Sample output: Proof of Claim Checklist
This is an illustrative sample of what the Proof of Claim Checklist skill produces. Every party, date, document, and fact is fictional — invented for illustration only.
The fictional scenario
Sample Request — proof-of-claim-checklist
Fictional illustration. All parties, facts, figures, and documents below are invented for this example.
Please run proof-of-claim-checklist and build a preparation checklist and supporting-document tracker for our attorney.
Matter facts
- Claimant / client: Delta Industrial Supply Inc.
- Debtor: Crestline Retail Group Inc., in a Chapter 11 case.
- The user's role: accounts-receivable lead for Delta (creditor-side).
- The user wants to get organized before the attorney prepares a proof of claim.
Materials provided
- Invoice ledger (fictional), rows 1–31.
- Master Supply Agreement excerpt (fictional), §3 (pricing) and §8 (late fees).
- A bankruptcy notice (fictional) that references a bar date.
- An assignment record (fictional) showing one block of invoices was assigned to Delta from an affiliate.
Stated facts
- Delta states it is owed approximately $96,500; the figure is still being reconciled.
- The Master Supply Agreement §8 references late fees; Delta has not totaled them.
- Some invoices include the debtor's account number and an employee's personal contact details that should not be filed publicly.
- The bar date in the notice is "the date stated on the notice" — the user has not transcribed it.
- The person who will sign is being confirmed.
Please: build the preparation checklist and document tracker; cite the fictional documents; use unknown / not found / not provided / ambiguous for gaps; flag redaction needs; do not prepare a filing-ready proof of claim and do not calculate the bar date.
What the skill produced
Sample Output — proof-of-claim-checklist
Draft work product for attorney review. Not legal advice. Every party, fact, figure, document, and citation below is fictional and illustrative. This example contains no real or invented legal authority. It shows the shape of the skill's deliverable — not a model answer for any matter.
Capability and Reliance Notice
This is a draft proof-of-claim preparation checklist for a qualified, licensed attorney. It does not provide legal advice, prepare a filing-ready proof of claim or any form, calculate a bar date or filing deadline, or determine the claim amount, validity, priority, or secured status. A qualified attorney must review it before claim preparation or submission.
Gates Table
| Gate | Status | Source |
|---|---|---|
| Claimant / client | Delta Industrial Supply Inc. | User-stated fact |
| Debtor / case | Crestline Retail Group Inc. (Chapter 11) | User-stated fact; bankruptcy notice |
| User's role | Accounts-receivable lead; creditor-side | User request |
| Basis of claim | Unpaid invoices under a supply relationship | Invoice ledger; Master Supply Agreement |
Proof-of-Claim Preparation Checklist
| # | Preparation item | Status | Source | Note |
|---|---|---|---|---|
| 1 | Claimant identity and address | Ready | User-stated fact | Confirm the correct legal entity name |
| 2 | Debtor and case information | Partial | Bankruptcy notice | Case number to confirm |
| 3 | Basis of claim | Ready | Master Supply Agreement; Invoice ledger | Supply relationship |
| 4 | Claim amount | Outstanding | Invoice ledger rows 1–31 | ~$96,500 as stated; being reconciled |
| 5 | Supporting documents (invoices, agreement) | Partial | Invoice ledger; Master Supply Agreement | See document tracker |
| 6 | Secured / priority assertion | not provided | — | Delta has not asserted secured or priority status |
| 7 | Interest / late fees | Outstanding | Master Supply Agreement §8 | Late fees referenced but not totaled |
| 8 | Assignment / transfer | Ready | Assignment record | One invoice block assigned from an affiliate |
| 9 | Redaction needs | Action needed | Invoice ledger | Account number and personal contact details present |
| 10 | Signature authority | Outstanding | User-stated fact | Signatory being confirmed |
Supporting-Document Tracker
| Checklist item | Document | Provided? | Redaction needed? |
|---|---|---|---|
| Basis / amount | Invoice ledger rows 1–31 | Yes | Yes — account number, personal contact details |
| Basis / terms | Master Supply Agreement excerpt | Partial (excerpt only) | To confirm |
| Assignment | Assignment record | Yes | To confirm |
| Case information | Bankruptcy notice | Yes | No |
Bar Date as Provided
| Item | As provided | Flag |
|---|---|---|
| Bar date | Stated on the bankruptcy notice; not transcribed by the user | [deadline verification required] |
Missing Information
- The reconciled claim amount — being reconciled,
not provided. - The total of any late fees under §8 —
not provided. - The transcribed bar date and the case number —
not provided. - The confirmed signatory and signature authority —
not provided.
Attorney Verification Items
- [ ] Confirm the claimant's legal entity name and the case information.
- [ ] Confirm the reconciled claim amount and any interest or late fees.
- [ ] Confirm the bar date from the notice
[deadline verification required]. - [ ] Confirm the signatory and signature authority.
- [ ] Confirm all redactions before anything is filed.
Assumptions
- Assumed the 31 ledger rows are the complete invoice set —
[CONFIRM]. - This is a preparation checklist only — no filing-ready proof of claim or form was produced, no bar date was calculated, and no claim amount, validity, priority, or secured status was determined. All open items are for the attorney.