Bankruptcy intake that keeps up with your ads.
Bankruptcy firms pay for every lead, and ad leads go cold fast. IntakeGenius answers every call, screens for chapter and urgency, and gets the consult booked while the caller still has the nerve to make it.
You paid for the lead. Don't lose it to voicemail.
Ad-driven calls come in bursts and at odd hours. Every one that rings out is money spent on a client who signs somewhere else.
Ad-driven spikes
The agent answers every call, day or night, so a busy campaign doesn't turn into a pile of missed calls.
Garnishment and foreclosure
Active garnishments, foreclosure dates and repossessions are captured and flagged, so urgent cases are called back first.
Means-test ready
Income and household size are captured on the call, so your team can run the means test before the consult.
A screened bankruptcy lead, not a phone number.
The moment the call ends, a structured brief lands in your CRM, with a lead score so your team works the best leads first.
- Urgency. Garnishment, foreclosure date, repossession or a lawsuit.
- Income and household. What your team needs to run the means test.
- Debts. Types and rough totals, as the caller knows them.
- Assets. Home, vehicles and anything they're worried about losing.
- Lead source. Which ad or campaign brought them in.
- Received
- Sunday, 9:15 PM
- Situation
- Wage garnishment started this month
- Household
- [Size], [monthly income range]
- Debts
- Credit cards, medical bills, car loan
- Assets
- One vehicle. Renting
- Lead score
- High
- Next step
- Booking link texted. Flagged for first-thing callback.
From an ad click to a signed retainer.
- 01
Answer
Every call picked up, day or night, while the caller is still motivated.
- 02
Screen
Urgency, income and household recorded and scored in the CRM.
- 03
Book
A booking link goes out by text the moment the call ends.
- 04
Retain
Reminders cut no-shows, and the retainer goes out for e-signature after the consult.
Three ways we get more from your ad spend.
Every paid call answered
Picks up nights, weekends and campaign spikes, screens the caller and scores the lead.
How the agent worksSee which ads sign clients
Every lead carries its source from first call to signed retainer, and five-touch reminders keep consults on the calendar.
See plansA person to collect the paperwork
A full-time intake specialist, trained by us, who calls back screened leads and gathers pay stubs and statements before the consult.
Intake staffingGet bankruptcy intake right.
Means-Test Screening at Intake
The quick income and household questions that tell you whether to book.
The RetainerChapter 7 vs. Chapter 13 Intake Questions
What to ask so the consult starts in the right place.
The RetainerManaging High-Volume Ad-Driven Bankruptcy Leads
Keeping response times down when a campaign takes off.
Bankruptcy firms ask.
Does the agent run the means test?
No. It captures income and household size on the call so your team can run it before the consult.
Can it keep up when an ad campaign takes off?
Yes. It answers every call, day or night, so a busy week doesn't turn into missed leads.
Can I see which ads produce signed clients?
Yes, with IntakeCRM. Each lead keeps its source from the first call to the signed retainer.
Does it work with my case management software?
Yes, with MyCase and Clio. Mark an intake Hired in IntakeCRM and the client and case are created there, with Chapter 7 and Chapter 13 mapped to your practice areas.
Stop paying for leads you never answer.
See how IntakeGenius runs bankruptcy intake, start to finish.