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Law Firms
One pull returns creditors, balances, collections and public records in a summary your attorney can read in a minute. Start with a phone number, because clients rarely have every detail on hand. Consent, verification and the audit trail come with every pull.
Integration help starts within 24 hours. No long-term contracts, no monthly minimums.
01 · Intake
Start the pull with a phone number on the first call.
02 · Pull
Creditors, balances, collections and public records at once.
03 · Review
A clean summary your attorney can read in a minute.
04 · Consult
Walk into the meeting already knowing the picture.
The intake call
Clients forget creditors, mix up balances and lose track of accounts that moved to collections. A pull gives your intake team the record instead of a recollection.
“Can you list every creditor and roughly what you owe each one? Take your time.”
“I have your report here. I see six accounts, two in collections, and one public record we should talk about.”
Intake playbook
At a glance
Most clients can't recite their date of birth, address history and account numbers in one sitting. Enter a phone number, the client consents by text and confirms a one-time passcode, and the report arrives. Standard identifiers work too when you have them.
Explore Credit ReportsScorecast groups every account by creditor and type, totals balances, and flags derogatory items and collections. Your attorney or paralegal sees the shape of the client's debt without paging through raw tradelines.
Explore ScorecastDuring a call, send a ClearView link so the client sees a redacted view of their own report on their phone, synchronized with yours. Your notes and analysis stay on your screen.
Explore ClearViewWho uses it
Any intake that starts with a consumer's debts runs better with the report in hand. How you use it in the matter is your firm's call.
Bankruptcy
Start from the accounts the report shows, then fill gaps with the client instead of starting from a blank form.
Debt defense
Collections, charge-offs and public records are flagged so the attorney can see what the client is facing at a glance.
Family law intake
When debts matter to the matter, a pull of your own client's report, with their authorization, gives intake a factual starting point. Never pull an opposing party's report.
Getting started
Our engineers start on your integration within 24 hours and wire pulls into your intake system. Approval typically takes about two weeks, and the two run side by side. We help you get through credentialing.
Basic paperwork confirming your business information and address.
Book a Live DemoShow a secure business office or home office. Build in the sandbox meanwhile.
Get Sandbox AccessProduction access once you're approved, with the same engineers supporting you.
Talk to an engineerA phone number is enough to start. The client consents by text and verifies with a one-time passcode. Standard identifiers work too.
Financial history, tradelines, payments, inquiries, public records and scores, with sections for consumer data, derogatory items, credit summary, mortgage and credit cards.
Your firm does. You certify a permissible purpose before any report is pulled. CreditPullEngine handles the infrastructure side: locked consent, verification and audit logging.
No. We provide the report and the analysis tools. How the information is used in a matter is up to your attorneys.
Yes. Reports are available as PDF, JSON and HTML, so you can store a copy with the matter or send the data to your systems.
Soft pulls don't affect the consumer's score. Talk to us about which pull types your workflow needs.
Book a demo and we'll run a phone pull and the summary review with sample data.
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