Pay stubs
Employer lookup and paystub retrieval cover more than 75% of the American workforce.
Our standardized consumer-bankruptcy intake integrates bank-statement and paystub retrieval within the questionnaire and includes an AI-assisted documentation wizard.
Original Intake helps clients work through detailed financial disclosure and supporting documents in an organized, guided questionnaire. It is not customizable.
The established workflow combines client guidance with tools for gathering and reviewing financial information.
Employer lookup and paystub retrieval cover more than 75% of the American workforce.
Clients can connect credit cards, bank accounts, PayPal, Venmo, Green Dot, and more.
A human-centered questionnaire helps clients move through a demanding intake with clear progress.
Connections to thousands of financial institutions can import verified account balances and transactions without screenshots or statement uploads.
Connections to tens of thousands of employers can collect employment and wage history.
Clients can see how much they have completed and what remains.
AI-assisted validation checks whether an uploaded document matches the requested document type.
Tools that help staff see progress, assist clients, and review submitted information.
See how much of the intake a client has completed and help fill in gaps when needed.
Imported or uploaded paystubs are organized into a data matrix for use in filing.
Validation helps staff identify missing or mismatched requested documents.
“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.”
“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.”
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.