#1 CRM Built for Bankruptcy Law Firms

#1 CRM Built for Bankruptcy Law Firms

Stay ahead in the fast-moving world of bankruptcy law. Our platform gives your firm the tools to turn inquiries into consults, simplify workflows, and deliver a better client experience all while eliminating repetitive tasks.

Trusted by Minnesota's Largest Bankruptcy Law Firm

Client Intake Designed for Bankruptcy Law

The client journey begins at intake. Our specialized bankruptcy-law intake system turns inquiries into booked appointments and signed engagements while removing bottlenecks that slow your team down.

STEP 01

Capture Interest Instantly

When a new lead submits an intake form, our system sends a personalized text or email outreach in seconds.

STEP 02

Stay Top of Mind

Segment leads and nurture them with custom email/drip campaigns tailored to bankruptcy-specific triggers (e.g., “chapter 7 vs chapter 13”).

STEP 03

Book Appointments Automatically

Let potential clients choose a consult time that fits their schedule, with automatic confirmations and reminders no back-and-forth.

STEP 04

Finalize with E-Signature

Once the lead is ready, send a branded engagement agreement for e-signature and seamlessly onboard new matters.

CRM for Bankruptcy Practices

Scattered tools and fragmented data steal time. Our bankruptcy-law CRM brings everything into one timeline from intake through case filing to discharge.

  • Track how leads found you (referral, PPC ad, organic search) and monitor conversion sources.

  • Store all contacts, tasks, emails, forms and triggers so nothing falls through the cracks.

  • Segment leads by case type (Chapter 7, Chapter 13, business bankruptcy), stage, or behaviour and send tailored messages accordingly.

  • Send newsletters or follow-up campaigns to past clients (e.g., “post-discharge checklist” nurture sequence).

Seamless Integrations

Our CRM ecosystem plugs right into the tools you already use from calendaring and document systems to case-management software.

Grow Your Practice with a Complete Bankruptcy-Law Platform

Do more with fewer tools and less effort. From the first inquiry to the final discharge, this platform replaces manual busywork with automation, visibility and client-centred touchpoints.

Be More Efficient

Ditch the spreadsheets, siloed data and missed follow-ups. Use tags, filters and dashboards that show exactly what’s happening and what’s next.

Automate the
Monotonous

Free your team from routine admin tasks: follow-ups, appointment reminders, engagement sending let the system do it for you.

Deliver a Better
Experience

In bankruptcy law, trust and speed matter. Impress clients with rapid responses, streamlined intake and branded e-signatures. They’ll notice the difference.

Ready to Scale Your Bankruptcy Practice?

Schedule a demo of the CRM built exclusively for bankruptcy law firms.

Platform Overview

Client Intake

  • Custom Automations
  • Custom Form Builder
  • Appointment Booking
  • E-Signature
  • File-Request Automation

Bankruptcy CRM

  • Pipeline Management
  • Custom Fields
  • SMS & MMS
  • Client Portal
  • Conflict Checking

Marketing Automation

  • Email Drip Campaigns
  • Custom Email Suite
  • Dynamic Workflows
  • Audience Segmentation

Time & Billing

  • Billing & Invoicing
  • Time Expense Tracking
  • Online Payments
  • Payment Plans

Data Reporting

  • Custom Reports
  • Dashboards
  • Analytics
  • Firm Goals Monitoring

Testimonials

Since we switched to this platform, we’ve reduced intake time by 25 hours/week and saw a 30% increase in conversions — all for our bankruptcy practice

— Wesley S., Managing Partner

Automating follow-up texts and emails after the consult made a huge difference: more clients show up, more clients sign.

— Danielle S., Operations Manager

Who We Serve

By Practice Area:

Bankruptcy Law (Chapter 7, Chapter 13, Business Bankruptcy)

By Firm Size:

Solo Practitioners • Small Firms • Mid-Size Firms

By Role:

Managing Partner • Associate Attorney • Intake Coordinator