Automated document intake that cuts collection time by 80%. Your clients upload, we classify, pull credit, and prepare means test data — all before the first consultation. No more phone tag. No more “I’ll send it tomorrow.”
Clients receive a secure, branded portal link. They upload pay stubs, tax returns, bank statements — no printing, no faxing, no office visits required.
Integrated credit report retrieval through Array. Full credit data pulled automatically and formatted for bankruptcy petition preparation.
AI identifies document types on upload — pay stubs, W-2s, bank statements, tax returns — and routes them to the correct petition fields.
Income and expense data extracted automatically from uploaded documents. Pre-populates means test calculations before your team touches the file.
White-label portal branded to your firm. Bank-grade encryption, SOC 2 practices, and full audit trail on every document.
Your team sees document status in real-time. Automatic reminders to clients for missing items. No more phone tag for paperwork.
“So I got that going for me, which is nice.”Carl Spackler — Caddyshack Automated doc collection, credit pulls, and means test prep. Yeah, you do.
Drop your info and we'll show you exactly how this works for your firm. No pressure, no spam.
Chasing clients for pay stubs is like chasing a gopher across the golf course — exhausting, undignified, and it never ends. Let GetDocs handle it.
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