Why Switch to Fresh Start Finance

Bankruptcy software built around the entire case.

See your forms update as you work, automate document preparation, handle complex Chapter 13 plans and manage the case from intake through post-filing.

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Add unlimited financial accounts without rebuilding forms.
See official forms update as case data changes.
Reorder items and watch the forms reorder with them.
See Fresh Start in action
Dynamic Forms Chapter 13 Planning Income Analyzer Document Automation Court Notices Payments Post-Filing
Dynamic Form Preparation

Forms update automatically as you work.

Fresh Start keeps your case data and the official bankruptcy forms in sync. Add accounts, change values or reorder information and see the corresponding forms update automatically in real time.

Add without rebuilding forms Add financial accounts and watch the applicable form entries appear automatically.
See every change immediately Update case information and see the corresponding values change on the official forms.
Reorder once, update everywhere Move items up or down and keep the form order synchronized with the case.
"
"This is blowing me away."

"I see this and it is going to make petition prep so fast."

Partner Attorney
Chapter 13

Handle All Chapter 13 Complexity Easily

Model complex Chapter 13 plans, compare scenarios and see how payments are allocated across the life of the case before you finalize the plan.

Build Multiple Scenarios Create different examples and compare ways to structure the plan.
See Payment Schedules Review how payments are allocated month by month.
Account for Fees Work with trustee fees, attorney fees, monitoring fees and other obligations.
Model Creditor Treatment See how secured and unsecured claims affect the overall plan.
Fresh Start Finance Chapter 13 plan calculator
Income Analyzer

Never manually calculate 6 months of income again.

Fresh Start can read pay information, calculate the averages your team needs and let you review the numbers before moving them into the filing workflow.

Organize the pay periods used in the lookback.
Review gross pay, regular pay, overtime, taxes and deductions.
Import reviewed information into the applicable bankruptcy forms.
Fresh Start Finance Income Analyzer
Document Automation

Documents organize themselves automatically.

Send documents in. Fresh Start organizes the rest.

Clients or your team can email or upload documents. Fresh Start automatically matches and categorizes them, renames them and adds relevant information to the bankruptcy forms.

1. Email or Upload Give each client a unique document email or upload files directly.
2. Fresh Start automatically matches and categorizes documents Incoming documents are matched to the correct case and organized into the appropriate document category.
3. Fresh Start renames documents Files are given consistent names automatically so your team can find what it needs faster.
4. Fresh Start adds relevant information automatically to forms Relevant information from supported documents is added into the filing workflow automatically for your team to review.
Fresh Start Finance automatic document organization and form data workflow
Fresh Start Finance document review and organization

See client documents, categories and review status in one place.

Keep incoming documents connected to the case, review what has been received, and move through approvals or follow-up requests without bouncing between tools.

A unique document email for each client

Share a client-specific Fresh Start email address so documents can flow directly into the correct case without your team downloading and re-uploading every attachment.

Documents arrive already organized

Fresh Start automatically matches and categorizes incoming documents, applies consistent names and keeps them connected to the right client file.

See what you have and what's still missing

Track completion progress by category and request additional documents when the case still needs something before filing.

"
"I can see using this software for the rest of my career if this demo is any indication."
Court Notices & Calendar

Turn court notices into calendar events.

Fresh Start receives court notices, identifies relevant dates and can automatically place those events onto your connected calendar.

Less manual calendar work.

Keep newly filed court documents and important case dates connected to the workflow instead of re-entering everything manually.

View newly filed court notices across your cases.
Connect your calendar to Fresh Start.
Automatically create applicable calendar events from court notices.
Keep court activity connected to the rest of the client file.
Fresh Start Finance automated court notices
Form Automation

Set preferences once. Reuse them case after case.

Reduce repetitive filing setup by configuring the way your firm handles exemptions, form preferences and common filing details.

Automatic exemption mapping.

Configure exemption laws and mappings once inside Fresh Start. Future cases can then use those mappings automatically instead of requiring your team to repeatedly enter the same exemption details.

Configure exemption laws once for your practice.
Map exemptions to the appropriate form fields.
Automatically apply configured exemption information on future cases.
Reduce repetitive exemption entry across filings.
Fresh Start Finance automatic exemption mapping
Reusable Setup

Standardize how your forms are prepared.

Save the setup your firm uses most often and keep new cases consistent without rebuilding the same form preferences over and over.

Save attention preferences once and reuse them across filings.
Keep common form templates available for future cases.
Reduce repetitive setup before your team starts preparing forms.
Create a more consistent filing workflow across the practice.
Fresh Start Finance automatic attention settings

Auto Add Attention to Forms

Set your firm's attention preferences once and automatically use those settings across filing forms.

Fresh Start Finance form templates

Reusable Form Templates

Save common form preferences so your team does not need to rebuild the same setup on every bankruptcy case.

Filing Workflow

Built to make bankruptcy forms faster.

Fresh Start combines flexible form preparation with automations that reduce repetitive work across every case.

Dynamic Form Preparation

Add without rebuilding forms

Add more financial accounts and let the applicable bankruptcy form entries appear automatically instead of manually creating extra pages.

See every change immediately

Update information and see the official forms respond in real time while you work through the case.

Reorder once, update everywhere

Move items up or down and keep the form order synchronized with the case instead of rebuilding the same information by hand.

More Filing Tools

More built into the filing workflow.

Beyond dynamic form preparation, Fresh Start gives your team more ways to move cases from consultation through filing without rebuilding the same work.

01

E-Filing

E-file supported bankruptcy petitions through Fresh Start.

02

Credit Report Import

Pull creditor information and use it to help populate bankruptcy forms.

03

Amended Filings

Prepare amendments for previously filed bankruptcy forms.

04

Bankruptcy Consultation Mapping

Bring information collected during the bankruptcy consultation directly into the filing workflow.

05

Reusable Preferences

Save form preferences and keep the same setup available across future bankruptcy cases.

06

Faster Case Review

Review case data, schedules and official forms together so your team can move through preparation faster.

"
"I used another filing software for 18 years and I noticed that my signings went from 1-2 hours to 30-45 minutes when I made the switch."

"Being able to make instant changes to the forms is a game changer."

Fresh Start Finance Partner
Switch Without Starting Over

Migrate into Fresh Start Easily.

Bring existing cases with you instead of rebuilding them from scratch.

Import existing bankruptcy cases.

Bring cases over from other bankruptcy software using NextGen XML and continue working inside Fresh Start.

Import Chapter 7 and Chapter 13 case data from supported XML files.
Review the debtor information Fresh Start finds before importing.
Create a new client with supported schedules already populated.
Make switching bankruptcy software much easier for an existing practice.
Fresh Start Finance bankruptcy case migration
Client Payments

Collect money without leaving Fresh Start.

Accept client payments, create payment plans, send payment requests and manage recurring payments directly from the platform.

Fresh Start Finance client payment settings

Payment Settings

Configure payment reminders, failed-payment follow-up, retries and other client payment preferences.

Fresh Start Finance recurring payment plan

Recurring Payment Plans

Build payment schedules and track completed, pending, failed and refunded payments.

Fresh Start Finance payment requests

Send Payment Requests

Send a client a one-time payment request directly from Fresh Start.

Add a client payment in Fresh Start Finance

One-Time Payments

Charge a payment method on file now or add a future installment to the client's schedule.

Creditor Tools

Stop re-entering the same creditor information.

Use a creditor database to speed up case preparation and import your existing creditor data when moving into Fresh Start.

Creditor information when you need it.

Search existing creditor records instead of manually entering the same names and addresses case after case.

Search creditors while adding claims.
Reuse stored creditor information.
Reduce repetitive address and creditor entry.
Import your firm's existing creditor database.
Fresh Start Finance creditor database
Post-Filing Tools

Audit proofs of claim after filing.

Keep track of creditors and mark whether a proof of claim has been filed for each debt.

See claim status directly alongside the case.

Review debts after filing and mark each creditor as you confirm its proof-of-claim status. Completed items can be visually identified in green.

Review creditors from the filed case.
Mark proof-of-claim status for each debt.
Use color-coded status to quickly see what has been reviewed.
Keep post-filing claim review connected to the bankruptcy forms.
Fresh Start Finance proof of claim workflow
Color coded proof of claim tracking

Quick visual status

Color-coded rows make it easier to see which creditors have already been reviewed and which still need attention.

Light & Dark Mode

Work in the view that feels right.

Switch between light and dark mode without changing the way your team works inside Fresh Start.

Fresh Start Finance light mode
Light ModeSame workflow, brighter view
Fresh Start Finance dark mode
Dark ModeSame workflow, lower-light view
Client Intake & Collaboration

Let clients help build the case.

Give clients a streamlined intake experience while Fresh Start maps their answers into the filing workflow.

Share a client link and work from the same information.

Clients can complete intake information and see the bankruptcy forms as the case is being built.

Copy and send a unique client link.
Give clients a flexible intake questionnaire.
Map bankruptcy consultation information directly into filing forms.
Let clients view forms as information is updated.
Fresh Start Finance live bankruptcy form viewer
More Included

And the features you expect.

The automation is powerful, but the fundamentals still matter.

Custom Client Experience

Customize the client-facing colors and experience for your firm.

Intake-to-Form Automation

Map client intake answers into the corresponding bankruptcy forms.

Flexible Client Intake

Give clients a detailed intake experience designed to reduce repetitive staff data entry.

Automated Case Tracking

Continue tracking case activity after the bankruptcy has been filed.

Document Requests

Request additional documents from clients when the case is missing something your team still needs.

Document Submission

Keep submitted client documents and the bankruptcy workflow connected inside Fresh Start.

Client Links

Give clients direct access to their intake and forms workflow.

Calendar Connection

Connect your firm's calendar so applicable court dates can flow into the calendar workflow.

Post-Filing Tools

Keep working the case after filing with court notices, document tracking and proof-of-claim review.

Automatic Pay Stub Reading

Request pay stubs from clients and automatically extract the information your team needs to review.

Side-by-Side Document Review

Keep the source document and extracted information visible together so your team can review data faster.

Import Reviewed Data to Forms

Bring approved information from reviewed documents directly into the applicable bankruptcy forms.

Missing Document Tracking

See what has been received, what is still missing and request additional documents when needed.

DOCX Templates

Upload your own DOCX templates and use them inside the Fresh Start workflow.

Manual Document Upload

Drag and drop documents manually when email intake is not the right workflow.

Still being built.

Fresh Start continues to expand beyond the features already live today.

In Development

Bank Statement & W2 Reader

Additional document-reading tools designed to make financial review and quality control faster.

Skeleton Filings

Additional filing functionality for firms that need to prepare emergency or skeleton bankruptcy cases.

Ready to see Fresh Start Finance?

See how one platform can connect your intake, forms, documents, Chapter 13 planning, payments and post-filing workflow.

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