remain fully confidential.

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