Give your clients a form
they can actually complete.
Plain English. HIPAA-compliant. Brandable with your firm name. Free for attorney clients.
Most client intake forms
get returned half-empty.
Legal intake forms written for lawyers confuse clients. They use form numbers, legal jargon, and ask for information clients don’t know they need. The result is multiple callbacks, delays, and frustrated clients before the case even starts.
Our intake questionnaire is written in plain English for the person sitting at their kitchen table trying to understand their own finances. Every question is conversational. Every field has a hint. The document checklist at the end tells clients exactly what to bring.
A form that maps to
every petition field.
Behind the plain-English questions, every answer maps directly to the corresponding official bankruptcy form field. When a client completes our intake, we have everything we need to prepare a complete petition — no callbacks, no guessing.