Colorado Bankruptcy Training

Through our research, we found that the average bankruptcy law firm spends approximately 2.35 hours with every client before a Retainer Agreement is signed.  If this time were cut in half, a law firm could potentially increase their profits by 200%.  However, the goal of the Initial Intake Form is to cut the client intake time to a mere 30 minutes (or less if received online via email).  This makes the Initial Intake Forms a very powerful tool.

The first major goal of the Initial Intake Form is to provide the attorney with enough information so that he or she can more accurately project the figures for Schedule I and J of the bankruptcy petition.  This will enable the attorney to more accurately determine the complexities of the case as well as the possibility whether this case will most like become a Chapter 7 or 13.

The second goal of the Initial Intake Form is to provide the attorney with enough information to ascertain the complexity of the case by examining other areas outside the financial method discussed in Goal No 1.  The attorney simply matches the answer provided by the debtor, then looks up the question in the Operations Manual.  The Operations Manual will provide a variety of scenarios that could occur if the debtor answered a question with a “YES” or “NO.”

The third goal of the Initial Intake Form is to provide the attorney with enough knowledge to reasonably provide the client(s) with a more accurate fee quote.

The fourth goal of the Initial Intake Form is to cross-reference information to ensure the information the client(s) provide is accurate.  This allows the attorney to maintain better due diligence which is now a requirement under the new bankruptcy code.

The fifth and final goal of the Initial Intake Forms is to assist in streamlining intake operations.  This is important today because of the massive growth of the debtor bankruptcy field.  Old methods that used to work no longer work because of the fast moving needs and requirements within the industry itself.

4-Page Initial Intake Form

Provides the client with the ability to quickly provide “YES” and “NO” answers.  The form should not take longer than 10 minutes to fill out for the average client.

This form is provided in Word, HTML and PDF form-fillable formats.

75-Page Operations Manual

In PDF format, this Operations Manual is the HEART of the concept.  It contains valuable informati9n that provides step-by-step instructions for using the Initial Intake Package and interpreting the answers provided by the clients.

The Adobe Acrobat version is form fillable.  It can be completed online or any computer. The form is fully customizable to comply your law firm operations.

After customizing the top of the form with your law firm information (using Adobe Acrobat) you can place this PDF file on your website to download, or send via email when an inquiry is made by the client.  The client opens up the file and can immediately begin typing into the form. They save it and email back to you for evaluation.  If you decide to take the case, you can contact the client and schedule a full client intake where the remaining detailed information is obtained for the preparation of the bankruptcy petition.

The HTML version is designed to collect the information from your website. It is totally customizable so that the form intergrates with your website seamlessly.

When the client calls into the office, provide them with your website address and a link to this Initial Intake Form.  The clients will fill out the form and the results are emailed to you.  You review the information and decide whether to take the case or not based upon their answers to the “YES” and “NO” questions.

To customize the form, you can use any web based program. You copy and paste the HTML code like you do any other copy and paste.  In order for the form to deliver the information to your email address, you will need to contact your web host to find out what they require for forms to work. All web hosts are different.  Additionally, there is a free, easy-to-use form service available online at http://www.jotform.com/