New
Now with AI data extraction, property division & browser-based document editing
Client Interviews

Collect Client Intake in Hours, Not Weeks

Built for family law professionals who want clients to complete guided intake and upload documents in a secure workflow, so answers flow straight into the file instead of being re-entered later.

Used by family law professionals and firms across Canada
divorcepath.com/app/interviews
Creating a client intake interview in Divorcepath

How It Works

Select & send

Pick a template, customize the questions, and send by email.

Client opens

Secure link — no account required. Pre-populated with existing data.

Client completes

Fills in what’s missing. You track progress in real time.

Review & merge

Conflicts flagged in red. Accept or ignore with one click.

Data flows through

Answers populate calculations, forms, and agreements automatically.

Client intake interview with pre-populated fields
Smart Intake

Pre-Populated, Conflict-Aware

Interviews are pre-populated with data already saved to the client profile, so clients only fill in what’s missing. When a client’s answer conflicts with existing data, the conflict is flagged for your review — accept or ignore with one click.

Templates

Customizable Interview Templates

Use built-in templates for common intake scenarios, create organization-wide templates shared across your team, or build custom questionnaires by selecting specific data categories — personal details, relationship history, children, finances, and more.

Documents requested per interview
T4 slips & pay stubs
T1 returns & Notices of Assessment
Bank & investment statements
Property deeds & mortgage statements
Business financials & corporate returns
Pension valuations & statements
Insurance policies & loan agreements
Documents tied to the fields you select
Document Collection

Stop Chasing Documents

Collecting financial disclosure documents is one of the most time-consuming parts of any family law file. Interviews turn it into a self-serve process — clients upload T4s, bank statements, tax returns, and property records alongside the questions that require them.

Each document request is contextual: when you ask about employment income, the interview asks for pay stubs and T4 slips. When you ask about real property, it asks for deeds and mortgage statements. No separate checklists, no follow-up emails.

Ready to move intake into one workflow?

Send questionnaires, collect documents remotely, and populate client files without back-and-forth email.

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7-day free trial · Full access to all features

Collect Exactly What You Need

Select from dozens of data categories and hundreds of individual fields. Click a category to see the detail.

First name
Last name
Date of birth
Gender
Email
Phone
Street address
City & province
Postal code
Occupation
First name
Last name
Date of birth
Gender
Email
Phone
Street address
City & province
Postal code
Occupation
Date of marriage
Date of cohabitation
Date of separation
Relationship status
Province / jurisdiction
Relationship history
First name
Last name
Date of birth
Gender
Parenting responsibility
Supported by
Support type
Special needs
Employment Income
Employer name
Job title
Employment start date
Currently working
Annual employment income
Documents: T4, pay stubs
Self-Employment & Business Income
Business type
Business name
Fiscal year end
Still operating
Net business income
Documents: T2125, financials
Corporate Income
Corporation name
Business number
Ownership %
Role
Dividends / salary
Documents: T5, T2 returns
Government Benefits
Program name
Benefit type (EI, WCB, disability, social assistance, OAS)
Currently receiving
Pension Income
Pension source
Pension type (CPP, private, RRSP/RRIF)
Currently receiving
Other Income
Income source
Income type (spousal support, child support, scholarship)
Payer name
Tax Returns & Assessments
T1 General Tax Return
Notice of Assessment
Bank Accounts
Account type
Financial institution
Account number (last 4)
Is joint account
Current balance
Balance on valuation date
Investment Accounts
Account type (RRSP, TFSA, RESP, LIRA)
Institution
Current value
Value on valuation date
Annual investment income
Documents: statements, T5
Real Property
Property type (home, rental, cottage, land)
Address
Ownership %
Current market value
Rental income
Documents: deed, mortgage, T776
Vehicles
Vehicle type
Year / make / model
VIN (last 6)
Current value
Value on valuation date
Documents: registration, loan
Pension & Retirement Benefits
Plan type (DB, DC, group RRSP, DPSP)
Employer / sponsor
Membership start date
Current / commuted value
Documents: pension statement
Debts & Liabilities
Debt type
Creditor / lender
Account number (last 4)
Is joint debt
Current balance
Monthly payment
Life Insurance
Policy type (whole, universal, term)
Insurance company
Beneficiary
Cash surrender value
Face amount (death benefit)
Housing (rent, mortgage, taxes, insurance)
Utilities (heat, hydro, water, phone, internet)
Food & household supplies
Transportation (car payment, gas, insurance, transit)
Health & medical expenses
Childcare & children’s activities
Personal (clothing, grooming, recreation)
Debt payments & other expenses
Client’s Lawyer
Lawyer name
Firm name
Address & contact info
Other Party’s Lawyer
Lawyer name
Firm name
Address & contact info
Court Information
Court name
Court file number
Court location

Every field is customizable — rename labels, add help text, mark fields required, or hide them entirely.

Everything Included

Client interviews are built into every Pro plan. Here's what you get out of the box.
Secure email-based delivery
No client account required
Pre-populated from client profile
Conflict detection & resolution
Global, org, and custom templates
Completion tracking & status
Link expiration controls
Included with all Pro plans

The intake interviews save my assistant hours per file. Clients fill in their own information, upload their documents, and the data is ready to go when we open Divorcepath.

See Where the Data Goes

Interview answers flow directly into every tool on the platform.

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Join hundreds of Canadian family lawyers saving hours on every file.

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