Bankruptcy Law Firms

Boutique Bankruptcy Law Firms Intake Automation

Turn more booked Chapter 7 and Chapter 13 consults into retained cases without adding headcount.

Your consults go cold while the facts sit in three tools. Aretech builds bankruptcy intake automation that captures every consult once, in one record your CRM and petition prep can use.

Get My Free Workflow Map Free. The map is yours, even if you never hire us.
  • Your attorney decides

    chapter and fit

  • Built on

    the software you already run

  • You own

    everything we build

  • No seats,

    no subscriptions

The Problem

Your Consults Go Cold Before the Retainer

Leads book. Then the facts scatter.

  1. Your volume's up, but your conversion is down.

  2. Clients don't show up, or show up without the intake form done.

  3. Consult notes live in a notepad, an inbox, or your head.

  4. You run three systems that don't talk to each other.

  5. The same name, income, and debts get typed in three times.

  6. Clients who skip the portal phone in, and someone types it all.

Every consult that never signs is attorney time you don't get back.

Your Intake, With and Without Aretech

Your attorney still decides chapter and fit. The retyping stops.

Your IntakeWithout AretechWith Aretech
Booked consultsNo-shows and half-done questionnairesReminders and a questionnaire chase in your wording
The questionnairePaper, PDFs, or a portal clients avoidOne phone-friendly link with no login
Consult notesIn a notepad or someone's memoryIn the client's record, marked for review
Client factsTyped into your CRM, case file, and petition prepEntered once, ready for every tool you keep
After the consultFollow-up depends on who remembersA retainer draft from your template, ready to approve
Someone's out sickIntake stalls until they're backYour forms, rules, and reminders keep running
Booked consults
Without AretechNo-shows and half-done questionnaires
With AretechReminders and a questionnaire chase in your wording
The questionnaire
Without AretechPaper, PDFs, or a portal clients avoid
With AretechOne phone-friendly link with no login
Consult notes
Without AretechIn a notepad or someone's memory
With AretechIn the client's record, marked for review
Client facts
Without AretechTyped into your CRM, case file, and petition prep
With AretechEntered once, ready for every tool you keep
After the consult
Without AretechFollow-up depends on who remembers
With AretechA retainer draft from your template, ready to approve
Someone's out sick
Without AretechIntake stalls until they're back
With AretechYour forms, rules, and reminders keep running
The Usual Fixes

Why the Usual Intake Fixes Don't Stick

Each one fixes a piece of intake. None connects the pieces.

  • Another intake hireAnswers more calls, then types every answer again.
  • Your CRM's intake formsStop at that one tool, while consult notes live elsewhere.
  • A questionnaire portalCollects answers that someone still checks and re-keys.
  • An AI intake chatbotGreets web leads, but the consult itself goes uncaptured.

Your intake needs one record that every tool reads. That's what Aretech builds.

The Build

From Booked Consult to Retained Case

Your intake process runs in three steps, and each one ends with a person's approval.

Step 01

Before the Consult

The booking opens your client's record, and follow-up runs on your rules.

  • A confirmation and a day-before reminder go out in your wording.
  • An unfinished questionnaire gets chased, skipping your office-closed days.
  • A staff call task opens when the questionnaire is still missing.
  • Every client who can’t use the portal turns into a phone call and a typing job.
Step 02

During the Consult

Your questionnaire, uploads, and consult notes land in one record.

  • Answers taken from your consult notes are marked for review.
  • Anything the consult didn't cover stays blank, never guessed.
  • Staff review each submission and complete sections clients never see.
  • Your attorney decides chapter and fit, and runs the conflict check.
Step 03

After the Consult

The record keeps moving while your client is still ready to hire you.

  • Your retaining agreement is drafted from your template for approval.
  • The chapter your attorney picks sets which document requests go out.
  • Client facts carry into your CRM and practice-management system once.
  • Your team starts petition prep from the reviewed record.
The Foundation

Built Around the Software You Keep

Every other workflow reads the intake record, so Aretech builds automation for bankruptcy law firms in one order.

LAYER 01

A data layer with one record per client across your CRM or practice-management system, petition software, storage, and phones.

LAYER 02

AI agents that read questionnaires, uploads, and consult notes, follow your firm's rules, and never guess a missing fact.

LAYER 03

Automated workflows that run reminders, chases, and hand-offs in your wording, then stop for your approval.

The Result

What You Get Back

Here's what changes when every consult is captured once.

More retained cases from the same team.

Follow-up runs from the booking to the signature.

Consults that start prepared.

The questionnaire arrives done, so you talk options, not data entry.

No more retyping.

Each fact goes in once and reaches every tool you keep.

Fewer wasted consult slots.

Reminders and the questionnaire chase run before every booking.

Notice and contract deadlines in view.

The record keeps the dates your 11 U.S.C. 527 and 528 clocks run from.

Intake that outlasts turnover.

Your forms, rules, and reminders keep running when someone leaves.

Client Voice

In Our Client's Words

Here's how one client describes life before Aretech.

Before Aretech, nearly every part of our technology felt harder than it should have. Our automations did not work reliably, our intake form was not saving information correctly, and our website had become a jumble of disconnected, “vibe-coded” pieces. We also did not have a trusted resource we could turn to for IT support and practical advice about technology. These problems took time away from our work and left us unsure how to make lasting improvements.

Sarah Rockwell, Aretech client
Control

Your Intake Stays in Your Hands

Intake holds your clients' most private facts. Here's what stays yours.

  • Every legal call stays with your attorney.

    Chapter, fit, and conflicts never leave your desk.

  • The system never files, signs, or takes payment.

    That line is written into your implementation agreement.

  • Nothing runs until you approve it.

    Each piece starts as a pilot that only proposes.

  • Your staff can change the rules.

    Questions, reminders, wording, and timing, with no developer.

  • You own what Aretech builds.

    The code, data, workflows, and documentation, in your own cloud account.

Co-founders Pratyush Raman (CEO) and Jihad Iqbal (CTO) lead the team behind your intake build. The team has deployed AI systems inside organizations like Amazon, MIT, and Y Combinator-backed startups. Every workflow is built alongside practicing attorneys with over 25 years of experience.

Fit

Made for Boutique Chapter 7 and Chapter 13 Firms

Aretech fits your firm if:

  • You're the owner-attorney or operations lead of a boutique consumer bankruptcy firm.
  • Booked consults slip before the retainer, or intake facts get typed twice.
  • You want more retained cases from your team, on software you keep.

It isn't built for petition preparers, people filing their own case, or large multi-practice firms.

The Process

Start With a Free Map of Your Workflow

See your whole intake on one page before you decide anything.

  1. Get your free workflow map. Your intake, your software, and the first fix, sent the same day and yours to keep.
  2. Get a plan you keep. The build order and every system it touches, in writing.
  3. See it built. Working software every week, in 4 to 8 weeks plus testing and quality checks.
  4. Approve the pilot. It only proposes until you switch it on.
  5. Own it. The system and its documentation, with defect fixes for up to 60 days, set per engagement.
Get My Free Workflow Map Free. The map is yours, even if you never hire us.

Each step, from the map to the handover, is laid out in how custom law firm automation works.

Questions

FAQs

What Does It Cost?

Your build is priced to its own scope, after Aretech has seen your intake. You pay once and own the build outright. There are no seats and no subscriptions. Your AI model provider bills you directly for usage, and you see the full cost in your plan before anything is built.

Is the Workflow Mapping Session Really Free?

Yes. Aretech sends you a map of your intake and the first fix, and it's yours even if you never hire us. No cost to you for the session, and your intake lead is welcome to join.

We Use Best Case and Would Love Something That Integrates With It. Will This Work?

Yes. You keep Best Case, and the build works around it. The same goes for Jubilee or NextChapter, and your team still prepares the petition there. They just start from one checked record instead of scattered notes.

What if the AI Gets an Answer Wrong?

A person catches it before it counts. Answers taken from consult notes are marked for review, and anything the consult didn't cover stays blank instead of guessed. Your staff review every submission, and your attorney decides chapter and fit. The goal is to eliminate avoidable human error, with a person approving every record.

Where Does Our Client Data Go?

The system lives in your firm's own cloud account. Hosted frontier models do the AI work, so consult content passes through the model provider's API, and you pay that provider directly. The build discards the Social Security and driver's license numbers your CRM records carry, so they never reach its database or logs. The full data path and every safeguard are set out under law firm AI data security.

Can We Put Prospective Clients' Information Into AI?

Yes, within the duties you already carry. What a prospect tells you stays confidential even if they never hire you, under ABA Model Rule 1.18. ABA Formal Opinion 512, issued in 2024, asks you to weigh disclosure risk before client information goes into an AI tool. So each firm's data stays separate, and no firm's data trains anything.

Will Our Clients and Staff Actually Use It?

Yes. Clients get one phone-friendly link with no login, and clients who'd rather talk get a call from your team. Your staff keep their CRM and petition software, and they change the forms and reminders themselves.

Is There an AI Platform Designed Specifically for Bankruptcy Attorneys?

Aretech builds that AI around your own bankruptcy intake instead of moving you onto a new platform. It reads your questionnaires and consult notes, follows your firm's rules, and works around your petition software. Your attorney reviews every record before it counts.

Do You File or E-File Anything?

No. Your team prepares the petition in your own software, and your attorney signs and files it. The system never files, signs, or takes a payment. It never contacts a court or trustee, and it never makes a legal decision.

How Do I Automate My Intake Process?

Map it first, then automate one record. Write down who books the consult, what your questionnaire asks, where consult notes go, and which tools need the facts. Then each step feeds that record, and your attorney reviews it. That map is what your free workflow mapping session gives you.
Your Next Step

Turn Your Next Consult Into a Retained Case

Bring your intake to one free workflow mapping session. You walk away with:

  • A map of how a consult moves through your firm today
  • The exact point where booked consults slip away
  • Your new intake, laid out in three layers
  • A check of what your CRM and petition software can do
Get My Free Workflow Map Free. The map is yours, even if you never hire us.
Due Diligence

Before You Choose a Builder

Ask any builder, ARETECH INCLUDED, the hard questions first.