10-Week Family Law Program Cohort II: Intake Form

Name*

First NameLast Name

Email*

example@example.com

T-shirt Size (XS, S, M, L, XL, 2XL, 3XL)*

Phone Number*

Please enter a valid phone number.

Address *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Bar Number (If Applicable)

State of License

Firm Snapshot

Years in Practice *

Type a Current Role (solo practitioner, associate, partner, firm owner, law student, recent grad etc.)*

Do you currently have your firm established as a legal entity (LLC, PLLC, PC, or other)?*

YesNo

How many active cases or matters do you currently have?*

How many total clients did you serve in the past 12 months?*

Do you currently have any support staff (paralegals, assistants, interns, contractors)?*

YesNo

If so, please describe their roles.

Financial Systems & Tax Readiness

What is your current monthly or annual revenue range (optional—can be a range)?*

Do you work with an accountant or CPA? If yes, how often do you meet with them?*

YesNo

Do you review monthly or quarterly financial statements (profit and loss, balance sheet, or cash flow reports)?*

YesNo

Do you currently pay yourself a regular salary or draw from firm revenue?*

YesNo

Have you ever worked with a financial advisor or tax strategist?*

YesNo

Do you have or review a profit and loss statement for your firm regularly?*

YesNo

Do you currently have an IRA or Retirements set up for yourself through your business?*

YesNo

Operational Structure

Do you conduct any regular team meetings or performance reviews?*

YesNo

What practice management software are you currently using (MyCase, Clio, Smokeball, etc.)?*

What tools do you currently use for intake and scheduling (Jotform, Calendly, Dubsado, none)?*

How do you currently market your practice (social media, paid ads, referrals, SEO, word of mouth, etc.)?*

Do you track where your leads come from or how many convert to paying clients?*

What systems or processes do you already have in place for client onboarding, billing, or discovery management?*

What do you feel are your top three bottlenecks in running your firm?*

Have you used AI tools in your firm (for drafting, marketing, or research)? If yes, describe how.*

What’s your comfort level with technology and automation (beginner, moderate, advanced)?*

Do you currently have written workflows or standard operating procedures (SOPs)?*

Do you have a website? If yes, is it current and optimized for family law clients?*

Goals & Expectations

What are your top three goals for your law firm over the next 12 months? *

Which areas do you feel least confident about in your practice (client acquisition, staffing, finances, etc.)?*

What do you believe is currently preventing your firm from scaling?*

How do you currently measure success in your practice?*

What do you hope to achieve by the end of this program?*

Personal Development & Wellness

How many hours do you work in a typical week?*

What is your current level of work satisfaction on a scale from 1–10 with 10 being the most satisfied?*

How would you describe your work–life balance?*

What are your biggest sources of stress in your practice?*

What do you do to manage stress or maintain your well-being?*

Program Terms & Acknowledgment: By enrolling in Next Level Law, you acknowledge and agree that all enrollment fees are non-refundable. This program is delivered live via Zoom, and participants are responsible for ensuring they have the necessary equipment, internet access, and technology required to attend and participate in all sessions. All classes are scheduled to take place on Saturday mornings (Central Standard Time). Class dates and times are subject to change, and participants will be notified in advance of any adjustments. By completing your enrollment, you certify that you have read and understand these terms and confirm your ability to attend the program as outlined above.*

Yes

Signature

My Products*

Next Level 10-Week Course (Cohort II)Enrollment for Next Level Law Cohort II, a 10-week program focused on systems, strategy, and elevated law firm operations.

$2,500.00 Quantity
Item subtotal:$0.00

Total

$0.00

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration