CampLegal Intake Not Creating Spouse Contact
Problem
This article explains the most common reason a contact record for a client’s spouse is not created in CampLegal, even when the intake questionnaire includes spouse-related questions. It also walks you through how to verify your intake configuration and correct the issue so spouse contacts are created consistently.
You may be affected by this issue if:
- You’ve accepted an intake that includes questions about the spouse (for example, name, date of birth, or immigration history).
- The principal client’s contact record is created and populated as expected, but no separate spouse contact record appears in the system.
- You do not see any warning or error messages when accepting the intake, and the intake appears to complete successfully.
Cause
In most cases, the issue is caused by a missing required question in the intake form: **“Are You Currently Married?”** (Yes/No).
CampLegal uses this question as the trigger to determine whether a spouse contact should be created when the intake is accepted. If this question is not present in the intake, or has been removed or renamed, the system has no reliable way to know whether a spouse record should be generated—even if other spouse-related questions are still visible. As a result, the spouse contact is not created, and no error is displayed.
Solution
Follow the steps below to confirm the intake configuration and correct the problem.
1. Verify the Intake Question
- Open the relevant **client’s profile** in CampLegal.
- Locate and review the **intake** that was used for this client (you may need to check the intake history or the specific intake template assigned to that matter).
- Within that intake, confirm whether the **“Are You Currently Married?”** question is present and configured as a **Yes/No** field.
If the question is present but has been heavily edited (for example, changed to a different field type or renamed in a way that breaks the underlying logic), you may still need to update the intake as described below.
2. Update the Intake Form (if the question is missing or misconfigured)
If you do not see the “Are You Currently Married?” question, or if the intake section appears out of sync with your standard configuration, update the intake template:
- Navigate to **Settings > Intakes** in your CampLegal account.
- Locate and **edit** the intake used for this client (or the intake template you use for similar matters).
- In the intake editor, find the section where marital and spouse information is collected. This is usually under the **Person History** section.
Then:
- **Remove** the existing **“Current Marriage History”** header from the intake. This helps reset the structure of that section and clears any hidden configuration issues.
- Go to **“Person History”** in the list of available sections/headers.
- **Re-add** the **“Current Marriage History”** header to the intake. This step restores the default configuration, which includes the **“Are You Currently Married?”** question and the underlying logic needed to create spouse contacts.
- Review the section to confirm the “Are You Currently Married?” (Yes/No) question is now present and appears correctly.
- Click **“Done”** (or the equivalent save option) to **save your changes** to the intake template.
3. Resend and Re-Accept the Intake
To ensure the spouse contact is created correctly going forward:
- Return to your **client’s profile**.
- **Send a new intake** to the client using the updated intake template.
- Once the client completes and returns the intake, **accept** the intake again.
- After acceptance, confirm that:
- The principal client’s contact record is updated.
- A **separate spouse contact record** is now created and linked appropriately to the client/matter.
This process ensures that the system receives a clear married/not married response and can automatically generate the spouse record when appropriate.
Still Having Issues?
If the problem continues after:
- Confirming that the **“Are You Currently Married?”** question is present and correctly configured,
- Updating the intake form as described, and
- Resending and re-accepting the intake,
Please reach out to **CampLegal Support** for further assistance. Include the client’s name, the intake template name, and a brief description of what you are seeing so our team can investigate more quickly.
You can contact us at: **Support@Camplegal.com**.