

What Comes Next
After you submit your intake form, your case officially enters our streamlined Insta‑BK workflow. This page gives you a clear, step‑by‑step look at what happens next so you always know where you are in the process.
Whether you prefer a guided consultation or want to move straight into case initiation, everything from here is designed to be fast, simple, and stress‑free.
1
Schedule Your Consultation
You’ll receive an email inviting you to book a consultation with our team. This call helps confirm your details, answer questions, and make sure you feel confident moving forward.
If you’d rather skip the call, you can jump straight into case initiation — no waiting required.
2
Complete Your Case Initiation Documents
Your case‑start documents will arrive via DocuSign for quick, secure signing. This packet includes your engagement agreement, required disclosures, and a short overview of what we’ll need from you.
Once signed and paid, your case is officially open and ready for document collection.
3
Upload Your Required Documents
Next, you’ll receive a link to securely submit the items we need to prepare your petition. You can view the full requirements in our Client Checklist.
The upload link is encrypted, mobile‑friendly, and designed for fast, easy uploads.
4
We Prepare Your Bankruptcy Petition
Once your documents are in, we take it from here. Our team completes your entire petition for you — accurately, thoroughly, and aligned with your goals.
5
Receive Your Ready‑to‑File Packet
You’ll receive:
- Your fully prepared bankruptcy petition
- Step‑by‑step filing instructions
- A guide explaining what happens after filing and how to navigate the next steps
Everything arrives organized, easy to follow, and ready for you to file.
