Original Intake

Our standardized consumer-bankruptcy intake integrates bank-statement and paystub retrieval within the questionnaire and includes an AI-assisted documentation wizard.

Integrated bank-statement and paystub retrieval
AI-assisted documentation wizard
A standardized bankruptcy-intake workflow

One workflow, built for bankruptcy intake

Original Intake helps clients work through detailed financial disclosure and supporting documents in an organized, guided questionnaire. It is not customizable.

Retrieval and documentation built into the intake.

The established workflow combines client guidance with tools for gathering and reviewing financial information.

Pay stubs

Employer lookup and paystub retrieval cover more than 75% of the American workforce.

Financial accounts

Clients can connect credit cards, bank accounts, PayPal, Venmo, Green Dot, and more.

Modern design

A human-centered questionnaire helps clients move through a demanding intake with clear progress.

For clients completing intake

Financial-account automation

Connections to thousands of financial institutions can import verified account balances and transactions without screenshots or statement uploads.

Paystub automation

Connections to tens of thousands of employers can collect employment and wage history.

Progress insights

Clients can see how much they have completed and what remains.

Document validation

AI-assisted validation checks whether an uploaded document matches the requested document type.

For the law-firm team

Tools that help staff see progress, assist clients, and review submitted information.

Progress visibility

See how much of the intake a client has completed and help fill in gaps when needed.

Paystub extraction

Imported or uploaded paystubs are organized into a data matrix for use in filing.

Document review support

Validation helps staff identify missing or mismatched requested documents.

What bankruptcy firms say

“Not having to hound my clients to get their pay stubs and bank statements is fantastic. Lexria significantly reduces the back and forth between my office and clients and allows my clients to focus on making sure they provide me with everything else I need.”
Kamilah M. Jolly, Esq. — Jolly Esquire, PLLC
“Lexria has solved a significant problem for practitioners and clients alike by collecting and presenting information in an easily understood and well organized format. It saves me and my staff a significant amount of time, and makes the process much easier for my clients.”
Barbara Quinn Smith — Law Offices of Barbara Quinn Smith

$62 per completed intake

Original Intake is billed at the close of each month. There are no monthly minimums or fees to get started, and clients who do not complete intake are not charged.

No monthly minimums
No setup fee
Volume discounts over ten completed intakes
No charge for incomplete intakes

Request a demo of Original Intake

We’ll reach out to show you how Original Intake works. This request does not subscribe you to marketing emails.

More information about Original Intake

I use Original Intake but want to switch to Lexria. What do I do?
Email [email protected] with the plan you would like to explore, and we’ll take it from there.
I use Original Intake but do not want to switch. What do I do?
Nothing. Original Intake remains supported. We will provide advance notice before any future product change that affects existing customers.
Why did Lexria create a monthly subscription platform?
Customers asked for customizable intake, additional features, and subscription pricing. Lexria is the configurable platform for firms whose needs extend beyond the standardized Original Intake workflow.