Your Shop Desk
Bankruptcy · Custom Shop Desk CRM

A Custom CRM for Bankruptcy Attorneys

Bankruptcy clients are ready to file right up until they have to find three years of paperwork. A Shop Desk fitted to your practice turns that pile into a checklist on their phone and keeps fee plans and meetings on track.

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A Shop Desk set up the way a bankruptcy business would run it
A Shop Desk set up the way a bankruptcy business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Bankruptcy Words

Every case moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Consult
  3. 03Retainer
  4. 04Documents
  5. 05Counseling
  6. 06Filed
  7. 07Discharged

A case on your desk hangs off the debtor.

So the card asks for what you actually need, and nothing a bankruptcy business would never fill in.

  • Chapter chosen by the attorney
  • Creditor list received
  • Credit counseling done
  • Pay stubs and tax returns
  • Fee plan
  • Meeting of creditors date
Where it leaks

Where Bankruptcy Businesses Lose Work

Documents That Take Clients Weeks

The client means well but the paperwork sits. Your case sits with it.

Fee Plans Falling Behind

Clients pay in parts and a few payments get missed. Nobody notices until it is time to file.

Consults That Never Show

Scared callers book and then skip. A reminder the night before would have brought many of them in.

What we would build

Fitted to How You Already Work

  • A Document Checklist on Their Phone

    Clients see what you need and snap each paper. Your staff sees what is still missing without calling.

  • Fee Plan Tracking

    Each case shows what is paid and what is left. Clients pay from a link.

  • Consult Reminders

    Booked consults get a friendly reminder in your words. People who miss get a gentle offer to rebook.

  • Meeting of Creditors Prep

    Clients get a reminder before their 341 meeting with what to bring. You write the list.

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Questions

What Bankruptcy Owners Ask

Can I send my documents from my phone?
Yes. You get a checklist with a link and snap each item. Your lawyer's office sees it right away.
Will the desk tell me which chapter to file?
No. Only your attorney can advise you on that. The desk just keeps the paperwork and dates moving.
Can I pay my fees in parts?
If your firm offers a plan, yes. You pay from a link and see what is left.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Bankruptcy Business Runs

We will tell you honestly what a desk fitted to it would take.

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