The Online & App Based Bankruptcy Questionnaire That Actually Works
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.
Our built-in follow-up system keeps track of each client’s document requirements & automatically requests documents as your clients fill out the questionnaire.
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
Here are eight reasons why our system reduces staff time and saves you money compared to your current processes:
Automated Document Collection
Dynamic Questioning
Document Management
Choose our Detailed Property Personal Tab
Built in Revolutionary Follow Up System
Collaborative Client Engagement
Built in Common Creditor Lists
Step-by-Step Tutorial Videos
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.
2Document Management
Our document management system enables you and your support staff to quickly identify required documents without the need to open multiple files. At a glance, you can easily see which documents are needed.
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 Follow Up System
Our built-in follow-up system keeps track of each client’s document requirements and allows you to send detailed, itemized requests almost instantly. Our system tracks all notes & requests in one place.
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.
8Step-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.
Here’s why BK Questionnaire is highly effective and delivers excellent results:
Our system was designed and developed by a bankruptcy paralegal with 15 years of experience. He has prepared and filed over 7,000 cases throughout all four districts in California.
The vast majority of bankruptcy clients experience significant stress and uncertainty. However, with a little guidance and support, they often transform into rockstars, successfully navigating the process and getting everything done.
If your processes or systems create challenges for your clients, they will redirect that difficulty back to you and your staff.
To streamline your bankruptcy process, it’s essential to begin with the clients, as they are the starting point. Most bankruptcy software companies cater to law firms and attorneys since they are the purchasers of the products. However, to genuinely ease the workload for bankruptcy attorneys and their staff, prioritizing the client experience is crucial for achieving optimal results.
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
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
Lawyer
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
Discover How and Why BK Questionnaire is so Effective and Works
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:
Once the your client(s) upload their pay stubs the system will give you the option of pulling all of the data pay stub by pay stub and importing it into the questionnaire, so the system does all the work, math and importing for you.
Coming Soon
Ask us about
Payroll Asisstant
Auto Calculates the Means Test & Schedule I
You can get payroll assistant through one of our subscriptions or stand alone by itself
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.
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