The Smart Online & App-Based Bankruptcy Questionnaire, that Automates Your Bankruptcy Process, Cut Costs, and Saves Time!
Our software converts all document uploads into PDFs.
Our interactive questionnaires customize each client's questionnaire to fit their unique situation
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
Your clients have access to our built-in list of over 6,000 common creditors with auto-complete address features.
Our cutting-edge system uploads, indexes, and names client documents directly in their portal.
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
All our questionnaire have standard Common Creditor List with Auto Address Complete just like your preparation system.
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 is the most efficient and effect way to follow up and request tasks and documents from clients. We give you this standard.
We proudly partner with:You can import your cases FREE
Whether they’re on a phone, tablet, or computer, our intuitive apps and responsive website provide seamless access anytime, anywhere, and even across multiple devices simultaneously
Apple
Android
Website
8
Here are eight 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
1Automated Document Collection
Our system automates the collection of client documents through our interactive questionnaires, saving staff time, reducing follow-up and minimizing human error.
5Dynamic Questioning
Our dynamic questioning system customizes each client's questionnaire to fit their unique situation. Improved accuracy, engagement and maximizes data collection.
2BK Questionnaire Imports info needed to get Credit Counseling Certificates
A Bankruptcy Industry First: BK Questionnaire seamlessly integrates with Allen Credit & Debt Counseling Agency,
6Choose 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.
3Built-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
7Collaborative 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.
4Built in Common Creditor Lists
Common Creditor List with Auto Address Complete just like your preparation system.
8Automated Document Conversion to PDF
Our software converts all document uploads into PDF's automatically.
Why BK Questionnaire is a Game Changer for You, Your Clients, and 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:
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.
Most bankruptcy software falls short, offering little to no real timesaving or cost-cutting solutions for your bankruptcy process or practice.
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.
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.
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, as stress clouds judgment and common sense becomes harder to reach.
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 needed to file your client(s) case, our solution simplifies the entire process, including sending trustee documents, into one efficient system.
BK Questionnaire addresses the significant time investment that isn't reflected in your profit/loss statement, yet it's this time that it incurs the highest costs, particularly in terms of support staff and your own time.
We believe the average total time spent at BK Questionnaire by support staff is roughly 10-12 hours nationally in our estimation for very efficient law firms.
All the research and even every AI model backs that up:
Chat GTP AI average time = 9-18 hours Don't believe us Click Here
GROK AI average time = 10-20 hours Don't believe us Click Here
Here is how to see how much time you’re not accounting for:
Examples:
If you file 120 cases per month and you have 10 support staff = 10 hours a case.
If you file 50 cases per month and have 4 support staff = 12.5 hours a case.
Schedule a demo and discover how BK Questionnaire can save you more money per case than its cost—making it a solution that pays for itself.
Designed by a seasoned bankruptcy paralegal, the platform reflects a deep understanding of industry challenges, ensuring its features are both practical and purpose-driven.
These next two optional items are coming soon:
Tax Dischargeability Assistant:
With built in 4506T we pull your clients:
Last 5 years of Tax Transcripts
A Dischargeability report directly from the IRS
Automated Payroll Assistant:
With just one click, our system harnesses OCR and AI technology to pull data directly
from each pay stub within the current CMI, automatically filling out the means test and Schedule I.
Each paycheck is processed individually, simplifying the means test, Schedule I, and income calculation.
This data is then be imported with the rest of the questionnaire into your preparation software
Coming Soon
Ask us about
Please let us help you find the perfect plan for 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.
We had a great time. I was not able to do much without help, which was patiently given. We accomplished what we planned but I need to find and input more information. I was very impressed of his kindness.
John Norton
User
The questionnaire was the best interactive questionnaire I have ever filled out! Michael Croak's phone session with me was extremely helpful in permitting the most accurate response to the various questions. He is very kind, understanding and patient---just who one needs in these trying times!
Robert Morrison
User
My assistant was great. He was patient and needed to be, I'm not real good with computers and he helped me calm down to where we could get the process taken care of. He definitely knows what he's doing, whether it's on the computer or keeping his client calm.
Paul Blankenship
User
This system is user friendly and really works well. Mike is also really helpful when it comes to questions and specific details.
Kelsey Alderson
User
Mr. Mike was very patient with me. I told him that I was not computer savvy cell phone. He had the patience and help me how to do this. Thank you, Mr. Mike.
Ernie Martinez
User
Mike makes it easy and is really helpful with filling out what we need to in the app. Love the experience
Ness Sifuentes
User
My experience with BK the assistant was great! He took his time, walked me through how to do the things I needed to do. He encouraged me and relieved the anxiety that I had over this process. Very good service and very nice and professional individual who has guided me through this process!!
William Churchill
User
Mike was very helpful and made the process so much easier.
Diane Knichel
User
What a relief, working with Mike made the entire process so much easier because he is very helpful and knowledgeable. I highly recommend!
Karrie O'Brien
User
Do everything your self! (Watch videos input all data and upload all documents solo). Then schedule an appointment to review everything before submitting to attorney. Using their help before then will make it take longer and delay things. Would be better if they had more then 1 guy reviewing everything also but he’s smart at least
Mel E
User
Mike and this app have become indispensable to my bankruptcy law practice, in a VERY short time. The app clarifies data, reduces no-shows for consultations, and shortens our time to filing considerably.
Eric Ridley
User
Mike was very professional and helpful throughout the entire call.
Destiny Aleman
User
Michael croak was and is extremely helpful with document upload and easy to talk with considering the lack of understanding on my behalf. Thank you!!
Kenneth Thompson
User
Very good customer service and very helpful
Marco Rivera
User
Mike was very helpful and patient with me thru the whole process
Adell Powell
User
Mike made a very stressful moment in my life a lot easier
Nikki Clements
User
Provided personal attention for my needs. My experience with my case could not have been any better!
Haig Garabedian
User
Mike was very professional and courteous.
George Powell
User
Mike is great very helpful and patient !
Sherry Stockman
User
Very knowledgeable and helpful and pleasant to talk to.
Gary Jackson
User
They are the best.
Damion Rodriguez
User
Easy to mavagate
Mayra Soria
User
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
Lawyer
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
User
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
Lawyer
We have transitioned over to using BK Assistant for our clients to use as their complete questionnaire. The questionnaire flows very well, is easy to navigate, and is user-friendly for our clients. Also, the customer service received by Mike Croak is very timely, detailed, and greatly appreciated. Thank you, Mike.
Robin Lynn
User
Mike Made it easy to understand the process, answer all the questions, very professional and knowledgeable I will give them 5 stars and recommend to anyone who needs their professional help
Azita Hossein
User
Mike was very knowledgeable and on point with all of his work
Magnolia Meat
User
I got great customer service with Mike! He was kind, knowledgeable, and fast. I appreciate his time.
Johnathan Munoz
Lawyer
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
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 $16.99
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
You can import your cases FREE
