Saving You Valuable Time

TXdocs Online Intake

Photo: San Antonio, Texas

time-saving feature: Online Intake

TXdocs' Online Intake reduces mistakes and saves time by offering pre-made questionnaires your clients complete online via a secure portal. Their answers are then downloaded into your TXdocs case file where they automatically populate in your applicable case forms.

Our user friendly interface guides your clients through the intake process automatically notifying you when they have completed their information.

Best of all, TXdocs Online Intake is included in your subscription at no additional cost.

Currently you can choose from over 50 different secure online portal forms across our practice areas and we anticipate this number will increase as we continue to respond to your requests.

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See how Online Intake works:

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Contact Us : (210) 253-9506
Mon-Fri 8am-5pm CST

Select a tab below to view the available Online Intake Service(s):

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
Estate Plan Worksheet Intake	This intake is designed for clients who have a clear understanding of how they would like their Estate Plan to be set up (appointments, Will provisions, etc). It is similar to the Estate Planning Worksheet PDF.
Will Intake - Client	Gathers all the information you need to start preparation of your client's will.
Will Intake - Spouse	Gathers all the information you need to start preparation of the spouse's will.
Medical Power of Attorney Designation of Agents - Client	Gathers information necessary for you to assemble the Medical Power of Attorney and Designation of Health Care Agent for your primary client.
Medical Power of Attorney Designation of Agents - Spouse	Gathers information necessary for you to assemble the Medical Power of Attorney and Designation of Health Care Agent for your primary client's spouse.
HIPAA Release and Authorization - Client	Gathers information necessary for you to assemble the HIPPA Release and Authorization for your primary client.
HIPAA Release and Authorization - Spouse	Gathers information necessary for you to assemble the HIPPA Release and Authorization for your primary client's spouse.
Basic Power of Attorney Info - Client	Gathers information necessary for you to assemble the Statutory Durable Power of Attorney for your primary client.
Basic Power of Attorney Info - Spouse	Gathers information necessary for you to assemble the Statutory Durable Power of Attorney for your primary client's spouse.
Ancillary Appointments - Client	Gathers the answers needed for you to prepare the following documents for your client in a streamlined process: PoA, Medical PoA/Desig of Halth Care Agent, HIPAA Release and Authorization, and more.
Ancillary Appointments - Spouse	Gathers the answers needed for you to prepare the following documents for your client's spouse in a streamlined process: PoA, Medical PoA/Desig of Halth Care Agent, HIPAA Release and Authorization, and more.
Declaration of Guardian - Client	Gathers information necessary for you to assemble the Statutory Declaration of Guardian for your primary client.
Declaration of Guardian - Spouse	Gathers information necessary for you to assemble the Statutory Declaration of Guardian for your primary client's spouse.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
LLC Intake	Gathers basic information regarding the client and the LLC.

Online Intake Form Service	Service Description
Litigation Case Intake	Gathers basic information regarding the parties and facts of the case.
Client Intake	Gathers contact information and identification for your client.
Initial Disclosures	Gathers any information required by TRCP 194 that your client is able to provide.
Pretrial Disclosures	Gathers details regarding witnesses and exhibits from your client.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
Defendant Intake	Gathers important information for preparing your criminal case, including personal background and circumstances of the arrest.

Online Intake Form Service	Service Description
Divorce Intake	Gathers information regarding the parties, marriage history, children, any prior orders, and information that may help in forming the strategy for the case.
Divorce Inventory	Gathers details of all assets, debts, and retirement accounts owned by your client and/or their spouse.
Family Law Intake	Gathers information for a non-divorce SAPCR suit, including information about the parties, the children, and any previous orders.
Family Law Adoption Intake	Gathers information regarding the adoptive parents, birth parents, child[ren] to be adopted, siblings, any court ordered relationships, and other details required for a petition for adoption.
Family Law Initial Disclosures - Basic	Gathers any information required by TRCP 194(b) that your client is able to provide. You may send 194(c) disclosures in separate questionnaires as they may pertain to your case.
Disclosures for Divorce or Annulment	Gathers information from TRCP 194(c)(1) in a suit for divorce, annulment, or to declare a marriage void. Send this questionnaire in addition to the Basic Initial Disclosures.
Disclosures – Suits Involving Support	Gathers information from TRCP 194(c)(2) in a suit in which child or spousal support is at issue. Send this questionnaire in addition to the Basic Initial Disclosures.
Family Law Pretrial Disclosures	Gathers details regarding witnesses and exhibits from your client.
Child Custody Strategy Intake	Gathers the standard Holley v. Adams information relevant to custody decisions.
Financial Information Statement	Gathers all of the information needed to assemble the required Financial Information Sheet.
Adult Name Change Intake	Gathers information for adult name change proceedings.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
Permanent Guardianship Intake	Gathers information regarding the applicant(s), the proposed ward, and details regarding the need for guardianship.
Temporary Guardianship Intake	Gathers information regarding the applicant, the proposed ward, and details regarding the need for temporary guardianship.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
Initial Disclosures	Gathers any information required by TRCP 194 that your client is able to provide.
Eviction Intake	Gathers basic details to help prepare your eviction case, including landlord and tenant details, the premises, lease details, grounds for eviction, and details regarding the notice to vacate.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.
Non-Judicial Foreclosures Intake	Gathers basic information regarding the loan and the parties that may be useful in preparing the case for foreclosure.

Online Intake Form Service	Service Description
Probate Client Intake	Gathers client contact and identification information for the probate case.
Probate of Will Intake	Gathers the information regarding the Decedent's history and the details of the Will.
Probate Inventory	Gathers all of the assets, debts, and retirement accounts held by the Decedent at the time of his or her death. The inventory categorizes property into cash, personal property, real estate, bonds/note/securities, and claims owed to the estate. Clients are able to enter in specific details for each item of property, if known.
Small Estates Assets and Liabilities	Simple inventory of property and debts with basic details.
Intestate/Heirship/Small Estate Intake	Gathers the information needed to begin the probate proceeding, including the Decedent's history and family.

Online Intake Form Service	Service Description
Real Estate Intake	Gathers client contact information and property details.
Supplemental Real Estate Intake:	Gathers information regarding the buyer, seller, realtor, lender, sales contract, and deadlines.

Online Intake Form Service	Service Description
Prospective Client Information	Gathers basic contact and case information for prospective clients.

Online Intake Form Service	Service Description
Modern Client Intake	Gathers client and spouse information and all important people who may be included in their estate plan.
Asset Inventory	Gathers all of the information you need to start preparation of your client’s Will, including personal details, children and the appointment of guardians for a child, the naming of executors and successors, specific bequests, disinherited persons, and the option for trust provisions.

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FULLY FUNCTIONAL - Preview all versions, thousands of Texas specific forms, and all program elements.
TIME SAVING FEATURES - Online Intake, simplified eFiling, practice management tools, and much more.
CONVERTS EASILY - All of the data you enter during your free trial will carry over to your paid subscription.
TEXAS BASED SUPPORT - Receive excellent technical support and training from our team, right here in Texas.
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