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Engrave

For Chapter 7 & 13 consumer bankruptcy firms

Bankruptcy intake that organizes itself.

Turn inbound voicemails, emails and phone snapshots into organized, review-ready case files. No debtor logins, no app downloads, and no chasing missing pay stubs.

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How it works

Clients reach out however they want. Your team sees one clean file.

  1. 1

    Capture anywhere

    Clients leave a voicemail, email documents, or snap photos of pay stubs through a secure upload link — no accounts or apps required.

  2. 2

    Automatic extraction

    Audio is transcribed with bankruptcy terminology. Phone photos are deskewed, OCR-scanned and tagged by document type.

  3. 3

    Triage & file

    Staff review synchronized transcripts, verify flagged records, and advance cases to ready for petition.

Features

Built around how bankruptcy intake actually arrives.

Voicemail with synced transcripts

Transcribed with a bankruptcy vocabulary (means test, 341 meeting, exemptions). Click any word to jump playback to that moment.

Direct email routing

Attachments and the client's message route automatically to the right case record.

Frictionless document snaps

Send one secure upload link. Engrave deskews, corrects contrast and extracts text from phone photos.

Automatic document classification

Pay stubs, tax returns, bank statements, utility bills and creditor notices tagged automatically — with one-click overrides.

Lead vs. client separation

Prospective inquiries stay apart from retained clients. Convert to a client with one click.

Urgency & deadline flags

Wage garnishments, foreclosure sales and lawsuits are flagged as soon as a client mentions them.

Security & privacy

Built for sensitive financial records.

Designed to safeguard debtor SSNs, tax returns and banking data.

  • Encrypted at rest and in transit

    Recordings, documents and case records are encrypted with a dedicated, managed key.

  • 15-minute secure links

    Debtor upload links and staff viewing links expire automatically.

  • No unneeded documents

    Documents from leads you don't take on are permanently deleted when the lead is dismissed.

  • Access audit log

    Every case view, document view and status change is recorded by user and time.

Stop chasing pay stubs. Start reviewing cases.

See how Engrave streamlines your firm's Chapter 7 and 13 intake.

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