Family Law Client Discovery Questionnaire

When families face separation or divorce, gathering complete and accurate information upfront is critical to building a strong case and setting realistic expectations. This Family Law Client Discovery Questionnaire is designed for family law attorneys, mediators, and legal practices to streamline client intake, assess case complexity, and prepare effectively for representation.

This template covers all the essential discovery areas for family law matters: custody and parenting preferences, comprehensive asset and debt inventories, spousal support considerations, and the client's openness to mediation or collaborative resolution. By collecting this information in a structured, sensitive format, you'll save hours of back-and-forth emails and build a clearer picture of your client's situation from day one.

Why Paperform is ideal for family law discovery:

With Paperform's conditional logic, you can tailor the questionnaire based on whether children are involved, whether the client owns property, or whether they're seeking spousal support—ensuring clients only answer relevant questions. The doc-style editor lets you add compassionate, plain-language explanations alongside legal terms, helping clients feel supported during a difficult process.

Paperform is SOC 2 Type II certified and GDPR compliant, giving you and your clients confidence that sensitive family and financial information is handled securely. You can route completed submissions directly into your case management system, CRM, or Stepper workflows to automatically create client files, send follow-up emails, or schedule consultations.

Need a signed retainer agreement after the discovery call? Use Papersign to turn the client's submission into a retainer or representation agreement and collect a secure eSignature—keeping everything connected and compliant in one workflow.

Whether you're a solo family law practitioner or part of a larger firm, this template helps you gather the right information with professionalism and empathy, so you can focus on delivering the best possible outcome for your clients.