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
Organization admins can set up the intake form under Settings > Your Organization > Client Intake. In the Settings section, turn on Intake form. Inquiries submitted through the form are added to Divorcepath as potential clients. If your firm has more than one office, choose whether all offices share one form or each office has its own, and which office receives new inquiries.
You can customize the form's header, subheader and footer text, the thank-you page clients see after they submit, the form's colors, your logo, and any custom legal issues so the experience matches your practice.
2. Test the workflow
Before sending it to clients, click Preview intake form to open your public form and submit a test inquiry. Check that it appears in Divorcepath as a potential client and that notifications arrive at the email address under Shared contacts. 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, turn on Automatic interviews in the same Settings section. Choose the Interview Template to send and edit the Interview invitation text. After a client submits the form, they are invited to complete the 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, set your form's address under Shared intake form address and click Copy to copy the full link. Add the 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.
