Intake Interview

The client experience, and ultimate success, begins with the initial consult and intake interview. Avoid the one-size-fits-all approach to client intake.

Interview Success

Client Communication

Communication with the client, whether informing, advising, or listening, is important to case success and vital to a successful client experience.

Successful Communications
remote petition preparation

Petition Preparation

The crux of a bankruptcy case is the petition, consisting of forms and schedules. Accuracy is paramount. Errors and omissions can have dire consequences for the debtor.

Preparing Accurate Petitions
ECF filing with coffee

ECF Filing

Bankruptcy software makes it easy to file cases via ECF. There are still settings and local rules to follow to ensure cases are filed without delinquencies.

Filing the Petition