The client fills the portal.
You get a draft filing.
John Doe is behind on his mortgage. His attorney sends him a link. Twelve minutes later, the attorney opens her app to find a Chapter 13 case with the petition seated, the schedules half-built, and every value tagged with where it came from — including a small disagreement between what John typed and what his paystub said.
Client opens the firm's portal
The link the attorney sent lands on a tenant-branded intake form. No login. No setup. John lands directly on the wizard's first question.
Fill the intake
John works through the wizard. Identity, household, income — he ballparks his gross monthly at a round $6,000. He uploads a paystub, a mortgage statement, a credit report, two more documents. The portal reads each in front of him; the paystub extracts a gross monthly of $6,108.65. Both writes stay on the schema with their source attached — the disagreement is preserved for the attorney to resolve, not silently overwritten. Three more gating questions about secured debt and prior discharge, and the wizard infers Chapter 13.
Submitted & routed to Ch 13
Submission screen. The inference rule fires cure-and-keep on secured debt, and the case is routed to Chapter 13. John is told a paralegal will reach out within a business day. From his end, intake is done.
The case is already built
The attorney signs in to a new case on her dashboard — John Doe, Ch 13, status Intake. Clicking through, the bankruptcy overview is already drawn: party rolls, key dates, the means-test snapshot, plan and intent panels, the Ch 13-specific sub-tabs that gated themselves on the inferred chapter. The draft filing exists, the B 101 federal voluntary petition is seated on it. Nothing for her to set up.
A timeline of where everything came from
The Data tab's Entries sub-tab is a chronological log of every value that's ever been written to this case — and what wrote it. Source chips along the top: Intake, Paystub, Mortgage statement, Credit report, Bank statement, Tax return. Filter, search, click into any entry to see exactly which fields it touched.
The divergence is flagged
Switch to the Schema view, scroll to income.debtor.gross_wages. There's a small amber marker next to the field — two sources wrote different values. The attorney didn't have to go hunting; the field told her.
The trust moment
Clicking the field opens the inspector. Edit history: two rows. Intake says $6,000.00, paystub-extract says $6,108.65. Each row carries its source badge, who wrote it, when, and the original document it came from. The attorney picks the paystub value — one click — and the field resolves to the authoritative source.
Where this field flows
Scroll the inspector. The "Affects N forms" panel lists every PDF this one schema key flows into — cropped previews of each form, with the field's location boxed. Right now there's a single petition on the draft so it reads "Affects 1 form" — once the schedules are seated the same field flows onto twenty-plus leaves without rewiring anything. Click any form and you jump into the editor with it pre-selected.
Where computed values come from
On the means test (B 122A-1), the gross-income column is a computed cell — the rail shows the formula trace: debtor.employment.income × 12, sourced from the paystub. Inputs, expression, output — all visible in one panel. No spreadsheets, no hidden math.
The petition is ready
Filings tab, draft envelope. The whole Chapter 13 group is seated: the voluntary petition, the schedules (A/B, C, D, E/F, G, H, I, J, Statement of Financial Affairs), the means-test forms, the plan. Each leaf is populated from the schema. Yellow markers flag what's still missing — typically signature blocks and a couple of attestations. Download the merged packet, attorney signs off, file via CM/ECF. The clock from "client opens portal" to "court-ready PDF" is under fifteen minutes — and most of that time was the client typing.
One more way to start a case.
The same case, from the other direction: the attorney has the documents and skips the portal. Watch how it lands in the same place.