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.
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.
Let GetDocs.ai handle the paperwork so your team can focus on filing cases and closing clients.
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