Send each parent a secure link. They complete a guided, mobile-friendly questionnaire in about 20 minutes — identity, children, court info, documents, availability — and every answer flows straight into the case file.
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Intake links are tokenized, close once the parent submits, and expire after 72 hours. Once a link is emailed you can copy it from Pending Links to text it too, revoke it anytime, and expired links show parents a clear next step.
Identity with a driver’s-license photo, the other parent’s info, children and special needs, vehicles, attorney and mediator contacts, court info, a required court-document upload, emergency contact, weekly availability, and a typed authorization.
Parents can pause mid-questionnaire and pick up where they left off on the same link — progress saves in the browser as they go.
Responses arrive organized by section with documents viewable inline. Edit any section after submission — every edit is recorded in the case history.
A pending-links table on each case keeps outstanding intakes visible until they’re done.
Court documents and the driver’s-license photo parents upload land on the case Documents tab automatically, attributed to the parent who provided them.
Email each parent a secure intake link from the case; once it’s sent, copy it from Pending Links to text it too.
A step-by-step, mobile-first questionnaire with a progress bar and auto-save. About 20 minutes, no account required.
Responses populate the case record the moment they’re submitted — the parent’s party record, their children, and the documents they upload. Contacts and court details stay in the parent’s saved answers.
Read everything by section, fix anything with tracked edits, and watch the case readiness checklist tick over.
No. The intake link is the access — parents open it, complete the questionnaire, and they’re done. No passwords, no app to install.
Progress auto-saves in their browser, so they can close the tab and return to the same link later to pick up where they left off.
Links expire after 72 hours for security. An expired link shows the parent a clear “Link Expired” page, and you can send a fresh one in a click.
No. Children named in the parents’ questionnaires become records on the case and pre-fill as visit attendees, alongside both parents — remove anyone who isn’t attending. Where the two parents described a child differently, the child is listed twice rather than merged: an extra attendee is one click to remove, whereas a wrongly merged sibling would be silent data loss.
Straight into the case file — and from there it flows everywhere it’s needed: agreements, visit attendees, invoice recipients, and reports. Enter data once.
Digital Intake is one piece of a workflow that runs from intake to court-ready report.
Every feature, every plan, free for 14 days. No credit card required.