Plain-language questionnaire
Conditional sections, group fields, and real-time validation guide clients through property, income, debts, and household details without dumping schedule codes on them.
Client portal · draft-safe saves
Legal Fusion
Bankruptcy casework that stays accurate from intake to filing.
Clients complete a plain-language questionnaire. Your firm works in Fusion File — schedules, means tests, exemptions, and court-ready PDFs in one multi-account workspace.
- Chapter 7 & 13
- Official form PDFs
- Joint & individual filings
Fusion File
Means Test · Form 122A-1
- Current monthly income
- $6,842
- Household size
- 3
- Median comparison
- Below median
- Disposable income (60 mo)
- $1,240
Sched. A/B
Sched. I/J
Exemptions
Illustrative preview — not live case data
One continuous path from client answers to filed forms
Legal Fusion connects intake, attorney review, statutory calculations, and PDF generation — so data does not get retyped across tools.
Step 1
Client intake
Clients answer a linear, plain-language questionnaire with conditional logic — not attorney jargon.
Step 2
Fusion File
Attorneys review the same answers in a compact, schedule-aligned workspace built for filing work.
Step 3
Calculations
Means tests, CMI, disposable income, asset equity, and exemption analysis stay tied to the case.
Step 4
Court-ready PDFs
Mapped fields fill official bankruptcy forms so what you collect is what you file.
Built for bankruptcy complexity — not generic case notes
Every capability below maps to real filing work: questionnaires, Fusion File, statutory calculations, exemptions, and court forms.
Fusion File for attorneys
A compact, schedule-aligned workspace for petition work — separate from the client questionnaire, sharing the same FusionAnswer keys so nothing drifts.
Schedules · filing information · case tabs
Means test engine
Current monthly income, standardized and actual deductions, 60-month disposable income, and presumption-of-abuse logic for Chapter 7 and Chapter 13.
Forms 122A / 122C family
Assets & exemptions
Real property, vehicles, and personal property valuations with equity and multi-jurisdiction exemption matching.
Income, expenses & claims
Schedule I & J budgets, secured-claim rollups from liens, and disposable-income views that stay tied to case data.
Official PDF mapping
Questionnaire and Fusion File answers map to AcroForm fields on official bankruptcy templates with chapter-aware rules.
Multi-account firms
Account-scoped cases, roles, departments, and document visibility so firm data never crosses tenants.
Sensitive-field encryption
AES-256-GCM field-level encryption for SSN and other sensitive values, with audit logging for compliance.
Client portal & documents
Invites, questionnaire progress, secure document upload, and staff notifications routed by department.
Two portals. One case record.
Clients and attorneys see the experience they need — but answers stay on the same case under your firm's account.
For law firms
Manage cases across your account, assign team roles, review Fusion File, run means tests, and generate PDFs — with clients isolated per firm.
- Case list & filing information
- Team, departments & notifications
- Creditor libraries & exemptions
- Audit trail for sensitive actions
For clients
Complete your questionnaire at your own pace, upload requested documents, and keep drafts saved securely until your attorney is ready.
- Guided bankruptcy questionnaire
- Secure document uploads
- Invite & password recovery
- Works on phone or desktop
Ready to run bankruptcy cases without the rework?
Sign in to your firm portal to manage cases, or open the client portal to continue a questionnaire.