Document collection

Collect the right bankruptcy documents for every matter

MatterVanta requests the uploads each case needs, tracks what is still missing, and keeps attorney review inside one secure client portal—no more chasing files across email.

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MatterVanta secure client document collection and attorney review workspace

Dynamic document requests

The system asks for the uploads that fit the matter instead of sending a one-size-fits-all checklist.

Missing-file visibility

Clients and staff can see what is complete, what is pending, and what still needs attention.

Review inside the case

Accept, decline, or request re-uploads without moving sensitive files into personal inboxes.

How collection works

A clearer path from request to case-ready files

Document collection sits inside the same intake workflow as questionnaires, OCR, and chat so nothing falls out of the matter.

  • Generate document needs from the questionnaire answers
  • Let clients upload from web or mobile
  • Track outstanding requests until the file is complete
  • Hand reviewed documents into OCR and attorney review

Less chasing, more readiness

Keep document follow-up tied to the case checklist

When requests, uploads, and review live together, your team spends less time reconstructing status and more time preparing the filing handoff.

  • Secure portal instead of email attachments
  • Works with secure attorney-client chat for quick clarifications
  • Supports a cleaner path into BCI, Jubilee Pro, or petition-ready PDF export

More of the platform

Client intake software Give every new matter a guided questionnaire path your clients can finish and your firm can review. Learn more → 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 →

Stop chasing documents across inboxes.

Collect, track, and review bankruptcy uploads in one guided client portal.

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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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