Bankruptcy Law Client Intake Form

Streamline Your Bankruptcy Practice with a Professional Client Intake Form

Starting a bankruptcy case requires gathering extensive financial information from clients—and doing so accurately the first time saves hours of back-and-forth. This Bankruptcy Law Client Intake Form template helps law firms and solo practitioners collect everything needed for Chapter 7 or Chapter 13 filings in one organized, professional submission.

Built for attorneys who handle consumer bankruptcy cases, this form walks clients through documenting their complete financial picture: current income sources, household expenses, outstanding debts, creditor details, asset inventories, and previous bankruptcy history. The means test calculation fields help you quickly assess eligibility, while conditional logic adapts the form based on employment status, asset ownership, and filing history.

Why Paperform for bankruptcy intake?

Paperform's document-style editor lets you structure complex intake forms that feel clear and approachable for anxious clients, not intimidating government worksheets. You can embed explanations, definitions, and helpful guidance inline, and use conditional logic to show or hide questions based on a client's situation—so they only answer what's relevant.

Once submitted, connect your form to your practice management software via Stepper to automatically create client files, send welcome emails, generate retainer agreements through Papersign for eSignature, and schedule consultation appointments. This means less manual data entry and more time providing strategic counsel.

Built for law firms that value accuracy and compliance

Bankruptcy filings demand precision, and this template is designed to capture the granular financial data required by the courts while maintaining a professional client experience. Whether you're a solo practitioner building your practice or a firm handling dozens of bankruptcy cases monthly, Paperform gives you a secure, SOC 2 Type II compliant platform to manage sensitive client information with confidence.

Get started with this template and transform your bankruptcy intake from scattered PDFs and phone calls into a streamlined, compliant digital workflow.