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Law Firm Intake Process: A Five-Minute Framework That Books More Consults

Summary: 

  • A five-minute intake is not only possible, but it often produces better results than a 30-minute call.
  • Clients mainly want to know two things: Can you help them, and what will it cost? You can answer this in five minutes or less. 
  • Booking same-day or next-day consults dramatically increases your show rate and retention.

By Philip Tirone, founder and CEO of 720 System Strategies, with decades of experience helping bankruptcy attorneys streamline intake and convert more leads into paying clients.

Why the Five-Minute Law Firm Intake Process Works

Most attorneys treat intake like a legal interview. They ask for too many details up front, the call stretches to half an hour, and meanwhile, other calls are going unanswered. By the time you finish one intake call, you’ve missed two calls from other potential clients, and those two callers have moved onto another firm where someone answers the phone. 

Jason Amerine of Castle runs about 60 filings a month, and he often knocks out intake in five minutes. Jason’s firm can handle this volume because they know what matters during an intake: Namely, clients are not looking for a law school lecture. They don’t want to hear the technical legalese of bankruptcy. 

They want to feel heard. They want to understand if bankruptcy is even an option, and they want a straight answer about fees. When you meet those needs quickly and give them the next step, you stop them from calling the next attorney down the street, and you move through your consultations faster and more effectively.

In this article, we’ll take a look at what we learned from Jason.

The Five-Minute Framework

So what is the five-minute framework that Jason suggests using as a law firm intake process?

Essentially, the five-minute intake is a process for getting to the heart of the matter and letting potential clients know whether you can help them reach their goals. It cuts out all non-essential information and focuses only on what drives decisions.

“Most of my clients, all they care about is: Can I help them? And what’s it cost? And that doesn’t take a lot of questions to get to that result.”

Let’s look at the five steps of the five-minute intake. 

1.   Ask only what matters

The first step in the five-minute framework is to focus only on the essentials. Your intake specialist should quickly confirm the caller’s state of residence, marital status, and household size. 

From there, gather housing details by asking whether they rent or own, and if it’s a mortgage, clarify the balance, value, and whether payments are current. Ask about vehicles, including the year, make, model, balance owed, payment amount, and timing of the purchase. 

Round out the basics by confirming monthly gross income for the debtor (and spouse if married), total unsecured debt, and whether they have filed for bankruptcy within the last eight years. 

These questions provide all the information needed to decide next steps without wasting time.

2. Explain the path and the price

Once the essentials are clear, the intake specialist can identify whether the case is likely a Chapter 7 or Chapter 13 at a high level. This isn’t the time for detailed legal analysis. Instead, share the expected chapter and give the fee or a clear range in plain, everyday language. Avoid legal jargon or drawn-out explanations. 

Prospects want to know the answer to two questions immediately: 

  • “Can you help?” 
  • “What will it cost?” 

Clear and direct answers position the firm as confident, efficient, and trustworthy.

3. Book the appointment immediately

Once the chapter and fee are explained, the next move is to secure the appointment right away. Always offer the soonest available slot, ideally the same day or the next. Pushing the consultation out five days or more significantly lowers the show rate. 

Debtors who gather the courage to make that first call are ready to act, and the momentum should not be lost. A strong intake process locks in their commitment while they’re motivated, reducing the risk of them calling another firm.

4. Remove judgment

Throughout the call, the intake specialist must communicate without judgment. Normalize the situation by explaining that most bankruptcies result from divorce or medical events, such as life circumstances that no one plans for. When callers realize they aren’t being judged, their defenses drop, and they are far more likely to trust the process. This simple shift in tone helps clients feel safe, understood, and open to moving forward with the consultation.

5. Follow up until retained

Not every caller will be ready to retain the same day, and that’s where follow-up becomes critical. 

  • If someone says they can move forward on payday, make a note and schedule the follow-up immediately. 
  • Use friendly reminders by phone, text, or email to stay connected and keep the pipeline warm. 
  • To make this easier, you can plug callers directly into the 720 System Strategies automated lead follow-up system for bankruptcy attorneys, which keeps prospects engaged for months (and even years) with texts, emails, and reminders until they are ready to sign.

Consistent follow-up bridges the gap between interest and commitment, ensuring fewer leads fall through the cracks and more prospects ultimately become clients.  

Watch & Learn: A Case Study in Onboarding Clients in Five Minutes

Why Speed Beats Sympathy on the First Call

Some attorneys and intake specialists let intake turn into a counseling session. They let callers vent, share every detail, and by the time the call ends, no appointment is booked. Remember: Sympathy is important, but the goal of the first intake is to qualify, quote, and book the consultation. Longer conversations and emotional storytelling come later, after the client has retained the attorney.

 

Frequently Asked Questions (FAQs)

  1. Should I handle intake calls myself, or should I hire someone else?
  2. What questions should I ask during the first bankruptcy intake call?
  3. How soon should I schedule the consultation after intake?
  4. What is the best way to follow up with people who are not ready to file bankruptcy?

FAQ: Should I handle intake calls myself, or should I hire someone else?

Answer: It depends on whether you are comfortable in sales. Jason believes the attorney should run intake, and when he does, he acknowledges the client’s situation, makes clear he isn’t judging, and then keeps the conversation moving toward a decision. His view is that when the client hears directly from the attorney, the client is more likely to trust that the firm can handle the case. 

At 720 System Strategies, we often recommend a slightly revised model: Let a trained non-attorney salesperson handle intake, unless the attorney is trained in sales. Our position is this: Intake is fundamentally a sales role, not a legal one. Since sales specialists tend to be less intimidating, they are often better equipped to calm fears, and skilled at overcoming objections so prospects stay engaged and book quickly.

Both approaches can work, depending on the firm. If an attorney is comfortable guiding conversations and strong at building rapport fast, having them lead intake may fit. If not, intake is usually better left to a dedicated specialist. 

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FAQ: What questions should I ask during the first bankruptcy intake call?

Answer: You only need a handful of details to decide next steps. These include:

  • State of residence
  • Marital status and household size
  • Housing (rent or mortgage, and if mortgage: balance, value, and payment status)
  • Vehicles (year, make, model, balance, payment, timing)
  • Monthly gross income for debtor and spouse if married
  • Total unsecured debt
  • Prior bankruptcies within the past eight years

Asking anything beyond those questions risks dragging the call out and losing momentum.

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FAQ: How soon should I schedule the consultation after intake?

Answer: Schedule the consult as soon as possible: Ideally same-day or next-day. When we provide lead qualification services for bankruptcy attorneys, we make live transfers so the attorneys can conduct the consultation as soon as the debtor has been pre-qualified. 

Debtors are motivated when they first call. If you push them out five days, your show rate drops. A quick booking keeps them from calling the next attorney on the list.

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FAQ: What is the best way to follow up with people who are not ready to file bankruptcy?

Answer: The most effective follow-up combines automation with personal touch.

  1. Add the lead to an automated email or text campaign so no prospect slips through the cracks.
  2. Schedule personal phone calls based on what the lead tells you during intake. For example, if they mention payday or a specific timeline, tie your reminder to that date.

This approach keeps you top of mind without overwhelming the prospect. To make it even easier, you can plug leads into the 720 System Strategies four-year automated follow-up system, which uses consistent texts and emails to keep prospects engaged until they’re ready to move forward.

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About Philip Tirone

Philip Tirone is the founder and CEO of 720 System Strategies, a marketing platform built exclusively for consumer bankruptcy attorneys. With decades of experience helping law firms attract, convert, and retain clients, Phil is known for combining advanced targeting strategies with educational follow-up systems that turn hesitant prospects into paying clients. His approach draws from thousands of campaigns nationwide, giving him deep insight into what works, and what wastes money, in bankruptcy marketing.He also shares proven tactics and case studies on his YouTube channel, 720 System Strategies, which is dedicated to helping bankruptcy attorneys grow their practices.

How Attorneys Can Increase Conversions with Smarter Bankruptcy Lead Qualification and Intake Processes

Most consumer bankruptcy attorneys treat client intake and lead qualification like it’s part of the legal work. They get on the phone themselves or hand it off to a paralegal, assuming the job is about quoting the bankruptcy code or explaining petitions.

The reality is different. Bankruptcy lead qualification is not legal work. It is sales. And when a trained non-attorney salesperson takes the first call, everything changes.

Where an attorney or paralegal can feel intimidating, a salesperson can connect on the debtor’s level. They can calm fears, handle objections, and guide leads toward the next step.

That’s when your conversion rate starts climbing. And once it picks up, it usually takes off fast. In this article, then, let’s look at how putting the right people in the right seat can boost revenue for your firm.

 

Why Your Time Is Wasted on Bankruptcy Lead Qualification and Intake

If you’ve run a bankruptcy practice for any length of time, you’ve probably taken calls that go nowhere.

  • Maybe it’s someone making too much money to qualify, or a caller who turns out to live outside your state.
  • Sometimes it’s a prospect carrying mostly non-dischargeable debt like child support or certain taxes.
  • Other times, the person simply doesn’t have enough debt (or enough income) to make bankruptcy their best option.

The problem is, every one of those calls eats up valuable time. When paralegals and attorneys are the ones sorting through unqualified leads, their training and expertise get wasted on work that an intake specialist could handle.

 

Why Attorneys and Paralegals Shouldn’t Be in Charge of Bankruptcy Lead Qualification and Intake

Beyond that, attorneys and paralegals are not sitting in the right seat if they are engaging in lead qualification or intake. Here’s why…

Intake and lead qualification aren’t legal functions. They are sales functions.

A trained salesperson knows how to build rapport, handle objections, and move the conversation toward commitment. That’s not what attorneys went to law school for, and it’s not the best use of paralegal hours either.

When you or your paralegal are seated in the intake and lead qualification seat, here’s what happens:

  1. You lose clients. Successful intake requires someone trained to connect, empathize, and guide. Attorneys often slip into legal jargon that can overwhelm or intimidate debtors. Intake specialists, on the other hand, know how to calm fears, build trust, and keep people moving toward a consultation.
  2. You waste billable hours. Every minute that you or your paralegal spends qualifying a shaky lead is time that could have been billed. Intake doesn’t require a JD, and it pulls attorneys and paralegals away from the high-value work only they can do.
  3. Team morale drops. Paralegals and attorneys studied the law and strategy. They didn’t train for an intake role. When they’re stuck chasing paperwork or running through screening questions, they get frustrated. Over time, burnout rises and turnover follows.
  4. Opportunities slip away. A dedicated intake specialist can nurture leads who aren’t ready to file today but could be ready in a few months. Attorneys rarely have the time or bandwidth to keep those prospects engaged.

 

Why a Non-Attorney Salesperson Is a Better Approach for Lead Qualification

When you outsource intake or hire a non-attorney salesperson, lead qualification stops being guesswork. A trained intake specialist can follow a clear process, gather the right details, and filter out dead ends so only serious, motivated clients end up on your calendar.

Beyond that, the intake specialist can be tasked with follow-up, making sure that the leads that aren’t quite ready are nurtured until they are ready.

If you’re rethinking how your firm handles bankruptcy lead qualification and intake, check out these FAQs to help you decide what approach fits your practice best.

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FAQs Table of Contents

        1. How can I stop wasting time on bankruptcy leads that aren’t qualified?
        2. Should I outsource my bankruptcy lead qualification?
        3. How can I get more bankruptcy leads to show up for consultations?
        4. What questions should be asked during bankruptcy intake?

FAQ: How can I stop wasting time on bankruptcy leads that aren’t qualified?

Answer: You can stop wasting time on unqualified bankruptcy leads by asking disqualifying questions at the beginning of your intake or consultation. Your first few questions should help you uncover information like:

  • Does this client make enough money to afford bankruptcy?
  • Do they have the kind of debt that qualifies for bankruptcy?
  • Have they filed for bankruptcy before?
  • Are they in your jurisdiction?

You can pre-qualify your clients this in-house or through an outsourced lead qualification service, such as 720 System Strategies, which uses non-attorney salespeople to qualify leads and to overcome objections.

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Return to FAQs

 

FAQ: Should I outsource my bankruptcy lead qualification?

Answer: You should outsource if you do not have a trained salesperson in-house. Bankruptcy lead qualification should always be handled by someone trained in sales, never by an attorney or paralegal. Here’s why. Most consumer bankruptcy attorneys treat intake and lead qualification like it’s part of the legal work. They either take the calls themselves or delegate to a paralegal, thinking the job is about quoting the code or gathering case details. But that approach misses the point. Intake isn’t legal work. It’s sales work.

Think about what happens on those first calls. A debtor is nervous, embarrassed, and often convinced bankruptcy will ruin their life. If they get an attorney or paralegal on the phone, they’re likely to be hit with technical detail, legal jargon, or even skepticism about whether they should file at all. That overwhelms people and makes them less likely to move forward.

Now picture a trained salesperson in that role. They don’t try to “sound like a lawyer.” Instead, they lower defenses, calm fears, and show the debtor that bankruptcy is a tool for success, not a mark of failure. They know how to handle objections and keep the conversation moving.

When a debtor hears someone explain that they can pay $2,000 to erase $40,000 in debt, the sale almost makes itself.

That’s why having a non-attorney salesperson in this role can double or triple your conversion rate. It’s not because they know more about the law: It’s because they know less about the law and more about sales.

And in bankruptcy, the “product” is relief from crushing debt.

So if you have true sales talent in-house, put them in this role. But if you don’t have a trained salesperson on your staff, outsource to a company like 720 System Strategies.

Either way, never put your attorney or your paralegal in the lead qualification and intake seat. They’re too valuable doing legal work, and they’re simply not wired to close leads the way a trained intake specialist is.

Key takeaway: Bankruptcy lead qualification is a sales job, not a legal one. If you don’t have a trained salesperson in-house, outsource it to 720 System Strategies. Attorneys and paralegals should never be in the intake seat: You’ll get more signed clients when a sales-trained specialist handles those first calls.

Return to FAQs

 

FAQ: How can I get more bankruptcy leads to show up for consultations?

Answer: You’ll get more leads to show up when the first call is handled by someone trained in sales, not by an attorney or paralegal.

For most debtors, calling a bankruptcy office is one of the hardest steps they’ll ever take. They’re anxious, embarrassed, and often scared about what bankruptcy will mean for their family. If the very first voice they hear is an attorney or paralegal, the call feels formal and intimidating. That stress makes it much easier for them to cancel or disappear before the consultation.

A sales-trained intake specialist creates the opposite experience. Instead of diving into legal details, they connect with the debtor on a human level, calm their fears, and frame bankruptcy as a smart financial decision. They also know how to handle objections and secure small commitments, like placing a debit card on file, that dramatically increase show-up rates.

The result is simple: a higher show-rate for consultations, fewer wasted hours on no-shows, and more clients retained. Attorneys and paralegals should focus on the legal work. Intake belongs to someone who knows how to sell.

Key takeaway: More bankruptcy leads show up for their consultations when the intake feels safe and encouraging. A sales-trained specialist reduces fear, builds trust, and gets real commitments, something attorneys and paralegals can’t replicate from the intake seat.

Return to FAQs

 

FAQ: What questions should be asked during bankruptcy intake?

Answer: Bankruptcy intake should cover both the basics and the questions that move the debtor closer to filing.

Most attorneys focus only on the basics: income, dischargeable debt, prior filings, assets, tax status, and legal actions. (Long-form intake adds more detail like monthly expenses, property, and loan obligations, which gives a clearer picture.) That information is important, but it’s not enough to move a debtor forward.

When you are able to ask questions that ease fears and set up solutions, you will be more likely to convert leads into bankruptcy clients. For example:

  • “Are you upside down on your vehicle? If so, we can look at options for replacing it.”
  • “Would you like us to include our credit rebuilding program so you can qualify for a mortgage within two years?”
  • “When would you like to get this filed? If you sign the paperwork tonight, the collections will stop this week.”

These kinds of questions not only gather facts but also show the debtor that you have a plan to help. They calm nerves, build trust, and make the consultation feel like the natural next step instead of just note-taking.

Key takeaway: The best bankruptcy intake not only collects qualifying information but also asks questions that lead to conversations that calm fears, offer solutions, and move the debtor toward filing. This combination turns a nervous caller into a committed client.

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Return to FAQs

About Philip Tirone

Philip Tirone is the founder and CEO of 720 System Strategies, a marketing platform built exclusively for consumer bankruptcy attorneys. With decades of experience helping law firms attract, convert, and retain clients, Phil is known for combining advanced targeting strategies with educational follow-up systems that turn hesitant prospects into paying clients. His approach draws from thousands of campaigns nationwide, giving him deep insight into what works, and what wastes money, in bankruptcy marketing.He also shares proven tactics and case studies on his YouTube channel, 720 System Strategies, which is dedicated to helping bankruptcy attorneys grow their practices. 

How to Find the Best Marketing Firm for Consumer Bankruptcy Attorneys

The best marketing firms focus on these three things: 

  1. Exclusive leads beat shared leads. The best marketing firms deliver leads that belong only to your firm, paired with intake and nurture systems that turn contacts into paying clients.
  2. Follow-up is what drives growth. A four-year nurture sequence with branded texts, emails, and screening keeps hesitant debtors engaged until they’re ready, so no opportunity is wasted.
  3. Reputation fuels referrals. Smart marketing firms use automation to collect reviews at the right time and enroll clients in credit education, which builds credibility and keeps new cases flowing long after the first case closes.

By Philip Tirone

This might come as a surprise, but bankruptcy firms are in the best position they’ve ever been …. 

Yes, many attorneys are feeling the pinch of higher ad prices and clients who take their time before filing. Yet those same challenges create space for firms with the right strategy to grow stronger and more consistently than before.

But to be sure, the days of running ads and chasing shared leads are over. To thrive now, attorneys need a smarter

system, one that fills the pipeline, nurtures hesitant clients until they’re ready, and turns more consultations into paying cases. That’s why the best marketing firm for consumer bankruptcy attorneys isn’t defined by flashy ads or big promises. It’s defined by exclusive leads, proven follow-up systems, and a deep understanding of how debtors make decisions.

What Law Firms Really Need From a Bankruptcy Marketing Firm

Attorneys aren’t looking for a pile of cold leads. They want real consultations with people who are ready to discuss bankruptcy. To make that happen, the best marketing firm for bankruptcy attorneys has to deliver five things:

  1. Exclusive leads, so you’re not competing with other attorneys.
  2. Automated follow-up, so no one slips through the cracks.
  3. Intake support, so only qualified clients reach your desk.
  4. Long-term nurturing, because most debtors aren’t ready to file for bankruptcy on day one.
  5. Reputation management, so your past clients generate new referrals.

How One of Our Attorneys Grew His Bankruptcy Firm from $3,000 to $100,000+ / Month

 

Why Exclusive Leads Matter More Than Ever for Bankruptcy Attorneys

Most directories, like NOLO or LegalZoom, sell the same lead to multiple firms. That’s frustrating for attorneys and confusing for clients. A better approach is exclusive leads that belong only to your firm.

The most effective systems today use advanced targeting, including Facebook and influencer-driven campaigns in specific counties. At 720 System Strategies, our leads typically cost around $35 each, plus $10 when an appointment is set. That’s often half the price of Google PPC, and the return is stronger because of what happens after the lead comes in.

The truth is, our leads aren’t always as “warm” as those found through Google Ads. But we use that to our advantage: Through a structured follow-up system, we educate prospects, address their fears, and remove the barriers that keep so many from moving forward. 

And let’s be honest: Even leads who come in “warm” from Google Ads have a high no-show rate. This is because they are still carrying feelings of shame and overwhelm, which can paralyze them. 

The key is to use a marketing firm that knows how to educate and nurture debtors, who have a specific set of fears and concerns. By addressing their fears, your marketing firm can inspire hesitant prospects to take the next step and become paying clients.

Our data shows that 30 to 40% of the leads we generate book a consultation within 48 hours. And for the ones who aren’t ready yet, our nurture system keeps them engaged until they are.

Beyond Leads: Intake and Follow-Up That Convert Prospects Into Clients

Leads don’t pay the bills. Clients do. That’s why the real difference-maker comes after someone raises their hand. The best marketing firm for consumer bankruptcy attorneys takes responsibility for what happens next: handling intake and follow-up so prospects don’t slip through the cracks.

That means:

  • Following up instantly with branded texts and emails
  • Nurturing long-term with automated campaigns (spanning four years and about 100 touchpoints)
  • Screening and qualifying prospects so attorneys spend their time with people who are ready to move forward

By the time a prospect reaches you, the heavy lifting should already be done. Other systems (or other people) should have taken care of the warming up so your conversations are focused on filing their case.

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Book a call with us to learn more about how we can help your consumer bankruptcy firm.

How Bankruptcy Attorneys Can Use Reputation Management to Get More Referrals

Winning new clients is only part of the equation. The most successful firms also turn past clients into referral sources. A great bankruptcy marketing firm uses automation to consistently generate referrals. 

For instance, at 720 Systems Strategies, we enroll your clients in our free credit-education program, 7 Steps to a 720 Credit Score, send educational follow-ups, and then ask for reviews at the right moments. Positive reviews flow to Google, boosting your search rankings and credibility. Negative feedback gets flagged privately, so you can address it before it hurts your brand.

This system not only builds your reputation online but also keeps referrals coming long after a case is closed.

The best bankruptcy marketing firms take a similar approach, recognizing that lead generation is a cycle, one that comes full circle when a past client refers the next client. In fact, check out this 4.9-star image for one of our attorneys!

Why 720 System Strategies Beats Traditional Marketing Agencies

Traditional firms try to serve every practice area. They’ll run Google Ads for a PI firm one day and tweak SEO for an estate planning lawyer the next. 

The result? 

Cookie-cutter campaigns that don’t address the real barriers that get in the way of filing for bankruptcy: shame, fear, and cost.

720 System Strategies is different. Bankruptcy marketing is all we do. Every campaign, script, and nurture sequence is designed to help debtors move past hesitation and say yes to hiring you.

How One of Our Bankruptcy Attorneys Filed 41 Cases in a Month … Without an Assistant

How to Get Started With 720 System Strategies

Schedule a strategy call, and we’ll map out the right level of support. Start with leads, add follow-up or intake, or go full turnkey. Wherever you begin, we’ll help your firm grow.

Have more questions? Check out our FAQs for answers to the most commonly asked questions.

Why choose 720 Systems Strategies over other marketing firms?

Answer: We provide exclusive leads, automated nurture campaigns, and intake support, so we solve the biggest challenge in this practice area: turning overwhelmed debtors into signed clients.

See our related FAQ: “What’s the difference between 720 System Strategies and a company like NOLO?”

Return to FAQs

How is 720 System Strategies different from a traditional marketing firm?

Answer: We focus only on consumer bankruptcy, which makes us the best marketing firm for bankruptcy attorneys. Most marketing agencies juggle multiple practice areas, applying the same generic strategies to personal injury, estate planning, and bankruptcy alike. We specialize in bankruptcy marketing only.

See our related FAQ: “What makes 720 System Strategies the best marketing firm for bankruptcy attorneys?”

Return to FAQs

Can a bankruptcy marketing firm really increase my filings?

Answer: Yes, a bankruptcy marketing firm that specializes in debtor psychology and long-term client nurture can directly increase your filings. The key is to working with a bankruptcy marketing firm that knows how to move hesitant prospects past fear and into action.

Most debtors don’t file the day they first raise their hand. They hesitate for weeks or months because of shame, confusion, or misinformation. A generic agency might get you names, but without a system of education and follow-up, those names rarely turn into signed cases.

At 720 System Strategies, every exclusive lead enters a structured nurture process that includes emails, texts, messenger outreach, and phone follow-up. Instead of one or two rushed calls, prospects receive months (and even years) of consistent engagement designed to shift their perspective and help them see bankruptcy as a smart financial decision. That’s what turns leads into clients.

Our data shows the impact: firms using our campaigns see 30–40% of prospects book a consultation within 48 hours. For those who aren’t ready yet, automated nurture continues for up to four years, ensuring no opportunity is wasted.

Watch this clip where Phil Tirone explains how one firm followed up on more than 5,000 Facebook leads with extraordinary results:

As Phil explains, even “raw” Facebook leads achieved a 33% open rate across thousands of emails, numbers that most firms could never achieve on their own. That level of engagement shows that with the right system, bankruptcy leads can and do convert into filings.

Key takeaway: A bankruptcy marketing firm that offers exclusive leads plus long-term nurture fills your calendar and increases the number of cases you file each month.

Return to FAQs

How much do your services cost?

Answer: We offer individual and turnkey solutions, and the exact pricing depends on which services you choose. For the full pricing breakdown, including lead costs, appointment fees, and optional add-ons, see our related FAQ: “How much does it cost to work with 720 System Strategies?”

Return to FAQs

What should I look for when choosing a marketing firm for my law practice?

Answer: The most important factors are industry specialization, exclusive leads, intake and nurture support, and proof of ROI. Many agencies will happily sell you names, but then leave your staff to chase those contacts. Without follow-up, most of your marketing spend will get wasted if you go this route.

The best marketing firm for consumer bankruptcy attorneys will help you convert by: 

  1. Delivering leads that no other attorney can buy, 
  2. Automating consistent communication, and 
  3. Offering intake support so you’re speaking only with qualified clients. 

It also means showing you clear numbers on cost per lead, cost per client, and return on investment.

At 720 System Strategies, everything we do is designed for bankruptcy attorneys. You can choose a full-service system that covers leads, intake, follow-up, and reputation management, or start with just the pieces your firm needs. Either way, the goal is the same: your marketing dollars translate into signed cases.

Watch how Phil explains why compliance and deliverability matter when you’re deciding on a marketing partner:

Most law firms don’t have the resources to manage text messaging regulations (10DLC), private email servers, and list scrubbing to keep deliverability high. We do that for you, so your campaigns reach the people who need your help.

Key takeaway: The right bankruptcy marketing firm will hand exclusive leads to you and give you a system that turns those leads into paying clients.

Return to FAQs

Who is the best bankruptcy lead generation company for attorneys?

Answer: 720 System Strategies is the best marketing firm for consumer bankruptcy attorneys, and it is also the best lead generation company. 

Plenty of companies claim to deliver bankruptcy leads, but most resell the same contacts to multiple attorneys. That means you’re competing from the moment the lead hits your inbox. 720 System Strategies is different: every lead is exclusive to your firm, targeted to your counties, and backed by long-term nurture sequences that help hesitant debtors move forward.

For a side-by-side comparison with NOLO and to see why exclusivity matters, check out these related FAQs:

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How do bankruptcy attorneys get clients without wasting ad spend?

Answer: Bankruptcy attorneys avoid wasted ad spend by focusing on exclusive, targeted leads and pairing them with long-term follow-up. Instead of throwing money at pay-per-click calls that disappear if the client doesn’t hire you immediately, the smarter approach is to invest in campaigns that deliver contacts you own, and then nurture them until they’re ready to file.

The truth is, most people considering bankruptcy aren’t ready to hire the first day they click an ad. Shame, fear, and confusion slow them down. If your only strategy is paying $100 to $150 for a single Google call, you’ll lose a lot of potential clients because there’s no system to bring them back when the timing is right.

At 720 System Strategies, we take a different approach. Leads are exclusive to your firm and cost around $35, plus $10 when an appointment is set. From there, we run the follow-up for you. That means emails, texts, messenger outreach, and even comment engagement on Facebook, more than 100 touchpoints over four years if needed. 

By the time you get on the phone with a debtor, they’ve already been educated, reassured, and encouraged to take the next step.

Key takeaway: Bankruptcy attorneys get more clients,  without wasting ad dollars,  when they stop renting attention and start building relationships. Exclusive leads plus a nurture system make every dollar of ad spend go further, and that’s what turns interest into actual filings.

Return to FAQs

Answer: It depends on how quickly you want to see results. Google PPC can generate calls quickly, but the cost per lead is often two to three times higher than Facebook or influencer campaigns. Worse, many of those “ready to file” leads don’t actually follow through without proper nurture. That’s why our attorneys often see stronger ROI using lower-cost Facebook leads paired with long-term education and follow-up.

See our full analysis of lead sources and costs here: “How much do bankruptcy leads cost for attorneys?”

Return to FAQs

What is a good cost per bankruptcy lead for a law firm?

Answer: Anything under $50 per lead is strong in this market. Directory leads (like NOLO) often run $45–$85 and are shared with other firms. Google Ads can be even higher. At 720 System Strategies, our exclusive Facebook and influencer-driven campaigns typically deliver leads around $35, plus a small fee for booked appointments.

For more details and side-by-side benchmarks, see our related FAQ: “How much do bankruptcy leads cost for attorneys?”

Return to FAQs

​​What’s the Best Way to Generate Bankruptcy Leads (and Which Services Actually Work)?

By Philp Tirone, founder and CEO of 720 System Strategies, with decades of experience running thousands of successful bankruptcy marketing campaigns and creator of the 720 System Strategies YouTube channel for consumer bankruptcy attorneys.

 

Key takeaways about generating bankruptcy leads: 

  • Generate your own leads whenever possible. You’ll control targeting, messaging, and exclusivity instead of competing with other attorneys for the same prospect.
  • Facebook and influencer-driven campaigns can deliver lower-cost, high-quality leads when paired with strong follow-up.
  • Long-term nurture (two to four years) turns “not ready yet” contacts into paying clients by removing stigma and keeping your firm top of mind.

 

 

How to Generate Bankruptcy Leads

If you want more bankruptcy clients, you have two choices: You can either wait for referrals to trickle in, or you can run a targeted lead generation campaign that consistently fills your calendar.

The truth is, referrals alone can’t scale a bankruptcy practice. You need a predictable system for finding people who need your help, educating them on why they should act, and staying in touch until they’re ready to hire you. That means understanding where the best leads come from, how to choose the right sources for your budget, and, most importantly, how to follow up so you don’t lose good cases to hesitation or fear.

Where Do the Best Bankruptcy Leads Come From?

The strongest bankruptcy leads come from five main sources:

Source Intent Level Cost per Lead Follow-Up Needed Conversion Strength Notes
Google LSAs High $150+ Immediate High (if qualified fast) Must qualify quickly to avoid wasted spend.
Pay-Per-Click (PPC) High $75–$125 Moderate Mixed Live transfers are strong; form fills often go cold.
Facebook Ads Low-to-Medium $30–$35 High High (if nurtured) Great value; requires drip campaigns.
TikTok / Instagram Influencers Medium-to-High $35–$50 Low-to-Moderate Very High Pre-educated prospects, less stigma, stronger live transfers.
Referrals Very High Free (in theory) Low High Not scalable, but great supplemental source.

 

Some of the most explosive growth we’ve seen lately comes from influencer-generated leads, especially when the influencer is a bankruptcy attorney or a client sharing their own post-bankruptcy journey.

How One Small Firm Gets 25–30 Bankruptcy Leads a Month With Zero Advertising

Are Facebook Ads Effective for Bankruptcy Leads?

Yes, if you handle them the right way. Facebook ads can be one of the most cost-effective ways to fill your pipeline, often generating leads for $30–$45 compared to $75–$150 for Google Ads or $45–$85 for purchased leads from directories like NOLO.

But here’s the catch: Facebook leads typically aren’t searching for an attorney at that exact moment. You have to warm them up. 

That’s where nurture comes in. Our campaigns often see 15–25% conversion rates when paired with automated texts, emails, and appointment reminders that speak to life after bankruptcy rather than the legal process itself.

Instead of pushing “Schedule a bankruptcy consultation,” we use softer, curiosity-driven hooks like:

  • “Learn how bankruptcy helps you bounce back”
  • “The banks should be ashamed … not you”
  • “How bankruptcy can be the first step to better credit”

This shift removes shame, builds trust, and keeps people engaged until they’re ready to take action.

Why Facebook Leads Can Deliver 5x the Value of Google … If You Nurture Them Right

Is It Better to Buy Bankruptcy Leads or Generate Them Yourself?

Whenever possible, generate your own. When you buy leads from directories or lead sellers, you’re often paying $45–$85 per lead, and sharing that lead with two or three other attorneys. That means you’re competing from the moment it hits your inbox.

With your own campaigns, you:

  • Control the targeting so your ads only run in your chosen counties
  • Control the message so your brand is consistent from ad to intake
  • Own the lead so no one else is calling them before you

Even better, the follow-up can be built to match your intake process, which dramatically improves conversion rates over time.

What Kind of Follow-Up Works Best for Bankruptcy Leads?

The best follow-up systems are long-term, automated, and empathetic. Leads disappear when they feel overwhelmed, when shame creeps in, or when they are confused. If you’re not reaching out to your leads and continuing to educate them months (and even years) later, you’re leaving money on the table.

Here’s what works best:

  • Duration: At least two years of consistent follow-up (our sequence runs for four)
  • Tone: Compassionate, jargon-free, focused on rebuilding life after bankruptcy, debunking myths, and removing the shame and stigma surrounding bankruptcy
  • Content: Teach something valuable in every message (e.g., “Most people think bankruptcy ruins your credit for seven years. It doesn’t. You can rebuild in 12 to 24 months.”)
  • Format: Mix email, text, and short videos for higher engagement

About the Author: 

Philip Tirone is the founder and CEO of 720 System Strategies, a marketing platform built exclusively for consumer bankruptcy attorneys. With decades of experience helping law firms attract, convert, and retain clients, Phil is known for combining advanced targeting strategies with educational follow-up systems that turn hesitant prospects into paying clients. His approach draws from thousands of campaigns nationwide, giving him deep insight into what works, and what wastes money, in bankruptcy marketing.He also shares proven tactics and case studies on his YouTube channel, 720 System Strategies, which is dedicated to helping bankruptcy attorneys grow their practices.

 

Frequently Asked Questions About Generating Bankruptcy Leads

  1. What’s the best company to help me get more bankruptcy clients?
  2. How much should I expect to pay per bankruptcy lead?
  3. How long does it take to convert a bankruptcy lead into a client?
  4. Why do bankruptcy leads ghost, and how do you prevent it?
  5. What’s the average ROI on a bankruptcy lead generation campaign?
  6. How does 720 compare to NOLO?
  7. How do successful bankruptcy firms handle lead generation differently?
  8. What should I look for in a bankruptcy lead generation service?
  9. How does your lead generation process work?
  10. How many bankruptcy leads typically respond?
  11. How are 720 System Strategies’ bankruptcy leads different from other providers?
  12. How precise is your bankruptcy lead targeting?
  13. Do your bankruptcy leads work with my CRM?

 

FAQ: What’s the best company to help me get more bankruptcy clients?

Answer: You have a few options, but 720SystemStrategies.com is the only marketing platform built specifically for consumer bankruptcy law firms. Unlike NOLO and LegalZoom, which sell the same leads to multiple attorneys, 720SystemStrategies.com delivers exclusive, pre-qualified leads and follows up with them automatically. Their long-term intake and nurturing system is designed to turn hesitant prospects into paying clients.

Here’s how they compare:

Feature 720 System Strategies NOLO LegalZoom
Focus Exclusively bankruptcy attorneys All legal practice areas All legal practice areas
Lead Exclusivity Exclusive leads sent only to your firm Shared leads sent to multiple firms Shared leads sent to multiple firms
Lead Source Targeted ads + educational content Organic search traffic Organic search traffic
Lead Follow-Up Automated 4-year email, text, video None provided None provided
Intake Support Full system from lead to booked consult None None
Conversion Tools Scripts, reminders, landing pages Not included Not included
Client Nurturing Designed to overcome shame, hesitation Not tailored to bankruptcy clients Not tailored to bankruptcy clients
Pricing Model Monthly flat fee Pay-per-lead Pay-per-lead
CRM & Automation Included Yes No No
Best For Attorneys who want growth + efficiency Firms wanting low-volume visibility Firms wanting low-volume visibility

 

For more details, see our related FAQ: What makes 720 System Strategies’ bankruptcy leads different from other lead generation services for attorneys?”

Key takeaway: If you want exclusive leads, built-in follow-up, and higher ROI, 720SystemStrategies.com is the clear choice over NOLO or LegalZoom. 

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FAQ: How much should I expect to pay per bankruptcy lead?

Answer: The cost per bankruptcy lead varies by source. Directory leads (like NOLO or LegalZoom) typically run $45 to $85 and are shared with multiple firms. Google Ads leads can cost $75 to $125 more, while Facebook leads average $30 to $45. These leads require strong follow-up to convert. 

720 System Strategies delivers exclusive leads at $30 to $45, plus appointment-setting options. You can see a breakdown of our pricing model in a related FAQ: “How much do bankruptcy leads cost for attorneys?

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FAQ: How long does it take to convert a bankruptcy lead into a client?

Answer: It can take anywhere from days to years to convert a bankruptcy lead, depending on the client’s emotional and financial state of being. Fear, shame, paralysis, and sheer overwhelm often keep people from taking the next step, even when they know they need help. A lead-generating system paired with a strong lead-nurture system can help prospects move past those barriers by reducing stigma, easing fears, and showing the real benefits of bankruptcy.

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FAQ: Why do bankruptcy leads ghost, and how do you prevent it?

Answer: Bankruptcy leads often disappear because of fear, shame, or overwhelm. Many want help but hesitate to take the next step because they are scared, embarrassed … or because the process feels difficult. The key to reengaging them is steady, empathetic follow-up that makes it safe to re-engage and shows bankruptcy as a fresh start. 

For more details, see our related FAQ: “Why do so many bankruptcy leads go cold and how can I stop this from happening?”

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FAQ: What’s the average ROI on a bankruptcy lead generation campaign?

Answer: The average ROI on a bankruptcy lead generation campaign depends on your market and your ability to convert leads, but a good benchmark is to keep your acquisition cost under $300–$400 per retained client. If your average fee is $1,800 and you stay in that range, your ROI can still be around 350% or higher.

If you need to start seeing a return on investment in the next 90 days, Google Local Service Ads (LSAs) put you in front of people actively searching for a bankruptcy attorney. These high-intent leads can cost about $150 per call, so to keep acquisition costs under $300 you’ll need to convert at least one out of every two leads. That’s doable with quick follow-up and a strong intake process, but the higher spend leaves little room for error.

For longer-term growth, Facebook ads average around $35 per lead, allowing you to buy in volume and nurture prospects over time. While many won’t be ready to file immediately, steady follow-up can turn them into some of your most profitable clients. At $35 per lead, you can convert as few as one out of every eight or nine and still keep your acquisition cost under $300. 

You can see a breakdown of the pricing model for 720 System Strategies in a related FAQ: “How much do bankruptcy leads cost for attorneys?”

Key takeaway: A strong bankruptcy lead campaign should keep client acquisition costs under $300–$400, which can deliver an ROI of 350% or more if your average fee is $1,800. Google LSAs provide faster, higher-cost conversions, while Facebook ads deliver lower-cost leads that compound into long-term growth through consistent follow-up.

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FAQ:How does 720 compare to NOLO?

Answer: Companies like NOLO often sell the same lead to multiple attorneys at $45-$85 per lead which emans you are competing for the same client right away. 720 System Strategies takes a different approach: Leads are exclusive, targeted by country, and supported with long-term automated follow-up. This dramatically improves conversion rates and ROI. 

For a foul side-by-side comparison–incuding lead costs, lead sources, and ROI–see our related FAQ here: “What’s the difference between 720 System Strategies and a company like NOLO?”

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FAQ: How do successful bankruptcy firms handle lead generation differently?

Answer: Successful bankruptcy firms move fast, and they have systems in place to manage every stage of the pipeline. A lot of bankruptcy firms spend money on ads, get a list of leads, and then wonder why nothing happens. The firms that turn those leads into clients do so by responding fast and using technology to stay in touch for as long as it takes. 

Someone calls or fills out a form? They get a reply within minutes. And if the lead isn’t ready to book, they go into a follow-up system that keeps the door open until the timing is right.

Josh Green, an attorney in Salt Lake City, is a great example of using a holistic approach. He used to treat intake like a checklist: answer the phone, take some notes, move on. Once he started training his team to treat every call like a real conversation, things shifted. They slowed down, explained options in plain language, and made sure they got the details needed for good follow-up. The payoff? Fewer no-shows, more people actually booking, and a pipeline full of leads that didn’t fizzle out. That’s the difference. Ads bring in the leads, but a responsive, human intake process turns them into clients.

Key takeaway: Bankruptcy leads convert when firms act fast and stay engaged. Josh Green calls it the “two-week mindset”: clients are most motivated right after reaching out, so firms that respond immediately, build real conversations, and file quickly see fewer no-shows, faster revenue, and higher retention.

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FAQ: What should I look for in a bankruptcy lead generation service?

Answer: Think beyond names and phone numbers and focus on whether the lead service can consistently deliver leads that turn into paying clients. This means looking at how they find leads, how quickly they send them to you, and whether those leads are qualified for your type of bankruptcy work. 

Use the following checklist to separate services that bring real cases from those that only add to your call list.

Key Questions to Ask a Bankruptcy Lead Generation Service
1. Lead Quality & Source • How are the leads generated? (Google, Facebook, SEO, referrals, etc.)

• Are they actively seeking a bankruptcy attorney or just general debt help?

• How fresh are they when you get them?

2. Targeting & Fit • Can they filter for your geographic area and jurisdiction?

• Can they segment leads by Chapter 7, Chapter 13, or other criteria?

3. Lead Intent • Do prospects fill out forms, call a tracking number, or answer qualifying questions before you get them?
4. Speed of Delivery • Are leads delivered in real time so you can follow up immediately?
5. Exclusivity • Are leads exclusive to you or shared with other attorneys?

• If shared, how many?

6. Compliance & Transparency • Are marketing methods compliant with bar rules?

• Can you see the ad copy, landing pages, or scripts used?

7. Follow-Up Support • Do they offer intake, appointment setting, or lead nurturing?

• Can they provide scripts or training for your team?

8. Pricing & Contract Terms • Cost per lead or per appointment?

• Any minimum spend or long-term contract?

9. Track Record in Bankruptcy Law • Do they have experience with bankruptcy firms?

• Can they show actual conversion results?

10. Integration with Your Workflow • Can they push leads into your CRM or case management system?

• Do they offer reporting so you can track ROI?

Key takeaway: The right bankruptcy lead generation service goes beyond selling names: It delivers exclusive, real-time leads that fit your practice and come with support to help you convert them. Look for targeting by county and case type, transparent sourcing, and built-in follow-up or intake support. A true partner should integrate with your systems and show a proven track record of turning leads into paying clients.

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FAQ: How does your lead generation process work?

Answer: Our campaigns use advanced targeting to reach people likely to need a bankruptcy attorney, then nurture them with automated texts and emails until they’re ready.

For a full step-by-step walkthrough of how we generate, deliver, and nurture leads, see our related FAQ: “How does your bankruptcy lead generation process work?”

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FAQ: How many bankruptcy leads typically respond?

Answer: Response rates vary by follow-up strategy. Typical cold campaigns across the industry average under 10%, while 720’s exclusive leads with structured nurture often see response rates closer to 30%.

Get details on our response data and engagement strategy by reading this related FAQ: “What response rate do your bankruptcy leads usually get?”

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FAQ: How are 720 System Strategies’ bankruptcy leads different from other providers?

Answer: Unlike generic lead sellers, our leads are exclusive to your firm, targeted by county, and delivered with automated follow-up that reduces stigma and builds trust.

For the full explanation, see our related FAQ: “What makes 720 System Strategies’ bankruptcy leads different?”

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FAQ: How precise is your bankruptcy lead targeting?

Answer: We focus at the county level, which avoids wasted ad spend and ensures leads live in your practice area.

For more, see our related FAQ: “How targeted are your bankruptcy marketing campaigns?”

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FAQ: Do your bankruptcy leads work with my CRM?

Answer: Yes, our leads connect directly to your CRM or follow-up system for instant outreach

For more details, read our related FAQ here: “Can 720 System Strategies’ leads integrate with my CRM?”

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How to Grow Your Bankruptcy Firm with a Holistic Approach

A big difference exists between running a bankruptcy firm and growing a bankruptcy firm. Your goal is likely the latter: to grow your firm in terms of size, revenue, and reputation. The firms that grow consistently are the ones that invest in the full client journey, from first contact through their long-term recovery after the bankruptcy has been filed. In this article, then, we’ll take a look at how to build trust, deliver long-term results, and make the client feel supported at every step through a holistic approach.

 

What a Holistic Approach Really Means

A holistic approach means your bankruptcy firm’s services reach beyond the legal process itself. Yes, you will help your client receive a discharge or confirmation, but that’s not all you will do. You will recognize and build support systems to address the emotional stress, financial pressure, and uncertainty that clients face.

A firm rooted in this approach considers the full client experience from start to finish, offering guidance before filing, reassurance during the process, and tools for long-term recovery after the case is closed.

Support Starts Before the Retainer

Holistic service begins the moment a lead considers reaching out. By the time a potential client fills out a form or leaves a voicemail, they’ve often been carrying stress, shame, and fear for months, years, or even decades.

This early stage is one of the most fragile parts of the client journey. Delays, cold responses, or impersonal intake experiences can drive people away. That’s why the firms that grow their bankruptcy practice consistently treat first contact as a critical opportunity to build trust.

A holistic approach at this stage might include:

  • Messaging that normalizes bankruptcy and removes shame
  • Warm, timely responses from someone trained in empathy, not just admin tasks
  • Clear explanations of what to expect and how the process works
  • Flexible intake options, like phone, video, or online forms that respect the client’s comfort level

Even before a consultation is booked, the experience should signal that your firm understands what clients are going through and is ready to help. This kind of care sets the tone for everything that follows, and it’s one of the simplest ways to stand out in a crowded market

 

Watch & Learn: Why Bankruptcy Leads Won’t Convert—And How to Fix It

Many clients approach bankruptcy feeling like they’ve failed. They’ve been told that filing means giving up or hitting rock bottom. A client-centered firm understands how damaging that sense of failure can be and begins to reshape the client’s perspective from the very first interaction.

Instead of reinforcing fear or shame, your messaging can reframe bankruptcy as a reset. Your intake script and your marketing messages can communicate that bankruptcy is not the end of the road. It’s a legal path forward, built to help people recover from job loss, illness, divorce, inflation, or whatever circumstances brought them here.

When that message comes through clearly and consistently, your leads will feel seen, respected, and supported, making them far more likely to transition from “lead” to “client.”

What Happens During the Case Matters, Too

Once the engagement begins, it’s easy to focus entirely on legal tasks. But a holistic approach keeps the client experience front and center, even while you manage the legal details that drive the case forward. This is the stage where many firms slip into autopilot, filling out forms, meeting deadlines, and preparing for hearings. But your clients are still carrying anxiety and questions. Even small touchpoints can make a big difference in how supported they feel.

Here’s how holistic firms handle the “during” phase:

Reinforce the Future, Not Just the Filing

From the first appointment through the 341 meeting, your team can keep reminding clients what’s ahead. This can be as simple as saying, “We’ll help you rebuild your credit after this,” or “Here’s how we’ll stay connected once your case is filed.”

That consistent message helps clients stay motivated and reduces the fear that filing bankruptcy will ruin their future.

Turn Process into Promise

Every step in your system is a chance to build credibility. When clients feel like they’re being moved through a factory line, trust erodes. But when every email, phone call, and appointment reinforces the fact that you have a plan, and that you are guiding your clients through this plan with care, your clients will believe they made the right choice.

This doesn’t mean reinventing your workflow. It means being intentional with what’s already in place.

For example:

  • During the intake call, mention that your firm offers credit rebuilding support after the case is discharged.
  • At the signing appointment, walk through a simple roadmap: where the client is today, what’s coming next, and what they can expect six months after their case is closed.
  • At the 341 meeting, remind them that they’re making progress and point to the steps still ahead.
  • After the case is filed, send an email that clearly outlines what they can do now to prepare for financial recovery.
  • Build in automated reminders to help them stay on track and access any support tools you offer.
Need help building a client journey that converts?: We’ve helped firms across the country design systems that support clients before, during, and after bankruptcy—without adding extra work to your team. Book a strategy call to see how you can create a more holistic, high-converting client experience.

When clients hear the same steady message throughout the process—that bankruptcy is the beginning of something better, not the end—they start to shift from panic to relief. They stop wondering if they’re doing the right thing and start looking forward to the future you’ve outlined for them.

Lean on Automation Without Losing Connection

Your client journey can feel personal without requiring constant manual work. Strategic automation allows you to stay present without adding to your team’s workload. Consider automating:

  • Enrollment in credit rebuilding programs
  • Milestone-based reminders (e.g., “It’s time to review your credit report”)
  • Invitations to monthly Q&A sessions
  • Educational emails that walk clients through next steps

These small automations keep clients engaged and reinforce your value through every stage of the case.

Stay Connected After the Case is Closed

For many firms, the discharge or confirmation marks the end of the relationship. But this is a mistake! After all, this is when your client is just beginning to rebuild their financial life. It’s where you can build relationships with clients that turn into more business.

Here’s how …

Educate During the Recovery Phase

Your clients just received legal relief, but they may still feel confused about what happens next. A holistic practice doesn’t let them drift. Beyond that, when you continue to build your relationship even after the financial side is done, you pave the way to ask for referrals and reviews down the line.

How can you do this? Set up a post-filing follow-up sequence that educates them on:

  • How credit scores work after bankruptcy
  • How to monitor and dispute errors
  • How to rebuild credit with new lines and installment accounts
  • What realistic progress looks like in 6, 12, and 24 months

This can be delivered through simple, automated emails or texts paired with videos, FAQs, and check-ins.

When you teach clients how to take control of their finances, they associate their progress with your firm. And that kind of goodwill can lead to powerful testimonials, referrals, and long-term trust.

Need help building a client journey that converts? We’ve helped firms across the country design systems that support clients before, during, and after bankruptcy—without adding extra work to your team. Book a strategy call to see how you can create a more holistic, high-converting client experience.

 Give Your Clients Something Valuable for Free

Right after discharge, your client is breathing easier, and it’s the perfect time to deliver a high-value gift. Enroll them for free in your credit rebuilding program or offer a complimentary credit report review to make sure their bankruptcy is being properly reported by their creditors and the credit bureaus. You can even promote this offer retroactively to past clients who never received it.

This shift from “your case is closed” to “here’s what we’re giving you next” does two important things:

  • It positions your firm as generous, not transactional
  • It creates a natural moment to ask for feedback or participation in a referral program

Ask for Reviews and Referrals at the Right Moments

Timing matters. Asking for a review right after a difficult phone call or while the case is being processed doesn’t work. But asking when the client has just been given a gift or is celebrating a win? That works.

Use automated systems or staff scripts to request:

  • Google reviews during moments of visible progress (new car, home loan approval, etc.)
  • Video testimonials in exchange for gift cards or simply to help others
  • Personal referrals from clients who express gratitude or relief

Explain how their story can help others. Clients with servant hearts want to pay it forward, and will gladly do so if you give them a way.

Also, remember that testimonials don’t have to be polished. Real people telling real stories resonate more than perfect lighting or professional speakers. You can clean up the video later. What matters is the emotion behind the words.

Watch & Learn: Using Client Testimonials to Grow Your Bankruptcy Firm

When you combine education, generosity, and well-timed asks, you relevant and top of mind. And your clients become the voices that bring the next clients through the door.

The Secret to Converting Bankruptcy Leads

When prospects contact your firm, they’re often carrying shame, fear, and a sense of failure. As part of your strategy for converting bankruptcy leads, then, your job is to replace those emotions with clarity and confidence. By using the right words, you can make bankruptcy feel normal, strategic, and even empowering. This article offers a practical framework for guiding those early conversations, including sample scripts that help reframe bankruptcy and build trust from the first call.

Start with Emotion Instead of Information

Most firms lose bankruptcy leads not because of pricing or lack of experience, but because they fail to address the emotions behind the inquiry. People who call a bankruptcy firm have usually been struggling for a long time. They’ve tried to manage the debt. They’ve Googled solutions. They’ve worried in silence. And when they finally reach out, they’re hoping for more than information. They’re hoping for relief.

If the first thing they hear is a rushed intake, a voicemail box, or a robotic checklist, they often go cold. The emotional window that led them to reach out in the first place starts to close.

The first call should not be a checklist of qualifications. It should set the emotional tone for everything that follows.

Heads up: The secret to converting bankruptcy leads is to normalize bankruptcy by shifting the prospect’s emotional state from shame and panic to confidence and clarity.

What to Say in the First Few Minutes

You don’t need to be a therapist to make this emotional shift, but you do need to validate the other person’s experience by creating space and showing empathy.

Keep in mind: bankruptcy has a dirty reputation. Most people associate it with failure, irresponsibility, or shame, not because those things are true, but because that’s the story the credit industry and pop culture have pushed for decades.

It’s your job to challenge that story and help the person on the other end of the line see bankruptcy for what it really is: a legal, smart, and sometimes necessary strategy for taking control.

Try something like this:

“Hey, I know it probably took a lot to make this call. Most people we talk to have been trying to juggle debt for months, sometimes years or even decades, before reaching out. So first, I just want to say that you’re in the right place. What you’re dealing with can feel scary, but I want you to know that it is more common than you think, and there’s a legal process built specifically to help people through it. Before we get into the details, can I ask a little about what’s going on financially and what kind of relief you’re hoping for?”

This short script:

  • Acknowledges the emotional weight of the call
  • Reframes bankruptcy as a normal, legal process
  • Creates space for the client to feel heard before being evaluated

You’re not just gathering information. You’re guiding the person out of shame and into action.

Four Tips for Converting Bankruptcy Leads

These four tips can help you shift the tone of the conversation, build trust, and guide more people toward filing. Each one focuses on addressing the emotions behind the inquiry, not just the facts. When done right, this approach can dramatically improve how you’re converting bankruptcy leads.

Heads up: And be sure to check out our full suite of videos on lead generation for bankruptcy attorneys.

Reframe Bankruptcy as a Smart Strategy

Most people think of bankruptcy as something to be ashamed of. They see it as rock bottom. Your job is to rewrite that narrative and show them what bankruptcy actually is: a legal strategy built for moments exactly like this one.

Try saying:

“Bankruptcy isn’t the end, and it isn’t rock bottom. It’s the reset button built into the legal system. It exists for one reason: to give people a way out when debt becomes unmanageable, whether from job loss, divorce, medical bills, or just trying to survive in an unfair financial system. More than half a million people file every year, and most of my clients say that their only regret is that they did not declare bankruptcy earlier. Bankruptcy is how the law helps regular people stop the bleeding, catch their breath, and rebuild with a clean slate.”

Replacing shame with strategy is one of the most effective ways of converting bankruptcy leads. This kind of language places the client back in the driver’s seat. Instead of feeling like they’re crawling into your office asking for help, they start to feel like they’re stepping into a smart solution with a clear path forward.

Watch & Learn: Why Bankruptcy Leads Won’t Convert—And How to Fix It

Show Them What Relief Actually Looks Like

People dealing with debt are under nonstop stress. The phone calls, the threats, the sinking feeling that no matter how hard they try, they’ll never catch up … it wears people down. That’s why one of the most powerful things you can do early in the conversation is paint a clear picture of what relief looks like.

Try saying:

“Bankruptcy is a smart strategy because it legally wipes out debt you could spend the next decade trying to pay off. It protects your income, shields your assets, and gives you the fastest path back to stability. And here’s what most people don’t realize: the moment you file, your rights kick in. It’s called the automatic stay, and it means creditors have to stop calling you and garnishing your wages. They can’t take you to court. That relief starts right away. Even before your case is closed, you’ll feel the weight start to lift.”

When someone is overwhelmed, clarity creates momentum. When they can picture the calls stopping, the pressure lifting, and the road ahead becoming manageable, they’re far more likely to move forward.

Ask Questions That Help You Connect

Once someone starts to picture life without all the pressure, things shift. When they realize the calls can stop and the garnishments can end, that’s when they really start to open up. But to get to that point, you have to know what they’re carrying. That means asking questions that go deeper than just income and expenses. You want to understand what their day-to-day looks like, what they’re worried about, and what kind of change they’re hoping for.

Here are a few questions you might ask:

  • “What’s been the hardest part of managing the debt?”
  • “How long have you been trying to manage this on your own?”
  • “How is this debt affecting your day-to-day life, like sleep, work, or relationships?”
  • “Has anyone else talked to you about bankruptcy before? What did they say?”
  • “Can I share how people in similar situations have used bankruptcy to reset?”

These questions create space for the client to reflect. They also help you understand what kind of motivation is driving them to act. When you understand that, it’s easier to guide them toward a solution.

Offer Value Before They Ask for It

Your leads want to know that you care about them and that you have a plan for what comes next. One of the best ways to show that is by offering value before they even ask for it.

Try saying:

“One thing we offer is a full credit rebuilding system. Once your bankruptcy is confirmed or discharged, you’ll get access to classes, tools, and recommendations to help improve your credit within 12 to 24 months of filing. Of course we can file your bankruptcy paperwork for you, but we want to do more than that. We want to be part of your recovery.”

You can also let them know about:

  • Free credit monitoring after bankruptcy to catch violations
  • Access to vetted car loans with guaranteed reliability
  • Legal support if creditors report inaccurately after discharge
  • Or any other value-add that your firm offers.

This kind of follow-through makes a difference. It shows them you’re thinking beyond the case file and are invested in their outcome, which plays a key role in converting bankruptcy leads.