Manage client bankruptcy files online
with automated document collection 

 

Create a complete bankruptcy pack and bring all your case files online today.

  • Complete a B201 or B101 and all additional forms
  • Then receive all supporting receipts, files and documentation online.  

 

Online Chapter 7 and Chapter 13 forms

b201

A lot of our clients ask: How can I bring my offline or hard copy bankruptcy forms online? 

With our live forms tool you can bring all the official documents online, from a B101 or B201  through a B410-0 to a B 427 or B4170. 

Simply upload a standard United States Courts or state specific PDF,  add form fields and you're ready to go. 

 

Is it easy for my clients to use the platform and complete the forms? 

Your clients get an easy to use client portal, accesible form any device where they can enter the data using a keyboard rather than printing it our, scanning, faxing and going through all that trouble of uploading it again or emailing it to you.  Ideal in scenarios where assets have been seized, and all they have left is their phone.  They can also e-sign or add their digital signature to the forms from within the platform.  

How do I create these forms?

Use our intuitive form creation tool to create and edit your online forms.  

Here's how it works

1. Upload a United States Courts PDF or state specific PDF 

FileInvite lets you overlay form field areas where you would like to collect data from your clients.

2. Select areas for collecting data input

Add text boxes, radio buttons, date fields and even areas to sign or initial. If you need to be specific you can also add drop down options to limit choices.  

3. Share with your clients 

Share the document through FileInvite and request all of your supporting documents in a simple request checklist. 

 

 

request

REQUEST

 

Send an invite and reminders

Invite your customers to submit data using email and SMS. Remind them as due dates draw close.  

Collect data and supporting documents.

Let clients supply information and supporting files over mobile or desktop. 

Perfect for clients with limited access to the internet or desktop devices. 

They can even save time by photographing evidence.  

FileInvite-client-portal-mobile

COLLECT

 

fileinvite-dashboard-for-aml-on-macbook

PROCESS

 

Manage data and documents in our dashboard

Approve, reject or request replacements case files, until you receive the right documents.

Leverage our API 

Seamlessly send the documents and data you have collected to your CRM or preferred could storage.

process

REPURPOSE

 

Process and close more cases

Save 2 to 3 hours processing time per case and streamline the experience for your customers!

TESTIMONIALS

Our Happy Clients

FileInvite is paving the way for more efficient document collection.
You too can save time and avoid confusion by streamlining the way you process documents with your clients.

 

Easy and safe to use!
- Lynne Ruddock, Australia.

16592516-0-lynne.ruddock

Great value for the price!
- Chris Rivers, USA.

 Chris Rivers

FileInvite helps me share the workload.
- Jill Pollack, Canada.

 Chris Rivers
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Instant 14-day access. No credit card required. 
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