Qualify your leads, with the case file already attached.
We built this intake page for Whitmore & Associates — your leads take the means test and connect their bank read-only, and you receive the computed means test, organized statements, and AI review notes by email, before the consult.
This preview isn't reachable by debtors until you claim it.
The whole file — computed, organized, and waiting.
Statements pulled, the means test computed from real transactions, and review notes — all before the consult.
Intake your clients actually finish.
Your clients connect their bank in two taps — the same secure, read-only connection the big banking apps use. Every account they can log into is pulled automatically, so no one chases a statement.
- Read-only & consented — no credentials ever touch you or the firm, no credit impact.
- Up to 24 months of statements pulled — checking, savings, cards, loans.
- An AI review reads every transaction and flags the likely 341 questions.
The statements, organized for the consult.
Monthly bank statements, the means test computed from the real numbers, and an account-owner summary — all in one file, waiting in your inbox before the consultation.
“The file your paralegal spends two weeks assembling — computed, organized, and waiting before the consult.”
What filing actually does.
Chapter 7 — a fresh start
Most unsecured debt discharged in about 3–4 months, and most people keep their home and car. Income-qualified — that's exactly what this questionnaire checks.
Chapter 13 — a structured catch-up
Keep your property and repay on a 3–5 year plan. The automatic stay stops garnishment, repossession, and the collection calls the day a case is filed.
First 3 case files free.
Then $149/mo, month-to-month. No demo call, no setup, no new software for your staff.
Claim this pageThis page is a demonstration prepared by BankruptPro and is not affiliated with, sponsored by, or endorsed by Whitmore & Associates. Request takedown any time — one click, immediate. Completing this questionnaire does not create an attorney-client relationship.
We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code.
Whitmore & Associates — This is an advertisement. Not certified by the Texas Board of Legal Specialization unless expressly stated. The hiring of a lawyer is an important decision and should not be based solely on advertisements.
BankruptPro is not a law firm, is not a substitute for an attorney, and does not provide legal advice. Using this intake tool, submitting information, and receiving a preliminary screening result does not create an attorney-client relationship with BankruptPro or with any attorney or firm. No attorney-client relationship is formed until you and an attorney separately agree, in writing, to representation. Nothing is filed with any court by using this tool.