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Pre-Petition
Filing System

From document intake to petition-ready filing. Fully automated. Inside the systems your firm already uses.

5+ hrs

saved per case

95%

auto-match rate

30 min

attorney review

The Problem

After a client retains your firm, your team spends hours chasing documents, renaming files, and manually typing data into petition software.

It's tedious, error-prone, and it's the single biggest drag on your firm's efficiency.

Stage 1

Document Collection

When clients submit documents — by email, text, or portal — the system takes over automatically.

What it does

01Converts every incoming file into a clean, properly formatted PDF
02Identifies each document — tax returns, pay stubs, bank statements
03Names it using your firm's conventions
04Matches to the right client and files it automatically
05Tracks what's received and what's missing

What your team stops doing

Downloading email attachments one by one
Renaming files by hand
Converting images and documents into PDFs
Dragging files into the right folders
Following up on missing documents
PPFS Dashboard — full document processing overview

Stage 2

Petition Preparation

The system reads your collected documents, extracts every required field, and populates your petition software automatically.

01Extracts income, debts, assets, and expenses from collected documents
02Populates your petition software — attorneys simply review
03Compatible with the software your firm already uses

The Result

Hours of manual data entry become 30 minutes of attorney review.

Less human error. Cases move from retained to filed significantly faster.

Built different.

Lives in your systems

Not a separate platform. It works within your current practice management software. Your workflow doesn't change — it just gets faster.

You own your data

Documents pass through for processing and are not retained. Everything lives in your firm's environment, not ours.

Flat-fee, unlimited

No per-case charges. No penalties for growth. One setup fee, one monthly fee, unlimited volume.

Ready to eliminate
the bottleneck?

See how PPFS transforms your firm's workflow from retained to filed.