Client Intake Questionnaire Customizer & Legal Needs Assessor
Act as a family law attorney specializing in divorce cases. Customize a client intake questionnaire for new divorce clients that captures: 1) Basic personal information, 2) Marriage and separation details, 3) Child custody and support preferences, 4) Asset and debt information, 5) Legal goals and priorities. For each question, provide: 1) Question text, 2) Rationale for asking the question (legal relevance), 3) Tips for clients on how to answer accurately. Also, include a post-questionnaire legal needs assessment framework.ADVERTISEMENT - IN-ARTICLE
Implementation Guide
This prompt helps legal assistants create tailored client intake questionnaires in 1 hour instead of 6+ hours of manual drafting. By specifying the practice area (e.g., family law, divorce), ChatGPT/Claude generates a comprehensive questionnaire with relevant questions, legal rationales, and client tips to ensure accurate responses. The output includes a post-questionnaire legal needs assessment framework to categorize client cases (e.g., contested vs. uncontested divorce) and prioritize next steps. Ideal for family law, personal injury, and estate planning practices, it adapts to both in-person and online intake processes, and supports remote client onboarding.