OCR document extraction

Turn financial PDFs into reviewable case data

Upload pay stubs, bank statements, tax returns, and credit reports once. MatterVanta extracts key fields, validates them, and autofills matching questionnaire sections for attorney review.

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OCR extracting bankruptcy case data from financial documents into MatterVanta

Less retyping

Financial documents become structured fields instead of another round of manual data entry.

Autofill that stays reviewable

Extracted values map into questionnaire sections so attorneys can verify before relying on them.

Clear pay-period context

Keep pay periods and statement ranges visible so validation stays straightforward.

Document to data

A simple OCR path your firm can trust

Clients upload the PDFs the case needs. The platform extracts, autofills, and leaves the final check with counsel.

  • Upload pay reports, bank statements, tax returns, and credit reports
  • OCR extracts the matching case fields
  • Questionnaire sections autofill for faster review
  • Attorneys confirm values before export or petition prep continues

Where OCR helps most

Reduce hours spent reading statements line by line

Use OCR where bankruptcy intake slows down most—income proof, account activity, tax returns, and credit report detail.

  • Supports common financial PDF workflows used in consumer bankruptcy
  • Pairs with document collection so requested files stay in the same matter
  • Feeds cleaner data into BCI, Jubilee Pro, or petition-ready PDF handoff

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 → 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 →

Spend less time retyping financial documents.

Let OCR handle the first pass so your team reviews structured data instead of starting from a blank form.

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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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