Disclosure Statement Plan Reorganization

Draft Chapter 11 Disclosure Statements in Minutes

14 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.

14 minutes with CaseMark

What you'll need

Plan of Reorganization
Financial Statements
Schedules and SOFA

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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. The result is a polished draft ready for attorney review and court submission.

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 creditor classes to plan treatments, perform liquidation comparisons, draft forward-looking projections, and articulate risk factors — all while meeting the exacting adequate information standard of § 1125. A single omission or inconsistency can trigger court objections, delay solicitation, and increase costs for the debtor estate.

CaseMark automates the heavy lifting of disclosure statement drafting by analyzing your uploaded plan, financials, and schedules to produce a structured, § 1125-compliant document in minutes. Every section — from debtor background and class treatment tables to liquidation analysis and voting procedures — is generated with cross-referenced figures and professional formatting, giving attorneys a strong foundation to review, refine, and file with confidence.

How it works

1. Upload your Plan of Reorganization, financial records, and schedules
2. AI analyzes debtor financials, creditor classes, and plan terms to draft each disclosure section
3. Review and customize class treatments, recovery estimates, projections, and risk factors
4. Export the finalized Disclosure Statement in your preferred format (DOCX, PDF)

What you get

Introduction and Adequate Information Statement
Debtor Background and Corporate History
Class Treatment Summary Table
Liquidation Analysis
Financial Projections and Feasibility Analysis
Risk Factors
Voting Procedures and Ballot Instructions
Recommendation and Conclusion

What it handles

Generates § 1125-compliant disclosure language with adequate information standards
Builds detailed class treatment summary tables with estimated recovery percentages
Produces liquidation analysis comparing Chapter 7 vs. Chapter 11 outcomes
Drafts financial projections and feasibility analysis sections
Identifies and articulates risk factors specific to the reorganization
Includes voting procedures and ballot instructions compliant with FRBP 3016(b)

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
Valuations for significant estate property used in liquidation analysis
.pdf, .docx
Exit Financing Documents
Term sheets, letters of intent, or DIP financing terms supporting plan feasibility
.pdf, .docx
Claims Register or Bar Date Order
Claims data used for creditor classification and recovery estimates
.pdf, .docx, .xlsx
Executory Contracts and Leases
List of executory contracts and unexpired leases with assume/reject decisions
.pdf, .docx

Why teams use it

Reduce disclosure statement drafting time from days to minutes while maintaining § 1125 compliance standards

Ensure consistent, thorough coverage of all required disclosure sections including liquidation analysis and feasibility projections

Minimize the risk of omitting critical disclosures that could delay court approval or invite objections

Free up attorney time to focus on strategic plan negotiations and creditor communications rather than document assembly

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 language, and have counsel finalize before filing.

How does CaseMark handle creditor class treatments?

CaseMark analyzes your Plan of Reorganization and schedules to build a detailed class treatment summary table, including impairment status, treatment descriptions, and estimated recovery percentages for each class. You can adjust these figures during review.

Can it generate the liquidation analysis section?

Yes. CaseMark drafts a liquidation analysis comparing hypothetical Chapter 7 distributions against proposed Chapter 11 plan recoveries for each class, which is a critical component courts evaluate when approving disclosure statements.

What financial documents do I need to upload?

At minimum, upload three years of profit and loss statements, balance sheets, and cash flow statements, along with your filed schedules and statement of financial affairs. Asset appraisals and exit financing term sheets can be added as optional documents for a more complete draft.

How long does it take to generate a Disclosure Statement?

CaseMark typically produces a full draft Disclosure Statement in approximately 12-15 minutes, depending on the complexity of the case and volume of uploaded documents. This replaces what traditionally takes days or weeks of manual drafting.

Does CaseMark include risk factor disclosures?

Yes. CaseMark identifies and drafts risk factors relevant to the proposed reorganization, including operational risks, market conditions, financing contingencies, and plan confirmation risks. These can be customized to reflect case-specific concerns.