Stop Losing Chapter 7 & 13 Filings to Missed Calls
Our AI Phone Agent screens potential clients for means test eligibility and books consultations 24/7, ensuring your firm captures every $3,500+ case.
Bankruptcy law is a high-urgency industry where the first firm to answer the phone typically wins the case. When a debtor is facing an immediate foreclosure sale or a wage garnishment, they cannot wait for a callback. However, manually screening for Chapter 7 vs. Chapter 13 eligibility and median income requirements is a massive drain on paralegal time.
With Chapter 7 fees averaging $1,500-$3,500 and Chapter 13 cases reaching $6,000, missing a single call is a significant revenue loss. Furthermore, the administrative burden of managing the 'mandatory document' list—6 months of pay stubs, 2 years of tax returns, and credit counseling certificates—often leads to filing delays and missed court deadlines.
Problems We Solve
24/7 Urgent Lead Capture
Debtors often call late at night when financial stress peaks. Our AI answers at 2 AM, provides immediate empathy, and schedules the consultation before they call a competitor.
Automated Means Test Screening
The agent asks preliminary household size and income questions to determine if a client likely qualifies for Chapter 7 or requires a Chapter 13 repayment plan, saving hours of attorney time.
Document Collection Bottlenecks
The AI follows up with clients via voice or SMS to remind them of missing pay stubs or tax returns required for the petition, ensuring you hit your filing windows.
Creditor Call Management
Automatically handle calls from aggressive creditors by providing case numbers and filing dates, reducing the administrative load on your front office staff.
What You Get
Direct CRM Integration
Push lead data and screening notes directly into Clio, NextChapter, or BankruptcyPRO via secure API.
Intelligent Appointment Routing
Check attorney availability in real-time and book consultations directly into your calendar based on case type.
Multi-Lingual Intake
Seamlessly handle intake in English and Spanish to serve a broader demographic of debtors.
341 Meeting Reminders
Automated outbound calls to remind clients of their Meeting of Creditors and the specific documents they must bring.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
Capturing just one additional Chapter 13 retainer ($4,500) pays for the entire setup and 3 months of service.
Frequently Asked Questions
Does the AI provide legal advice?
No. The AI is programmed to follow a strict script for screening and intake. It provides procedural information and collects data, adhering to state bar ethics regarding the unauthorized practice of law.
Can it integrate with Best Case by Stretto?
Yes, we can configure the AI to deliver intake summaries in formats that can be easily imported into Best Case or NextChapter to jumpstart the petition drafting process.
How does it handle the Means Test?
The agent asks the debtor for their gross monthly income and household size, comparing it against the current state median to provide you with a 'pre-qualified' status before you even meet.
What happens if a client is in an active emergency?
If the AI detects keywords like 'foreclosure sale tomorrow' or 'repossession in progress,' it can immediately escalate and live-transfer the call to your emergency line.
Is the data secure and HIPAA/Privacy compliant?
Absolutely. We use enterprise-grade encryption for all client data, ensuring that sensitive financial information and Social Security numbers are handled with the highest security standards.
Start Capturing More Filings Today
Book a free 15-minute consultation to see how our AI Phone Agent integrates with your bankruptcy workflow.
Serving Bankruptcy Law Firms businesses nationwide. Based in Westlake Village, CA.