When a client submits an intake interview, Divorcepath makes it easy to review their responses, detect conflicts with existing profile data, and merge the new information into the client profile. This article covers the full review and merge workflow.
Viewing Submitted Responses
When a client completes an interview, you will be notified and the interview's progress timeline will show Submitted. To review the responses:
- Open the client's matter and select Interviews in the matter sidebar.
- Under Sent interviews, click the submitted interview to open its details.
- Under Interview Data, review the client's answers, grouped by section (profile, address, relationship details, children, finances, and so on). Click a section to expand it.
The summary at the top shows how many answers are new, how many conflict with the client file, and how many are already in the profile. To see the answers that already match, expand matched fields. To keep a copy of everything the client submitted, click Download responses, and to see the interview the way your client sees it, click View Interview.
Data Conflict Detection
When interview responses contain information that differs from data already saved in the client profile, Divorcepath automatically detects and flags these conflicts. Conflicting fields are highlighted so you can see exactly where the new answers diverge from the existing record.
Conflicts typically arise when:
- The client has updated their address, income, or other details since the profile was last edited.
- Information was entered manually by a team member and differs from what the client reports.
- A previous interview provided different answers than the current one.
Conflict detection ensures that no data is silently overwritten and that you maintain full control over what gets updated in the client profile.
Comparing Values
Before merging interview data into the client profile, click Review Differences (or Review All) to compare the interview responses with the existing profile data. For each item, Review Interview Answers shows:
- Interview — the value the client provided in the interview.
- Profile — the value currently saved in the client profile, or a dash if the field is empty.
- New or Updated — whether the answer adds information or changes an existing value.
Only answers that differ from the profile are listed, so you can focus on what actually changed. This lets you make informed decisions about which changes to accept before any data is modified.
Automatic and Manual Merging
Divorcepath combines two approaches when merging interview data into the client profile:
- Automatic — when the client submits the interview, many answers that fill in blank fields in the client profile are added automatically. They appear under matched fields as already in the profile. Answers that weren't added are listed as new.
- Manual — answers that would change existing information are never applied automatically. They wait for you to review and approve each one. Any remaining new answers can be added with Add All New or reviewed one at a time.
Resolving Individual Conflicts
For fields that have been flagged, you can resolve each one individually:
- Click Review Differences (the button shows how many answers need review) to open Review Interview Answers.
- For each answer, click the Interview value to update the profile with the client's answer, or click the Profile value to keep the existing information. To apply one choice to everything, use Keep All Interview or Keep All Profile.
- Check the count at the bottom of the panel, which shows how many answers will be merged and how many skipped.
- Click Resolve Answers to apply your choices. The panel then shows that there are no items left to review.
How Merged Data Updates the Client Profile
After the merge is complete, the accepted changes are saved directly to the client profile. The updated information is then available throughout Divorcepath, including:
- Support calculations — updated income, expense, and financial data flows into new and existing calculations.
- Court forms — the latest client information is used when generating court forms and documents.
- Disclosure — updated financial data appears in the comparative disclosure view.
- Client profile — all profile tabs reflect the merged information.
The interview record is preserved for reference, so you can always go back and review what was submitted.
