About this template
The Family Law Intake Google Form template is a comprehensive solution designed for legal professionals to streamline the initial client onboarding experience. Whether you are managing divorce proceedings, custody disputes, or asset division, this form allows you to collect essential personal, financial, and case-related data in a structured, organized manner. By moving away from paper-based intake, you ensure that all critical information—from employment details to property assets and debt obligations—is captured accurately before the first consultation.
This template is built to save time and reduce administrative friction. Legal assistants and attorneys can use the collected data to prepare for case strategy, identify potential conflicts, and ensure all necessary documentation is accounted for. The form is fully customizable, allowing you to add specific questions relevant to your firm's practice areas or local jurisdictional requirements. By using Doc2Form to deploy this template, you provide a professional, accessible, and secure way for clients to share sensitive information at their own pace, setting a positive tone for the attorney-client relationship from day one.
Key features
- Comprehensive sections for personal, financial, and asset data.
- Easily customizable to match your firm's specific intake requirements.
- Mobile-friendly design for client convenience on any device.
- Automated data collection directly into a Google Sheet for easy review.
- Includes a document upload prompt for essential case files.
Use cases
- Initial client onboarding for divorce and separation cases.
- Collecting financial disclosures for asset and debt division.
- Gathering child custody preferences and background information.
- Pre-consultation screening for new legal inquiries.
What this form collects
- Full Name (Short answer)Please enter your full legal name.
- Email Address (Short answer)The best email address for us to reach you regarding your case.
- Date of Marriage (Date)If applicable, please provide the date of your marriage.
- Date of Separation (Date)If applicable, please provide the date of separation.
- Primary Legal Priorities (Paragraph)Briefly describe your main goals or concerns regarding this case.
- Employment Status (Multiple choice)Current employment status for the client.
- Gross Monthly Income (Short answer)Please provide your approximate gross monthly income.
- Supporting Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Acknowledgment (Multiple choice)By submitting this form, you acknowledge that this does not constitute an attorney-client relationship until a formal agreement is signed.
FAQ
Is this form template secure for sensitive legal data?
Google Forms uses standard encryption for data in transit. For highly sensitive legal documents, we recommend ensuring your Google Workspace account is configured with appropriate security settings and access controls.
Can I add my law firm's branding to this form?
Yes, once you convert this template, you can use the Google Forms theme editor to upload your firm's logo, adjust colors, and match your professional branding.
How do I handle file uploads for legal documents?
While Google Forms has a file upload feature, you can also use the provided text-based upload field to have clients paste links to secure folders in Google Drive or Dropbox.
Can I export the collected data for my case management software?
Absolutely. All submissions are automatically saved to a Google Sheet, which can be easily exported as a CSV or Excel file to import into your preferred legal practice management software.
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.