About this template
The Divorce Coaching Client Intake Form template is designed to streamline the onboarding process for professional divorce coaches, family mediators, and relationship counselors. Starting a coaching engagement requires a deep understanding of the client's current situation, legal milestones, and emotional goals. This comprehensive intake questionnaire collects essential background details, marital history, existing professional support contacts, and specific challenges the client is facing.
By gathering this information securely and efficiently before the first session, coaches can review the details in advance and tailor their strategies to each individual's unique needs. The form captures critical logistical details such as contact information and preferred communication methods, while also probing into specific focus areas like self-care habits, coping mechanisms, and primary concerns regarding the transition. Utilizing Doc2Form to turn this template into a Google Form allows practitioners to eliminate cumbersome paper forms, reduce administrative overhead, and create a welcoming, professional first impression for clients navigating a challenging life transition.
Key features
- Collect comprehensive client background and marital history in one organized step.
- Identify key challenges, personal goals, and self-care routines.
- Record details of existing support professionals, including attorneys and therapists.
- Fully customizable to match your specific coaching methodology and branding.
Use cases
New client onboarding for independent divorce coaches and mediation p…
New client onboarding for independent divorce coaches and mediation practices.
Initial assessment questionnaires for family support and wellness cen…
Initial assessment questionnaires for family support and wellness centers.
Pre-session intake for relationship counseling and separation transit…
Pre-session intake for relationship counseling and separation transition programs.
What this form collects
- Preferred Name (Short answer)Enter the name you prefer to be addressed by during our coaching sessions.
- Phone Number (Short answer)Provide a reliable phone number where we can reach you.
- Email Address (Short answer)Enter your primary email address for scheduling and resources.
- Mailing Address (Paragraph)Enter your current residential address.
- Birth Date (Date)Enter your date of birth.
- Current Relationship Status (Dropdown)Select the option that best describes your current legal or marital status.
- Date of Marriage (Date)Enter the date of your marriage, if applicable.
- Occupation and Employer (Short answer)List your current occupation and employer.
- Emergency Contact Name (Short answer)Provide the name of someone we can contact in case of an emergency.
- Emergency Contact Phone (Short answer)Provide a phone number for your emergency contact.
- Spouse's Name (Short answer)Enter your spouse or ex-spouse's full name.
- Attorney Information (Paragraph)If you have retained legal counsel, please provide your attorney's name, phone number, and email address.
- Other Support Professionals (Paragraph)Please list any therapists, financial advisors, or other professionals currently assisting you.
- Primary Challenges (Checkboxes)Select all the primary areas or challenges you are currently facing.
- Self-Care Activities (Checkboxes)Select activities you currently use to support your well-being.
- Additional Notes or Goals (Paragraph)Share any specific goals you hope to achieve through coaching or additional details you want your coach to know.
- Referral Source (Dropdown)How did you hear about our coaching services?
- Client Acknowledgment (Short answer)Please type your full legal name as an electronic signature to confirm the information provided is accurate to the best of your knowledge.
FAQ
How can I customize this template for my coaching practice?
Once you convert the template using Doc2Form, you have full ownership in Google Forms. You can easily add, edit, or remove questions to match your specific intake workflow.
Is this form mobile-friendly for my clients?
Yes. Google Forms are fully responsive, allowing your clients to complete the intake questionnaire comfortably from their smartphone, tablet, or computer.
How do I share this intake form with new clients?
You can share the form link directly via email, include it in your welcome packet, or embed it on your coaching website.
Can I collect sensitive personal details securely?
Google Forms uses secure encryption for data transmission. Be sure to review your Google account settings and local privacy guidelines regarding the handling of sensitive client information.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.