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Court-compliant visitation management for professionals nationwide

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Digital Intake

Intake packets, without the paper chase

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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What parents see: a step-by-step questionnaire with a progress bar, built for a phone.

Built for parents on phones, and for you on review

Secure single-use links

Intake links are tokenized, single-use, and expire after 72 hours. Copy one to text it directly, revoke it anytime, and expired links show parents a clear next step.

A genuinely complete questionnaire

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.

Auto-save for real life

Parents can pause mid-questionnaire and pick up where they left off on the same link — progress saves in the browser as they go.

Review and edit every section

Responses arrive organized by section with documents viewable inline. Edit any section after submission — every edit is recorded in the case history.

Tracking that nudges you

A pending-links table on each case plus a dashboard-wide Pending Intakes widget keep outstanding intakes visible until they’re done.

Documents file themselves

Court documents and photos parents upload land on the case Documents tab automatically, attributed to the parent who provided them.

From referral call to completed intake

1

Send the link

One click emails each parent a secure intake link — or copy it and text it yourself.

2

Parents fill it out anywhere

A step-by-step, mobile-first questionnaire with a progress bar and auto-save. About 20 minutes, no account required.

3

Answers land on the case

Responses populate the case record the moment they’re submitted — parties, contacts, court info, documents.

4

Review, edit, done

Read everything by section, fix anything with tracked edits, and watch the case readiness checklist tick over.

Common questions

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.

Straight into the case file — and from there it flows everywhere it’s needed: agreements, visit attendees, invoice recipients, and reports. Enter data once.

It works even better together

Digital Intake is one piece of a workflow that runs from intake to court-ready report.

Case Management

Tabbed case files with a readiness checklist and a court-ready audit history.

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Service Agreements

Reusable templates with verified e-signing and tamper-evident, hash-verified records.

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Invoicing & Payments

Emailed Pay Now links, Stripe checkout, automatic statuses, payouts to your bank.

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See it with your own cases

Every feature, every plan, free for 14 days. No credit card required.

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