Private intake packet builder

Community Legal Readiness Packet

Organize facts, deadlines, documents, timeline, support contacts, and questions before meeting a lawyer, advocate, or community partner.

Basic information

This appears on the cover page of the packet.

Name for cover page

Date prepared

Best contact method

Preferred language

Issue and urgency

These answers help the packet flag what an advocate may need to review first.

What type of issue are you dealing with?

What stage best describes the problem right now?

What outcome are you hoping for? Is there a deadline, hearing, appointment, or response date?

This tool does not calculate legal deadlines. It only flags the date you enter for review.

Guided intake interview

Use plain language. Short answers are okay.

In your own words, what is the main problem? What happened first? What happened most recently? What help do you want from a lawyer, advocate, or community partner?

Quick key facts

Pick only what applies. Short phrases are enough.

Who is involved?

Use names, roles, or organizations. Example: landlord, employer, agency, family member, caseworker.

What notice, document, or message should be reviewed first?

Mention the title, date, sender, or what the document asks you to do.

What have you already tried, or what needs attention first?

Examples: called twice, sent documents, asked for records, deadline coming up, care gap, safety concern.

Timeline builder

Add dates, what happened, and what proof exists. Approximate dates are okay.

Documents and evidence

Select what you already have. The packet will also suggest what may still be missing.

Emergency or support contacts

Optional. Add trusted contacts, advocates, caregivers, school/doctor contacts, or nonprofit contacts.

No answers are submitted to the server.