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For Firm StaffDocumentation
An overview of how a case moves through bankruptcy.ai, stage by stage — what each phase does, who acts, and what to expect. Detailed step-by-step guides are being written alongside the pilot.
Client Intake
The client receives a secure portal link and completes the guided questionnaire at their own pace, on any device. Staff monitor completion status from the case dashboard rather than chasing answers by phone.
Financial Document Collection
The platform requests the required documents digitally and tracks what has arrived. Bank statements can be retrieved through the client's consented account connection instead of camera photos and email attachments.
Petition-Software Export
When the case file is complete, the export screen shows a gap report of every required field before anything leaves the platform. The validated data package drops into the petition software the firm already runs.
341 Trustee Delivery
The trustee document checklist tracks standard items automatically as documents arrive, with district-specific customization in firm settings. When the checklist is complete, the one-click trustee package is generated.
File Packaging
The complete case file — questionnaire data, documents, and generated packages — is organized per case for handoff and retention.
White-Label Setup
The client-facing portal carries the firm's branding: logo, colors, welcome message, and optionally a custom email domain for portal invitations.
Need help with a specific workflow?
The team walks every pilot firm through onboarding directly. If you are evaluating the platform, request a demo — if you are already onboarded, contact us and a team member will help.