Bankruptcy Intake,
Rebuilt for Modern
Law Firms
Albion’s Bankruptcy Legal Intake application helps prospective clients complete the intake process through a guided AI voice conversation — capturing the information your firm needs without requiring a paralegal or legal assistant to walk through every question manually.
From debt and income details to assets, creditors, household information, and case readiness, Albion helps your firm collect cleaner intake data, reduce administrative friction, and move qualified clients toward consultation faster.
Bankruptcy Intake Is Too Important to Be Slow, Manual, or Incomplete.
Bankruptcy firms depend on detailed client information, but traditional intake often creates friction for clients, staff, and attorneys before the case can even be reviewed.
Clients rarely have all necessary information at their first office visit.
Many bankruptcy clients are overwhelmed, unsure what information matters, or unable to complete long forms. Your staff is left filling in the gaps, repeating the same questions, and organizing scattered details before an attorney can properly evaluate the matter.
Clients Struggle With Forms
Prospective clients may skip important details, or provide incomplete answers when they feel overwhelmed.
Financial Details Are Easy to Miss
Debt, income, creditors, assets, household size, expenses, garnishments, and prior filings all need to be captured clearly.
Staff Time Gets Consumed
Legal assistants and paralegals spend valuable time asking repetitive baseline questions before higher-value work can begin.
Attorney Review Gets Delayed
When intake records are incomplete, the team has to chase missing information before the case can be properly reviewed.
Albion Voice Intake Built Specifically for Bankruptcy Firms.
Albion turns the first client call into a guided, structured intake experience — helping your firm capture the details needed for faster review, cleaner records, and more efficient consultations.
AI Intake Assistant
Can you tell me what prompted you to call today?
Prospective Client
I’m overwhelmed with debt and need help understanding my options.
Clients speak naturally. Albion captures the details your team needs.
Albion’s Bankruptcy Legal Intake application is not a generic chatbot. It is a voice-based AI intake experience designed to guide prospective bankruptcy clients through the information your firm needs to begin review.
The AI answers the call
Prospective clients begin intake through a professional voice conversation, without waiting for staff availability.
Bankruptcy-specific questions are asked
Albion guides the caller through debts, income, assets, creditors, household information, expenses, and urgent concerns.
Missing details are clarified
The AI can ask follow-up questions when answers are incomplete, unclear, or missing important context.
Your team receives a cleaner record
Intake responses are organized into structured information your staff and attorneys can review faster.
Designed for Bankruptcy Intake
Capture the financial, household, creditor, and case-readiness details your firm needs for initial review.
Structured Client Records
Turn a voice conversation into organized intake data your team can review, complete, and route through your workflow.
Faster Attorney Review
Reduce repetitive intake collection so your team can focus on consultation, document collection, and client service.
Capture the Details Your Team Needs Before Attorney Review.
Albion guides prospective clients through the intake conversation and organizes the information into structured categories your team can review, complete, and act on.
Client Profile
Basic identity, contact information, preferred communication method, location, and urgency of the inquiry.
- Name and contact details
- Preferred follow-up method
- Reason for calling
Household Information
Details that help your team understand the client’s household structure and basic family situation.
- Marital status
- Household size
- Dependents
Income & Employment
Employment status, income sources, pay frequency, household income, and related financial background.
- Employment status
- Income sources
- Pay frequency
Debts & Creditors
Known debts, creditor names, collection accounts, secured debts, judgments, and other obligations.
- Credit cards and loans
- Medical debt
- Creditor details
Assets & Property
Property, vehicles, bank accounts, retirement accounts, business interests, and other asset-related details.
- Real estate
- Vehicles
- Accounts and property
Monthly Expenses
Recurring household expenses that help your team understand the client’s financial picture before consultation.
- Housing and utilities
- Transportation
- Insurance and childcare
Legal Issues & Urgency
Urgent legal and financial events that may require faster review or immediate staff attention.
- Garnishments
- Lawsuits and judgments
- Foreclosure or repossession
Review Readiness
The intake record can help your team identify what is complete, what needs follow-up, and what should be prioritized.
- Completeness scoring
- Missing detail flags
- Next-step readiness
From Intake to PACER-Ready Case Documents.
Once the structured intake is reviewed and approved by an attorney, Albion can help prepare bankruptcy case documents for the next step in your filing workflow.
Captured
Give Your Firm a Faster, Smarter Way to Start Every Bankruptcy Case.
Albion’s Bankruptcy Legal Intake application helps firms reduce repetitive intake work, capture more complete client information, and prepare cleaner case records for attorney review.
A complete intake workflow, from first call to attorney review.
Perfect for small firms.
- In-office intake meetings
- Albion AI outbound calls
- Means test calculator
- Federal court form generation
- Case completeness scoring
- CSV / PDF export
- Secure database
- Email support
5 cases free - No card required to start
25 Concurrent Users - 25 Cases ($100 per additional case)
For growing firms.
- Everything in Foundation
- Optional PACER filing integration
- Manager view and leaderboard
- Team performance analytics
- Priority support
5 cases free - No card required to start
Unlimited users - Unlimited cases
For high-volume firms and multi-office practices.
- Everything in Professional
- White label your firm branding
- PACER court filing integration
- Custom intake scripts
- Dedicated account manager
- Custom onboarding and training
- SLA guarantee
5 cases free - No card required to start