MatterVanta Bankruptcy Solutions for Legal Professionals
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Secure attorney-client chat

Keep case conversations inside the matter

Secure chat on web and mobile keeps your firm and clients aligned. Share updates, answer questions, and resolve missing documents without leaving the case file.

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MatterVanta client portal and attorney workspace with secure chat collaboration

Real-time messaging

Stay connected with notification cues so questions and document issues do not sit unread.

Context stays with the case

Conversation lives beside questionnaires and uploads instead of scattered email threads.

Mobile-ready for clients

Clients can reply from phone or tablet while your firm works from the attorney workspace.

Communication that moves cases

Ask for what is missing without leaving the workflow

Use chat to clarify answers, request re-uploads, and keep clients progressing through intake.

  • Message from the same workspace used for review
  • Keep document requests visible to both sides
  • Support English and Spanish conversations in one thread
  • Reduce sensitive back-and-forth over personal email

Why firms choose in-platform chat

One place for updates, questions, and next steps

When messaging sits inside the matter, staff spend less time hunting history and clients spend less time guessing what to do next.

  • Works alongside guided intake and document collection
  • Helps resolve incomplete questionnaires faster
  • Keeps attorney review and client follow-up connected

More of the platform

Explore related MatterVanta capabilities

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 → Document collection Collect, track, and review bankruptcy uploads in one guided client portal. Learn more →

Replace scattered case emails with secure chat.

Give clients a clear place to ask questions and give your firm a clear place to answer them.

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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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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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Support

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