What is Bankruptcy.ai?

Bankruptcy.ai manages 4 data types including leads. Helps you organize, track, and share your work in 1 place for teams and solo users.

How does Bankruptcy.AI save attorney time?

The average bankruptcy case requires collecting 20–40 documents, manually entering creditor data, reconciling bank statements, and populating 10+ official forms. Bankruptcy.AI automates each of these steps. Firms using the platform report meaningful reductions in the time between client onboarding and a filing-ready case file.

Does my staff need training to use the platform?

The platform is designed to be intuitive for legal support staff without extensive training. The intake and document collection workflows are largely automated, which means staff interact primarily with the case dashboard to review incoming files, approve documents, and track case status rather than managing collection manually.

Can I use Bankruptcy.AI alongside my existing case management software?

Yes. Bankruptcy.AI is built to complement, not replace, your existing case management system. The platform handles the front-end intake and document preparation workflow. Populated schedule data and documents can be exported in formats compatible with common bankruptcy case management and filing platforms.

Is there a limit on the number of cases I can run through the platform?

Platform capacity scales with your firm's needs. Whether you handle a handful of cases per month or run a high-volume practice with hundreds of active files, the platform is designed to accommodate the volume. Contact us to discuss the right plan for your firm's size and caseload.

How do I get my clients onboarded?

When you open a new case, the platform generates a secure, personalized intake link for the client. You send that link by email, text, or through your existing intake process. The client completes the guided intake portal on their own time — on a phone, tablet, or desktop. You receive a notification when intake is complete and documents are ready for review.

What if a client does not complete intake?

The platform tracks intake completion status and can send automated follow-up reminders to clients who have not finished their intake or who have outstanding documents. Your staff is notified of any incomplete intakes so you always know where each case stands.

Can multiple attorneys and staff members access the same case?

Yes. The platform supports multi-user access with role-based permissions. Attorneys, paralegals, and support staff can all be granted access at the appropriate permission level. All actions are logged for accountability and audit purposes.

How do I get started?

Request a demo through our Contact page. One of our team members — attorneys who have used the same workflows you use — will walk you through the platform, answer your specific questions, and set up a pilot for your firm.

How is client financial data protected?

All client data is encrypted in transit using TLS and encrypted at rest. Financial account connections use read-only bank integrations — the platform retrieves statements but cannot initiate transactions, move funds, or access accounts beyond what is needed to retrieve the requested documents. Client consent is obtained before any account connection.

Is Bankruptcy.AI compliant with state bar ethical rules?

The platform is designed with attorney professional responsibility obligations in mind. Data is stored under the law firm's account, attorney supervision of AI-populated outputs is built into the workflow, and the platform does not provide legal advice or communicate with clients in any capacity that would implicate unauthorized practice rules. We recommend reviewing your state bar's guidance on attorney use of AI-assisted practice tools, as specific obligations vary by jurisdiction.

Who owns the client data entered into the platform?

The law firm and the client own the data. Bankruptcy.AI does not sell, share, or use client data for any purpose other than providing the contracted services to the law firm. Data is not used to train AI models, sold to data brokers, or shared with third parties outside the scope of the service.

Where is data stored?

Data is stored on enterprise-grade cloud infrastructure with redundancy, access controls, and audit logging. All data is stored within the United States.

What happens to client data when a case is closed?

Law firms control their data retention settings. Closed case files remain accessible in the platform for the retention period you configure. Firms can export complete case files at any time. Upon account termination, data is securely deleted in accordance with the platform's data retention policy.

Does Bankruptcy.AI use AI to make legal decisions?

No. The platform uses automation and AI to gather, organize, and pre-populate data — it does not make legal determinations, advise clients, or file anything without attorney review and approval. Every AI-assisted output is presented to the attorney for review. The attorney, not the platform, is the legal professional responsible for every filing decision.

Can clients access their own documents through the platform?

Clients access the platform only through their secure intake portal during the intake and document collection phase. Law firm staff control client access and can revoke portal access at any time. Completed case files are held within the law firm's account and are not independently accessible to clients after intake closes.

Is the platform audited for security?

Bankruptcy.AI maintains security practices consistent with enterprise SaaS standards, including access controls, audit logging, and regular review of security configurations. Firms with specific compliance requirements should contact us to discuss their needs.

Frequently Asked Questions

Everything you want to know about Bankruptcy.AI

Questions about the platform, getting started as an attorney, and how we protect client data — answered plainly.

9 questions

Bankruptcy.AI is a practice automation platform built specifically for bankruptcy law firms. It automates the most time-intensive parts of case preparation — client intake, document gathering, bank statement retrieval, creditor matrix population, financial report generation, and schedule preparation — so attorneys can focus on the legal work rather than chasing paperwork.

Bankruptcy.AI was built by practicing bankruptcy attorneys who have personally managed thousands of Chapter 7 and Chapter 13 cases across multiple jurisdictions. Every workflow in the platform reflects how actual high-volume bankruptcy practices operate, not generic legal software assumptions.

The platform is designed to support Chapter 7 and Chapter 13 consumer bankruptcy matters, as well as Chapter 11 Subchapter V small business reorganizations. The document gathering, creditor matrix, and schedule automation workflows adapt to the applicable chapter and jurisdiction.

Once a client is onboarded, they complete a guided intake flow that walks them through providing consent and connecting their financial accounts. The platform uses bank-level integrations to retrieve statements directly, requests supporting documents digitally, and organizes everything into the case file — without attorney staff chasing the client for items.

Bankruptcy.AI retrieves the client's credit report with consent and automatically extracts creditor names, addresses, account numbers, and balances. The result is a pre-populated creditor matrix ready for review and schedule population — a process that previously required manual data entry from stacks of statements and credit report printouts.

Yes. The platform populates bankruptcy schedules (Schedules A/B through J, the Statement of Financial Affairs, and the means test) using the data gathered during intake and document collection. Attorneys review and approve the populated schedules before any filing action is taken. The platform handles the data assembly; the attorney remains the legal professional responsible for the case.

Populated schedules are available for attorney review within the case dashboard. Attorneys can annotate, revise, and approve each schedule before export. The platform integrates with common bankruptcy case management and filing software so the prepared data flows into the attorney's existing filing workflow.

No. Bankruptcy.AI is a software platform that serves licensed bankruptcy attorneys and law firms. It does not provide legal advice, does not represent clients, and does not create an attorney-client relationship with any individual. The attorneys and law firms using the platform are the legal professionals; Bankruptcy.AI is their practice tool.

Clients receive a secure link to a guided intake portal. The portal walks them through answering questions about their financial situation, uploading documents, and connecting their bank accounts — all with plain-language guidance. The experience is designed to minimize back-and-forth between clients and law firm staff.

Still have questions?

Talk to an attorney on our team. We'll answer your questions and show you exactly how the platform fits your practice.