Live Bankruptcy Intake

We help turn incoming calls into complete, well-organized, court-ready files—so your team can move cases forward smoothly, reduce continuances, and prevent delays caused by missing information or no-shows.

See What Faster Filing Could Unlock for Your Firm

If you promote 0 down to start, filing speed impacts when you collect. Compare your current pace to a 7-business-day target.

0 Down to Start
Turn on if you typically collect $0 at sign-up.
Cases waiting to be filed
Waiting on docs, missing info, signatures, follow-up.
Average fee per case (blended)
Collected at sign-up (per case)
% collected at/near filing
Current time to file (business days)
Team time saved per case (hours)
How to read this: This estimates how much faster you collect what you’ve already earned by shortening time-to-file.

Estimated cash collected sooner at a 7-business-day target

$0

Cash expected within the next 7 business days
Current pace vs 7-day target
At your current pace$0
With a 7-day target$0
Cases at risk of stalling
Low
Faster filing reduces follow-up loops and prevents cases from stalling.

Estimated team hours freed up

0 hours

Estimated cases kept from stalling

0 cases

Planning estimate: Assumes waiting-to-file cases are likely to file. Use blended averages and set “% collected at filing” conservatively.

Administrative Support
Not Legal Services

All work is prepared under attorney direction for attorney review and signature.
NO WORK WITHOUT ATTORNEY DIRECTION

WITHOUT 713 Intake™ Support
Services PerformedStaff TimeYour Time
Client Intake Interview
30 min15 min
Gathering DocumentsFollow-ups, reminders, missing docs, rework
1 hour15 min
Drafting Petition
2 hours0
Client Phone CallsClarifying gaps, calming anxiety, chasing details
4 hours1 hour
Review Drafted Petition
030 min
341 Meeting
030 min
TOTAL7 hr 30 min2 hr 30 min
WITH 713 Intake™ Support
Services PerformedStaff TimeYour Time
Client Intake Interview rapport-driven
30 min15 min
Gathering Documents handled
00
Drafting Petition handled
00
Client Phone Calls handled
00
Review Drafted Petition
030 min
341 Meeting
030 min
TOTAL30 min1 hr 15 min

After Hours Client Outreach

Reaching debtors in the evening—when they’re finally home, off the clock, and able to locate pay stubs, tax returns, and other required documents—dramatically improves response rates and speeds file completion.

Petition & Schedules Preparation

When intake surges and filing deadlines stack, petitions and schedules are prepared accurately and efficiently so your office can keep cases moving without staff overload.

Chapter 13 Case Document Support

Chapter 13 documentation demands don't slow down, and organized income, arrearage, and compliance materials help support confirmation readiness and reduce follow-up requests.

Trustee Packet & Deficiency Prevention

Complete, properly organized trustee packet documentation helps minimize deficiency notices and prevents avoidable delays in case progress.

Amendments & Case Updates

As client circumstances change, timely document updates prepared for review help keep cases compliant and avoid last-minute filing pressure.



1. Valuation Documentation

Professional broker price opinions.

2. Creditor Notice Accuracy

Creditor matrix preparation and formatting to support proper notice requirements.

3. Collateral Value Documentation

Preparation of value support materials to assist with secured claim evaluation.

Chapter 7

$350

Includes administrative workflow support from intake through discharge, including preparation of petitions, schedules, statements, creditor matrices, means test data, trustee packet organization, deficiency response support, routine amendments, compliance checks, and document organization to meet court and trustee requirements. Broker price opinions (BPOs) and supporting market data are provided when valuation documentation is needed.

Post-discharge updates or corrections are available upon request.

Chapter 13

$475

Includes administrative workflow support through filing, trustee review, and plan confirmation, including preparation of petitions, schedules, statements, creditor matrices, trustee packet organization, income documentation coordination, routine amendments, compliance checks, deficiency response support, and document updates during the confirmation period. Broker price opinions (BPOs) and supporting market data are provided when valuation documentation is required.

Post-confirmation updates are available upon request.

GrowYour Practice Without Burning Out Your Team

Reliable workflow support allows your office to handle more filings with confidence.


A Practical Conversation — No Obligation

Book a brief Zoom call to review your firm’s workflow demands.


1. Who are we and what do we do?

We’re people-first professionals who know how to build trust, ease anxiety, and draw out complete, accurate information—so while you focus on legal strategy, we handle compassionate intake, organized data capture, creditor matrices, schedules, and pre-filing checks that support efficient Chapter 7 and Chapter 13 filings.

2. Will you handle intake and prepare petitions the way our firm prefers them done?

Yes. You provide your firm’s checklist of must-haves and preferred workflow, and we tailor both the intake conversation and petition preparation to match. During live intake, we guide the debtor through targeted questions designed to pinpoint the exact information you require, ensuring complete, accurate data and a file organized to your specifications.

3. What is your story and why do firms trust you?

With 22 years of experience collecting and verifying financial documentation in the mortgage and real estate industries, our team is trained to gather complete, accurate information, spot inconsistencies early, and organize files in a way that supports efficient bankruptcy filings. We understand how to guide sensitive financial conversations while maintaining strict boundaries to avoid the unauthorized practice of law at all times. Drawing on large-scale operational and recruiting experience, we’ve built a dependable administrative support team attorneys can trust for accuracy, professionalism, and consistent workflow support during intake and petition preparation.

4. How do you protect accuracy, compliance, and confidentiality?

We follow strict workflow protocols, creditor verification procedures, and secure document handling practices to safeguard client information. Every petition is returned to the attorney for final legal review, ensuring compliance while maintaining professional responsibility.


Request the Pro Se Rescue Workflow™

Request the structured process that helps your firm rescue pro se filings quickly while creating new billable opportunities.


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