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Client Intake & Workflow

Set up client files, collect intake, manage matter information, and move work forward in one connected flow.

Client Files & Matter Setup

4 articles

Managing Client Files

Create, edit, archive, and organize client files. Learn about labels, priorities, and file settings.

Client Profile: Parties, Children & Relationships

Enter and manage information about both parties, children, and the relationship history.

Client Finances

Add and manage income sources, expenses, assets, and liabilities for accurate support calculations.

Notes & Comments

Add notes to client files, @mention team members, and use threaded comments for collaboration.

Interviews & Intake

5 articles

Sending Client Intake Interviews

Create and send intake interviews to collect client information remotely and securely.

Reviewing Interview Responses

Review submitted interview answers, resolve data conflicts, and merge responses into client profiles.

Interview Templates

Create and manage reusable interview templates to standardize your firm's data collection process.

Client Intake Form & Interview

Onboard potential clients with a customized intake form, and follow up with a seamless intake interview.

Client Interviews

Collect important client information securely and remotely with Divorcepath Client Interviews.

Interactive Tours

Learn by doing — launch an interactive walkthrough directly in the app.

Client Profile
3 steps~1 min
Launch
Client Interviews
3 steps~1 min
Launch
Financial Disclosure
3 steps~1 min
Launch
9 articles
Client Intake & Workflow

Set up client files, collect intake, manage matter information, and move work forward in one connected flow.

Client Files & Matter Setup
Client Files & Matter Setup 4
Interviews & Intake
Interviews & Intake 5
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