For bankruptcy firms
Bankruptcy intake, schedules-ready from day one
Income, expenses, asset schedules, creditor lists, and means-test data — captured in structured form during intake, not re-collected later in a second questionnaire. Your draft tool inherits clean data; your paralegals stop rekeying balance sheets.
Intake
What the bankruptcy intake pack collects
- Income and employment history — current sources, recent changes
- Monthly expenses by category, ready for Schedule J
- Asset schedules — real property, vehicles, accounts, retirement, personal property
- Creditor list — secured, unsecured, priority, tax debts
- Means-test inputs — household size, prior 6-month income
- Prior filings and lawsuits
Includes profiles for Chapter 7, Chapter 13, and business bankruptcy. Document upload for paystubs, tax returns, and bank statements.
Why generic intake forms fail for bankruptcy
Bankruptcy intake has a specific data shape: schedules need categorized totals, the means test needs prior-six-month income, and the creditor list has its own taxonomy of secured / unsecured / priority. A generic web form with text fields produces a paragraph describing finances, not the structured data your draft tool wants.
MatterReady collects the inputs in the categories the schedules require — so the export becomes the starting point for filing preparation, not a transcription job for your paralegals.
Integrations
Connected to the tools bankruptcy firms run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with creditor lists, asset schedules, and income data structured for downstream use.
NetDocuments
Paystubs, tax returns, bank statements, and signed engagement letters sync to the matter in NetDocuments. Folder structure follows your firm's convention.
Document upload
Clients attach financial documents during intake — no follow-up email chains for the missing 401(k) statement. Document expectations are practice-area specific.