Pull data from anywhere
Credit reports, spreadsheets, other systems — data comes in through multiple sources. Every import lands on a reviewable timeline. You confirm before anything flows to forms.
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Credit report import
Pull a tri-bureau credit report and auto-populate creditor schedules with names, balances, account numbers, and addresses. Review and confirm before filing. The fastest path from client to completed schedules.
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Spreadsheets & integrations
Upload CSV files or push data in from other systems via API. Map columns to fields or let automatic matching do the work. Bulk-import creditors, assets, or income records in seconds.
Let clients do the intake
A branded portal walks your clients through plain-language questions tailored to their case type. Answers map directly to the right fields — no legal jargon, no confusing form labels. Data lands as a reviewable entry on the case. You approve before it flows to forms.
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Schema-driven intake
Clients see plain-language questions backed by the same schema your forms use — "Do you own a home?", "What's your monthly income?" Every answer maps to the correct fields across all forms. Embed in the client portal or as a standalone widget on your site.
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Conditional questions
The intake only asks what's relevant. Conditional logic skips sections that don't apply and surfaces follow-ups based on prior answers, so clients spend time on what matters and you get cleaner data.
One entry fills every form
Enter a debtor's name and it appears on the petition, the schedules, the means test, the statement of financial affairs — every form that needs it. Change an address in one place and it updates everywhere.
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Automatic field routing
A single piece of information routes to every form that needs it. Enter it once — the petition, schedules, means test, and statement of financial affairs all update. No copying between tabs, no inconsistencies between documents.
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Live PDF preview
See the actual court form alongside your data entry in a split-pane view. Fields highlight as you type. Verify placement and formatting before you print or file.
Errors caught before the court catches them
Missing fields, inconsistent data across forms, and common filing mistakes — all flagged before you file. Fix problems before they become notices of deficiency.
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Validation rules
Rules check for missing required fields, data that conflicts across forms, and common filing mistakes. Each problem is flagged with a clear description of what's wrong and where to fix it.
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Fill progress & pre-flight
See exactly how complete each form is at a glance. Before filing, a checklist verifies everything is in order: required forms present, validations passing, signatures collected, fees calculated.
One data point, many forms — automatically
A single piece of information can route to dozens of fields across multiple forms — with formatting, calculations, and conditional logic applied automatically. You enter facts; the system handles the paperwork.
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Cross-form calculations
Totals sum across schedules automatically. Dates format for different courts. Income flows from pay stubs to means test to disposable income calculation. You enter facts — the system handles the math.
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Conditional forms
Forms include or exclude themselves based on the data. Military service? The declaration appears. Business debts above the threshold? The right chapter forms are added. No manual assembly required.
Import, review, file — that's it
Pull data from a credit report. Review what was extracted. Make corrections. Generate court-ready PDFs. The entire path from data to filing is one tool, one screen, one workflow.
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One continuous flow
No exporting between tools. No switching applications. No re-keying data into a different system. From initial data import through final PDF generation, everything happens in one place.
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Court-ready export
Download filled PDFs as individual forms or a merged filing package. Every form is populated from the same data — names, addresses, and amounts are consistent throughout the entire package.
Everything else your firm needs
Case management, billing, calendar, and more — all built in. No extra tools, no extra logins.
Case management
Track cases from intake to discharge with status workflows and filings.
Document checklist
Know which documents are collected, outstanding, or reviewed.
Tasks & deadlines
Assign work with due dates. See overdue items across your caseload.
Notes
Freeform case notes, timestamped and attributed to the author.
Calendar
Week and month views with hearings, deadlines, and meetings.
Contacts
Firm-wide directory linked to cases with role-based associations.
Fee & time tracking
Record fees, payments, and time entries per case. Firm-wide outstanding view.
Client portal
Branded intake links and a self-serve portal. Clients fill in their own data.
Audit trail
Every change tracked automatically — who, what, when, and from where.
On the roadmap
Features in active development. Cloud customers get them as they ship — no upgrade fees.
E-filing integration
Submit filings directly to court with pre-flight verification. Starting with CM/ECF for bankruptcy.
Court notices & PACER sync
Pull case numbers, docket entries, and key dates from PACER. Auto-populate hearings and deadlines.
Invoicing & payments
Generate invoices from time and fee entries; collect payments online.
Roles & permissions
Admin, Attorney, Paralegal, Read Only — control who does what.
Client messaging
Secure in-portal messaging between client and firm.
Additional practice areas
Same engine, new schemas. Immigration up next, with family law and probate to follow.