Practice Survey for Professionals

This survey is for Collaborative Professionals in Florida to fill out upon completion or termination of a Collaborative Family Law matter, or reconciliation of the clients.  The purpose of this survey is to gather and analyze data about how the Collaborative Process is being practiced in the state and add a valuable debriefing tool to professionals’ toolboxes.

For purposes of this survey, a Collaborative case is a matter where, at a minimum, (i) each client had an attorney, and (ii) the clients signed a Participation Agreement that (iii) contained a disqualification clause prohibiting the attorneys from engaging in litigation on behalf of the clients.  A case does not become “Collaborative” until  all clients have signed the participation agreement.

ONLY ONE (1) SURVEY FORM SHOULD BE SUBMITTED FOR EACH CASE.  By completing this form, you certify that you are the professional in your case designated to submit this survey.

Prior to filling out the survey, professionals should have the following information readily available:

i.      The date the participation agreement was signed;
ii.    The amount of time each professional contributed to the case; and
iii.   The total fees charged by each professional.

It may also be helpful to have documents from the case available, including the participation agreement, financial affidavits, marital dissolution agreement/final agreement, and final judgment, if applicable.

This survey should take about 10-15 minutes to complete, though we encourage the professionals to engage in additional discussion to assess their collaborative case.

THE TEAM SHOULD COMPLETE ONE SURVEY AT THE CONCLUSION OF EACH CASE, REGARDLESS OF RESULT.  Teams should consider filling out the survey together at their final debrief and should designate one team member to submit the survey.

Question Title

* 1. What was your role on this case?

Question Title

* 2. Who was on the team? Check all that apply.

Question Title

* 3. If you utilized a Financial Specialist, was he or she an accountant or financial planner?

Question Title

* 4. What type of case was this?

Question Title

* 5. If professionals in addition to lawyers were part of the team, how were the other professionals chosen?

Question Title

* 6. For training or other purposes: Did the case have one or more non-paid observers (sometimes referred to as “Note takers” or “Collaborative Assistants”)?

Question Title

* 7. With which Practice Group(s) are the Professionals Affiliated? (Choose as many as apply)

Question Title

* 8. On what date was the Participation Agreement signed?

Enter a Date

Question Title

* 9. How many months did it take to complete the case? (From the signing of the Participation Agreement to the date a full agreement was signed by both clients or terminated).

Question Title

* 10. How many months after the full agreement was signed by the parties did it take for a judge to ratify the agreement or enter a final judgment?

Question Title

* 11. What was the outcome of the case?

Question Title

* 12. Was this a full fee, reduced rate, or pro bono case? (Check as many as apply)

  Client 1's Attorney Client 2's Attorney Facilitator Financial Professional Other Other
Full Fee
Reduced Hourly Rate
Reduced Retainer
Pro Bono

Question Title

* 13. How many hours did each professional contribute to the case?

Question Title

* 14. What were the total fees paid to Client 1’s lawyer, including amounts expected to be paid through final hearing (excluding experts such as appraisers, pension valuation experts, etc.)?

Question Title

* 15. What were the total fees paid to Client 2’s Lawyer, including amounts expected to be paid through final hearing (excluding experts such as appraisers, pension valuation experts, etc.)?

Question Title

* 16. What were the total fees paid to the Facilitator, including amounts expected to be paid through final hearing?

Question Title

* 17. What were the fees paid to the 2nd Mental Health Professional (serving in a role other than Child Specialist), including amounts expected to be paid through final hearing?

Question Title

* 18. What were the fees paid to the Child Specialist, including amounts expected to be paid through final hearing?

Question Title

* 19. What were the fees paid to the Financial Professional, including amounts expected to be paid through final hearing?

Question Title

* 20. What were the total fees paid to all Collaborative professionals, including amounts expected to be paid through final hearing?

 
25% of survey complete.

T