Case study

Case Study: Attorney Intake Automation

Structured intake + review queues that cut incomplete petition packages.

↓ rework
Fewer incomplete files hitting attorneys
Mobile
Debtor-friendly save & resume intake
Queues
Paralegal review ownership clarity
Ch7/13
Chapter-aware checklist logic
Illustrative intake questionnaire UI
Client intake · Step 3 of 8 Employment & income Employer name Monthly income Pay frequency · Bi-weekly Paystubs uploaded for last 60 days Tax return still needed Save & continue

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.

Discuss a similar build.

Talk to a bankruptcy software architect

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.

Need software that matches how your firm actually files?

Tell us about your petition volume, offices, and current stack — we’ll map a practical build plan.

Get in touch