For family law firms
Family law intake, qualified before it hits your desk
Conflict screening for opposing parties happens before the consult, not during it. Custody factors, financial baseline, and restraining order history captured in structured form — so your attorneys spend the consult on substance, not data collection.
Intake
What the family law intake pack collects
- Opposing-party identification with conflict-screening run before consult
- Marriage history — date, location, prior marriages, separation date
- Children — names, ages, custody arrangement, schooling
- Financial disclosure baseline — income, assets, support obligations
- Restraining-order history and case-history flags
- Optional spouse-invitation workflow for both-sides intake
Includes profiles for divorce, contested custody, and comprehensive family-law matters. Scope classification (Standard / Complex / Highly Complex) surfaces on the lead detail.
Why generic intake forms fail for family law
Family law cases turn on details a generic form never asks for: who the opposing party is, whether you've previously represented them or anyone in their household, what the custody arrangement actually looks like in practice, and whether there are existing protective orders. Missing one of those at intake means either an awkward conversation in the consult or a conflict you don't catch until it's expensive.
MatterReady runs opposing-party screening against your existing client and matter history before the consult is scheduled. Conflict signals are surfaced as flags for review — your attorney still makes every determination.
Integrations
Connected to the tools family-law firms run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with contacts, custom fields, spouse and children records, and case-history flags already in place. No retyping.
NetDocuments
Intake documents, financial disclosures, and signed engagement letters sync to the matter in NetDocuments.
Microsoft 365
Outlook calendar sync for consultations, OneDrive folder tracking for matter documents. Built for firms running on M365.