Build a Bankruptcy Intake Form That Lists Every Debt
Build a bankruptcy intake form that lists each creditor with its balance and saves every answer to a database you own.
Build a bankruptcy intake form for my consumer bankruptcy practice that asks for income, property, and monthly expenses before a consultation.
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What the Attorney Has Before the Consultation
Every answer lands in a field of its own, and the attorney reads debts and income as one record.
Questions that follow the house and the car
Answer yes to owning a home and the form asks who holds the mortgage and whether a sale date is set. Answer no and it moves on to vehicles, with no blank lender fields left behind.
One row per creditor, with a running total
Prospects add each debt as its own row with the creditor, the type of debt, and the balance. The form adds up the balances as they go and shows the total at the top of the list.
Pay stubs read into the income section
Upload a pay stub and the app reads its date and gross amount into the income section. A value it reads with low confidence goes to a paralegal, who checks it against the stub.
Last year's tax return, attached on upload
Ask for the most recent tax return as an upload on the same form. The file is saved with the prospect's answers, and nobody has to request it again after the consultation is booked.
Monthly expenses in plain categories
Ask for rent or mortgage, utilities, food, transportation, and child care as separate monthly amounts. Each amount is saved as its own number, ready for the attorney's first review.
The whole codebase in your GitHub
On paid plans, export the full code to your GitHub repository when the intake has to sit next to the firm's case software. Keep building on it there, or keep prompting changes.
Where Each Intake Goes After Submit
$38,940 in debts, each creditor on its own row
Beatrix Molyneux fills in Eastbrook Bankruptcy Law's intake the night before her consultation. She adds 4 creditors, each with its type and balance, including a $6,215 hospital bill. The app totals them at $38,940. Paralegal Henrike Dablow gets an email with the full table and reads it before the meeting.
window.awbMockup = { consumerDebt: "Build a bankruptcy intake form for my firm that lists debts. Let each prospect add every creditor as its own row with the type of debt and the balance, and total the balances at the top. Email the finished table to my paralegal, Henrike Dablow, so she can read it before the consultation.", foreclosureCases: "Build an intake form for homeowners facing foreclosure. Ask for the lender's name and the foreclosure sale date. If the sale is within 14 days, email my attorney, Ysanne Corrigal, right away with the person's phone number. She calls them back the same day.", payStubUploads: "Build an intake form that takes pay stub uploads from a phone. Read the pay date and gross pay from each stub into the income section. If a stub is too blurry to read with confidence, send its gross pay to my paralegal, Fenna Stoddart, to check and to ask for a clearer photo.", creditCounseling: "Build an intake form for my legal aid clinic that asks whether the person finished credit counseling and lets them upload the certificate. Read the counseling date from the certificate. If it is older than 180 days, flag the intake for my staff attorney, Rosamund Thorncliffe, before the appointment." };
With 9 days to the sale, the attorney calls that afternoon
Teodoro Nwachukwu tells Marrowby Law that Ashcombe Home Loans has set a foreclosure sale for his house. He enters the sale date, 9 days away. Any sale date within 14 days sends attorney Ysanne Corrigal an email with his phone number. She calls him that afternoon.
Pay stubs read into income, all but the blurry one
Annika Varkey uploads 6 pay stubs to Brindlewood Legal's intake from her phone. The app pulls the pay date and gross pay off each stub for her income section. One photo is too blurry to read with confidence. Its gross pay goes to paralegal Fenna Stoddart, who asks Annika for a clearer photo.
One certificate past 180 days, with a flag for review
Lucius Ambergate tells Kingsbury Legal Aid Clinic that he finished credit counseling, and he uploads the certificate. The app reads the counseling date and finds it 212 days old. Any certificate older than 180 days is flagged for staff attorney Rosamund Thorncliffe, who sees it before his appointment.
How to Create a Bankruptcy Intake Form
Seven steps to a bankruptcy intake form that gathers debts, income, property, and expenses before the first consultation.
A consumer practice asks about credit cards and medical bills. A firm that also files for sole proprietors adds business debts and equipment. Write both lists before you describe anything, because each one becomes its own branch of questions.
Ask about foreclosure sales and wage garnishments before anything else. Choose how many days out should alert an attorney, and name the person who gets that email. Add a backup attorney for evenings and weekends.
On each row, ask who is owed and how much, plus the last four digits of the account. Keep adding rows until the prospect says they are done. A stack of collection letters is easier to enter one at a time.
Place the pay stub upload inside the income section and the tax return upload beside the tax questions. Ask for the counseling certificate where you ask about counseling. Prospects then upload each file while the question is in front of them.
Put the branches and the deadline alert into one prompt, uploads included. Emergent builds the bankruptcy intake form, the database behind it, and a review screen for staff. Change any question later by asking for it in plain English.
Send finished intakes to the paralegal who prepares the first review, and urgent ones to an attorney. Each person gets an email with the intake attached. Name a second reader for weeks the paralegal is out.
Fill in one intake as a renter with credit card debt and one as a homeowner with a sale next week. Upload a blurry photo as a pay stub. Check that the totals add up and the attorney email arrives.
Why Build Bankruptcy Intake With Emergent?
Emergent builds the intake and its attorney alerts from one prompt, and the firm owns the database every answer sits in.
|
Jotform | Google Forms | Typeform | |
|---|---|---|---|---|
| How you build | Describe it in plain English | Templates, editor, AI generator | Editor, with Gemini drafting on some Workspace plans | Templates, editor, AI assist |
| Where responses live | A database table you own, plus any integration | Jotform account | Google Sheets | Typeform account |
| Response limits | No response caps | Monthly submission caps by plan; the form stops at the cap | No limit | Monthly response caps by plan; the form closes at the cap |
| Code ownership | Full code export to GitHub on paid plans | None | None | None |
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