Bankruptcy software features
Capabilities U.S. bankruptcy firms ask for when customizing intake, documents, realtime chat, and case operations.
Means Test Calculator Support
Support means-test data collection and review workflows inside bankruptcy software — with attorney verification.
Credit Counseling Tracking
Track credit counseling and debtor education certificates so filings are not blocked by missing proof.
Bankruptcy Petition Preparation Workflows
Connect guided bankruptcy intake to reviewed, petition-ready files and the preparation software your firm already uses.
Bankruptcy Retainer Agreements, E-Signatures & Payments
Let attorneys send retainer agreements for client e-signature and collect agreed legal fees through a connected payment provider.
Attorney Dashboard for Bankruptcy Firms
Dashboards showing incompletes, upcoming hearings, and staff bottlenecks across offices.
Multi-Office Bankruptcy Workflows
Role and office scoping for firms operating across multiple locations.
Chapter 7 & Chapter 13 Workflows
Distinct workflow paths, checklists, and document gates for Chapter 7 and Chapter 13.
Secure Document Upload for Debtors
Mobile-friendly, secure upload experiences that feed structured bankruptcy document management.
Attorney-Client Real-Time Chat
Dedicated real-time chat between attorneys and clients—secure, matter-aware, and connected to bankruptcy intake and petition preparation.