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Saving You Valuable Time

TXdocs Online Intake

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 which you download into TXdocs and automatically use 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 48 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.
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.
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
Prospective Client Information Gathers basic contact and case information for prospective clients.
Will Client Intake   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.
Will Spouse Intake Gathers all of the same information for the spouse’s Will. It is useful to include this separate form if the spouse's will not have substantially the same answers.
Client Estate Plan Gathers the answers needed for you to prepare the following documents for you client in a streamlined process: PoA, Medical PoA and Seg of Health Care Agent, HIPPA Release and Authorization, Statuatory Declaration of Guardian
Spouse Estate Plan Gathers the answers needed for you to prepare the following documents for your primary client's spouse in a streamlined process: PoA, Medical PoA and Seg of Health Care Agent, HIPPA Release and Authorization, Statuatory Declaration of Guardian
Client Basic PoA Gathers information necessary for you to assemble the Statutory Durable Power of Attorney for your primary client.
Spouse Basic PoA Gathers information necessary for you to assemble the Statutory Durable Power of Attorney for your primary client’s spouse.
Client Medical PoA Designation of Agents Gathers information necessary for you to assemble the Medical Power of Attorney and Designation of Health Care Agent for your primary client.
Spouse Medical PoA Designation of Agents Gathers information necessary for you to assemble the Medical Power of Attorney and Designation of Health Care Agent for your primary client’s spouse.
Client HIPPA Release and Authorization Gathers information necessary for you to assemble the HIPAA Release and Authorization for your primary client.
Spouse HIPPA Release and Authorization Gathers information necessary for you to assemble the HIPAA Release and Authorization for your primary client’s spouse.
Client Declaration of Guardian Gathers information necessary for you to assemble the Statutory Declaration of Guardian for your primary client.
Spouse Declaration of Guardian Gathers information necessary for you to assemble the Statutory Declaration of Guardian for your primary client’s spouse.

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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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    • 3-Month money back guarantee

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