BK Questionnaire was developed by a bankruptcy paralegal with 14 years of in the trenches boots on the ground experience not a software developer!
See how to fully automate your bankruptcy process by watching video below
We walk your client through the questionnaire & uploading
ALL
the required documents. We do this on a recorded line & notify you when the questionnaire is ready to import into your preparation system.
Book a free no obligation demo directly with Mike. A bankruptcy paralegal with 14 years of experience no sales people. Let him show you how you can automate your bankruptcy process:
Uploads your client's last 13 months of payroll information and pay stubs directly from their payroll company.
It calculates your clients average income, deductions, taxes etc..
Auto populates the information into the client questionnaire & attorney side month by month.
It Simultaneously uploads all pay stubs in PDF format, for each pay period into the client document portal
Payroll Assistant can be used for 80% of all employed US citizen's
Your client can sign back into the system for up to 6 months and reuse it for updated payroll & pay stubs
You can get payroll assistant through one of our subscriptions or stand alone by itself
Can be used as many times as needed for 6 months
Bank Statement Assistant
Auto uploads for clients:
Uploads 2 months of clients Bank Statements
Multiple account connectivity
Unlimited connections for 60 days
Ask us about - Profit/Loss - This auto populates 6 months of Profit/Loss for self employed clients
Coming Soon:
Ask us about - Operating Report Assistant
This auto populates monthly and/or quarterly operating reports for Chapter 11's.
Common creditors list
Auto complete for clients:
Over 5,500 common creditors with auto complete
Unsecured Debts
Secured Debts
Priority Debts
Domestic Support Addresses (All 50 States)
Franchise Tax Board Addresses (ALL 50 States)
Our lists are compiled from:
FDIC website, US Trustee's office website, filed bankruptcy proofs of claims, creditors websites, and every bankruptcy court districts federal & State government unit address list as required by Federal Bankruptcy Rule 5003(e).
Find your Perfect Plan
Standard
*$39.99
Interactive Web & App Based Questionnaire (All Client App features included)
Full Access to Apple & Google Apps
Apps Read Client Docs & Imports Data into Questionnaire
Common Creditor List Auto Complete addresses in Web & Apps
Attorney/Client Document Portal Send/Receive Documents between Atty & Clients thru system portal (no more emails of client(s) data)
Questionnaire in English & Spanish All client tutorial videos, questionnaire And atty to client chat translated to either language
Client Questionnaire Imports Into CSV files Imports into most major petition preparation systems
Storage of Clients Data & Docs 2 Years
Brand/White label as own software
Integrated Links to Websites for Client Resources Such as: KBB, NADA, Court sites, Zillow & Redfin
Payroll Assistant (Additional $19.99 per individual)
Bank Statement Assistant (Additional $19.99 per individual)
Import into any petition preparation system (Additional $16.99 per case)
Concierge Service This is to fill out questionnaire with client(s) on recorded line (Additional $50 per case)
Profit Loss Assistant (Additional $45.99 per individual)
BK Assistant Auto Population Preparation System™ Import & Edit Bankruptcy Petition and local forms (Additional $35.99)
Please schedule a quick call or a meeting before signing up for a package so we can help you choose the best least expensive option for you and your firm with the maximum benefits. Every law firm is different and we really want to help build a longterm relationship with way more value than cost.
Why our software works & gets you better results than your currently getting:
With your current process:
Getting illegible documents
Getting a lot of unusable documents
Having to manipulate documents to make them usable
Getting incomplete information
Getting incomplete questionnaires
Chasing clients for pay stubs & tax returns
Sending & receiving sensitive client data
With BK Questionnaire:
You will get legible documents from our mobile scanners
You will get usable documents the first time
No more time spending manipulating documents
Complete information in your questionnaires
Completed questionnaires with all of the info needed
No more chasing clients for pay stubs & tax returns
Easily send docs back & forth with our document portal
10 reasons why our software gets results:
Your clients are only going to spend 45 minutes to 1.5 hours of engaged time filling out the questionnaire and getting you all the documents. Our system is designed to get everything in this time frame.
(The average firm’s process takes their clients 3 to 4 hours that’s why you’re getting 30 to 50% of the questionnaires filled out.)
Our system reads your client’s documents and auto populates the information into the questionnaire for your clients.
(This gives your clients an incentive to upload the docs needed, it reduces your clients time of data entry and gets them to upload all the documents first)
Our system is App & Web based – Your client can use our system from anywhere on any device.
(92.3% of people use mobile not a computer or a handwritten PDF, - In an on-the-go society we no longer rely on desktops or laptops)
Step-by-step tutorials walk your clients through the entire process and explain what is being asked for.
(Most of your clients don’t understand 30% of the information you’re asking for in the questionnaire, such as a setoff, value of personal items etc.)
Built in common creditor lists with auto address complete
(Clients don’t know the addresses of creditors, you lose valuable engaged time with them inputting all that data and looking for them.)
Interactive questionnaires that adapt to the exact client’s financial situation & remove the questions that don’t pertain to them.
(This gets you more accurate & complete information from them with the information that does pertain to them)
Our system has client resources like you do in your preparation system now, so they can easily get the information for you.
(Zillow, Redfin, kbb.com, nada, bankruptcy addresses built in for state taxes, IRS, Domestic Support, Payroll Assistant, links to get older tax returns, etc.)
Our optional service to fully automate your bankruptcy practice has us walk your client through the whole process for a very small fee compared to the industry cost or we can show you how your assistant can do it in as little as an hour.
(These reduce the amount of data entry time and provide you with more accurate information)
Our optional Payroll Assistant and Bank Statement Assistant (with industry first real bank statements) automates getting these documents that auto upload into the system like the bank and your clients payroll company emailed you the documents themselves. This eliminates two of the three toughest documents to get from your clients.
Our IRS link shows your clients how to instantly get their tax transcripts free, directly from the IRS.
What our client says
This company is extremely knowledgeable and made it a very easy and pleasant experience.
This has been a very stressful period and having BK Assistant help me guide me through this process,
It was almost as if I had my own paralegal or attorney with me in the comfort of my living room walking me step by step.
I hope nobody has to ever file a bankruptcy however if you do, i would recommend this company above any.
Thank you for making this process a smooth one and helping me through this process.
James Gerrard
Our entire firm and staff have integrated BKA's system & app into our Bankruptcy service.
Our Attorneys & paralegals prefer it to every other software and crm used in the past.
They are extremely happy with it's interface. Even the newer staff member's pick up the process easily. Mike himself is VERY helpful and sharp.
I sincerely vouch for both the company, the app, the capabilities of the software, and Mike himself.
100% 5/5 satisfied. Excited to see the app and software evolve and grow.
Attorney Moore
This is a great product! It is making it so much easier to collect the necessary documents and information from clients.
Being able to start and stop is very helpful for my clients and having one spot to upload support documents is great.
The support for this is another big plus; the BK Assistant team goes above and beyond in delivering value. Big thumbs up!
Burke Smith
This company is extremely knowledgeable and made it a very easy and pleasant experience.
This has been a very stressful period and having BK Assistant help me guide me through this process,
It was almost as if I had my own paralegal or attorney with me in the comfort of my living room walking me step by step.
I hope nobody has to ever file a bankruptcy however if you do, i would recommend this company above any.
Thank you for making this process a smooth one and helping me through this process.
James Gerrard
Our entire firm and staff have integrated BKA's system & app into our Bankruptcy service.
Our Attorneys & paralegals prefer it to every other software and crm used in the past.
They are extremely happy with it's interface. Even the newer staff member's pick up the process easily. Mike himself is VERY helpful and sharp.
I sincerely vouch for both the company, the app, the capabilities of the software, and Mike himself.
100% 5/5 satisfied. Excited to see the app and software evolve and grow.
Attorney Moore
This is a great product! It is making it so much easier to collect the necessary documents and information from clients.
Being able to start and stop is very helpful for my clients and having one spot to upload support documents is great.
The support for this is another big plus; the BK Assistant team goes above and beyond in delivering value. Big thumbs up!
Burke Smith
Enjoy full access to our Apps with any subscription plan
Interactive questionnaire
Scan documents and populate questionnaire (OCR)
Document scans automatically upload into the client portal
Spanish and English tutorials are available at every step of the process
Reads all 50 state Driver’s Licenses & Government IDs
Client/Attorney Chat included
Push Notifications
Brand the App with your Logo at no cost
Download free at Apple App Store and Google Play Store
Our solution assists you in growing your
Spanish-speaking client base
Our Software and Apps include a Spanish version
This includes:
Spanish tutorial videos
Spanish petition & local forms
Attorney/Client chat translator
This enables English speaking attorneys to speak with Spanish speaking clients
FEATURE
BASIC
PREMIUM
PREMIUM PLUS
BLACK LABEL
WEBSITE STANDARD FEATURES
Interactive Web & App Based Questionnaire (All Client App features included)
Full Access to Apple & Google Apps
Apps Read Client Docs & Imports Data into Questionnaire
Common Creditor List Auto Complete addresses in Web & Apps (unsecured, secured Priority Debts, Domestic Support Addresses (All 50 States) Franchise Tax Board Addresses ALL 50 States
Attorney/CIient Document Portal Send/Receive Documents between Atty & Clients thru system portal (no more emails of client(s) data)
Questionnaire in English & Spanish All client tutorial videos, questionnaire And atty to client chat translated to either language
Client Questionnaire Imports Into CSV files Imports into most major petition preparation systems
Storage of Client Data & Docs 2 Years
3 Years
3 Years
3 Years
Brand/White label as own software
Integrated Links to Websites for Client Resources Such as: KBB, NADA, Court sites, Zillow & Redfin
CSV file download of complete petition
Accept or decline uploaded client documents
Add or edit client document(s) list from attorney screen
Brand as own software - Law Firm/Attorney Logo
Client Attorney Chat, with image upload and English to Spanish translator
BANKRUPTCY APP STANDARD FEATURES
Apps Available in Apple app & Google Play Store
Interactive online questionnaire & step-by-step tutorial videos in English & Spanish
Reads all 50 State & Federal Driver's Lic and Gov ID bar codes
Vin # Scanner: scans vehicle vin from vehicles and recreational vehicles built after 1970
Document scanners for all client documents with professional quality scans (step-by-step tutorials for all document scanners)
Client Attorney Chat, with image upload and English to Spanish translator
Brand/White label both apps
Scan documents, reads the important info needed and populates questionnaire
Push notifications 341 hearin info
Tri-Merge Credit Reports & Liens & Judgments Report
Auto Integartion into the system
Client runs credit reports through integration in questionnaire
Client runs Liens & Judgments report through integration in questionnaire
PAYROLL PORTAL FEATURES
Additional $19.99
Additional $14.99
Additional $14.99
Additional $10.99
Pulls 6 months of paystubs and auto uploads into paystubs portal
Pulls 6 months of paystubs auto populates employment data into database
Auto calculates employment income into questionnaire
Auto populates attorney side info month by month with itemized deductions
Auto calculates paystub data into Attorney portal for Sch. I & Means Test
BK Assistant Auto Population Preparation System TM
Additional $16.99
Additional $12.99
Additional $12.99
Included
Auto preparation system auto populates the bankruptcy petition from the client questionnaire into all petition forms
The petition preparation system can be edited by the attorney
Allows chapter 7 petition preparation to All US Bankruptcy Districts
Auto state or federal exemption selector
Detailed means test auto calculation system
Forms available in English and Spanish Translation to preparare & send to client for signature
Drag & Drop filing info with line by line means testing data for ECF filings
Expandable forms with single form print and/or single PDF generate feature
Auto imports & prints electronic signatures on petition for debtor(s) & attorney
Fully maps local forms not just headings of forms
Video tutorials to maximize all aspects of the petition preparation system
Auto imports Payroll Assistant calculated employment data for all 6 months into system
Auto attaches profit & loss forms from client questionnaire to Schedule I
Paralegal Check - checks petition for common mistakes such as, listing retirement accounts on Schedules A/B, based upon Schedule I & questionnaire entries and notifies you of the issue (see below)
Additional $9.99
Additional $9.99
Additional $9.99
Included
Paralegal Check
Additional $9.99
Additional $9.99
Additional $9.99
Included
Checks questionnaire & voluntary petition for accuracy: SSN/ITIN, prior cases filed & business names
Included
Checks income & decutions on questionnaire, compares it to schedules A/B to make sure items such as: retirement accounts, life insurance(s), HSA, SSN, pensions, unemployment and more in exempt & listed
Included
Checks property listed in questionnaire and makes sure every item for Schedules A/B is properly filled out and exempt
Included
Checks Schedule C to make sure all items are exempt from Schedules A/B
Included
Checks Schedule H to make sure all co-debtors are properly listed
Included
Checks Statement of Financial Affairs to make sure all income fields are properly filled out
Included
Checks Statement of Financial Affairs to make sure all payments make on secured debts is listed
Included
Checks Statement Of Financial Affairs to make sure all businesses are properly listed
Payroll Asisstant
