Bankruptcy client intake software compared for 2026
Short answer
Bankruptcy intake software collects the debtor facts a petition needs and hands them to petition software. Three products define the category, and all three ask the client to type into a web form: MyCaseInfo from Stretto, BK Questionnaire from BK Assistant, and BK Packet from Legal Motion. None of them reads the completed paper packet most firms already collect. Casewell reads that packet and exports a Chapter 7 .BCB file that Best Case imports.
Bankruptcy intake software is a small, quiet category that sits one step before petition preparation. It exists because the petition products do not solve intake. Best Case by Stretto, NextChapter by Clio and Jubilee Pro by LegalPRO Systems all begin from data that is already typed into a computer, so a separate product has to get the debtor’s facts there first. One regulatory question worth asking any vendor in the category, ours included, is answered at is bankruptcy intake software a petition preparer under section 110.
There are only four products worth comparing, and one structural fact separates them. Three of the four hand the client a web form and wait. The fourth reads the completed packet the firm already collects. Everything below was checked against each vendor’s own published pages on 21 August 2026.
What is bankruptcy intake software?
Bankruptcy intake software collects the debtor information a consumer petition requires, identity, property, debts, leases, income, expenses and the facts behind the Statement of Financial Affairs, and moves it into petition-preparation software without the firm keying it a second time. It is not petition software. It does not draft schedules, run a means test, build a creditor matrix or file to CM/ECF. Its whole job is the handoff.
The category is worth naming separately because the cost it targets is real and the petition vendors have mostly conceded it. Stretto’s own Best Case page claims bankruptcy attorneys “save 60 minutes of data entry per case” from its credit-bureau import alone, and that import fills only the creditor schedules. The MyCaseInfo landing page promises firms they can “minimize time-intensive data entry and eliminate the need for paper questionnaires.” The incumbent has already agreed that data entry is the expense and the paper packet is the input.
Bankruptcy intake software compared
| Product | Maker | Client-completed or firm-completed | Reads paper | Exports to | Published price | Chapters supported |
|---|---|---|---|---|---|---|
| MyCaseInfo | Best Case, LLC, a Stretto company | Client-completed. The debtor logs in and types into a web questionnaire | No | Best Case | Per download, first download free. The rate itself is not published anywhere on Stretto’s or Best Case’s site | Not published |
| BK Questionnaire | BK Assistant, Inc., Costa Mesa, California | Client-completed. The debtor fills in an online questionnaire and uploads documents | No. It reads uploaded pay stubs, not a completed intake packet | CSV, plus a direct import into Jubilee | $39.99, $89.99 and $129.99 a month, with the top tier at $159 for joint debtors. Add-ons for credit reports and concierge service | Not published. The questionnaire fills the means test and Schedule I |
| BK Packet | Legal Motion | Client-completed. Online only, described by the vendor as filling out the questionnaire online | No | BankruptcyPRO and Jubilee, both LegalPRO Systems products | Credits, from $12 for one packet down to $4 each in a bundle of 25. No contract, credits do not expire | Not published |
| Casewell | Independent | Firm-completed. Staff upload the packet the client already filled in | Yes. Handwritten or typed PDF intake packets | Best Case, as a read-back-verified .BCB file | Free during the current beta | Chapter 7, currently in New York districts |
What does bankruptcy intake software cost per case?
Published prices in this category run from about $4 a packet to roughly $130 a month, and one of the four does not publish a rate at all. BK Packet is the only product priced purely per case, at $12 for a single credit falling to $4 each in a bundle of 25. BK Questionnaire is a monthly subscription at $39.99, $89.99 or $129.99, with the top tier listed at $159 for joint debtors. Casewell is free during its beta.
MyCaseInfo is the outlier. Stretto sells it per download, states that the first download is free, and does not publish the per-download rate on the MyCaseInfo page, on the Best Case pricing page or anywhere else we could find. Getting the number means a sales call. That is worth knowing before you compare it to a product with a price on the page.
Put any of these next to the labor they displace rather than next to each other. Outsourced petition preparation clears at roughly $300 to $400 for a Chapter 7 and $400 to $550 for a Chapter 13 on published vendor pages, and the NALA 2024 National Utilization and Compensation Report puts the paralegal billing rate at $134 an hour. Every product on this page is cheap against those figures. The question is which one actually removes the hours.
Which petition software does each one export to?
Each product is tied to a different filing platform, and none of them reaches all of them. MyCaseInfo feeds Best Case, which is unsurprising because Stretto owns both. BK Packet imports into BankruptcyPRO and Jubilee, both LegalPRO Systems products. BK Questionnaire exports CSV and is a named Jubilee integration partner. Casewell writes a .BCB file for Best Case.
| Intake product | Petition software it feeds | Format of the handoff |
|---|---|---|
| MyCaseInfo | Best Case | A download the firm pays for, imported into Best Case |
| BK Questionnaire | Jubilee by LegalPRO Systems, plus anything that accepts CSV | CSV export, and a direct Jubilee import |
| BK Packet | BankruptcyPRO and Jubilee | Direct import, named by the vendor |
| Casewell | Best Case | A .BCB client file, read back after generation to confirm it imports before the firm receives it |
A firm on NextChapter is not served by any of the four. NextChapter sells its own client portal, MyChapter, at $500 a year, and it is the same shape as the rest, a secure link the client types into. Jubilee ships a client portal for document upload and leaves the questionnaire itself to partners. If your firm files in Best Case, the practical choice is MyCaseInfo or Casewell, and they are not solving the same problem.
What happens when the client will not use an online portal?
The firm prints the packet, and the entire category stops working. Three of the four products on this page require a debtor with an email address, a device, an hour of patience and enough financial literacy to answer a schedule-shaped question without help. Consumer bankruptcy clients are, by definition, the population under the most financial stress, and practitioners describe portal completion as the recurring failure point rather than an edge case.
One attorney put it plainly on r/Lawyertalk in April 2026: “The problem with debtors is that most are not computer literate so getting them to upload anything into a portal is going to require extra hand holding.” A firm on r/LawFirm in August 2025 described the actual workflow, where the client has to “print out a 50 page packet, handwrite the answers and either scan or email back to us.”
Paper is also the documented best practice, not a legacy habit. The American College of Bankruptcy and NCLC best-practices guidance says debtor information “should be elicited from the debtor through use of detailed questions… using a written questionnaire that should be reviewed carefully in an interview,” and adds that “it is generally good practice to have the debtor sign any completed questionnaire.” A firm running paper is following the guidance. What the category has never offered it is a way to stop retyping the result. That is the gap covered in what the Best Case client questionnaire collects.
Can any of them read a completed paper packet?
No, with one qualification and one exception. MyCaseInfo and BK Packet do not read documents at all. BK Questionnaire reads uploaded pay stubs, which its own site describes as OCR and AI filling the means test and Schedule I, but that is a supporting document rather than the intake packet. Casewell is the only product here whose starting material is the completed questionnaire itself.
The mechanism matters more than the claim. Casewell reads an uploaded PDF five times independently and compares the results field by field rather than page by page. Fields where the reads agree pass through. Fields where they disagree are put in front of staff for confirmation, with the source page available beside the candidate values. A single machine read of a handwritten dollar amount gives you an answer with no way to know whether to trust it. Agreement across independent reads gives you a list of exactly which fields to check. That is explained in full in OCR for handwritten legal intake forms.
Casewell then writes the .BCB file, reads the generated file back to confirm it is importable before the firm ever downloads it, and stops there. Today that covers Chapter 7 in New York districts, across Schedules A/B, D, E/F, G, I and J. It is a narrow product on purpose, and the scope is stated rather than implied.
Does intake software replace your petition software?
No. Every product on this page is a feeder. Best Case, NextChapter and Jubilee Pro remain the systems that draft the schedules, run the means test, build the creditor matrix and file to the court. Intake software only changes how the facts arrive. Any vendor telling you otherwise is selling a petition platform and a migration, which is a different purchase with a different cost.
That distinction is the one to hold onto during a demo, because migration off Best Case is quoted across the category at $1,000 to $10,000 and open Chapter 13 cases normally finish in the system they started in. A firm whose real bottleneck is intake typing will still be typing after a platform switch. The full version of that argument, with published prices for every alternative, is in Best Case alternatives compared.
- Choose MyCaseInfo if your clients reliably complete web forms, you file in Best Case, and you are willing to call for a price.
- Choose BK Packet if you file in BankruptcyPRO or Jubilee and want the lowest published per-packet cost in the category.
- Choose BK Questionnaire if you want an online questionnaire plus pay-stub reading and a Jubilee import, on a monthly subscription.
- Choose Casewell if your clients hand back a completed paper or PDF packet, you file Chapter 7 in Best Case, and you want the retyping removed rather than relocated.
- Choose none of them if your bottleneck is actually gaps in what the client disclosed. No intake product fixes an incomplete answer, and the follow-up call is still the follow-up call.
What is the best bankruptcy client intake software?
It depends on which petition software you file with and whether your clients complete web forms. MyCaseInfo is the only one built for Best Case. BK Packet has the lowest published per-packet price and feeds BankruptcyPRO and Jubilee. BK Questionnaire adds pay-stub reading on a monthly subscription. Casewell is the only one that reads a completed paper or PDF packet and exports a Best Case .BCB file.
How much does MyCaseInfo cost?
Stretto sells MyCaseInfo per download and states that the first download is free, but the per-download rate is not published on the MyCaseInfo page, the Best Case pricing page or anywhere else public as of August 2026. Getting the figure requires contacting Stretto.
Does MyCaseInfo work with NextChapter or Jubilee?
No. MyCaseInfo is a Best Case, LLC product and Stretto describes it as designed to integrate with Best Case. Firms on Jubilee generally use BK Packet or BK Questionnaire, and NextChapter sells its own client portal, MyChapter, at $500 a year.
Is there bankruptcy intake software that reads a handwritten questionnaire?
Casewell is the only product in this comparison that starts from the completed packet rather than a web form. It reads a handwritten or typed PDF five times independently, routes the fields the reads disagreed on to staff for confirmation, and exports a .BCB file for Best Case.
Do I still need Best Case if I use intake software?
Yes. Intake software collects and hands over the facts. Best Case, NextChapter and Jubilee Pro are what draft the schedules, run the means test, build the creditor matrix and file with the court. Nothing on this page replaces that, and Casewell is designed to run alongside Best Case rather than instead of it.
Can a client fill out a bankruptcy questionnaire on a phone?
The online products are browser-based and will load on a phone, but a consumer bankruptcy questionnaire runs dozens of pages and asks for account numbers, balances and dates the client has to look up. Firms consistently report that completion, not access, is the failure point.
What does bankruptcy intake software not do?
It does not exercise legal judgment. Exemptions, priority treatment, chapter choice and the accuracy of what the client disclosed all stay with the firm, and the attorney reviews the petition before it is filed regardless of how the data arrived.
Best Case and Stretto are trademarks of their respective owners. Casewell is an independent product and is not affiliated with, sponsored by, or endorsed by Best Case, Stretto, or any of their affiliates. References to Best Case and Stretto describe compatibility only and are nominative (descriptive) use.
This page is general information for law-firm staff, not legal advice for any particular case.