Built for U.S. bankruptcy attorneys and law firms

Bankruptcy Intake & Case Management Software for Attorneys

MatterVanta is a bankruptcy intake and case management platform for U.S. bankruptcy attorneys and law firms. Manage client questionnaires, document collection, OCR extraction, secure communication, and attorney review in one guided workspace.

Start with MatterVanta Explore the workflow
  • Secure client portal
  • Works on every device
  • Built for bankruptcy firms
MatterVanta bankruptcy case-management dashboard on a laptop and mobile phone
100%Client intakeOn track and moving forward
✓Case ready for reviewRequired documents complete
One connected workflow 01 Secure firm chat 02 Smart documents 03 OCR automation 04 Filing exports

One platform, two better experiences

A focused workspace for firms. A guided path for clients.

Law firms manage every matter from invitation to review while clients always know what to do next.

I’m a law firmInvite clients, manage documents, and review case-ready files in one workspace. Go to firm signup → I’m a clientContinue your questionnaire, chat securely, and upload requested documents. Go to client login →
One workspaceIntake, documents, communication, and review stay connected
Clear next stepsDynamic checklists and reminders keep every client moving
Less retypingFinancial documents become structured, reviewable case data
Ready to exportContinue in BCI, Jubilee Pro, or a petition-ready PDF

Bankruptcy intake software

What is bankruptcy intake software?

Bankruptcy intake software replaces paper questionnaires, emailed attachments, and manual re-entry with one guided online workflow. Your firm sends a secure invitation, and the client completes an adaptive questionnaire and uploads documents from any device.

MatterVanta is bankruptcy intake software built for U.S. bankruptcy law firms. It connects bankruptcy client intake, bankruptcy document collection, OCR document extraction, and secure attorney-client chat in one bankruptcy case management workspace, so attorneys review organized information and continue in BCI, Jubilee Pro, or a petition-ready PDF.

New to digital intake? Read our bankruptcy client intake guide or the bankruptcy document checklist.

Built for bankruptcy law firms

How MatterVanta helps bankruptcy law firms

Every capability maps to a step your team already runs on each Chapter 7 and Chapter 13 matter.

  • Guided bankruptcy client intake

    Adaptive questionnaires in English and Spanish collect complete answers the first time, on web or mobile.

    Explore client intake software

  • Automated bankruptcy document collection

    Request the right documents for each case, track what is missing, and review uploads in one secure portal.

    Explore document collection

  • OCR-powered bankruptcy data extraction

    Turn pay stubs, bank statements, tax returns, and credit reports into structured, reviewable case data.

    Explore OCR document extraction

  • Secure bankruptcy client communication

    Message clients inside the case workspace so questions and missing documents never get lost in email.

    Explore secure attorney-client chat

How it works

From invitation to a filing-ready file

Four clear steps your team and clients can follow without reinventing the process each matter.

Invite the client

Send a secure link. Clients start on web or mobile without installing anything first.

Guided questionnaire

Questions adapt to answers—English or Spanish—so you get complete information the first time.

Dynamic documents

The system requests the right uploads for that case and tracks what’s still missing.

Attorney review

Verify OCR autofill, message the client, then export into your filing workflow.

See how bankruptcy intake software works, step by step

Client & attorney collaboration

Stay connected. Move cases forward.

Secure chat on web and mobile keeps your firm and clients aligned. Share updates, answer questions, and resolve missing documents without leaving the case.

  • Real-time messaging with notification cues
  • Document requests visible to both sides
  • Works on phone and tablet for clients on the go
Learn more about secure attorney-client chat
MatterVanta client portal and attorney workspace with secure chat collaboration
OCR extracting bankruptcy case data from pay stubs, bank statements, tax returns, and credit reports into MatterVanta

OCR-powered extraction

From documents to data—automatically

Upload financial PDFs once. MatterVanta extracts key fields, validates them, and autofills matching questionnaire sections for attorney review.

  • Reads pay reports, bank statements, tax returns, and credit reports
  • Autofills matching questionnaire fields
  • Keeps pay periods clear for validation
1 Upload PDFs 2 OCR extracts 3 Autofill forms 4 Attorney review
Learn more about OCR document extraction

Phone & tablet apps

Clients finish intake from any device.

iPhone, iPad, and Android apps let clients complete questionnaires, chat securely, and upload documents wherever they are.

iPhone iPad Android
Download on the App Store Get it on Google Play

Continue in your filing workflow

Hand off clean data—don’t retype it

Move completed intake into the tools your firm already uses for petition prep.

Security & trust

Built to protect sensitive bankruptcy client information

Bankruptcy intake handles income, debts, and personal records. MatterVanta keeps that data inside a secure, attorney-controlled workflow.

  • 256-bit SSL encryption

    Every connection between clients, your firm, and MatterVanta is encrypted with 256-bit SSL.

  • Secure AWS cloud infrastructure

    The platform runs on Amazon Web Services cloud infrastructure rather than on local office machines.

  • Separate client and firm access

    Clients sign in through the client portal, and attorneys and staff sign in through the law firm login.

  • Attorney-client privilege enforced

    Case messages and document requests stay inside the matter instead of scattered across email and text.

Read how we handle personal information in our Privacy Policy.

Simple, transparent pricing

Choose the plan that fits your firm

No hidden fees. Start with Intake, upgrade to Plus, or go Complete for built-in assistants.

Intake

*$ 29 .99 / questionnaire

Everything you need to run guided client intake from start to finish.

*$29.99

Get Started

  • Web & mobile questionnaire
    Clients complete the same intake on the website or in the iOS/Android apps — every mobile feature is included, no upgrade required.

  • Adaptive follow-up questions
    Follow-up questions adjust automatically based on what a client already told us, instead of one static form.

  • Automatic client reminders
    Automated nudges keep clients moving through the questionnaire without you having to chase them down.

  • Secure chat & document portal
    Clients message you and upload documents right from the case — no more emailing sensitive files back and forth.

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Creditor & address autocomplete
    Autocomplete for common creditors and court addresses across all 50 states cuts down manual typing.

  • Firm branding
    Show your own firm name and logo across the web questionnaire.

  • Auto residence & vehicle valuation
    Estimates residence and vehicle value automatically from the property address and VIN (Vehicle Identification Number) you add.

  • Petition CSV export
    Completed questionnaire data exports to CSV and drops into most major petition-preparation systems.

  • Lifetime case storage
    Keep uploaded documents and questionnaire data in the portal for as long as you need — no expiry.

  • Paystub assistant
    (Additional $12.99 per individual)
    Reads up to 6 months of uploaded paystubs and auto-calculates CMI for the means test.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF — no manual re-typing.

Show more
Most popular

Plus

*$ 69 .99 / questionnaire

Extended storage, discounted assistants, and everything in Intake.

*$69.99

Get Started

  • Everything in Intake
    Nothing to re-select — the full Intake plan carries over automatically.

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Lifetime case storage
    Keep uploaded documents and questionnaire data in the portal for as long as you need — no expiry.

  • Paystub assistant, discounted
    (Additional $11.99)
    Same 6-month paystub read and CMI auto-calculation, at a lower add-on price.

  • Bank statement helper, discounted
    Bank statement extraction and categorization at a lower add-on price than Intake.

  • Profit & loss helper
    (Additional $28.99 per individual)
    Builds a profit-and-loss statement for self-employed and gig-work clients.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF.

Best value

Complete

*$ 99 .99 / questionnaire

Per-debtor pricing with payroll, bank statement, and profit loss built in.

*$99.99

Get Started

  • Individual Debtor $99.99

  • Everything in Intake & Plus

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Bank statement helper, included
    Bank statement extraction and categorization at no extra charge.

  • Profit & loss helper
    (Additional $23.99)
    Builds a profit-and-loss statement for self-employed and gig-work clients.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF.

  • *Available with the short-form questionnaire only.

FAQ

Bankruptcy intake software questions

What is bankruptcy intake software?

Bankruptcy intake software replaces paper questionnaires, email attachments, and manual data entry with one guided online workflow. MatterVanta invites the client, walks them through an adaptive Chapter 7 or Chapter 13 questionnaire, collects the required documents, and gives the attorney an organized, reviewable file.

How does OCR document extraction work in MatterVanta?

Clients upload financial PDFs such as pay stubs, bank statements, tax returns, and credit reports. MatterVanta reads key fields with OCR, validates them, and autofills the matching questionnaire sections so your team reviews data instead of retyping it.

Can clients upload bankruptcy documents online?

Yes. Clients upload requested documents through the secure client portal on web or through the iPhone, iPad, and Android apps. MatterVanta requests the right documents for each case and tracks what is still missing.

Does MatterVanta work with my petition-preparation software?

Yes. Completed intake can be exported into your BCI (Best Case) or Jubilee Pro workflow, or generated as a petition-ready PDF for attorney review, so you continue petition preparation without duplicate entry.

Is the questionnaire available in Spanish?

Yes. The guided client questionnaire is available in English and Spanish, and questions adapt to each client's answers.

How does MatterVanta protect client information?

MatterVanta runs on secure AWS cloud infrastructure with 256-bit SSL encryption. Clients and law firm staff sign in through separate portals, and attorney-client communication stays inside the case workspace.

Give clients a better way to complete bankruptcy intake.

One guided workflow for invitations, questionnaires, documents, chat, and attorney review.

Start with MatterVanta View pricing

Contact our team

See how MatterVanta can work for your firm

Tell us about your practice and what you want to improve. We’ll follow up with answers and help you pick the right plan.

  • Emailcontact@mattervanta.com
  • Office 244 5th Ave Suite #1632, New York, NY 10001
  • Next stepUsually a short discovery call

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