United States
Legal Practice
Legal Consultation & Estate Planning Intake
Intake documentation for family law, estate planning, and general counsel.
Zero storage liability Native Google Drive upload No client login required
Checklist Items (4)
Standard document slots included when you send this request to a client.
Ready to Send
1
Government-Issued Photo ID
Required
Passport or state driver's license.
Upload or Snap Photo
2
Proof of Current Residential Address
Required
Utility bill, lease agreement, or bank statement dated within 60 days.
Upload or Snap Photo
3
Existing Agreements or Court Orders
Optional
Any prior decrees, contracts, prenuptial agreements, or wills.
Upload or Snap Photo
4
Chronological Incident / Case Summary
Optional
Written summary or timeline of relevant events.
Upload or Snap Photo
The Google Drive Advantage
Why use DocTick for this checklist?
Direct to Google Drive
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Zero Client Friction
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated Polite Nudges
Automated reminder emails follow up before your due date so you never have to chase clients manually.
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