Petition preparation

Questionnaires built to match U.S. Courts petition forms

MatterVanta designs user-friendly client questionnaires from official U.S. Courts petition preparation PDFs, so the questions clients answer align with the forms your firm uses to prepare petitions.

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MatterVanta petition preparation workflow aligned with U.S. Courts forms

Forms drive the questions

We use U.S. Courts petition preparation PDFs as the foundation, then turn those requirements into plain-language questionnaire steps.

Answers that map cleanly

Client responses are structured to match petition form fields, so your team spends less time translating intake into filing language.

Attorney review before filing

Populate petition-ready output for counsel to review and edit before the matter moves into your filing workflow.

Why this matters

Keep intake aligned with the official petition PDFs

When questionnaires mirror U.S. Courts petition preparation forms, clients answer in a guided way while your firm collects information that already fits petition prep.

  • Start from official U.S. Courts petition preparation PDF requirements
  • Present those requirements as clear, client-friendly questions
  • Capture answers in a structure that matches petition form fields
  • Review and refine petition-ready output before filing continues

From questionnaire to petition

Reduce rework between intake and form preparation

Instead of rewriting client answers to fit petition forms later, collect the right detail up front and move into Auto Population Petition Prep with cleaner source data.

  • Maps completed questionnaire answers onto petition forms for review
  • Supports local petition form preparation workflows
  • Works with document collection, OCR, and export into BCI or Jubilee Pro

More of the platform

BCI case export Finish intake in MatterVanta, then continue petition work in your existing BCI workflow. Learn more → Jubilee Pro case export Collect and review intake once, then prepare the handoff your Jubilee Pro workflow needs. Learn more → Client intake software Give every new matter a guided questionnaire path your clients can finish and your firm can review. Learn more →

Prepare petitions from intake that already matches the forms.

Give clients a friendlier questionnaire path while keeping your petition preparation aligned with U.S. Courts PDFs.

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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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