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RetainerBooked

For consumer bankruptcy law firms

Worried callers,
answered kindly at any hour
Worried callers, answered kindly at any hour

RetainerBooked is intake software for US consumer bankruptcy firms with 1 to 10 lawyers, with bankruptcy lawyer marketing included: your website and ads, which our team runs, at a flat rate each month. Worried callers get a kind answer at any hour.

  • Worried callers answered kindly, nights, weekends and in Spanish
  • Fee plans paid by text
  • Pay stubs uploaded by phone
Bankruptcy attorney talking a new client through the next steps in his office.
A bankruptcy intake card for a 10:46 p.m. caller behind on his mortgage, with his pay stubs sent from his phone and the tax returns asked for by text.

Live in 14 daysMonth to month, no setup fee

  • Confidential and encrypted, never sold
  • Consultation reminders sent
  • Calls answered nights and weekends
  • Google reviews
  • Texting
  • Spanish-speaking callers

Getting found

A year of directory bills, two clients to show

Your firm paid a directory all year, and the front desk can name two clients it sent. Now the rep is calling about renewal. Instead, your Google listing gets weekly posts from our team, a bankruptcy page goes up for every city you take clients from, and ads run in your firm's own accounts. People searching at night find your firm, and each month you see which source sent every consultation.

RetainerBooked's bankruptcy report by source: the Google profile, city pages, Chapter 7 ads, Local Services Ads, referring attorneys and past clients signed 23 cases, and the directory that sent 2 clients last year is cancelled.
  • Bought inquiries
  • Directory fees
  • Yearly contracts
  • City pages
  • Your Google profile
  • Your ad accounts

Your front desk

The work before the case is filed

Seven tools your receptionist and paralegals use, one for each step of a new bankruptcy client's intake. Matters and deadlines stay in your case software.

RetainerBooked · Consultations

A Chapter 13 bankruptcy consultation on the calendar with two reminder texts that list the papers to bring.
Same consultation

Reminder on their phone

Two consultation reminder texts from the firm listing the papers to bring, with a link to move the time.

Reminded twice

People pick a consultation slot on your website, by text link or with the AI receptionist. Two reminders follow, listing the papers to bring, with a reschedule link.

See consultation booking
Callers

On the caller's phone, in your firm's name

A Tuesday night call, a Wednesday upload and a Friday signature.

Everyone has gone home· A kind voice still answers

  • 10:40 p.m.· Tuesday

    A caller's phone after a Tuesday night call about his debts, where the firm's AI receptionist said it was an assistant, not a lawyer, and booked Thursday's free bankruptcy consultation.

    Answered kindly at night

    The caller hears that this is your firm's AI assistant, not a lawyer. Your questions get asked gently, and Thursday's consultation is booked.

  • 7:15 a.m.· Wednesday, before work

    A bankruptcy client's document list in the firm's app at 7:15 a.m.: pay stubs and tax returns uploaded, bank statements and the car loan statement still to send.

    The document list arrives

    Pay stubs, tax returns and bank statements, each with its own upload, photographed at the kitchen table and sent.

  • 5:48 p.m.· Friday

    A caller's phone with his Chapter 7 flat-fee agreement signed at 5:48 p.m. Friday and the first $500 installment ready to pay.

    Signed, then paid

    Their retainer, filled in from the intake answers, gets signed with a fingertip. The first installment of your fee clears through a pay link, and the rest follow on schedule.

Setup

Your intake, built by our team

Send us your questionnaire and document list. We rebuild both, connect your phones and train your staff.

  1. We study your intake

    We go over who answers which calls, the questions you ask about income and debts, and where callers find you today.

    Your partwalk us through intake

  2. We build the forms

    Your questionnaire becomes a phone form, each document gets its own upload, and your fee plans and retainer template are set up.

    Your partsend the document list and fee terms

  3. Your staff learn the board

    We bring over your open inquiries from a spreadsheet or old intake tool with stage and source, link every attorney's Google or Outlook calendar, then train your front desk and paralegals until the board feels routine.

    Your parttime with your front desk

  4. The first caller comes through

    Your website, phones, forms and AI receptionist go live, and Google and Meta ads can start in accounts your firm owns.

    Your partokay the website and ads

Your setup and training are included

Setup checklist

Live by day 14

8 of 28 done

1We study your intakeDoneIn progressUp next

  • Managing attorney joins the kickoff call
  • Intake questions for debt callers
  • After-hours answering rules agreed
  • Spanish callers' needs listed
  • Current directory and ad spend listed
  • Flat fee amounts and installment terms noted for setup

2We build the formsDoneIn progressUp next

  • Document list built with uploads
  • Reminder texts written for missing documents
  • Your retainer wording loaded as a template
  • Fee plan template on file
  • Phone menu with a Spanish option
  • Numbers that show which ad rang
  • AI receptionist's opening line and questions okayed by an attorney
  • Google listing reviewed with you

3Your staff learn the boardDoneIn progressUp next

  • Open inquiries imported
  • Each attorney's Google or Outlook calendar connected
  • Receptionist shown each card stage
  • App downloaded
  • Paralegals shown where document uploads land
  • Consultation reminders tried on a phone
  • User roles set

4The first caller comes throughDoneIn progressUp next

  • Website goes live with a bankruptcy page per city you cover
  • Calls ringing through RetainerBooked
  • Ads approved
  • Google and Meta ads start in accounts your firm owns
  • Review link set
  • First caller
  • Day 14

Show us your document list

On the demo, we load your own document list and intake questions, then walk through a late call, the texts that follow and a fee plan paid by link. Month to month, no setup fee, live in 14 days.

Managing partner leafing through last month's agency report at her desk, ready to set it beside ours.
A RetainerBooked notice saying the firm's Chapter 7 bankruptcy document checklist is loaded, with 14 items.

Fewer unreturned calls

  • Wesley T., managing partner of a personal injury firm in Tulsa.
    Wesley T.Managing partner, PI firm, Tulsa
    64%of consultations from our site

    We let the directory lapse at renewal. These days most callers reach us from Google and the pages for our nearby towns.

  • Beatrice V., founding attorney of a family law firm in Sacramento.
    Beatrice V.Founding attorney, Sacramento
    38evening consultations a month

    People call us on a hard day, often after dinner. Now someone answers in our firm's name, calmly, and the consultation is booked before they hang up.

  • Rashad W., a criminal defense attorney in Atlanta.
    Rashad W.Criminal defense attorney, Atlanta
    3 hourssaved each week on payments

    Most of our clients spread the fee out. The plan charges their card on the dates they agreed, so my Fridays aren't spent on collections.

  • Harriet B., office manager at an estate planning firm in Grand Rapids.
    Harriet B.Office manager, Grand Rapids
    2 weeksless time chasing paperwork

    I spent weeks chasing paperwork by phone. Now the list arrives as a text, and reminders keep going until everything is in.

  • Esteban R., a solo immigration attorney in El Paso.
    Esteban R.Immigration attorney, El Paso
    1 in 2callers speak Spanish

    Spanish is the first language for a lot of my callers. They get the same kind answer at midnight, and my morning starts with their consultations already booked.

  • Lorena F., intake manager at a personal injury firm in Phoenix.
    Lorena F.Intake manager, PI firm, Phoenix
    31% fewerno-shows since spring

    Consultation reminders cut our no-shows, and the reschedule link handles the rest.

Common questions

Asked by bankruptcy firms

Try petition, Spanish or trust in the search box.

8 questions

Can the form list the documents we need?

Yes. Your intake form lists every document you ask for, such as pay stubs, tax returns and bank statements, each with its own upload, and reminder texts go out until it's sent.

Can clients pay our fee in installments?

Yes. You set the payments and dates; each charge follows a reminder text.

Do you sell bankruptcy inquiries?

No. We sell no inquiries and charge nothing per caller, per consultation or per signed case, and never a share of your fees (ABA Model Rules 5.4 and 7.2(b)). Our team builds your own Google profile, website and ads, so people searching for help find your firm and call it.

Is anyone there for late-night debt calls?

The AI receptionist, switching to Spanish when needed. It first says it's your firm's AI assistant, not a lawyer, then books a consultation.

Where does a payment that belongs in trust go?

Money that belongs in trust goes through your own trust processor, such as LawPay or your bank, never through us.

Will people find us on Google?

Your Google listing gets weekly posts, and we write your city pages.

Does it prepare the petition?

No. Petitions and schedules stay in your filing software.

What do we pay each month?

With one person signed in, you pay $97 monthly; with ten, $297.

Common searches

Talk to Quinn

Quinn Hadley can walk through your document list, fee plans and after-hours calls with you on a demo.

Quinn HadleyAccount manager

Request a demo

Answer every caller first. Sign more of them.

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