Who calls, and why does it matter?
Bankruptcy callers are often in active financial crisis: facing wage garnishment, a foreclosure sale date, repossession, or a creditor lawsuit. Many are stressed and embarrassed, and some have never spoken to a lawyer before.
Foreclosure sale dates, garnishment start dates, and judgment deadlines are fixed dates on a calendar. A caller who waits a week to hear back may lose an asset that could have been protected.
What does the agent ask?
- What type of debt are you dealing with (credit card, medical, business)?
- Approximately how much total debt are you facing?
- Are you currently being sued, garnished, or facing foreclosure?
- Have you filed for bankruptcy before?
- What is your current income situation?
- Do you have assets you are trying to protect, like a home or car?
What does it capture for conflict and eligibility checks?
Capture the names of the creditors involved, since the firm may already represent a bank or creditor in another matter that would create a conflict.
Questions about bankruptcy intake
What if the caller is facing a foreclosure sale this week?
The agent flags this as urgent and notes the sale date so the firm can prioritize a same-day or next-day callback.
Does the agent explain the difference between Chapter 7 and Chapter 13?
No. It gathers the caller's financial situation so the attorney can explain the right option during the consult.
What if the caller has filed for bankruptcy before?
The agent asks about prior filings, since a previous bankruptcy can affect timing and eligibility for a new filing.
Is the caller's information kept confidential?
The intake is used only to prepare the attorney for the consult and is not shared with creditors or third parties.
Stop missing bankruptcy leads (and start growing revenue).
Book a short call to get your firm set up.
Book a call