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Case Study — Bankruptcy Leads

A Bankruptcy Firm's Shift From Screening Every Inquiry to Choosing Cases

Composite and illustrative: this reflects the pattern bankruptcy firms describe, not the verified record of one specific client.

A two-attorney bankruptcy practice taking on Chapter 7 filings, Chapter 13 filings, and the occasional small-business case. Debt profiles varied wildly caller to caller — a wage-garnishment emergency looked nothing like someone still weighing their options. Intake learned to ask the same six questions before anyone could tell which caller they actually had.

The Grind

A generic bankruptcy lead arrived with a name and little else. Staff had to find out whether it was an individual or a business filing, what the debt load actually looked like, and whether the person owned property that changed the exemption calculus. Some had already filed before and were repeat filers, which the firm handled differently. Some were still weeks from being ready to commit.

The Hidden Cost

None of that meant the lead was worthless — it meant real intake time went into questions a filter could have answered first. Every mismatched case type was time the attorneys weren't spending on the filings they actually wanted to take on.

What Changed

No call to explain the firm's intake criteria to a sales rep. The firm set its own filters directly — bankruptcy type, filer type, debt amount, property ownership, filing urgency — and saw the price before ordering.

A Different First Call

What arrived had already answered the questions that used to eat the first five minutes of every call: chapter, filer type, debt range, urgency. The conversation moved straight to the filing instead of qualifying it.

Where It Settled

It's just how new filings come in now — tighten the filters when the office is at capacity, loosen them when there's room for more. Nobody has to re-explain the firm's criteria to a new rep each time volume needs adjusting.

Is This the Right Fit for Your Firm?

Likely a good fit if you:
  • Handle consumer or business bankruptcy filings
  • Have clear criteria for the case types you take
  • Would rather configure filters yourself than walk a sales rep through your criteria
  • Know that every lead still needs your own eligibility review
Probably not, if you:
  • Can't follow up consistently
  • Expect every inquiry to become a signed client
  • Want guaranteed outcomes
  • Don't have an established intake process yet

Leads, Not Guaranteed Clients

Filtering matches inquiries to the criteria your firm sets — it doesn't rule on filing eligibility, promise a prospect will hire your firm, or forecast a case's outcome. Your firm still owns:

  • Confirming the information provided
  • Conflicts checks
  • Determining case viability
  • Advertising & solicitation compliance
  • The decision to accept representation

Filing eligibility and the decision to represent stay with your firm. We handle getting relevant, filtered leads to your intake team.

See the Full Mechanism and Pricing

Filters, targeting, delivery, and controls — laid out in full on the Bankruptcy Leads page — or configure an order directly now.

Get Bankruptcy Leads Now See How It Works
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This case study describes a composite, illustrative scenario built from patterns commonly reported by bankruptcy firms — it is not a specific client's verified account. Lead information supplied through our filters is self-reported and is not a representation or guarantee of case validity, client retention, or legal outcome. Each firm is responsible for independently evaluating every inquiry and complying with all applicable laws, bar rules, and professional-conduct standards.