Client Identification
Full legal names, dates of birth, government ID references, and current addresses for all parties so service and identity verification are clear and unambiguous in the petition.
A professional intake form reduces errors, shortens preparation time, and ensures necessary supporting documents are collected at the start of a case. Standardized fields make it easier to assemble pleadings, run conflict checks, and meet court filing requirements across jurisdictions.
The form is used by law firms, paralegals, court clerks, and individuals filing without counsel to gather consistent case data before drafting and filing documents.
Using a single structured form reduces back-and-forth, avoids incomplete submissions, and speeds case processing for all parties.
The petitioner completes primary personal data and signs the intake form to authorize filing and to confirm factual statements. The petitioner should provide government ID details, contact information, current residence, marriage date, separation date, and initial statements about children, assets, debts, and requested relief.
An attorney or authorized staff member may complete the form on the client’s behalf, verify accuracy, attach supporting exhibits, and sign where permitted. Counsel is responsible for ensuring the intake maps correctly to the petition text and local court filing rules.
Full legal names, dates of birth, government ID references, and current addresses for all parties so service and identity verification are clear and unambiguous in the petition.
Marriage date, place of marriage, last living together date, grounds for divorce, and any prior separation agreements that affect property or support calculations.
Names, DOBs, current residence of each child, proposed custody arrangement, existing court orders, and any child support needs or special considerations.
Detailed list of real property, bank and retirement accounts, vehicles, debts, and valuations or estimates to support equitable division and temporary orders.
Recent pay stubs, employer names, self-employment income summaries, benefits, and support requests including temporary spousal or child support.
Preferred service method, known addresses for the respondent, requested venue, filing county, and any expedited or confidential filing needs.
| Upload Template | PDF or DOCX template for the intake form |
|---|---|
| Role Assignment | Assign Petitioner, Respondent, and Attorney roles |
| Authentication | Email or SMS code for signer verification |
| Conditional Fields | Show financial sections only when applicable |
| Save & Reuse | Store template for future client intake |
Ensure your chosen platform accepts court-ready PDFs, supports required signer authentication, and integrates with court e-filing where available.
Confirm the court’s e-filing portal accepts electronically signed exhibits and whether an original wet-signed or notarized document is required for specific filings.
Date petition is filed and starts the case timeline
Respondent typically must be served promptly; exact days vary by state
Commonly 20–30 days to file an answer or response
Often scheduled within 20–60 days after filing
Some states have 60–180 day waiting periods before final decree
| Document Type | Intake Form | Petition | Financial Affidavit |
|---|---|---|---|
| Primary Purpose | collect facts | initiate case | disclose finances |
| Signature Required | |||
| Notarization Often Needed | sometimes | often | |
| Filed with Court |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A two-attorney firm uses a standardized intake to capture client facts and supporting documents quickly
An individual completes the intake online to collect service addresses, children information, and financial basics