Features Today.
Features Tomorrow.
See all of the features we currently have live and the different features we're currently working on.
Join WaitlistUnique Features - What's Today
See all of the unique features that are currently live in the software.
Income Analyzer
Automatically analyze a client's income through automatic document reading.
Custom Client Experience
Customize the colors and experience for all of your clients. Professionalism goes a long way.
Ultimate Flexibility
Add 10+ Financial Accounts
Add as many financial accounts to the filing forms as you'd like without needing to add additional pages.
See Schedules Updated In Real Time
Enter the client's data and see it update in real time on the schedules side-by-side.
Automatic Document Reading
Auto Pay Stub Reading
Automatically request your clients to submit pays. When they upload their docs, it'll be automatically analyzed for your review.
Review and Edit Side by Side
Easily see the document and data pulled side by side for your review.
Automatically Import to Forms
After reviewing the data in the document, easily import it directly into the forms using our income analyzer.
Automatically Add Exemption Laws
Set Exemptions Once For All Your Filings
Tired of having to add exemption laws to your forms manually everytime? Set up the exemptions and mappings in the automation center one time for all of your filings.
Exemption Laws Auto Added to Forms
Once all of the exemption laws and mappings are set up, the forms will auto added the exemption laws based every time.
Auto Add Attention to Forms
Set your personal preferences and auto set "attention" to all your filing forms every time.
Form Templates
Instantly set templates that the forms will use every time to save you time.
Unique Features - What's Tomorrow
See the features we're currently or soon to be working on.
Bank Statement and W2 Reader
Automatically review bank statements to catch any anamolies. Catch QA issues, such bank accounts not listed in their normal thing.
Flexible Client Intake Questionnaire
Save as much time as possible for your clients. Have a detailed and customizable client intake experience.
Skeleton Filings and Amendment E-Filing
Ability to file skeleton Chapter 7 cases, as well as make amendment to previously filed forms.
Bankruptcy Consultation to Form Mapping
Automatically integrate your bankruptcy consultation information directly to the filing forms.
Features You Expect
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E-Filing
E-file your bankruptcy petitions through the software.
Intake to Form Automation
Automatically map questions from intake form that will automatically populate on the filing forms.
Credit Report Import
Automatically pull and import creditor data into the filing forms based on type of claim.
Automated Case Tracking
After the cases have been filed, automatically track the progression of the case through the software.
Document Submissions Within Product
Ability to submit documents directly through the product to save you time.