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

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

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

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


Creditor matrix preparation and formatting to support proper notice requirements.
Preparation of value support materials to assist with secured claim evaluation.

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.
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.
Reliable workflow support allows your office to handle more filings with confidence.
Book a brief Zoom call to review your firm’s workflow demands.
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.
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.
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.
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 structured process that helps your firm rescue pro se filings quickly while creating new billable opportunities.
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Your Pro Se Rescue Workflow™ is ready to download and will help your firm stabilize self-filed cases, prevent avoidable dismissals, and recover revenue that might otherwise be lost.