Bankruptcy Attorney Client Intake Form

Form Template

Have an influx of new clients at your bankruptcy firm?

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Language: English
Country: United States of America

It is important to have a consistent intake process and collect all necessary information during the first chapter of working with a new client for the sake of a healthy attorney-client relationship. This will help to start with a foundation of trust and allow the attorney to better understand the bankruptcy case at hand.

The Bankruptcy Attorney Client Intake Form app was developed to help you do all this digitally. This app is for bankruptcy attorneys looking to quickly gather accurate intake information for new clients that will be needed prior to providing legal advice. You can add in additional information related to each specific attorney-client relationship that may be useful when working on the bankruptcy case, such as notes from the initial consultation. Or, you may want to add in a note that the first visit at the law office includes no attorney fees and counts as a free consultation. You can add in notes such as this to the app easily.

Less time spent in intake means more time spent with clients, offering game-changing legal advice. More time spent with clients means a higher rate of a successful outcome for both the attorney and the client.

The Bankruptcy Attorney Client Intake Form offers a detailed questionnaire to quickly assess the financial situation of the client as well as the living and employment status in order to best come up with a beneficial outcome.

Try the Bankruptcy Attorney Client Intake Form app at your bankruptcy law firm to see how simple yet effective it makes your intake process. This is one of many apps created specifically to help those working in legal services and at law firms.

  • Signature Capture
  • Conditional Fields
  • Submission Editing
  • Reference Data
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  • iPhone
  • iPad
  • Android
  • Windows
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  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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