BK Questionnaire

The Smart Online & App-Based
Bankruptcy Questionnaire

Bankruptcy clients are built different. Your software, intake, and document collection should spoon-feed the information they need at every step.

Automates Your Process Cuts Costs Saves Time
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BK Assistant Mobile App Demo

Key Features

Automate Data Collection, Boost Efficiency & Enhance the Client Experience

With powerful features built specifically for bankruptcy law firms — all in one seamless platform.

  • PDF Auto-Conversion
  • Interactive Questionnaire
  • Free Online Intake
  • Creditor Database
  • Auto Doc Management
  • Doc Tracking & Follow-Up
  • Common Creditor Lists
  • Tutorial Videos
  • Text Messaging
  • Payroll Assistant
  • Bank Statements

We proudly partner with

Import your cases FREE
Automated Document Conversion:

Our software converts all document uploads into PDFs.

Interactive Questionnaire:

Our interactive questionnaires customize each client's questionnaire to fit their unique situation

Free Initial Online Intake:

Our free on-line initial intake form speeds up initial client on-boarding and fully integrates into our questionnaire. Easily add it to your website or share it via text and email

Extensive Common Creditor Database:

Your clients have access to our built-in list of over 6,000 common creditors with auto-complete address features.

Automated Document Management:

Our cutting-edge system uploads, indexes, and names client documents directly in their portal.

Built-In, Revolutionary Document Management & Follow-Up System

Every minute counts when managing bankruptcy cases. BK Questionnaire’s intelligent document tracking and follow-up system keeps things moving—automatically tracking client needs, allowing you to send precise, itemized requests in seconds. All notes, uploads, and updates are stored in one centralized hub. No more follow-up chaos—just fast, organized, and efficient progress

Built in Common Creditor Lists:

All our questionnaire have standard Common Creditor List with Auto Address Complete just like your preparation system.

Step-by-Step Tutorial Videos:

Our questionnaires have step-by-step video tutorials for nearly every task because 81% of the U.S. population turns to tutorial videos for guidance.

Text Messaging - Standard:

Text is the most efficient and effect way to follow up and request tasks and documents from clients. We give you this standard.

Automated Payroll Assistant:

With one click, OCR and AI read each pay stub in the current CMI, fill the means test and Schedule I, and import the data with the rest of the questionnaire into your preparation software—per paycheck, with less manual entry.

Automated Bank Statements:

Clients connect their bank or upload statements where supported—BK Questionnaire helps capture and organize banking history so staff spend less time chasing PDFs and reconciling account data by hand.

BK Assistant Features on MacBook

Available Everywhere

Approximately 13.3% to 15% of U.S. households are considered "smartphone-only" or "mobile-only",

meaning they rely solely on a smartphone for internet access and do not have a traditional desktop or laptop computer at home.

  • Built for mobile-first households Ideal for clients who access the internet only through their smartphone.
  • Seamless, device-friendly experience Guided questionnaires and document uploads that work perfectly on any device.
  • Pick up where they left off, anywhere Progress is saved in the cloud so clients can switch devices without losing a step.

Reach more clients. Remove more barriers.

Our platform meets your clients where they already are.

BK Assistant app on mobile
  • Guided Questions
  • Secure Uploads
  • Auto-Saved Progress
Available Everywhere — BK Assistant app

Included with all packages

Enjoy full access to our Apps with any subscription plan

  • Interactive questionnaire
  • Send client document requests
  • Document scans automatically upload into the client portal
  • Spanish and English tutorials are available at every step of the process
  • Our system converts almost any document into PDF's
  • White Label our system at no additional cost
  • Download free at Apple App Store and Google Play Store

Here are ten reasons why our system reduces staff time and saves you money compared to your current processes:

  • Automated Document Collection
  • Dynamic Questioning
  • BK Questionnaire Imports info needed to get Credit Counseling Certificates
  • Choose our Detailed Property Personal Tab
  • Built-In, Revolutionary Document Management & Follow-Up System
  • Collaborative Client Engagement
  • Built in Common Creditor Lists
  • Automated Document Conversion to PDF
  • Automated Payroll Assistant
  • Automated Bank Statements
1

Automated Document Collection

Our system automates the collection of client documents through our interactive questionnaires, saving staff time, reducing follow-up and minimizing human error.

2

BK Questionnaire Imports info needed to get Credit Counseling Certificates

A Bankruptcy Industry First: BK Questionnaire seamlessly integrates with Allen Credit & Debt Counseling Agency,

3

Built-In, Revolutionary Document Management & Follow-Up System

Every minute counts when managing bankruptcy cases. BK Questionnaire’s intelligent document tracking and follow-up system keeps things moving—automatically tracking client needs, allowing you to send precise, itemized requests in seconds. All notes, uploads, and updates are stored in one centralized hub. No more follow-up chaos—just fast, organized, and efficient progress

4

Built in Common Creditor Lists

Common Creditor List with Auto Address Complete just like your preparation system.

5

Dynamic Questioning

Our dynamic questioning system customizes each client's questionnaire to fit their unique situation. Improved accuracy, engagement and maximizes data collection.

6

Choose our Detailed Property Personal Tab

Standard Itemized personal property tab. Your client just selects the items they have and the value and it imports into the petition.

7

Collaborative Client Engagement

Law firms can log in to the client questionnaire and make real-time edits alongside clients, streamlining communication and dramatically reducing preparation time.

8

Automated Document Conversion to PDF

Our software converts all document uploads into PDF's automatically.

9

Automated Payroll Assistant

With one click, OCR and AI read each pay stub in the current CMI, fill the means test and Schedule I, and import the data with the rest of the questionnaire into your preparation software—per paycheck, with less manual entry.

10

Automated Bank Statements

Clients connect their bank or upload statements where supported—BK Questionnaire helps capture and organize banking history so staff spend less time chasing PDFs and reconciling account data by hand.

The BK Questionnaire Advantage

Why BK Questionnaire is a Game Changer for Your Firm

In general in the bankruptcy business we have 3 kinds of clients:

20% Rock Stars
70% Average Clients
10% Challenging Clients

Most process issues

  1. Many law firms focus on optimizing procedures for their top 20% of clients (rock stars). Yet, they often underestimate the significant amount of time and effort their staff spends managing the other 80% of clients who drive the core of their business.
  2. Most bankruptcy software falls short, offering little to no real timesaving or cost-cutting solutions for your bankruptcy process or practice.
  3. Most bankruptcy software doesn't save you any money or time at all. This is because most bankruptcy software companies cater to law firms and attorneys since they are the purchasers of their products.
  4. Anything in your process and/or software that's difficult for your clients will eventually make it difficult for you and your staff as well.
  5. Beyond the Rock Star clients, most others simply need clear direction and simplicity. It's not that they're not smart or lazy — it's that they're under immense stress. And when we're overwhelmed, even the simplest tasks can feel daunting.

BK Questionnaire is the solution

BK Questionnaire targets the 70% of clients that make up most of your business. Streamlining this largest segment is the most effective way to optimize operations and achieve significant savings for you and your firm.

How we do this: Our system integrates data entry for petitions and document requests into a single streamlined workflow, allowing seamless import into your existing petition preparation software. By automating tedious tasks like document handling, client follow-ups, and tracking required documents, our solution simplifies the entire process into one efficient system.

BK Questionnaire addresses the significant time investment that isn't reflected on your profit/loss statement — particularly in terms of support staff and your own time. We believe the average total time spent is roughly 10–12 hours per case nationally for very efficient law firms.

All the research and even every AI model backs that up:

Chat GPT average time = 9–18 hours Don't believe us? Click here

View ChatGPT screenshot

GROK AI average time = 10–20 hours Don't believe us? Click here

View Grok screenshot

Here's how much time you're not accounting for:

10 hrs/case

If you file 120 cases/month with 10 support staff

12.5 hrs/case

If you file 50 cases/month with 4 support staff

Schedule a demo and discover how BK Questionnaire can save you more money per case than its cost — a solution that pays for itself.

Full overview

Designed by a seasoned bankruptcy paralegal, the platform reflects a deep understanding of industry challenges, ensuring its features are both practical and purpose-driven.

Watch a complete walkthrough of BK Questionnaire—how it saves staff time, keeps clients on track, and fits your existing petition workflow.

Coming soon

Tax Dischargeability Assistant

Request tax transcripts and dischargeability context in one place—designed to sit alongside your BK Questionnaire flow and export cleanly into your petition prep.

With built-in 4506-T, your clients get:

  • Guided IRS Form 4506-T inside the questionnaire
  • Up to five years of federal tax transcripts
  • Dischargeability-oriented reporting sourced from IRS data
  • Data packaged to import with the rest of your questionnaire
Illustration representing tax transcripts and dischargeability for bankruptcy cases
Tax Dischargeability Assistant (preview)

Coming soon

Ask us about early access

Plans & pricing

Please let us help you find the perfect plan for your firm

Compare questionnaire packages and add-ons. We recommend a quick call or demo before you choose so we can match the most cost-effective plan to your firm.

Please give us a quick call or use the link below to schedule a demo before selecting a package. This will help us guide you toward the most cost-effective option tailored to your firm's unique needs, maximizing your benefits. We're dedicated to building a longterm partnership that delivers far more value than cost.

Standard

*$39.99

Credit Reports Auto-imported
$15.99 / debtor
  • Interactive Web & App Based Questionnaire
    (All Client App features included)

  • Full Access to Apple & Google Apps

  • Automated Client Document Collection

  • Built in Revolutionary Follow up system

  • Dynamic Questioning

  • Text Messaging

  • 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 $15.99 per individual)
    (This calculates all your client uploaded pay-stubs in the CMI Period)

  • Credit Report
    (Additional $15.99)

  • Concierge Service
    We review all uploaded documents and the entire questionnaire with your client (Additional $50 per case)

Ultimate

*$129.99

Credit Reports Auto-imported
$15.99 / debtor
  • Individual Debtor $129.99

  • Joint Debtor Case $159.00

  • ALL Standard, Premium & Premium Plus Features INCLUDED

  • Payroll Assistant - Included

  • Bank Statement - Included

  • Profit Loss Assistant
    (Additional $29.99)

  • Credit Report
    (Additional $15.99)

  • *Must use short form Provided

Testimonials

What our clients say

We’d love to show you how BK Questionnaire can simplify your bankruptcy filings. LET'S TALK!