Bankruptcy Client Intake Process Automation
True process automation begins by fixing the biggest bottleneck: manually collecting and verifying every client document. Stop chasing paperwork and start your bankruptcy cases with complete, validated files.
Request a Demo →Why Bankruptcy Firms Use Automated Document Collection
Our platform is designed to handle the specific document-intensive challenges of bankruptcy client intake, ensuring you get a complete and accurate file for every case, every time.
AI-Powered Document Validation
Our AI analyzes every submitted file to validate its authenticity, completeness, and expiration against your case requirements, ensuring you have the correct documentation before filing.
Automated Client Follow-Up
Eliminate the manual chase. The system automatically sends reminders to your end-clients via email and WhatsApp, clearly listing the specific documents that are still outstanding.
Real-Time Status Tracking
Gain full visibility into your intake pipeline. Track the overall status of each end-client and see the exact status of every document, including why a file was marked invalid.