Preferred document channel
Use the upload portal for tax returns, pay records, statements, identification, and other intake materials whenever possible.
Site and portal use
What this website is for, and what it does not do by itself.
This page gives the plain-language rules for general website information, secure portal use, office contact, and how to think about documents sent through the intake workflow.
01
Website Information
The public website is meant to help clients understand the intake process.
- The public pages provide general information about document gathering, portal use, and the kinds of records that often matter in bankruptcy preparation.
- The site is meant to reduce confusion and help clients organize the first intake, not replace direct case-specific legal advice.
- If a deadline, lawsuit, garnishment, foreclosure, repossession, or hearing is involved, direct office contact may still be necessary even when the portal is being used correctly.
02
Portal Submissions
The secure portal is the preferred lane for documents.
One organized record
The portal is structured around a submission ID so later uploads can stay attached to the same intake instead of being scattered.
Status visibility
The status page is meant to show what has been uploaded and what categories still appear incomplete.
Follow-up still matters
Using the portal does not eliminate the need to explain urgent circumstances, missing records, or timing issues when they are important.
03
Relationship And Timing
Using the site or portal by itself does not answer every legal question.
Does using the website create an attorney-client relationship by itself?
No. The site is a public information and intake tool. Case-specific legal advice still depends on office review, direct communication, and the firm's decision to take on the matter.
Does uploading documents mean the office has all it needs immediately?
Not always. A submission can still be partial, and some files may still need follow-up, replacement, or clarification before the review becomes complete.
Should I rely only on the portal if there is a live deadline?
No. If timing is urgent, use direct office contact while keeping the documents organized in the portal as well.
Should I still explain what is missing?
Yes. The comments and document-status selections are part of what makes the submission useful rather than just a pile of files.
Need the short version?
Use the public site for orientation, the portal for documents, and direct office contact for urgent deadlines or case-specific help.