Client intake software

Bankruptcy client intake that guides every questionnaire

MatterVanta gives bankruptcy law firms a guided intake workflow so clients complete accurate questionnaires on web or mobile—without your team chasing missing answers.

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MatterVanta bankruptcy client intake workspace on desktop and mobile

Secure client invitations

Send a secure link so clients start intake on web or mobile without installing anything first.

Adaptive questionnaires

Questions adapt to answers in English or Spanish so you collect complete information the first time.

Clear progress for both sides

Clients always know what to finish next while your firm sees which matters are ready for review.

How intake works

From invitation to a complete questionnaire

Replace scattered forms and email follow-ups with one guided path that mirrors how bankruptcy cases actually unfold.

  • Invite the client with a secure intake link
  • Guide debtors through property, income, debts, and expenses
  • Let clients pause and resume across phone, tablet, or desktop
  • Review completed answers in one attorney workspace

Built for bankruptcy firms

Intake designed for Chapter 7 and Chapter 13 workflows

Matter-specific questions, saved progress, and attorney visibility help your team reduce rework before documents and filing prep begin.

  • Nationwide creditor and address autocomplete support
  • Bilingual delivery for clients who prefer Spanish
  • Works with document collection, OCR, and secure chat in the same case

More of the platform

OCR document extraction Let OCR handle the first pass so your team reviews structured data instead of starting from a blank form. Learn more → Secure attorney-client chat Give clients a clear place to ask questions and give your firm a clear place to answer them. Learn more → Document collection Collect, track, and review bankruptcy uploads in one guided client portal. Learn more →

Start client intake with fewer follow-ups.

Give every new matter a guided questionnaire path your clients can finish and your firm can review.

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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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