Plans & pricing
Compare questionnaire packages and add-ons. We recommend a quick call or demo before you choose so we can match the most cost-effective plan to your firm.
Interactive Web & App Based Questionnaire
(All Client App features included)
Full Access to Apple & Google Apps
Automated Client Document Collection
Built in Revolutionary Follow up system
Dynamic Questioning
Text Messaging
Common Creditor List
Auto Complete addresses in Web & Apps
Attorney/Client Document Portal
Send/Receive Documents between Atty & Clients thru system portal (no
more emails of client(s) data)
Questionnaire in English & Spanish
All client tutorial videos, questionnaire and atty-to-client chat translated to either language
Client Questionnaire Imports Into CSV files
Imports into most major petition preparation systems
Storage of Clients Data & Docs
2 Years
Brand/White label as own software
Integrated Links to Websites for Client Resources
Such as: KBB, NADA, Court sites, Zillow & Redfin
Payroll Assistant
(Additional $15.99 per individual)
(This calculates all your client uploaded pay-stubs in the CMI Period)
Credit Report
(Additional $15.99)
Concierge Service
We review all uploaded documents and the entire questionnaire with your client (Additional $50 per case)
ALL Standard Features INCLUDED
Concierge Service
We review all uploaded documents and the entire questionnaire with your client.
Storage of Client Data & Docs
3 Years
Payroll Assistant Discount
(Additional $14.99)
Bank Statement Assistant Discount
Profit Loss Assistant
(Additional $35.99 per individual)
Credit Report
(Additional $15.99)
Individual Debtor $129.99
Joint Debtor Case $159.00
ALL Standard, Premium & Premium Plus Features INCLUDED
Payroll Assistant - Included
Bank Statement - Included
Profit Loss Assistant
(Additional $29.99)
Credit Report
(Additional $15.99)
ALL Standard, Premium & Premium Plus, Ultimate Features INCLUDED
Credit Report - Included
| FEATURE | BASIC | PREMIUM | PREMIUM PLUS | BLACK LABEL |
| WEBSITE STANDARD FEATURES | ||||
| Interactive Web & App Based Questionnaire (All Client App features included) | ||||
| Full Access to Apple & Google Apps | ||||
| Apps Read Client Docs & Imports Data into Questionnaire | ||||
| Common Creditor List Auto Complete addresses in Web & Apps (unsecured, secured Priority Debts, Domestic Support Addresses (All 50 States) Franchise Tax Board Addresses ALL 50 States | ||||
| Attorney/CIient Document Portal Send/Receive Documents between Atty & Clients thru system portal (no more emails of client(s) data) | ||||
| Questionnaire in English & Spanish All client tutorial videos, questionnaire And atty to client chat translated to either language | ||||
| Client Questionnaire Imports Into CSV files Imports into most major petition preparation systems | ||||
| Storage of Client Data & Docs 2 Years | 3 Years | 3 Years | 3 Years | |
| Brand/White label as own software | ||||
| Integrated Links to Websites for Client Resources Such as: KBB, NADA, Court sites, Zillow & Redfin | ||||
| CSV file download of complete petition | ||||
| Accept or decline uploaded client documents | ||||
| Add or edit client document(s) list from attorney screen | ||||
| Brand as own software - Law Firm/Attorney Logo | ||||
| Client Attorney Chat, with image upload and English to Spanish translator | ||||
| BANKRUPTCY APP STANDARD FEATURES | ||||
| Apps Available in Apple app & Google Play Store | ||||
| Interactive online questionnaire & step-by-step tutorial videos in English & Spanish | ||||
| Reads all 50 State & Federal Driver's Lic and Gov ID bar codes | ||||
| Vin # Scanner: scans vehicle vin from vehicles and recreational vehicles built after 1970 | ||||
| Document scanners for all client documents with professional quality scans (step-by-step tutorials for all document scanners) | ||||
| Client Attorney Chat, with image upload and English to Spanish translator | ||||
| Brand/White label both apps | ||||
| Scan documents, reads the important info needed and populates questionnaire | ||||
| Push notifications 341 hearin info | ||||
| Tri-Merge Credit Reports & Liens & Judgments Report | ||||
| Auto Integartion into the system | ||||
| Client runs credit reports through integration in questionnaire | ||||
| Client runs Liens & Judgments report through integration in questionnaire | ||||
| PAYROLL PORTAL FEATURES | Additional $15.99 | Additional $14.99 | Additional $14.99 | Additional $10.99 |
| Pulls 6 months of paystubs and auto uploads into paystubs portal | ||||
| Pulls 6 months of paystubs auto populates employment data into database | ||||
| Auto calculates employment income into questionnaire | ||||
| Auto populates attorney side info month by month with itemized deductions | ||||
| Auto calculates paystub data into Attorney portal for Sch. I & Means Test | ||||
| BK Assistant Auto Population Preparation System TM | Additional $16.99 | Additional $12.99 | Additional $12.99 | Included |
| Auto preparation system auto populates the bankruptcy petition from the client questionnaire into all petition forms | ||||
| The petition preparation system can be edited by the attorney | ||||
| Allows chapter 7 petition preparation to All US Bankruptcy Districts | ||||
| Auto state or federal exemption selector | ||||
| Detailed means test auto calculation system | ||||
| Forms available in English and Spanish Translation to preparare & send to client for signature | ||||
| Drag & Drop filing info with line by line means testing data for ECF filings | ||||
| Expandable forms with single form print and/or single PDF generate feature | ||||
| Auto imports & prints electronic signatures on petition for debtor(s) & attorney | ||||
| Fully maps local forms not just headings of forms | ||||
| Video tutorials to maximize all aspects of the petition preparation system | ||||
| Auto imports Payroll Assistant calculated employment data for all 6 months into system | ||||
| Auto attaches profit & loss forms from client questionnaire to Schedule I | ||||
| Paralegal Check - checks petition for common mistakes such as, listing retirement accounts on Schedules A/B, based upon Schedule I & questionnaire entries and notifies you of the issue (see below) | Additional $9.99 | Additional $9.99 | Additional $9.99 | Included |
| Paralegal Check | Additional $9.99 | Additional $9.99 | Additional $9.99 | Included |
| Checks questionnaire & voluntary petition for accuracy: SSN/ITIN, prior cases filed & business names | Included | |||
| Checks income & decutions on questionnaire, compares it to schedules A/B to make sure items such as: retirement accounts, life insurance(s), HSA, SSN, pensions, unemployment and more in exempt & listed | Included | |||
| Checks property listed in questionnaire and makes sure every item for Schedules A/B is properly filled out and exempt | Included | |||
| Checks Schedule C to make sure all items are exempt from Schedules A/B | Included | |||
| Checks Schedule H to make sure all co-debtors are properly listed | Included | |||
| Checks Statement of Financial Affairs to make sure all income fields are properly filled out | Included | |||
| Checks Statement of Financial Affairs to make sure all payments make on secured debts is listed | Included | |||
| Checks Statement Of Financial Affairs to make sure all businesses are properly listed | Included |
Guide Video
Step by step tutorial
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