Bankruptcy Intake

Pre-Screen Bankruptcy Inquiries Before They Reach Your Firm

Chapter 7 or Chapter 13? Means test qualification? Prior filings? PreIntake.ai asks the screening questions so your staff can skip to strategy.

Know debt type, income range, and filing history before the first meeting.

The Bankruptcy Intake Problem

Four scenarios that waste consultation time and create client frustration.

Wrong chapter

High-income earner wants Chapter 7 but won't pass means test

Recent filing

Prior Chapter 7 discharged 2 years ago—8-year bar applies

Mixed debt types

Student loans, IRS debt, and credit cards—different treatment rules

Asset protection concerns

Home equity, retirement accounts, business interests at risk

See What Your Team Receives

Every inquiry arrives pre-screened with chapter eligibility assessment and filing history.

Qualified — High Confidence

Schedule Consultation

Sarah Johnson
(503) 555-7739
sjohnson@email.com

Case Summary

Seeking debt relief for approximately $65,000 in credit card debt and $15,000 in medical bills. Household income $48,000/year. No prior bankruptcy filings. Rents apartment (no home equity). Owns 2015 vehicle with minimal equity. Primary concern is wage garnishment that started last month.

Case Type: Consumer Bankruptcy
Debt Amount: ~$80,000
Annual Income: $48,000
Prior Filings: None

Key Factors

✓ Below median income (likely Chapter 7 eligible) ✓ No prior filings ✓ Primarily unsecured consumer debt ✓ Active garnishment (urgency) ✓ Minimal non-exempt assets

Recommended Action

Schedule means test review within 1 week

Intake
Hello! I'm here to help gather some preliminary information about your situation. What brings you to us today?
Visitor
I'm drowning in debt and I think I need to file bankruptcy. I have about $65,000 in credit cards and another $15,000 in medical bills from last year.
Intake
I understand—that's a significant amount of debt. To help assess your options, could you tell me your approximate household income?
Visitor
I make about $48,000 a year. It's just me, no other household members.
Intake
Thank you. Have you ever filed for bankruptcy before?
Visitor
No, never. This is the first time I've even considered it.
Intake
Understood. Do you own your home, or do you rent?
Visitor
I rent an apartment. I have a car—a 2015 Honda—but it's almost paid off. Maybe $3,000 left on it.
Intake
Is there any particular urgency to your situation? Are you facing any immediate actions like garnishment, lawsuits, or repossession?
Visitor
Yes, actually. One of the credit card companies started garnishing my wages last month. That's what pushed me to finally do something.
Intake
I understand the urgency. Let me collect your contact information so we can have an attorney review your situation and discuss your options.
Needs Review — Recent Prior Filing

Attorney Review Required

Robert Taylor
(916) 555-4428
rtaylor@email.com

Assessment Rationale

Client received Chapter 7 discharge in March 2023—approximately 3 years ago. 8-year bar applies before second Chapter 7 filing. May qualify for Chapter 13 (4-year bar from prior Chapter 7) but income appears low for feasible plan. Complex situation requiring attorney review.

Case Type: Consumer Bankruptcy (Second Filing)
Prior Ch. 7: March 2023
New Debt: ~$35,000
Annual Income: $38,000

Key Factors

✗ Chapter 7 bar not yet expired (8 years) ○ Chapter 13 potentially available (4-year bar passed) ○ Low income may affect plan feasibility ✗ Limited repayment capacity

Outcome

Attorney review required—complex timing and eligibility issues

Automatic Case Routing

Every inquiry is categorized based on chapter eligibility and filing history.

Qualified

Priority Consultation

Likely means test eligible, no prior filing bars, clear debt picture

Needs Review

Attorney Assessment

Prior filings, complex timing, or mixed eligibility factors

Not a Fit

Polite Decline

Active filing bars, business-only debts, or non-bankruptcy matters

Built for Bankruptcy Practices

Screening intelligence that understands bankruptcy-specific qualification.

Screens for prior filings and applicable time bars

Estimates means test qualification based on income and household size

Identifies asset protection concerns before consultation

2 Simple Steps

Get started in minutes, not days.

1

Choose Your Practice Areas

Select bankruptcy and any other areas you handle

2

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Simple Pricing

One plan. Everything included. No surprises.

$99
/month after 14-day free trial
  • ✓ Unlimited AI-powered intake screenings
  • ✓ Prior filing detection
  • ✓ Means test qualification screening
  • ✓ Embeddable widget or hosted page
  • ✓ Email or webhook delivery
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