Bankruptcy client intake software

Stop retyping debtor intake. Hand clean data straight into Best Case and Jubilee Pro.

MatterVanta is bankruptcy client intake software built for U.S. attorneys. Your Chapter 7 and Chapter 13 intake portal guides debtors step by step, collects files in a secure debtor document center, then exports organized case data for Best Case bankruptcy integration (BCI) and Jubilee Pro workflow automation—so petition work starts with answers, not blank screens.

Book a firm demo See BCI & Jubilee handoff
  • Encrypted portal access
  • Secure debtor document center
  • Solo & mid-size firms
iPhone
iPad
Laptop
Desktop
Client Firm chat

Works on iPhone, iPad, laptop, and desktop — plus native apps for intake on the go.

MatterVanta circular workflow: invite clients, complete Chapter 7 and Chapter 13 intake, collect documents, review, then export to Best Case and Jubilee Pro. Supports iPhone, iPad, laptop, and desktop screens with secure client chat.

Problem vs. solution

Messy paper intakes vs. an organized debtor portal

Incomplete packets and email chase waste billable hours. MatterVanta replaces that with a guided Chapter 7 and Chapter 13 intake portal your clients can finish.

The headache

Scattered paper & incomplete replies

  • Debtors return half-filled forms and missing pay stubs
  • Staff retype creditor lists into Best Case or Jubilee Pro
  • Tax returns and bank statements live in inboxes and drives
  • No single view of what is still outstanding before filing

With MatterVanta

Step-by-step bankruptcy client intake software

  • Adaptive questionnaires that mirror how Ch. 7 / Ch. 13 cases unfold
  • Secure debtor document center for tax returns, pay stubs, and statements
  • Attorney review before export—clean data, not guesswork
  • Best Case bankruptcy integration and Jubilee Pro workflow automation handoff

Chapter 7 and Chapter 13 intake portal

Workflows built for consumer bankruptcy practice

Custom intake paths, structured answers, and document requests that match what trustees and petition software expect—without forcing your firm to abandon Best Case or Jubilee Pro.

Custom Ch. 7 / Ch. 13 workflows

  • Property, income, expenses, and debt sections sequenced for debtors
  • Progress that clients can pause and resume on phone or desktop
  • Firm visibility into incomplete matters before review

Secure document collection

  • Request tax returns, pay stubs, bank statements, and IDs in-portal
  • Track missing uploads instead of chasing email attachments
  • Keep files tied to the matter inside the secure debtor document center

Data structure that travels

  • Creditor and asset answers organized for petition handoff
  • OCR assist on common financial PDFs when your plan includes it
  • Attorney-confirmed data before BCI or Jubilee Pro export

Integration spotlight

Clean intake data flows into Best Case (BCI) and Jubilee Pro

Finish guided intake and document review in MatterVanta, then continue petition prep where your firm already works. Best Case bankruptcy integration exports organized case and creditor data into your BCI workflow. Jubilee Pro workflow automation gets the same clean handoff—so migration off a cloud intake tool does not mean rebuilding every schedule from scratch.

BCI case export → Jubilee Pro export →
  • Export after attorney review—not raw, unfinished client drafts
  • Reduce manual creditor and asset re-entry in Best Case
  • Keep Jubilee Pro as your filing destination when that is firm standard
  • Pair with petition-ready PDF options when a matter needs a different handoff
  • One secure debtor document center feeding the export package

Bankruptcy client intake software that ends at Best Case—not at another spreadsheet.

Solo practitioners and mid-sized bankruptcy firms use MatterVanta to run a Chapter 7 and Chapter 13 intake portal, collect documents securely, and hand clean data to BCI or Jubilee Pro.

Request a demo 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

Protected by reCAPTCHA. We use your information only to respond to this inquiry.