How it works

From guided intake to a court-ready filing — without re-typing a single number

The biggest time sink in bankruptcy intake isn't filing documents into folders — it's manual data entry. Our platform reads paystubs and credit reports the way a paralegal would, structures the data, runs the calculations, and hands off a case that's ready for Best Case or Jubilee Pro — not a pile of PDFs to re-type.

Illustration of a document automatically transforming into structured, calculated, court-ready case data
7400+
Documents processed/month for a 100-case/month firm (74 docs/case)
500–800+ hrs*
Est. staff hours of intake, data entry & case-prep work reduced/month

*Estimate for the full intake-through-case-prep workflow, not a measured result — actual savings depend on document quality and case complexity. We're validating this with firm pilots before using it in pricing.

See the difference

The same case, two ways

Toggle between the traditional manual process and the automated version of the same case.

  1. 1
    Client gets a guided, mobile-friendly questionnaire

    Save-and-resume, plain-language questions, progress tracking.

  2. 2
    Client uploads documents into categorized folders

    Paystubs, credit reports, statements — sorted as they’re uploaded.

  3. 3
    Paystub → income, extracted automatically

    Employer, gross income, pay frequency, dates, and deductions read and structured automatically.

  4. 4
    Credit report → debts, extracted automatically

    Creditors, balances, and account information identified without manual entry.

  5. 5
    Mortgages & auto loans → secured debts, identified automatically

    Classified and structured without a human reading every line.

  6. 6
    Calculations run automatically

    Income and debt totals are computed as soon as the data lands.

  7. 7
    Case data assembles itself

    Questionnaire answers + extracted documents merge into one case record.

  8. 8
    Court-ready PDFs generate automatically

    Petition-preparation-ready output, not a blank template.

  9. 9
    Case exports as a BCI file

    Ready to import into Best Case or Jubilee Pro.

  10. 10
    Paralegal or attorney reviews the assembled case

    Review and file — not re-type and file.

Capacity, not just hours

Handle more cases with the same team

Most firms don't cut staff when data entry gets automated — they use the freed-up time to take on more cases with the same administrative team. A firm currently processing ~100 cases/month could realistically move toward 130–150+ cases/month without growing headcount proportionally, simply because intake and case-prep stop competing for the same hours.

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