Clio, Smokeball and Lawmatics can be configured to collect intake. None of them comes ready for what makes divorce intake different: a client whose spouse may read their phone, Ohio's financial affidavits, and a conflict check that has to happen before the client shares details. Below is a side by side, checked against each company's own website and help center.
About half of it, and much of that half only after your firm sets it up. Booking, payments, e-signatures, a client portal and case management are strong in Clio. The safety and Ohio pieces are not there.
No. CDT intake hands each new client to Clio as a contact and matter, with documents attached. Your team keeps working where it works today.
CDT intake is preset for Ohio divorce: safe contact first, a conflict check before details, divorce or dissolution sorted up front, and a checked draft of Affidavits 1 and 2 before the consult.
Most family law firms will recognize at least one of these. None of them means the firm is doing something wrong. Most intake tools are built for every kind of law, and divorce is not every kind of law.
Take-home pay entered where gross belongs understates support income by 25 to 35 percent. Blank or "N/A" lines get sent back under Franklin County Local Rule 17.
Pay stubs, tax returns and statements, collected by email and phone between hearings, one reminder at a time.
A prospective client who shares the story before a conflict check can keep your firm from representing the other spouse.
Ohio Rule 1.18; ABA Formal Opinion 510A consult reminder or a "your divorce consultation" email can land where a spouse reads it. In a national survey, 97 percent of domestic violence programs said survivors were being monitored or harassed through technology.
NNEDV Safety Net ProjectCDT intake covers the stretch between "a stranger reaches out" and "a client signs." From there, the file lives in Clio like every other matter.
Each row is one thing a family law firm needs from intake. Read across to see who does it. Tap any box for the details and a link to the company's own page.
You are looking at an early build, and you should know exactly which parts run now.