Collaborative divorce intake that captures spousal cooperation up front
This intake asks whether both spouses are actually willing to work together, share financial information honestly, and negotiate safely, then sends complete profiles and any financial disclosure documents straight to your CRM.
Preview your collaborative divorce intake
Explore 7 questions from the Collaborative Divorce template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified collaborative divorce lead should tell you
A voluntary settlement process where both spouses and their own lawyers negotiate a divorce agreement outside of court, relying on honest financial disclosure and a shared commitment to avoid litigation.
- And Spouse Willing Work
- Spouse Willing Participate In
- Feel Safe Communicating And
- And Spouse Willing Share
- Living In United States
- Want Divorce Or Legal
- Willing And Able Pay
The questions your team needs answered
Every collaborative divorce intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you and your spouse willing to work together to reach a divorce agreement without going to court for a trial? | This is the baseline eligibility check for collaborative divorce itself, since a no answer signals the client wants litigation, not a settlement-only process. |
| Is your spouse willing to participate in a collaborative divorce process with lawyers (and possibly other professionals) to negotiate a settlement? | Collaborative divorce cannot proceed without the other spouse voluntarily agreeing to retain their own lawyer and participate, so a no here is a strong fit issue. |
| Do you feel safe communicating and negotiating with your spouse (even if you disagree)? | Feeling unsafe negotiating with a spouse suggests the case may actually need a protective-order or litigation track rather than a collaborative one. |
| Are you and your spouse willing to share financial information honestly and completely? | Collaborative settlements rely on voluntary full financial disclosure instead of court-ordered discovery, so hesitation here undermines the whole model. |
| Are you currently living in the United States and planning to file for divorce in a U.S. state? | Confirms the matter is even eligible to be filed in a U.S. state, which determines whether your firm can take the case at all. |
| Do you want a divorce or legal separation to be started or finalized within the next 12 months? | Shows how soon the client wants the process started or finalized, helping prioritize consultation scheduling. |
| Are you willing and able to pay for a collaborative divorce, which usually involves each spouse having their own lawyer? | Collaborative divorce typically requires each spouse to pay for independent counsel, so affordability directly affects whether the client can sustain the model. |
How Cliont scores collaborative divorce leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- And Spouse Willing Work: yes
- Spouse Willing Participate In: yes
- Feel Safe Communicating And: yes
- And Spouse Willing Share: yes
- Living In United States: yes
- Want Divorce Or Legal: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Collaborative Divorce Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for collaborative divorce workflows
| Cliont capability | Collaborative Divorce application |
|---|---|
| Weighted scoring | Weights spousal cooperation, safety in negotiation, and financial honesty highest, since those three answers determine whether a case is genuinely suited to collaborative divorce rather than litigation. |
| Conditional intake logic | When a client indicates their spouse won't participate collaboratively, the flow can be adjusted to stop asking collaborative-specific questions and surface the case as a standard Divorce lead instead. |
| Video intake widget | Lets the client describe their spouse's attitude toward cooperation and financial disclosure in their own words before your team ever reads the form answers. |
| CRM routing | Sends only profiles where both spouses show willingness to cooperate and disclose finances into your CRM, keeping contested or unsafe cases out of your collaborative-divorce pipeline. |
Example collaborative divorce lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Both spouses ready to cooperate
Client confirms both parties want to avoid trial, will share finances honestly, and want the divorce finalized within 12 months, producing a high-scoring profile ready for a consultation.
Spouse refuses to participate
Client is willing but reports their spouse won't agree to a collaborative process with dual lawyers, which drags the score down and flags the case as a better fit for a contested divorce path.
Safety concerns during negotiation
Client indicates they don't feel safe communicating or negotiating with their spouse, a signal that steers the case away from collaborative divorce and toward a protective-order or litigation conversation instead.
Financial disclosure hesitation
Client is cooperative on process but unsure their spouse will disclose finances completely, which matters because collaborative settlements depend on voluntary full transparency rather than court-ordered discovery.
Jurisdiction or affordability gap
Client isn't filing in a U.S. state or can't commit to paying for two separate lawyers, both of which lower fit for a model that requires independent counsel on each side.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More family law intake templates
Collaborative Divorce lead-intake FAQs
How does the intake handle a client whose spouse won't agree to collaborate?
The intake asks the client directly whether their spouse is willing to participate in a collaborative process with lawyers, and a no answer pulls the score down sharply since collaborative divorce requires both parties' voluntary buy-in.
What happens if a client mentions feeling unsafe negotiating with their spouse?
That answer carries significant weight in the scoring, since collaborative divorce assumes both spouses can negotiate directly, and a firm can use that flag to redirect the client toward a Domestic Violence and Protective Orders or standard Divorce conversation instead.
Does the intake confirm the case can actually proceed in a U.S. court?
Yes, one question checks whether the client currently lives in the United States and plans to file in a U.S. state, which affects whether your firm can even take on the matter.
How does the intake account for how soon the client wants the divorce finalized?
The catalog includes a question about wanting the divorce or legal separation started or finalized within 12 months, which factors into the overall score without being treated as an emergency signal.
What if the client can't afford separate lawyers for each spouse?
The intake asks whether the client is willing and able to pay for a collaborative process, since the model typically requires each spouse to retain their own attorney, and a no answer lowers the fit score accordingly.
Can this intake tell the difference between a collaborative divorce lead and a mediation lead?
The questions are specific to collaborative divorce, including dual-lawyer participation and financial disclosure willingness, so leads that are really a better fit for Mediation or standard Divorce show up with a distinct answer pattern rather than being scored identically.
Turn collaborative divorce visitors into qualified cases
Give every collaborative divorce visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.