The client intake and interview workflow helps firms collect structured matter data before meetings, consultations, and drafting work begins.
With a branded intake form and guided online interview, firms can collect contact details, matter background, and financial information in a way that feeds directly into the client file.
1. Activate your intake form
Start in your team intake settings and enable the intake form for your organization. From there, you can configure the questions and presentation shown to prospective or active clients.
You can customize branding, firm details, help text, and related form settings so the experience matches your practice.
2. Test the workflow
Before sending it to clients, submit a test form and review the notifications, data capture, and follow-up experience. This helps ensure the workflow matches how your team wants to intake new matters.
It is also a good time to make sure Divorcepath emails are landing in the right inboxes for your team.
3. Enable guided interviews
Once the intake form is working the way you want, enable interviews as the second step. After a client submits the form, they can continue into a guided interview to provide more structured matter and financial information.
This allows your team to collect more complete information earlier in the matter and reduce re-entry later in calculations, forms, and drafting.
Information submitted through the interview is saved into the Divorcepath client file, where it can support calculations, forms, agreements, and follow-up work.
4. Share the intake link
When the workflow is ready, add the intake link to your website, email signature, or client communications. This gives your team a consistent intake entry point and helps move new matters into a structured workflow faster.
Used well, the intake and interview workflow helps teams collect better information earlier, reduce duplicate entry, and prepare for calculations, disclosure, and drafting with cleaner matter data.
