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This is a sample Client Interview Form that an attorney would use to interview a new domestic relations client.
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What is client interview form

A client interview form is a document used to gather essential information from potential clients during the initial consultation or meeting.

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Client interview template is needed by:
  • Businesses conducting client intake
  • Freelancers offering services
  • Consultants evaluating prospective clients
  • Counselors gathering client information
  • Healthcare providers assessing new patients

Client Interview Form for Divorce or Separation

Filling out a client interview form for divorce or separation is essential for gathering comprehensive personal information. This helps legal professionals understand your situation better and tailor their services accordingly.

How do gather personal information?

Accurate personal information is the foundation of a successful client interview form. This section collects critical identification details that attorneys require to represent the client effectively.
  • This includes first, middle, and last names, accounting for any maiden names.
  • Provide the complete address: street, city, state, and zip code to establish jurisdiction.
  • State how long you've lived at your current address and within the state, which can affect legal proceedings.
  • Include the county and how long you have been living there as it is essential for jurisdiction.
  • List all relevant telephone numbers including home and work.
  • Provide your current employer's name, address, job title, and income to assess financial responsibilities.
  • Indicate the highest level of education achieved.
  • Include your date and place of birth along with Social Security Number and driver's license details.

What details are needed about the adverse party?

In any divorce or separation, gathering information about the adverse party is equally important. This section informs attorneys about the spouse's details and enables them to strategize accordingly.
  • Provide your spouse's first and last names, including any middle or maiden names.
  • Similar to your own, include their complete address for jurisdiction and correspondence.
  • Indicate how long your spouse has lived at their current address and in the state.
  • List the county where your spouse resides and the duration of their stay in that county.
  • Gather their home and work telephone numbers for any necessary communication.
  • Note the employer's name, address, job title, and income for financial consent.
  • Clearly state the highest level of education completed by your spouse.
  • Include the spouse's date and place of birth and Social Security Number, if applicable.

What marriage information is crucial?

Understanding the details of the marriage is vital for legal proceedings in divorce cases. This section helps map the context of the physical and emotional separation.
  • Provide when and where the marriage occurred.
  • State how many times you and your spouse have been married previously.
  • Indicate how any past marriages were ended, whether through divorce, death, etc.
  • Clearly state the date when you and your spouse separated.
  • Provide the address where you and your spouse resided together before separation.
  • List the names and ages of all children from both current and previous marriages.

How to understand divorce terms?

Knowing the terms of divorce helps shape the conversation between the client and their attorney. This section clarifies the fundamental reasons for seeking a divorce and any related complications.
  • Determine if the divorce is contested, meaning oppositional, or uncontested, indicating mutual agreement.
  • Summarize the primary reasons leading to the decision, helping legal representation formulate a strategy.
  • Outline the legal grounds, such as incompatibility, cruelty, or other relevant issues.
  • Capture any additional notes or concerns the client feels are pertinent to the divorce.

How can pdfFiller assist in document management?

Utilizing pdfFiller streamlines the process of managing your client interview form effectively. This platform allows for easy editing, signing, and sharing, enhancing collaboration with legal representatives.
  • Instructions on locating the client interview form on pdfFiller ensure easy access for all parties.
  • Step-by-step guide for editing, signing, and saving the document online.
  • Sharing the document with legal representatives becomes effortless, facilitating real-time updates.
  • Review changes made to the document, ensuring all updates are noted and confirmed.

What are the legal compliance and best practices?

Completeness and accuracy are crucial when filling out the client interview form to meet legal requirements. This section not only outlines essential laws but also provides tips for avoiding mistakes.
  • Provide an overview of any specific regulations applicable to completing the form in your region.
  • Educate users on how to ensure that entries are correct and complete before submission.
  • Encourage diligence to avoid common mistakes that often occur when completing the form.
Last updated on Feb 17, 2026

How to fill out the client interview template

  1. 1.
    Open the client interview form PDF in pdfFiller.
  2. 2.
    Begin by entering the client's full name in the designated field at the top of the form.
  3. 3.
    Next, fill in the contact details including phone number and email address.
  4. 4.
    Move on to the section asking about the client's needs and objectives; ensure to provide thorough and clear responses.
  5. 5.
    In the next part, outline the services the client is interested in, selecting all that apply.
  6. 6.
    If there is a section for additional notes or comments, include any relevant information that wasn't covered in the earlier sections.
  7. 7.
    Review all entered information for accuracy before submitting the form.
  8. 8.
    Finally, save the completed form or submit it directly from pdfFiller as required.
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