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)

  • Paralegal Check
    (Additional $9.99)

Premium

*$69.99
  • All Standard Questionnaire Features INCLUDED

  • Document Concierge - Included
    This is to walk client though uploading all documents with client(s) on recorded line

  • Storage of Client Data & Docs
    3 Years

  • Payroll Assistant Discount
    (Additional $14.99 per individual)

  • Bank Statement Assistant Discount
    (Additional $14.99 per individual)

  • Import into any petition preparation system
    (Additional $12.99 per case)

  • Profit Loss Assistant
    (Additional $35.99 per individual)

  • BK Assistant Auto Population Preparation System™
    Import & Edit Bankruptcy Petition and local forms (Additional $25.99)

  • Paralegal Check
    (Additional $9.99)

Premium Plus

*$89.99
  • ALL Standard & Premium Features INCLUDED

  • Concierge Service
    This is to fill out questionnaire with client(s) on recorded line

  • Storage of Client Data & Docs
    3 Years

  • Payroll Assistant Discount
    (Additional $14.99)

  • Bank Statement Assistant Discount
    (Additional $14.99)

  • Profit Loss Assistant
    (Additional $35.99 per individual)

  • BK Assistant Auto Population Preparation System™
    Import & Edit Bankruptcy Petition and local forms (Additional $25.99)

  • Paralegal Check
    (Additional $9.99)

  • *Must use short form Provided

Ultimate

*$129.99
  • 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)

  • *Must use short form Provided

Black Label

*$99.99
  • All Standard Questionnaire Features INCLUDED

  • All Premium Questionnaire Features INCLUDED

  • PLUS Black Label Includes

  • BK Assistant Auto Population Preparation System™
    Import & Edit Bankruptcy Petition and local forms

  • Paralegal Check INCLUDED

  • Payroll Assistant Discount
    (Additional $10.99 per individual)

  • *Must use short form Provided

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 citizens

  • 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

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.
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  Included