Overview
Structured intake + review queues that cut incomplete petition packages before they reach attorney review.
Client context: Consumer bankruptcy practice (confidential)
Stack
- Laravel
- Portal UX
- Notifications
Outcomes
- Fewer incomplete intakes reaching attorneys
- Clear staff ownership of review tasks
- Better debtor completion rates on mobile
Why it matters for bankruptcy firms
Intake quality determines petition speed. Automating completeness checks and staff queues reduces phone tag and filing delays.
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Frequently asked questions
Who is this intake automation for?
U.S. bankruptcy attorneys and paralegal teams that lose hours chasing incomplete debtor questionnaires and missing documents.
Can intake hand off into BestCase or NextChapter?
Yes. Custom intake is commonly layered in front of petition software so staff enter cleaner packages.
Do clients finish intake on phones?
Mobile-first completion and save-and-resume are standard requirements we design for.