Our apps and document uploads automatically convert all documents into PDF's.
Professional quality scans from your client(s) mobile device using our app
Our questionnaire is interactive. It imports all info into all the different repetitive sections of the petition and only gets the information that applies to that case
Common creditor (over 6,000) lists built into the questionnaire with auto address complete
Our free on-line intake form reduces time on initial client intakes and fully imports into the full questionnaire (you can also add it to your website, text and email it to perspective clients)
Why does BK Questionnaire work better than what I currently use?
BK Questionnaire
was developed by a bankruptcy paralegal with 14 years of in the trenches boots on the ground experience not a software developer!
What our client says
This company is extremely knowledgeable and made it a very easy and pleasant experience.
This has been a very stressful period and having BK Assistant help me guide me through this process,
It was almost as if I had my own paralegal or attorney with me in the comfort of my living room walking me step by step.
I hope nobody has to ever file a bankruptcy however if you do, i would recommend this company above any.
Thank you for making this process a smooth one and helping me through this process.
James Gerrard
Our entire firm and staff have integrated BKA's system & app into our Bankruptcy service.
Our Attorneys & paralegals prefer it to every other software and crm used in the past.
They are extremely happy with it's interface. Even the newer staff member's pick up the process easily. Mike himself is VERY helpful and sharp.
I sincerely vouch for both the company, the app, the capabilities of the software, and Mike himself.
100% 5/5 satisfied. Excited to see the app and software evolve and grow.
Attorney Moore
This is a great product! It is making it so much easier to collect the necessary documents and information from clients.
Being able to start and stop is very helpful for my clients and having one spot to upload support documents is great.
The support for this is another big plus; the BK Assistant team goes above and beyond in delivering value. Big thumbs up!
Burke Smith
We have transitioned over to using BK Assistant for our clients to use as their complete questionnaire.
The questionnaire flows very well, is easy to navigate, and is user-friendly for our clients.
Also, the customer service received by Mike Croak is very timely, detailed, and greatly appreciated.
Thank you, Mike.
Robin Lynn
Mike Made it easy to understand the process, answer all the questions, very professional and
knowledgeable I will give them 5 stars and recommend to anyone who needs their professional help
Azita Hossein
Mike was very knowledgeable and on point with all of his work
Magnolia Meat
I got great customer service with Mike! He was kind, knowledgeable, and fast. I appreciate his time.
Johnathan Munoz
see how to fully automate your bankcruptcy process by watching video
Uploads your client's last 13 months of payroll information and pay stubs directly from their payroll company. It calculates your clients average income, deductions, taxes etc.. It calculates your clients average income, deductions, taxes etc..
It calculates your clients average income, deductions, taxes etc..It calculates your clients average income, deductions, taxes etc..It calculates your clients average income, deductions, taxes etc..
Added from clients being verified by us, so our list weekly not just for national creditors but also for local creditors as well
Why our software works & gets you better results than your currently getting:
With your current process:
Very little information needed actually filled out
Receiving illegible documents back from clients
Having to manipulate documents to make them usable
Getting incomplete information
Getting incomplete questionnaires
Chasing clients for pay stubs & tax returns
Having to spend time converting documents and/or manipulating them to make them usable
Manually inputing questionnaires into petition preparation software
Our system helps your clients get documents such as tax returns, pay stubs etc.
With BK Questionnaire:
Fully filled out questionnaires
Our industry first app scanners get excellent quality usable documents back every-time
Our system automatically converts all camera pictures into PDFs.
Our system imports 90% of the data needed into the 2 biggest preparation system
Our system has free client text messaging
You can log into your clients questionnaire and make edits anytime
Easily send docs back & forth with our document portal
Payroll Asisstant
Auto Calculates the Means Test & Schedule I
You can get payroll assistant through one of our subscriptions or stand alone by itself
Bank Statement Assistant
Your client simply log into their bank account(s) & our system auto uploads up to the last 6 months of REAL bank statements directly from their financial institution
Uploads 6 months of clients Bank Statements
Multiple account connectivity
Unlimited Connections for 60 days
Ask us about - Profit/Loss Assistant = This auto populates 6 months of bank transactions for Profit/Loss, all your client has to do is select which category profit/loss assistant does the rest !
Please schedule a quick call or a meeting before signing up for a package so we can help you choose the best least expensive option for you and your firm with the maximum benefits. Every law firm is different and we really want to help build a longterm relationship with way more value than cost.
Your clients are only going to spend 45 minutes to 1.5 hours of engaged time filling out the questionnaire and getting you all the documents. Our system is designed to get everything in this time frame.
(The average firm’s process takes their clients 3 to 4 hours that’s why you’re getting 30 to 50% of the questionnaires filled out.)
Our system reads your client’s documents and auto populates the information into the questionnaire for your clients.
(This gives your clients an incentive to upload the docs needed, it reduces your clients time of data entry and gets them to upload all the documents first)
Our system is App & Web based – Your client can use our system from anywhere on any device.
(92.3% of people use mobile not a computer or a handwritten PDF, - In an on-the-go society we no longer rely on desktops or laptops)
Step-by-step tutorials walk your clients through the entire process and explain what is being asked for.
(Most of your clients don’t understand 30% of the information you’re asking for in the questionnaire, such as a setoff, value of personal items etc.)
Built in common creditor lists with auto address complete
(Clients don’t know the addresses of creditors, you lose valuable engaged time with them inputting all that data and looking for them.)
Interactive questionnaires that adapt to the exact client’s financial situation & remove the questions that don’t pertain to them.
(This gets you more accurate & complete information from them with the information that does pertain to them)
Our system has client resources like you do in your preparation system now, so they can easily get the information for you.
(Zillow, Redfin, kbb.com, nada, bankruptcy addresses built in for state taxes, IRS, Domestic Support, Payroll Assistant, links to get older tax returns, etc.)
Our optional service to fully automate your bankruptcy practice has us walk your client through the whole process for a very small fee compared to the industry cost or we can show you how your assistant can do it in as little as an hour.
(These reduce the amount of data entry time and provide you with more accurate information)
Our optional Payroll Assistant and Bank Statement Assistant (with industry first real bank statements) automates getting these documents that auto upload into the system like the bank and your clients payroll company emailed you the documents themselves. This eliminates two of the three toughest documents to get from your clients.
Our IRS link shows your clients how to instantly get their tax transcripts free, directly from the IRS.
Enjoy full access to our Apps with any subscription plan
Interactive questionnaire
Scan documents and populate questionnaire (OCR)
Document scans automatically upload into the client portal
Spanish and English tutorials are available at every step of the process
Reads all 50 state Driver’s Licenses & Government IDs
Client/Attorney Chat included
Push Notifications
Brand the App with your Logo at no cost
Download free at Apple App Store and Google Play Store
Interactive Web & App Based Questionnaire (All Client App features included)
Full Access to Apple & Google Apps
Apps Read Client Docs & Imports Data into Questionnaire
Common Creditor List Auto Complete addresses in Web & Apps (unsecured, secured Priority Debts, Domestic Support Addresses (All 50 States) Franchise Tax Board Addresses ALL 50 States
Attorney/CIient Document Portal Send/Receive Documents between Atty & Clients thru system portal (no more emails of client(s) data)
Questionnaire in English & Spanish All client tutorial videos, questionnaire And atty to client chat translated to either language
Client Questionnaire Imports Into CSV files Imports into most major petition preparation systems
Storage of Client Data & Docs 2 Years
3 Years
3 Years
3 Years
Brand/White label as own software
Integrated Links to Websites for Client Resources Such as: KBB, NADA, Court sites, Zillow & Redfin
CSV file download of complete petition
Accept or decline uploaded client documents
Add or edit client document(s) list from attorney screen
Brand as own software - Law Firm/Attorney Logo
Client Attorney Chat, with image upload and English to Spanish translator
BANKRUPTCY APP STANDARD FEATURES
Apps Available in Apple app & Google Play Store
Interactive online questionnaire & step-by-step tutorial videos in English & Spanish
Reads all 50 State & Federal Driver's Lic and Gov ID bar codes
Vin # Scanner: scans vehicle vin from vehicles and recreational vehicles built after 1970
Document scanners for all client documents with professional quality scans (step-by-step tutorials for all document scanners)
Client Attorney Chat, with image upload and English to Spanish translator
Brand/White label both apps
Scan documents, reads the important info needed and populates questionnaire
Push notifications 341 hearin info
Tri-Merge Credit Reports & Liens & Judgments Report
Auto Integartion into the system
Client runs credit reports through integration in questionnaire
Client runs Liens & Judgments report through integration in questionnaire
PAYROLL PORTAL FEATURES
Additional $19.99
Additional $14.99
Additional $14.99
Additional $10.99
Pulls 6 months of paystubs and auto uploads into paystubs portal
Pulls 6 months of paystubs auto populates employment data into database
Auto calculates employment income into questionnaire
Auto populates attorney side info month by month with itemized deductions
Auto calculates paystub data into Attorney portal for Sch. I & Means Test
BK Assistant Auto Population Preparation System TM
Additional $16.99
Additional $12.99
Additional $12.99
Included
Auto preparation system auto populates the bankruptcy petition from the client questionnaire into all petition forms
The petition preparation system can be edited by the attorney
Allows chapter 7 petition preparation to All US Bankruptcy Districts
Auto state or federal exemption selector
Detailed means test auto calculation system
Forms available in English and Spanish Translation to preparare & send to client for signature
Drag & Drop filing info with line by line means testing data for ECF filings
Expandable forms with single form print and/or single PDF generate feature
Auto imports & prints electronic signatures on petition for debtor(s) & attorney
Fully maps local forms not just headings of forms
Video tutorials to maximize all aspects of the petition preparation system
Auto imports Payroll Assistant calculated employment data for all 6 months into system
Auto attaches profit & loss forms from client questionnaire to Schedule I
Paralegal Check - checks petition for common mistakes such as, listing retirement accounts on Schedules A/B, based upon Schedule I & questionnaire entries and notifies you of the issue (see below)
Additional $9.99
Additional $9.99
Additional $9.99
Included
Paralegal Check
Additional $9.99
Additional $9.99
Additional $9.99
Included
Checks questionnaire & voluntary petition for accuracy: SSN/ITIN, prior cases filed & business names
Included
Checks income & decutions on questionnaire, compares it to schedules A/B to make sure items such as: retirement accounts, life insurance(s), HSA, SSN, pensions, unemployment and more in exempt & listed
Included
Checks property listed in questionnaire and makes sure every item for Schedules A/B is properly filled out and exempt
Included
Checks Schedule C to make sure all items are exempt from Schedules A/B
Included
Checks Schedule H to make sure all co-debtors are properly listed
Included
Checks Statement of Financial Affairs to make sure all income fields are properly filled out
Included
Checks Statement of Financial Affairs to make sure all payments make on secured debts is listed
Included
Checks Statement Of Financial Affairs to make sure all businesses are properly listed
