Disclosure Statement Plan Reorganization

Draft Chapter 11 Disclosure Statements in Minutes

15 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

15 minutes with CaseMark

What you'll need

Plan of Reorganization
Financial Statements
Schedules and SOFA

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

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. Upload your Plan of Reorganization, financial records, schedules, and supporting documents
2. AI analyzes debtor financials, claim classifications, and plan terms to draft each disclosure section
3. Review the generated disclosure statement, verify figures, and customize class treatments
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.