NACBA's 34th Annual Convention

Time-block, template, and sanity-saving tricks

• How to gather, screen, and verify client information
• Identifying red flags early (tax issues, business interests, transfers, etc.)

In the fast-paced world of consumer bankruptcy, paralegals are often the frontline problem-solvers who keep cases moving, clients supported, and attorneys informed. This interactive roundtable brings together experienced consumer-bankruptcy paralegals to openly discuss the practices, workflows, and tools that truly make a difference—along with the recurring challenges that complicate even the most straightforward cases.
Participants will compare “the good” (successful systems, communication strategies, intake processes, and document-management methods), “the bad” (common bottlenecks in Chapter 7 and 13 practice, missteps that derail timelines, and client issues that require careful handling), and “the ugly” (red-flag situations, ethical pitfalls, and avoidable errors that can create unnecessary risk for your firm).
Whether you are looking to sharpen your skills, streamline your office procedures, or simply learn how other firms navigate the same hurdles you face every day, this session offers practical, candid insights you can implement immediately. Come prepared to share your experiences, learn from your peers, and walk away with strategies that support a more efficient, effective, and resilient bankruptcy practice.