Property division intake that captures asset lists up front
Ask upfront whether there's a dispute over the house, retirement accounts, or a business, and whether a spouse has bank statements, mortgage documents, or tax returns ready to share. Cliont flags suspected hidden-asset cases separately so you know which consultations are worth your calendar.
The exact intake your property division and equitable distribution leads complete
This is the real 7-question guided intake for Property Division and Equitable Distribution — the same flow your customers finish before you ever pick up the phone.
What a qualified property division and equitable distribution lead should tell you
Division of marital property, debts, and retirement accounts between spouses or partners during a divorce or legal separation, decided under state equitable distribution or community property rules.
- Going Through Divorce Or
- And Spouse/Partner Have Property,
- This Matter Connected Marriage
- There Disagreement About What
- Believe Spouse/Partner Hiding Assets,
- Have List Or Documents
- There Significant Assets Or
The questions your team needs answered
Every property division and equitable distribution intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently going through a divorce or legal separation, or planning to file soon? | Confirms the person is actually in or approaching a divorce or separation, filtering out inquiries with no live property matter to divide. |
| Do you and your spouse/partner have property, money, debts, or retirement accounts that need to be divided? | Confirms there's property, debt, or a retirement account to divide at all, which is the core fact that makes this a property division matter rather than another family law issue. |
| Is this matter connected to a marriage or domestic partnership that is being ended in the United States? | Confirms the marriage or domestic partnership is ending in the United States, catching jurisdiction mismatches before you spend consultation time on them. |
| Is there a disagreement about what is fair to split, or about who should get specific items (like a home, car, business, or retirement funds)? | Separates contested disputes over specific assets from amicable splits, which drives how much negotiation or litigation time the matter is likely to need. |
| Do you believe your spouse/partner is hiding assets, moving money, or running up debts? | A suspicion of hidden assets or moved money signals a more complex case that may need forensic accounting or discovery, so it's weighted heavily. |
| Do you have a list or documents for at least some major assets or debts (for example, bank statements, mortgage, car loan, retirement statements, tax returns)? | Whether documents like bank statements or tax returns are already on hand affects how quickly the matter can move once a consultation is booked. |
| Are there significant assets or debts involved (for example, a home, retirement accounts, a business, or large debts)? | The presence of significant assets like a home, business, or large retirement accounts signals case value and complexity that's worth attorney time. |
How Cliont scores property division and equitable distribution leads
Every answer is weighted automatically — no manual review required.
Value signals
- Going Through Divorce Or: yes
- And Spouse/Partner Have Property,: yes
- This Matter Connected Marriage: yes
- There Disagreement About What: yes
- Believe Spouse/Partner Hiding Assets,: yes
- Have List Or Documents: yes
See the lead your team receives
Property Division 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 property division and equitable distribution workflows
| Cliont capability | Property Division And Equitable Distribution application |
|---|---|
| Weighted lead scoring | Raises a lead's priority when the client indicates a spouse may be hiding assets or moving money, so cases likely to need forensic discovery surface before you check your inbox. |
| Document collection during intake | Requests bank statements, mortgage documents, retirement account statements, and tax returns up front so you see the asset picture before the first consultation. |
| Jurisdiction screening | Confirms the marriage or partnership is ending in the United States before the lead is routed, so you're not scheduling consultations on matters outside your jurisdiction. |
| Dispute-level flagging | Separates contested splits over a home, business, or retirement funds from uncontested ones so you can allocate consultation time to the matters that need it most. |
| CRM routing | Sends every qualified property division lead, with its asset list and dispute details, straight into your CRM instead of a shared inbox. |
Common property division and equitable distribution lead scenarios
Hidden asset suspicion
The prospective client believes a spouse is moving money or running up debts before filing. The intake flags this as a higher-complexity case even before any documents are in hand.
Contested high-value split
A disagreement over a home, retirement accounts, and a business exists alongside significant asset value. This mix scores higher and signals a matter worth prioritizing for a consultation.
Amicable division, no dispute
Both parties have property to divide but agree on how to split it. The intake still captures the asset picture but scores it lower than a contested matter.
Documents not yet gathered
The client confirms property and debts exist but hasn't pulled together bank or retirement statements yet. The intake captures the case while flagging that documentation is still outstanding.
Non-marital or non-US inquiry
The matter isn't tied to a marriage or domestic partnership ending in the United States. The intake surfaces this mismatch so it doesn't consume consultation time meant for equitable distribution cases.
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More family law intake templates
Property Division and Equitable Distribution lead-intake FAQs
How does the intake flag cases where a spouse might be hiding assets?
The intake asks directly whether the client believes a spouse is hiding assets, moving money, or running up debts, and that answer carries one of the higher weights in the scoring model, so those cases stand out before you open your CRM.
What happens if a prospective client hasn't gathered financial documents yet?
The intake still asks whether they have documentation like bank statements, mortgage records, retirement statements, or tax returns, and answering no simply lowers the score slightly rather than disqualifying the lead.
Does the intake confirm the marriage or partnership actually ended in the United States?
Yes, one question checks whether the matter is connected to a marriage or domestic partnership being ended in the United States, which helps you catch jurisdiction mismatches before scheduling time.
Can the intake tell a contested split apart from one where both sides already agree?
It asks whether there's disagreement about what's fair to split or who should get specific items like a home, car, business, or retirement funds, so contested matters score noticeably higher than amicable ones.
Does the intake ask about business ownership or other high-value assets?
It asks whether significant assets or debts are involved, giving examples like a home, retirement accounts, a business, or large debts, so you can spot higher-value matters at a glance.
Will the intake screen out inquiries that aren't actually about marital property?
Yes, it confirms the person is going through or planning a divorce or legal separation and that there's property, money, debts, or retirement accounts to divide, filtering out matters that don't fit this practice area.
Turn property division and equitable distribution visitors into qualified cases
Give every property division and equitable distribution visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.