Bringing 21st Century Technology To The Bankruptcy Business

Interactive client questionnaire
Tri-Merge credit reports with lien/judgment report
Our Software reads uploaded client docs and auto populates the questionnaire
Your client can scan documents from any mobile or tablet device
Vin decoder for vehicle with KBB and NADA links for value
Reads All 50 states drivers lic/gov ID's and auto populates questionnaire
App included with chat, push notifications, & document scan
Auto populates and calculates client payroll info & uploads pay stubs for last 13 months
Common Creditor List with auto complete for: Unsecured, Secured, Priority, Domestic
Support & Tax Debts (All 50 States Address)
Client/Atty Document Portal
CSV file download of complete questionnaire for petition prep. software

Click to See Full Demo

A Bankruptcy Product Tailored to You and Your Client Both

Our Software Reads the Clients Scanned Documents and Auto Populates the Questionnaire

Branded as your own software free

Upload your own law firm logo free and create your own additional document requests
Direct to Client/Atty Docs

Sends docs including completed petition to sign and upload from both attorney and client through our online portal
App & Web Chat

This is included in any subscription service you choose. It saves date and time stamps of all chat for 5 years

Our Questionnaire Adapts to Each Client

Married it adds in all spousal information needed
Non business owner removes business questions
Home owner adds in home ownership questions

Get all the Documents needed from the Client Easy

Our software reads the clients:

Scanned Documents
Bar Codes on their vehicles
Drivers Licenses/Gov. ID
And Much more !!!

Step-By-Step Tutorial Video's

Our videos walk your client
through the entire process.

Filling out the questionnaire
Scanning documents
Payroll info (Payroll Assistant)
In English & Spanish

"It's like the client took your assistant home with them to complete the questionnaire and upload all the documents needed to prepare their case."

Common Creditor 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)
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)

Payroll Assistant

Auto complete for clients:

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

APP along with full access included in any subscription plan

Interactive client questionnaire
App document scanners read client documents and populate questionnaire (OCR)
Step-by-step tutorials for questionnaire and document scanning
In English and Spanish
Custom document scans, upload into client portal/file
Reads all 50 state Driver's License/Gov ID and Federal ID's
Vehicle vin number scan & decoder that identifies vehicle information
Client chat built into app, no costs to you or your client
Push notifications (341 hearing info) & client notifications
Law firm logo upload

See Full App Demo

As of April 2018, all the major credit reporting agencies have fully discontinued offering liens and judgment data:
National Consumer Assistance Plan ("NCAP") and as part of a lawsuit settlement all 3 major credit reporting agencies stopped reporting civil judgments, state tax liens and federal tax liens on credit reports https://www.experian.com/blogs/ask-experian/judgments-no-longer-included-on-credit-report/
Section 536(a)(2) of the Bankruptcy Code provides that counsel for the debtor must conduct due diligence adhering to the “reasonable inquiry” standard
Did the attorney employ such external verification tools as were available and not time or cost prohibitive (such as on-line real estate title compilations, on-line lien search, tax “scripts”)?
Judical Guidance for counsel on due diligence:
https://www.wolterskluwer.com/en/expert-insights/due-diligence-in-bankruptcy-dip-financing-and-section-363-sales#1a

Pricing Comparison Plans

Best Case (Stretto)

With credit report and liens/judgments report

Individual pricing $45.00

Joint pricing $90.00

+ $8.00 for online questionnaire

Total Cost:

Individual: $53.00
Joint: $98.00

Tri-Merge Credit Reports
Lien/Judgment Report
Online Questionnaire
Client Video Tutorials
Client APP
Reads client docs & autopopulates questionnaire
Payroll Assistant
Web/App Chat
Government agency addresses
Built in common creditors lists (All clients & attorneys)

BK Questionnaire

Individual pricing $65.99

Joint pricing $78.94

Premium
pricing:

Total Cost:

Individual: $65.99
Joint: $78.94

Tri-Merge Credit Reports
Lien/Judgment Report
Online Questionnaire
Client Video Tutorials
Client APP
Reads client docs & autopopulates questionnaire
Payroll Assistant
Web/App Chat
Government agency addresses
Built in common creditors lists (All clients & attorneys)

NextChapter

With credit report only

they DON"T offer liens/ judgments report

Individual pricing $36.00

Joint pricing $57.00

+ $500/year for online questionnaire

Total Cost:

Individual: $36.00
Joint: $57.00

Plus they charge $41.66 per month for on-line questionnaires

Tri-Merge Credit Reports
Lien/Judgment Report
Online Questionnaire
Client Video Tutorials
Client APP
Reads client docs & autopopulates questionnaire
Payroll Assistant
App Chat
Government agency addresses
Built in common creditors lists (All clients & attorneys)

Our Pricing Plans

Itemized List of Full Features

Standard

^*$39.99

Interactive Web Based Questionnaire
with client app access to all features of apps
Full IOS and Google Play Store App & Website Access
(All Client app features are included)
Common Creditor List
(Over 5,500 common creditors with auto address complete)
Reads client documents & imports data into questionnaire
(Internal code not sent to third parties)
Tutorial Videos in English & Spanish
All client side tutorial video are in English & Spanish to walk clients thru the questionnaire and document uploads
Integrated Links to websites to easily get data client(s) & attorneys use
Such as: Court sites, Auto & Mortgage evaluation sites
Attorney/Client Document Portal
Send/Receive docs between you & your clients thru our website portal (no more emails of private client data)
Brand as own software - Law Firm/Attorney Logo
Storage
2 Year of client(s) Data & Documents
Download client questionnaire into CSV files
which upload into popular petition preparation software
Payroll Assistant Discount
$19.99 per client individual
Auto Population Petition Preparation System
Populates 90% of bankruptcy petition including local forms from client questionnaire (Additional $35.99)

SELECT

Premium

^*$65.99

ALL Standard Subscription Feature PLUS:
TRI-Merge Credit Reports & Lien/Judgments Reports
integrated into the system from client seamlessly pulling their own reports from the interactive online questionnaire
Client Law Firm Video - Welcome Email
Storage
3 Year(s) of client(s) Data & Documents
Payroll Assistant Discount
$12.99 per client individual
Auto Population Petition Preparation System
Populates 90% of bankruptcy petition including local forms from client questionnaire (Additional $25.99)
Paralegal Check Discount
Petition Preparation System (Additional $6.99)

SELECT

Black Label

^*$95.99

ALL Standard & Premium Subscription Feature PLUS:
Payroll Assistant Discount
$9.99 per client individual
Auto Population Petition Preparation System
Populates 90% of BK petition including local forms from client questionnaire
INCLUDED
Paralegal Check Discount
Petition Preparation System
INCLUDED

SELECT

Payroll Assistant
(Without any subscription)

^*$24.99_{(per individual)}

Uploads your client's last 13 months of payroll information & pay stubs directly from their payroll company
It calculates your clients average income, deductions, taxes etc
Auto populates the information into attorney side month by month (As part of subscription uploads into client questionnaire also)
Simultaneously uploads all pay stubs in PDF for each pay period into 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 as many times as needed

SELECT

^* Joint premium & black label subscriptions are additional $12.95 ^* Price(s) above are for 1 questionnaire/subscription. Subscribe to 3 or more and get a 5% discount. Subscribe to 5 or more and get a 10% discount ^* Payroll Assistant is additional per Debtor ^* Credit bureaus require on-site inspection. The inspection fee is one time $100.00 fee, paid to CRS, they walk you through and set up inspection it normally is done within 5 business days

Bringing 21st Century Technology To The Bankruptcy Business

A Bankruptcy Product Tailored to You and Your Client Both

Our Software Reads the Clients Scanned Documents and Auto Populates the Questionnaire

Branded as your own software free

Direct to Client/Atty Docs

App & Web Chat

Our Questionnaire Adapts to Each Client

Get all the Documents needed from the Client Easy

Step-By-Step Tutorial Video's

Common Creditor List

Payroll Assistant

APP along with full access included in any subscription plan

Pricing Comparison Plans

Best Case (Stretto)

BK Questionnaire

NextChapter

Our Pricing Plans

Standard

*$39.99

Premium

*$65.99

Black Label

*$95.99

Payroll Assistant (Without any subscription)

*$24.99(per individual)

^*$39.99

^*$65.99

^*$95.99

Payroll Assistant
(Without any subscription)

^*$24.99_{(per individual)}