Connect intake with petition preparation
AppQuell builds bankruptcy intake software with petition preparation workflows that help staff gather and review complete case packages before petition-software entry or export.
This feature is typically implemented as part of a broader bankruptcy software development engagement—alongside guided intake, documents, retainer agreements, fee collection, and petition-software integrations.
A connected case-preparation path
- Send the law firm’s retainer agreement for client e-signature
- Collect an agreed retainer fee through an integrated payment provider
- Guide debtors through Chapter 7 or Chapter 13 questionnaires
- Request and organize paystubs, tax returns, identification, and other documents
- Resolve incomplete answers through dedicated attorney-client real-time chat
- Review the case before export or entry into petition preparation software
Implementation notes for U.S. firms
- Role-based access for attorneys vs paralegals vs clients
- Audit logs for sensitive actions
- Mobile-friendly debtor experiences where clients participate
- Clear handoffs into BestCase or Jubilee Pro workflows when required
Talk to us about adding this capability to your stack.
Talk to a bankruptcy software architect
Frequently asked questions
Who needs petition preparation workflows in bankruptcy software?
U.S. bankruptcy firms that want petition preparation workflows implemented as part of intake, document, portal, or case workflows — with attorney oversight on sensitive outputs.
Is petition preparation workflows available as a standalone product?
Usually it ships inside a custom bankruptcy software build so roles, audit logs, and petition-tool handoffs stay consistent with the rest of your stack.
Can petition preparation workflows integrate with tools we already use?
Yes. We design around BestCase, Jubilee Pro, Dropbox, and similar tools when your firm already depends on them.