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Secure Intake

Secure intake questionnaire

A guided, secure intake that prepares your attorney, speeds up your consult, and pre-fills the portal tasks we'll open after you meet with the team.

Questionnaire already submitted

Your answers are on file and the client portal is populated. To retake, you'll need to reset your account or erase stored data.

1. Questionnaire
2. Booking (optional)
3. Submit

Questionnaire

General Questionnaire

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How we use your answers

We use your responses to build your intake record and prepare your consultation.

  • Route you to the right Chapter 7 or Chapter 13 path and timeline.
  • Pre-fill your client portal with your first tasks and document requests.
  • Give your attorney a head start before your consultation.