Systems for Bankruptcy Law
Bankruptcy firms earn their income by converting distressed inquiries into filed petitions and confirmed plans. Profit leaks occur when prospective debtors fail to return intake forms, miss credit counseling deadlines, or neglect payment plan installments before the case is filed.
Professional Services
How the business actually works
Inquiry
A prospective debtor reaches out via phone or web during a financial crisis.
Pre-Screening
Automated means testing questions determine Chapter 7 or Chapter 13 eligibility.
Retainer
The engagement letter and initial fee agreement are digitally signed and processed.
Documentation
Debtors upload tax returns, pay stubs, and bank statements to a secure portal.
Education
System tracks the completion of mandatory pre-filing credit counseling certificates.
Petition Filing
The case is filed with the court and the automatic stay is triggered.
Meeting of Creditors
Automated reminders ensure the debtor attends the 341 meeting with the trustee.
Discharge
Final education certificates are verified and the case reaches successful closure.
Where it leaks
Debtors in financial distress are often overwhelmed and slow to provide sensitive financial records. If your firm relies on manual follow-up, prospects often disappear before the petition is even drafted.
Many firms offer pre-petition installments that are difficult to track manually. Without automated reminders and payment capture, the time spent chasing small fees erodes the firm's profitability.
Cases are frequently dismissed when clients forget to complete their second credit counseling course. Manual tracking of these deadlines increases the risk of malpractice and additional filing fees.
Clients expect immediate relief from collection calls once they hire an attorney. If communication is slow, clients feel unprotected and may lose confidence in the firm before the stay is active.
Attorneys spend excessive hours requesting pay stubs and tax transcripts via email threads. This administrative burden limits the number of active cases a single paralegal can effectively manage.
What LATTICE can build
A dedicated space for clients to upload schedules, bank statements, and tax returns directly into the case file.
Ensures that distressed callers receive an immediate response even when the intake team is on another line.
Automated SMS sent to the client once the case is filed to provide reassurance and instructions for handling creditors.
Drip campaigns that nudge clients to complete their mandatory education courses and upload the resulting certificates.
Scheduled SMS and email reminders for installment payments to ensure the retainer is paid in full prior to filing.
Automated workflows that send directions to the courthouse and a list of required identification documents for the 341 meeting.
Requests feedback from clients immediately after their discharge to build the firm's reputation in a sensitive practice area.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
While we do not manage the court's disbursements, our systems can send reminders to your clients regarding their monthly plan obligations. This helps ensure they remain in compliance with the trustee and prevents motions to dismiss due to non-payment.
Yes, we can build custom intake forms that collect household size and income data. This allows your team to prioritize prospects who clearly fit the means test requirements before you spend time on a consultation.
The biggest delay in bankruptcy filing is waiting for client documentation. Our portal and automated follow-up sequences keep the requirements top-of-mind for the debtor, significantly reducing the time from retainer to filing.
We prioritize secure portals and encrypted communication channels for all client interactions. This ensures that sensitive financial information, Social Security numbers, and creditor lists are handled with the necessary privacy.
Absolutely. You can trigger a sequence that sends the location, time, and required ID documents to the client. This reduces the number of missed hearings and last-minute panic calls to your office.