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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 $16.99 per individual)
(This calculates all your client up loaded pay-stubs in the CMI Period)
Concierge Service
We review all uploaded documents and the entire questionnaire with your client (Additional $50 per case)
ALL Standard & Premium Features INCLUDED
Concierge Service
We review all uploaded documents and the entire questionnaire with your client.
Storage of Client Data & Docs
3 Years
Payroll Assistant Discount
(Additional $14.99)
Bank Statement Assistant Discount
Profit Loss Assistant
(Additional $35.99 per individual)
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)
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)
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
| 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 | Included |