MatterVanta Bankruptcy Solutions for Legal Professionals
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Bankruptcy Intake Software Pricing

MatterVanta pricing is simple: choose the Intake, Plus, or Complete plan for your bankruptcy law firm. Questionnaires never expire, and prices update from the live plan catalog.
  • Intake

    For firms moving client intake online with guided questionnaires, automated document requests, and case follow-ups.

  • Plus

    For firms that need more document storage and discounted assistant add-ons.

  • Complete

    For firms that want everything in Plus with bundled bank statement processing.

Intake

*$ 29 .99 / questionnaire

Everything you need to run guided client intake from start to finish.

*$29.99

Get Started
  • Web & mobile questionnaire
    Clients complete the same intake on the website or in the iOS/Android apps — every mobile feature is included, no upgrade required.

  • Adaptive follow-up questions
    Follow-up questions adjust automatically based on what a client already told us, instead of one static form.

  • Automatic client reminders
    Automated nudges keep clients moving through the questionnaire without you having to chase them down.

  • Secure chat & document portal
    Clients message you and upload documents right from the case — no more emailing sensitive files back and forth.

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Creditor & address autocomplete
    Autocomplete for common creditors and court addresses across all 50 states cuts down manual typing.

  • Firm branding
    Show your own firm name and logo across the web questionnaire.

  • Auto residence & vehicle valuation
    Estimates residence and vehicle value automatically from the property address and VIN (Vehicle Identification Number) you add.

  • Petition CSV export
    Completed questionnaire data exports to CSV and drops into most major petition-preparation systems.

  • Lifetime case storage
    Keep uploaded documents and questionnaire data in the portal for as long as you need — no expiry.

  • Paystub assistant
    (Additional $12.99 per individual)
    Reads up to 6 months of uploaded paystubs and auto-calculates CMI for the means test.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF — no manual re-typing.

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Plus

*$ 69 .99 / questionnaire

Extended storage, discounted assistants, and everything in Intake.

*$69.99

Get Started
  • Everything in Intake
    Nothing to re-select — the full Intake plan carries over automatically.

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Lifetime case storage
    Keep uploaded documents and questionnaire data in the portal for as long as you need — no expiry.

  • Paystub assistant, discounted
    (Additional $11.99)
    Same 6-month paystub read and CMI auto-calculation, at a lower add-on price.

  • Bank statement helper, discounted
    Bank statement extraction and categorization at a lower add-on price than Intake.

  • Profit & loss helper
    (Additional $28.99 per individual)
    Builds a profit-and-loss statement for self-employed and gig-work clients.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF.

Best value

Complete

*$ 99 .99 / questionnaire

Per-debtor pricing with payroll, bank statement, and profit loss built in.

*$99.99

Get Started
  • Individual Debtor $99.99

  • Everything in Intake & Plus

  • Unread message email alerts
    If a chat message goes unread, a reminder email goes out after 15 minutes so nothing slips through.

  • Appointment reminder calendar
    Attorneys get calendar-based appointment reminders so client meetings stay on schedule.

  • Dark & light mode
    Clients and attorneys can switch between dark and light themes on the mobile apps and the website.

  • Bank statement helper, included
    Bank statement extraction and categorization at no extra charge.

  • Profit & loss helper
    (Additional $23.99)
    Builds a profit-and-loss statement for self-employed and gig-work clients.

  • Credit report import
    (Additional $12.99)
    Pulls the numbers straight from an uploaded tri-merge credit report PDF.

  • *Available with the short-form questionnaire only.

Every plan includes the secure client portal, 256-bit SSL encryption, and secure AWS cloud infrastructure. See how MatterVanta protects client data

Pricing FAQ

Bankruptcy intake software pricing questions

How much does bankruptcy intake software cost?

MatterVanta offers three law firm plans: Intake, Plus, and Complete. Current prices are shown on each plan above and come from the live plan catalog.

Do client questionnaires expire?

No. Questionnaires never expire on any MatterVanta plan, so clients can finish intake at their own pace.

Which plan is right for my law firm?

Intake covers guided client questionnaires, automated document requests, and case follow-ups. Plus adds more document storage and discounted assistant add-ons. Complete includes everything in Plus with bundled bank statement processing.

Can I talk to someone before choosing a plan?

Yes. Use the contact form on this page or schedule a demo, and the MatterVanta team will help you choose the most cost-effective plan for your firm.

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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MatterVanta

Bankruptcy Solutions for Legal Professionals

Bankruptcy intake software for law firms—automate questionnaires, securely collect client documents, use OCR data extraction, and prepare filing-ready case information.

Platform

Bankruptcy Client Intake Software Client Intake Software OCR Document Extraction Secure Attorney-Client Chat Document Collection How It Works

Filing workflow

Petition Preparation BCI Case Export Jubilee Pro Case Export Law Firm Pricing

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