Bankruptcy Intake Questionnaire Template
A bankruptcy intake questionnaire for attorneys and legal teams to gather a prospective client’s income, debts, assets, household details, and goals.
When to use it
- Before a first bankruptcy consultation
- When screening a new bankruptcy inquiry
- To gather financial details before reviewing a case
- When updating an existing client’s intake information
What it asks
- What is your name?
- What is your email address?
- What is your phone number?
- What are your sources of income and approximate amounts?
- How many people are in your household?
- What debts do you have?
- What assets do you own?
- Have you made any large transfers or gifts recently?
- Are you involved in any lawsuits or debt collection cases?
- What would you like to accomplish by speaking with us?
Why it should be encrypted
Income, debts, assets, lawsuits, and contact details can expose someone’s financial situation. Only the intended legal team should be able to read these answers—not SealForm.
Tips
- Tell clients which date range to use for income and recent transfers.
- Clarify that debt and asset estimates are acceptable if exact amounts aren’t available.
- Add a secure way to share supporting documents if your process requires them.