Gather the essentials of a family-law matter — marriage, children, finances and the outcome sought — so the attorney is ready before the first meeting.
Quick answer
Gathers the essentials of a family matter - marriage, children, finances and the outcome sought - so the attorney is briefed before the first meeting; it collects background, not advice.
Disclaimer: this page is for process reference only and is not legal advice. Family-law outcomes depend on jurisdiction and circumstances; consult a qualified attorney.
Methodology: intake categories follow common family-law consultation structure; adapt to your practice.
Family matters are personal and time-sensitive. This consultation form collects the marriage timeline, children, financial picture and the outcome the client hopes for, giving the attorney a respectful, structured overview before the first meeting so the conversation starts from understanding, not interrogation.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Marriage and separation timeline.
Ages and living arrangements.
Assets, income and obligations.
What resolution the client seeks.
From copy to deliverable in four steps.
Copy it for your family-law intake.
They enter the situation in their words.
Understand the matter before the meeting.
Start the consultation informed.
Pick your role — see how it fits your workflow.
Enter each consultation prepared.
Understand the parties and stakes.
Be heard without retelling everything.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
