Scalable Workflow Automation for High-Volume Bankruptcy Practices
Stop losing Chapter 7 and 13 leads to slow response times. We automate your intake, document collection, and court filing prep so you can focus on litigation.
Bankruptcy law is a high-volume, deadline-driven environment where the speed of response determines case acquisition. When a potential client is facing a foreclosure sale or a 25% wage garnishment, they call the first firm that answers. Manual intake processes and 'chasing' tax returns or pay stubs often lead to missed filing windows and lost revenue. A typical Chapter 13 case can command fees between $3,500 and $6,000, but the administrative overhead of managing Schedules A-J and Form B122A-1 can erode margins quickly.
Read Laboratories specializes in bridging the gap between your marketing and your filing software. We integrate tools like Clio, Best Case by Stretto, and NextChapter to ensure that data flows seamlessly from the initial web inquiry to the final petition. By automating the collection of the 'mandatory 7' documents (tax returns, pay stubs, bank statements, etc.), we reduce the paralegal hours required per case by up to 40%, allowing your firm to handle higher volumes without increasing headcount.
Problems We Solve
Lead Leakage and Late Responses
Bankruptcy leads are often desperate and contact multiple firms. We implement instant SMS and email sequences that trigger the moment a lead hits your site, ensuring you are the first to engage.
Document Collection Bottlenecks
Chasing clients for 60 days of pay stubs and two years of tax returns is a massive time sink. Our automated portals send recurring reminders and verify uploads in real-time.
Manual Means Test Data Entry
We automate the extraction of data from pay stubs and bank statements to pre-populate means test calculations, reducing manual entry errors in Best Case or BankruptcyPRO.
Missing Court Filing Deadlines
We sync court dates from PACER/ECF directly into your firm’s primary calendar and trigger automated preparation workflows 14 days before the 341 Meeting of Creditors.
What You Get
Intelligent Intake Logic
Dynamic web forms that screen for Chapter 7 vs. Chapter 13 eligibility based on current median income data before the attorney even picks up the phone.
Automated Creditor Notification
Instant automation to notify creditors of the automatic stay once a case number is generated, protecting your clients immediately.
Practice Management Sync
Bi-directional sync between Clio and filing software like NextChapter to ensure contact info and fee agreements are always consistent.
Payment Plan Automation
Automated recurring billing and follow-ups for Chapter 13 post-petition attorney fees to ensure the firm gets paid on time.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
By automating intake and document chasing, firms typically save 5+ hours per filing. At a $300/hr billable rate, saving 5 hours on just 4 cases per month yields a $6,000 monthly ROI.
Frequently Asked Questions
Does your automation work with Best Case by Stretto?
Yes. While Best Case is often a desktop-based environment, we use API bridges and RPA (Robotic Process Automation) to push data from web-based CRMs directly into your bankruptcy filing software.
How do you handle sensitive financial data and SOC2 compliance?
We prioritize security by using encrypted data pipelines and ensuring all automated document collection happens within environments that meet or exceed state bar ethics and federal privacy requirements.
Can you automate the collection of the 60 days of pay stubs?
Absolutely. We set up automated 'Checklist' workflows that text the client a secure upload link and send daily reminders until the specific number of required documents is received.
Can this help with the 341 Meeting of Creditors?
Yes. We automate the 'Day-Before' instructions sent to clients, including directions to the courthouse or Zoom links, and a list of required IDs to have on hand.
Will this replace my paralegals?
No. It empowers them. By removing the 'data entry' and 'client chasing' aspects of the job, your paralegals can focus on more complex petition drafting and client advocacy.
Streamline Your Bankruptcy Petition Workflow
Schedule a free 30-minute automation audit to see how we can reduce your filing lead time. Based in Westlake Village, serving firms nationwide.
Serving Bankruptcy Law Firms businesses nationwide. Based in Westlake Village, CA.