Intake & Pre-Filing Due Diligence

Eligibility & Credit Counseling Verification: Run prior bankruptcy searches for each debtor and verify completion of mandatory pre-filing credit counseling.

Document Gathering & Intake Review: Review Client Intake Forms (CIF), collect pay stubs, verify all income sources, and work directly with debtors to resolve missing information.

Property & Asset Valuations: Perform real estate valuations (via Zillow® and land record searches) and vehicle valuations using Kelley Blue Book® or N.A.D.A.® standards.

Background & Legal Searches: Conduct thorough searches for civil/criminal records, prior addresses, active liens, outstanding fines, judgments, and unreported assets.

Petition Preparation & Local Compliance

Comprehensive Court Drafting: Prepare complete Chapter 7 and Chapter 13 petitions, including all core schedules, Statements of Financial Affairs (SOFA), Chapter 13 repayment plans, and Means Test forms (22A / 22C).

Local Rule Customization: Draft all supplementary local forms required by your specific bankruptcy court jurisdiction.

Attorney Review, Revision & Filing

Diagnostics & Quality Control: Email completed petition drafts alongside a detailed summary highlighting potential red flags, missing data, or case questions.

Revisions & E-Filing: Execute all requested revisions promptly and handle the official electronic filing of the petition with the court.

Client Delivery & Data Security

Final Transmittals & Secure Backup: Deliver court-stamped copy packages directly to your client and maintain complimentary offsite backups of all client data.