Process creditor claims
in a structured way.
3,000+
claims filed structured in a single large-scale proceeding
Review-ready
Claims and documents prepared for the law firm
Handover
Captured data prepared for Advocat
Matching product
Workforce Basis. Set up together.
Puttinger Vogl and UNOY set up the workflow for creditor claims together. UNOY captures the data and prepares it for review. The law firm reviews and uses the results itself. For similar tasks, the starting point is Workforce Basis.
In use
- Capturing creditor claims
- Intake classification by AI
- Structured case data
- Advocat handover
- Attorney review before handover
Collaboration & use
- Set up together · used by the law firm
- Advocat integration
- Mid-size law firm
Background
Who is Puttinger.Vogl?
Puttinger.Vogl Rechtsanwälte is a law firm specialising in insolvency law, based in Upper Austria. The firm acts as insolvency administrator; handling insolvency proceedings is part of daily practice. That means: managing the insolvency estate, reviewing and registering creditor claims, negotiating with parties involved and preparing the legal groundwork for realisation.
In an insolvency proceeding, claims must be captured, documented and reviewed. With several thousand filings, preparing the documents becomes a task of its own.
The Problem
What was difficult before.
In the proceeding described, more than 3,000 claims were filed. The information came in emails, invoices, bank statements and other documents.
Before transfer into the law firm software, parties, amounts and other case data had to be captured from the documents and checked.
UNOY handles the recurring preparation. The law firm receives a structured basis for its expert review and further processing.
Voice
With UNOY we were able to handle a large-scale proceeding efficiently in digital form. The claim filings were captured rule-based, reviewed and transferred directly into Advocat. That accelerated our workflows and created the foundation for a new product.
Set up together · Used in-house
Puttinger.Vogl
Law firm · professional indemnity & attorney-client privilege
UNOY
Workspace · adapted workflow
Creditors & Parties
Claims in · file into Advocat
Puttinger.Vogl carries the legal responsibility with its own professional indemnity. UNOY prepares the details from incoming filings in a structured way; the firm reviews and decides.
Application
Documents become a reviewable basis.
Relevant details are brought together and made available for the planned reviews. Handover takes place via the connection set up to the firm's legal system.
Intake
Receiving unstructured filings.
01 · Intake
Claim filings arrive in every format: emails, PDF invoices, free-text messages, handwritten notes, bank statements, delivery confirmations. UNOY accepts everything and classifies by source and document type.
Extraction
Parties, amounts, periods extracted.
02 · Extraction
UNOY extracts the legally relevant fields from the unstructured documents: creditor, claim amount, legal basis, document date, case reference. Assigns to claim category on a rule-based basis.
Processing rules
Clear extraction: claim is passed for validation · Borderline case (fields unclear, multiple claims in document): escalation to attorney with reasoning · No match: stop, query back to creditor.
Validation
Formally & substantively reviewed.
03 · Validation
UNOY checks each claim against the insolvency law rule set: formal completeness, filing deadline, substantive plausibility, supporting documentation. Identifies gaps and inconsistencies. Human in the loop: each claim is reviewed by the expert before it proceeds.
Advocat Handover
Structured data into Advocat.
04 · Advocat Handover
After attorney approval: all structured fields flow directly into Advocat: claim, creditor, documents, category, status. No duplicate entry, no manual transfer. The firm can begin the core legal work instead of administration.
Learnings
Reuse proven steps for suitable future tasks.
A clearly defined workflow can produce reusable capabilities. Whether they suit another proceeding is assessed against its requirements.
Intake is the decisive step. This is where unstructured documents become a structured, reviewable basis.
Structured data makes the handover to case management easier. What matters is that missing or contradictory information becomes visible before it is passed on.
Human in the loop is not a brake; it is the standard. Even with 3,000 claims the expert reviews each matter before handover to Advocat. AI prepares; the attorney decides.
Frequently Asked
What you should know about this case.
Who is Puttinger.Vogl?
Puttinger.Vogl Rechtsanwälte is a law firm specialising in insolvency law, based in Upper Austria. Focus: estate administration; handling insolvency proceedings, reviewing creditor claims, legal preparation for realisation.
How does Puttinger.Vogl work with UNOY?
The law firm and UNOY set up the workflow for a specific proceeding together. Puttinger Vogl runs it itself and is responsible for the expert review.
Who carries the legal responsibility?
Puttinger.Vogl carries the legal responsibility itself, with its own professional indemnity and attorney-client privilege. UNOY structures the data in advance; the expert reviews each claim and approves it. UNOY does not replace any legal step.
How does the Advocat integration work?
After attorney approval, all structured data is transferred via API directly into Advocat: claim, creditor, documents, category. No duplicate entry, no manual transfer. The audit trail documents every step.
What is Intelligent Intake?
Intelligent Intake is the historical name of the capture workflow from the Puttinger.Vogl large-scale proceeding: inputs in different formats are converted into structured, reviewable details. Whether it suits another proceeding is assessed against its requirements.
What happens if UNOY ceases operations?
The agreed scope defines which data, results and customer-specific rules are provided at contract end. The statutory retention duty for files remains with the firm.
Technical foundation
Capturing data and handing it over to Advocat
Intelligent Intake
Structured data from unstructured inputs: emails, PDF invoices, free-text messages, handwritten notes, bank statements, delivery confirmations
Data Extraction of Claim Fields
Creditor, claim amount, legal basis, document date, case reference, extracted and categorised on a rule-based basis
Insolvency Law Rule Engine
Formal and substantive review against the insolvency law rule set: filing deadlines, supporting documentation, plausibility
Human-in-the-Loop Approval
Expert validates every step before handover to Advocat takes place
Integration with Existing Systems
Advocat (claims & file import) · WinCause (dispute value & litigation preparation) · DocuSign (eIDAS signature) · email system · audit storage.
Bulk Processing
Thousands of claims in parallel, one dedicated workflow setup per proceeding
Audit Trail
Traceability per claim: intake, extraction, validation, approval, Advocat handover
Data Residency & GDPR
EU data centres in Frankfurt and Vienna · DPA on request · proceeding data stored separately per matter
AI Governance
Matter inventory, risk assessment per workflow, approval per matter, regular review.
Your starting point
Set up together. Used by the law firm.
UNOY provides the workspace and the agreed adaptation. Professional rules, approvals and ongoing processing remain the firm's responsibility.
In the case of Puttinger Vogl: a workflow set up for creditor claims in one specific proceeding, then used in the firm's day-to-day operations.
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Process creditor claims within your own team.
We clarify which Workforce Basis capabilities support your data capture and which expert rules or integrations we add together.