Family law intake that
clients complete before
they call you back.
Family law clients are often under stress, moving fast, and not inclined to fill out forms. LegalGEN's digital intake collects everything you need — financial disclosures, custody information, asset inventories — before the consultation starts, so you can focus on strategy, not data gathering.
Built for the specific needs of family law practice
Mobile-first for stressed clients
Family law clients are often filling out intake while managing work, children, and a major life transition. LegalGEN works on any device, saves progress automatically, and uses plain language throughout.
Sensitive data handled carefully
Financial disclosures, custody information, and personal history are sensitive. LegalGEN collects and transmits this data securely, with attorney-only access to the organized intake summary.
Financial disclosure workflow
Income, assets, debts, property, retirement accounts, and business interests — all collected in a structured format that maps directly to financial disclosure requirements in your jurisdiction.
Organized before the consultation
The attorney receives a fully organized intake summary before the first consultation. Arrive knowing the financial picture, custody situation, and client goals — not spending the first 30 minutes gathering basic information.
Clio & MyCase integration
Intake data flows automatically into your matter file in Clio or MyCase. No re-entry. No copy-paste. New matter created automatically when intake is completed.
Retainer collection online
Collect retainer payments online as part of the intake process. Clients pay before the consultation begins. No payment chasing, no awkward first-meeting billing conversations.
Every divorce client needs an updated estate plan.
Divorce is one of the most common triggers for estate plan updates. Old wills, outdated beneficiary designations, powers of attorney naming an ex-spouse — family law clients need estate planning services, often urgently.
LegalGEN lets family law attorneys offer estate plan updates directly — or refer seamlessly to an estate planning colleague using the same platform.
See Online Wills & POAs →"Our family law clients used to arrive at consultations having filled out nothing. Now they arrive with everything organized. We start strategy conversations on minute one instead of collecting basic information for the first half hour."
Better intake. Better consultations.
Better client experience.
Digital Intake starts at $90/month. Setup in under a day. 30-day money-back guarantee.