Free OpenClaw Skill for Family Law Firms: FL-150, QDRO, Co-Parenting Agent (Download)

What this skill does for your family law firms

• Tracks every client's FL-150 Income and Expense Declaration (or the equivalent state form), surfacing the 60-day refresh window and the documents the client still owes (pay stubs, tax returns, bank statements, business P&L).
• Maintains the QDRO drafting queue for retirement account divisions and tracks plan administrator review status from receipt to acceptance.
• Refreshes the DissoMaster (CA), Xspouse, or jurisdiction-equivalent support calculation on a defined schedule using the latest income data so the calc is never stale at hearing.
• Monitors the post-judgment OurFamilyWizard or TalkingParents account for missed visitation entries, unresolved expense requests, and tone flags that suggest a contempt motion is coming.
• Routes every client-facing message through the attorney for approval by default, with ABA Model Rule 1.6 confidentiality and the state-specific equivalent built into the templates.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: family-law-disclosure-coparenting
description: Financial disclosure tracking (FL-150 or state equivalent), QDRO drafting queue, DissoMaster refresh, OurFamilyWizard and TalkingParents post-judgment monitoring for family law firms. Integrates with Clio, MyCase, PracticePanther, Smokeball, Filevine.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/family-law-firms
---

# OpenClaw Skill: Family Law Disclosure and Co-Parenting Coordinator

## Overview

This skill turns the OpenClaw agent into the case-management coordinator for a
family law firm. It owns the FL-150 (or state-equivalent) financial disclosure
chase, the QDRO drafting queue, the DissoMaster (CA), Xspouse, or
jurisdiction-equivalent support calculation refresh cadence, and the
post-judgment monitoring of OurFamilyWizard or TalkingParents accounts.

It is designed for 1 to 6 attorney family law firms running Clio, MyCase,
PracticePanther, Smokeball, or Filevine. Solo dissolution practices and
mid-size family law boutiques both work.

## What this skill does

1. FL-150 (CA) or state-equivalent Income and Expense Declaration tracking with 60-day refresh window
2. Document chase: pay stubs (last two), tax returns (last three years), bank statements, business P&L
3. QDRO drafting queue tracking from receipt to plan administrator acceptance
4. Support calculation refresh (DissoMaster, Xspouse, or jurisdiction-equivalent) when inputs change
5. OurFamilyWizard and TalkingParents post-judgment account monitoring
6. Hearing-prep readiness check: declarations, exhibits, calc, witness list

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * 1"          # Mondays 8am
    action: disclosure_chase_pass

  - type: heartbeat
    schedule: "0 9 * * 2"          # Tuesdays 9am
    action: qdro_queue_status

  - type: heartbeat
    schedule: "0 7 * * 3"          # Wednesdays 7am
    action: hearing_prep_readiness_audit

  - type: heartbeat
    schedule: "0 8 * * 5"          # Fridays 8am
    action: coparenting_platform_audit

  - type: on_event
    event: pms.matter_opened_dissolution
    action: enter_disclosure_chase

  - type: on_event
    event: pms.hearing_scheduled
    action: schedule_hearing_prep_checks

  - type: on_event
    event: ofw.message_flagged_tone
    action: route_to_attorney_review
```

## Workflow: FL-150 and disclosure chase

For each active dissolution matter the skill maintains:

- FL-150 last completed date and the 60-day staleness window
- Required document checklist: 2 most recent pay stubs, last 3 years of tax returns (1040 plus schedules), 6 months of bank statements, business P&L if self-employed, current pay-stub or 1099 detail for both parties
- Service status on the FL-150 (filed, served on opposing counsel, declaration of service entered)

Every Monday at 8am the agent:

1. Pulls active dissolution matters
2. Checks FL-150 status against the 60-day staleness window
3. Checks document checklist completion
4. Flags any hearing-on-calendar matter whose FL-150 will go stale before the hearing date
5. Drafts client outreach naming the specific missing documents
6. Routes to the attorney for approval

For non-California matters the form changes (NY Statement of Net Worth, TX SAPCR forms, FL family law forms) but the chase logic is the same.

## Workflow: QDRO drafting queue

For each matter requiring a Qualified Domestic Relations Order to divide a retirement account, the skill tracks:

- Plan name and administrator contact
- Draft status (intake, drafting, draft sent to opposing, draft signed, sent to plan administrator)
- Plan administrator review window (typical: 30 to 60 days)
- Acceptance or revision-requested state
- Court entry status

Every Tuesday at 9am the agent flags QDROs that have been sitting at any stage past the typical window, drafts the follow-up email to the plan administrator or opposing counsel, and routes to the attorney.

## Workflow: support calculation refresh

The skill does not run DissoMaster or Xspouse. It maintains the input data needed for the calculation:

- Gross income (W-2, K-1, schedule C, rental income)
- Tax filing status and dependent count
- Mandatory deductions (401(k), pension, health insurance)
- Custodial timeshare percentage
- Hardship deductions

When inputs change materially (new W-2, new timeshare order, child timeshare percentage shift, mortgage interest change), the agent prompts the paralegal to refresh the calc in your DissoMaster or Xspouse license. For hearing-on-calendar matters, the agent confirms the calc was refreshed within the configured window before the hearing date.

## Workflow: OurFamilyWizard and TalkingParents monitoring

For post-judgment matters the skill reads the OurFamilyWizard or TalkingParents account every Friday at 8am and flags:

- Missed visitation entries past the agreed schedule (potential modification basis)
- Unresolved expense requests beyond the agreed response window (typical 7 to 14 days)
- ToneMeter or equivalent tone-shifts that often precede a contempt or modification motion
- Calendar conflicts not yet acknowledged

Flagged items route to the attorney with a one-line summary. The skill does not respond on the platform for the client; that is the client's role and any attorney-side platform participation is a separate decision.

## Message templates

```yaml
templates:
  disclosure_document_chase:
    body: |
      Hi {client_first_name},

      Quick check on the documents we still need to complete your financial
      declaration. Right now we are missing:

      {missing_documents_list}

      The hearing is scheduled for {hearing_date}, and your declaration
      needs to be current within the last 60 days. Can you upload those
      items through the client portal by {target_date}? Reply if anything
      on the list is going to be a problem.

      {paralegal_first_name}

  fl150_refresh_required:
    body: |
      Hi {client_first_name},

      Your financial declaration on file is dated {last_fl150_date}. With
      the hearing scheduled for {hearing_date}, we need to refresh it so
      it is within the 60-day window the court expects.

      Could you set aside 30 minutes this week to update the I and E
      Declaration with your current numbers? I will send the form pre-filled
      with what we have, and you can update the changed lines.

      {paralegal_first_name}

  qdro_plan_administrator_followup:
    subject: "Status check: QDRO for {plan_name} in re {matter_caption}"
    body: |
      Dear Plan Administrator,

      Following up on the QDRO we submitted on {qdro_submitted_date} for
      the {plan_name} on behalf of {participant_first_name}
      {participant_last_name}. We have not yet received the acceptance
      letter or any request for revisions.

      Could you confirm where the review currently sits? If revisions are
      needed, please let us know and we will turn them around quickly.

      {attorney_first_name}

  coparenting_platform_flag_internal:
    channel: internal_slack
    body: |
      OFW / TALKINGPARENTS FLAG
      Client: {client_first_name} {client_last_name}
      Matter: {matter_caption}
      Flag type: {flag_type}
      Detail: {flag_summary}
      Recommended action: {recommended_action}
      Platform link: {platform_link}

  hearing_prep_readiness:
    channel: internal_slack
    body: |
      HEARING PREP READINESS
      Matter: {matter_caption}
      Hearing date: {hearing_date} ({days_to_hearing} days out)
      FL-150 status: {fl150_status}
      Disclosure docs: {disclosure_completion_summary}
      Support calc refresh: {calc_refresh_status}
      Exhibits status: {exhibits_summary}
      Action items: {action_items}
```

## Memory keys

```yaml
memory:
  - key: fl.disclosure_ledger[{matter_id}]
    description: FL-150 status and required document checklist
    schema: { fl150_completed: date, fl150_served: date, missing_docs: array, refresh_due: date }

  - key: fl.qdro_queue[{qdro_id}]
    description: QDRO drafting and plan administrator review state
    schema: { plan_name: string, drafted_date: date, sent_to_plan: date, admin_response: string, court_entered: date }

  - key: fl.support_calc[{matter_id}]
    description: Current calc inputs and last refresh date
    schema: { last_refresh: date, inputs: object, calc_output_summary: string }

  - key: fl.coparenting_audit[{matter_id}]
    description: OFW / TalkingParents post-judgment audit state
    schema: { last_audit: date, unresolved_expenses: array, tone_flags: array, calendar_conflicts: array }

  - key: fl.hearing_queue[{hearing_id}]
    description: Hearing-on-calendar readiness state
    schema: { hearing_date: date, fl150_ready: bool, exhibits_ready: bool, calc_refreshed: bool }
```

## Required integrations

| Integration             | Purpose                                          | Read | Write |
|-------------------------|--------------------------------------------------|------|-------|
| Clio Manage             | Matters, contacts, tasks via REST                | yes  | optional |
| MyCase                  | Matters, contacts via API                        | yes  | optional |
| PracticePanther         | Matters, contacts via API                        | yes  | optional |
| Smokeball               | Matters, contacts via API                        | yes  | optional |
| Filevine                | Matters, contacts via API                        | yes  | optional |
| OurFamilyWizard         | Account log via API or scheduled export          | yes  | no    |
| TalkingParents          | Account log via API or scheduled export          | yes  | no    |
| Twilio (or similar)     | Outbound SMS                                     | no   | yes   |
| Email provider          | Outbound email                                   | no   | yes   |
| OpenClaw Memory         | Cross-run state                                  | yes  | yes   |
| OpenClaw Heartbeat      | Scheduled cadence                                | yes  | yes   |

Write-back to the PMS starts disabled. The attorney commits all changes manually for the first two weeks. After validation, write access can be flipped on for low-risk fields (task updates, communication log entries).

## Compliance notes

ABA Model Rule 1.6 confidentiality: all client communications route through the attorney for approval by default. Outbound copy never names specific income values, custody arrangements, or financial detail. The agent operates within the BAA-equivalent environment configured for the firm.

ABA Model Rule 5.3 supervision: the skill is a non-lawyer assistant. The attorney remains responsible for work product and client communications.

State bar advertising rules: outbound client retention messaging is the firm's existing process; the skill is a back-office assistant and does not handle solicitation or advertising.

Co-parenting platforms: OurFamilyWizard and TalkingParents are court-approved third parties. The skill reads from authorized firm-side access only. It does not respond on behalf of the client.

Confirm your data residency requirements before pointing OpenClaw at a cloud provider.

## Configuration

```yaml
config:
  firm_name: "Your Family Law Firm"
  attorneys:
    - last_name: "Reyes"
      bar_states: [CA]
  approval_mode: attorney_approves_all   # or "autonomous_after_2_weeks_routine_only"
  jurisdiction_primary: CA
  disclosure_form: "FL-150"              # or "NY Statement of Net Worth", "TX SAPCR", "FL Family Rules"
  disclosure_staleness_days: 60
  required_documents:
    - last_two_pay_stubs
    - last_three_years_tax_returns
    - six_months_bank_statements
    - business_pnl_if_self_employed
  qdro_review_window_days: 45
  support_calc_tool: dissomaster          # or "xspouse", "state_calculator"
  coparenting_platforms:
    - ourfamilywizard
    - talkingparents
  hearing_prep_check_days: [21, 14, 7]
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv family-law-firms.md ~/.claude/skills/family-law-disclosure-coparenting.md
# Edit the config block to match your firm
```

Launch OpenClaw and the skill is live. Run `disclosure chase` or `qdro queue status` or `hearing prep readiness` on demand, or wait for Heartbeat.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific PMS, your jurisdiction's specific forms, your QDRO platform, and your client-communication voice, on a fixed-price two-week clock with the founder writing every line of the build, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded family-law-firms.md as ~/.claude/skills/family-law-disclosure-coparenting.md (or your project-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your practice management and co-parenting platform

   Edit the integrations block to point at Clio or MyCase, plus OurFamilyWizard or TalkingParents for post-judgment matters. Read-only access is enough to start. The skill ships the prompts that translate the matter ledger and the disclosure document checklist into the agent's working memory.

3. 3

   Launch in approval mode, validate, then flip to autonomous

   Start with the attorney approving every client-facing communication. Defaults route anything that touches a financial declaration value, a support number, or a custody schedule modification to the attorney. After two weeks, flip the document-chase reminders and routine co-parenting log audits to autonomous.

Example conversation

Common questions

Related free skills