Pre-Screen Family Law Inquiries Before They Reach Your Firm

Custody, support, property division—family law intake requires sensitivity and precision. PreIntake.ai gathers the essentials so your first conversation starts informed.

Know jurisdiction, children's ages, and asset complexity before the consultation begins.

The Family Law Intake Problem

Jurisdiction Confusion

Couple lived in three states; which court has authority? UCCJEA complexities require careful analysis before the first call.

Incomplete Asset Picture

"We don't have much"—but there's a 401k, two properties, and a business. Asset complexity surfaces late, derailing consultations.

Custody Complexity

Existing orders, relocation requests, parenting time modifications—each requires different procedural approaches.

Domestic Violence Overlay

Safety concerns requiring immediate protective action. Early identification enables appropriate intake protocols.

See What Your Team Receives

Every inquiry arrives pre-screened with clear routing recommendations

QUALIFIED — High Confidence Schedule Consultation

Contact Information

Jennifer Thompson

(619) 555-3847 · jthompson@email.com

Case Summary

Seeking divorce after 12-year marriage. Two children (ages 8 and 11). Resided in California for entire marriage. Combined income approximately $180K. Primary asset is marital home with equity. No domestic violence concerns. Spouse amenable to mediation but needs guidance on custody arrangement.

Case Type: Divorce with Children
Marriage: 12 years
Children: 2 (ages 8, 11)
Jurisdiction: San Diego County, CA

Key Factors

✓ Clear CA jurisdiction ✓ Minor children involved ✓ Significant assets ✓ Open to negotiation ✓ No safety concerns
Recommended: Schedule consultation within 48 hours

Intake

Hello, and thank you for reaching out. I'm here to help gather some initial information about your family law matter. To start, could you please share your name, phone number, and email address?

Visitor

Jennifer Thompson, 619-555-3847, jthompson@email.com

Intake

Thank you, Jennifer. What type of family law matter are you seeking help with today? For example, are you considering divorce, dealing with custody issues, or something else?

Visitor

I need to file for divorce. We've been married 12 years and have two kids.

Intake

I understand this is a difficult time. How old are your children?

Visitor

8 and 11.

Intake

Thank you. Where have you and your spouse been living during the marriage? Specifically, what state and county?

Visitor

We've been in San Diego, California the whole time. Never moved.

Intake

That helps establish jurisdiction clearly. Can you tell me about your family's financial situation? Approximate combined income, and any major assets like homes, retirement accounts, or businesses?

Visitor

Together we make about $180K. We own our house, there's probably $200K in equity. My husband has a 401k but I'm not sure how much. No businesses or anything complicated.

Intake

Thank you for that overview. Have you and your spouse discussed how you'd like to approach the divorce? Is there potential for mediation or negotiation, or do you anticipate a more contentious process?

Visitor

I think we can work things out. He knows it's not working anymore. We just need help figuring out custody and dividing everything fairly.

Intake

That's a positive sign that you're both open to working together. I need to ask an important question: Are there any safety concerns or history of domestic violence that we should be aware of?

Visitor

No, nothing like that. We just grew apart.

Intake

Thank you for confirming. Is there anything else you'd like the attorney to know before your consultation?

Visitor

I just want to make sure the kids are okay through this. That's my priority.

NOT A FIT — Jurisdiction Issue Refer Out

Contact Information

David Park

(206) 555-2214 · dpark@email.com

Assessment Rationale

Caller is currently residing in Washington state. Spouse and children remain in Texas where family lived for past 5 years. Texas has jurisdiction over custody matters under UCCJEA. Recommend Texas family law attorney.

Case Type: Custody Modification
Current Residence: Seattle, WA
Children's Residence: Houston, TX
Prior Orders: Texas (2024)

Key Factors

✗ Children reside in Texas ✗ Prior orders entered in Texas ✗ California has no jurisdiction ○ Caller recently moved to WA
Outcome: Refer to Texas family law bar association

Intelligent Case Routing

Every inquiry receives a clear recommendation based on family law criteria

GREEN

Schedule Consultation

Clear jurisdiction, viable case type, no immediate safety concerns—ready for attorney review.

YELLOW

Needs Review

Complex assets, multi-state issues, or documentation needed before proceeding.

RED

Refer Out

Wrong jurisdiction, already represented, or matter outside family law scope.

Built for Family Law Practice

Jurisdiction Identification

Identifies jurisdiction based on residence, children's location, and prior orders under UCCJEA.

Safety Screening

Screens for domestic violence indicators requiring immediate safety planning and protective measures.

Custody Details

Captures children's ages, current custody arrangements, and parenting time preferences upfront.

2 Simple Steps

1

Choose Your Practice Areas

Select family law and any additional practice areas your firm handles.

2

Create Your Account

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