Case Builder is an automated client intake tool designed for family law attorneys. It replaces outdated PDFs and Word documents with an intuitive online questionnaire that adapts to client responses. Once completed, a structured PDF of the client’s answers is immediately sent to the attorney’s inbox, making intake faster, easier, and more efficient. It also greatly improves the client experience.

Traditional intake forms can be clunky, confusing, and time-consuming—especially for clients unfamiliar with legal paperwork. Case Builder provides a guided, user-friendly experience that adapts to each client’s situation, ensuring only relevant questions are asked. This means fewer incomplete responses, fewer follow-ups, and a much better first impression.

Right now, Case Builder follows a standardized format designed for efficiency and ease of use. However, we are always gathering feedback and looking at ways to provide more customization options in the future.

Attorneys provide clients with a link to the online questionnaire. Clients can complete it at their convenience on any device—no downloads or logins required. If you want to finish your form later, select “Save” and enter your email where a link will be sent to complete the form at another time. Once submitted, the information is immediately sent to the attorney in PDF form.

Yes! Case Builder is designed to work seamlessly on desktops, tablets, and smartphones, so clients can complete their intake forms whenever and wherever it’s convenient for them.

It depends on the complexity of the case, but most clients complete it in 15–30 minutes. Because the form adapts to their responses, they won’t waste time answering irrelevant questions.

If a client gets stuck, they should reach out directly to their attorney for clarification. Case Builder is designed to be user-friendly, but attorneys can always provide additional guidance if needed.

Once a client submits their responses, the attorney immediately receives the completed questionnaire via email. There’s no need to log in to a separate system—it’s all sent directly to your inbox.  All completed questionnaires are sent as a PDF, making it easy to review, store, or print as needed.

Right now, Case Builder sends the completed PDF to the primary attorney’s email. If you need multiple recipients, a simple email forwarding rule can help distribute the intake form within your firm.

At this time, Case Builder does not integrate directly with case management systems, but we’re always exploring ways to enhance efficiency for attorneys.  And xBrezzo has additional ideas to streamline family law attorney’s processes and enhance the client experience.

Case Builder is built on a secure third-party platform that integrates robust security measures to ensure data protection and compliance with industry standards.  Only the designated recipient receives the completed intake form, which is password protected.  To safeguard privacy and reduce risk exposure, xBrezzo securely and permanently purges all submissions after 30 days.

Case Builder operates on a simple, pay-per-use pricing model, so you only pay for the intake forms you need—no long-term commitments or unnecessary overhead. You purchase a package of intake forms and can share the link with clients as often as you like. You only use one of your purchased forms when a client completes it and it’s delivered to you. Once your package is used up, you purchase another set. It’s straightforward, flexible, and based entirely on your usage.

Yes! You can “purchase” a free package of three questionnaires to see how Case Builder can benefit your practice. Go to “Buy Now” and choose the 3-pack and use code CB2025 to try out our client information request for free.

We’re here to help! If you have any questions or run into an issue, our support team is available via email at support@xbrezzo.com.

Case Builder is a cloud-based solution, so there’s nothing to install or update on your end. Any improvements happen automatically behind the scenes.