Client portal and intake software for family law attorneys
Family law intake should connect the client portal to financial disclosure, children and parenting facts, deadlines, safety screening, documents, and communications. It should keep sensitive safety information out of client-facing views and clearly distinguish mapped forms from attorney-sourced jurisdictional forms.
- Evidence
- maintained answer
- Reviewed
- Aug 13, 2026
- Review note
- The workflow, professional boundary, primary sources, and linked product path were checked against the current public product.
Fictional sample data shown; no client information
Client-facing work
Clients need a simple place for intake, uploads, messages, dates, and exact requests. They should not see internal DV flags, legal theories, or attorney-only notes.
What the attorney sees
The firm needs financial disclosure status, property and debt records, support and parenting inputs, deadlines, settlement terms, supporting sources, and clear next work.
Jurisdiction transparency
Family Law workspace available in all 50 states + D.C.. Mapped financial-disclosure forms are available for Georgia, Florida, New York, and California. Every other jurisdiction keeps the financial summary and clearly identifies the form the attorney must source. Mapped court-form workflows are available for select forms in Georgia, Florida, Texas, New York, and California. Availability, working-draft status, and attorney-review requirements stay visible in the product.
Run a portal-boundary test
Test the portal with one financial disclosure matter and one safety-sensitive matter. Record what the client can see, what opposing-party material is separated, what remains attorney-only, which uploads satisfy a named requirement, and how corrected information changes the workpaper.
- Client-visible status
- Attorney-only safety field
- Disclosure source state
- Corrected upload behavior
- Workpaper update trail
Questions
Does the portal expose a domestic-violence answer to the other party?
No. Safety flags and attorney-only details are separated from the client portal, and the product includes a DV-safe mode.
Does DocketBuddy provide every state court form?
No. The workspace is nationwide, while mapped form availability is explicitly limited and shown in the product.