Error preservation intake that surfaces deadline status up front
The intake asks whether the case is still within its appeal deadline, whether a trial court order and key documents are on hand, and whether the caller wants consulting support alongside existing counsel — so you can see appeal viability before you ever offer a consultation.
The exact intake your error preservation consulting leads complete
This is the real 6-question guided intake for Error Preservation Consulting — the same flow your customers finish before you ever pick up the phone.
What a qualified error preservation consulting lead should tell you
Reviewing whether the objections, motions, and arguments a party raised at the trial court level were properly preserved for appellate review, and flagging which issues are still viable to challenge before further filings.
- Case In U.S. Court
- Already Have Trial Court
- Still Within Deadline File
- Want Help Identifying Which
- Have Access Key Case
- Consulting Or Review Support
The questions your team needs answered
Every error preservation consulting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your case in a U.S. court (state or federal)? | Confirms the matter is in a U.S. state or federal court, since error-preservation review doesn't apply to out-of-country or purely administrative forums the practice doesn't handle. |
| Do you already have a trial court case or a trial court decision/order you want to challenge? | Confirms a trial court case or order already exists, since there is nothing to have preserved or to appeal without an underlying record. |
| Are you still within the deadline to file an appeal or a request for a new trial/reconsideration (or are you not sure)? | Flags whether the appeal or reconsideration deadline is still open, since a lapsed window usually means the matter can no longer be salvaged. |
| Do you want help identifying which issues were properly raised in the trial court and which may be at risk on appeal? | Separates prospects who want substantive issue-spotting help from those with only general questions, showing whether this is a real preservation review request. |
| Do you have access to key case documents (such as the judge’s order/judgment, motions, or hearing transcripts) or can you get them? | Checks whether the judgment, motions, and hearing transcripts are available, since preservation analysis can't proceed without the trial court record. |
| Are you looking for consulting or review to support an appeal (even if you already have a lawyer), rather than starting a brand-new lawsuit? | Distinguishes consulting or second-opinion work from requests to start new litigation, which this practice area doesn't take on. |
How Cliont scores error preservation consulting leads
Every answer is weighted automatically — no manual review required.
Value signals
- Case In U.S. Court: yes
- Already Have Trial Court: yes
- Still Within Deadline File: yes
- Want Help Identifying Which: yes
- Have Access Key Case: yes
- Consulting Or Review Support: yes
See the lead your team receives
Error Preservation Consulting Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for error preservation consulting workflows
| Cliont capability | Error Preservation Consulting application |
|---|---|
| Conditional scoring logic | Weights each yes/no answer differently — a 'no' on the U.S. court question drops the score sharply, while a 'no' on document access lowers it only moderately, reflecting how each fact actually affects viability. |
| Document checklist prompts | When a caller confirms they have or can get case documents, the intake prompts them to identify the judge's order, motions, and transcript before the file reaches your CRM. |
| Existing-counsel flag | The consulting-vs-new-lawsuit question tags callers who already have a trial attorney, so those leads are routed as review engagements instead of being treated like new-matter intakes. |
| Score-based CRM routing | Leads with a live appeal deadline and an available trial court order route to CRM as high priority, ahead of leads still missing a trial court decision to appeal from. |
Common error preservation consulting lead scenarios
Deadline about to lapse
Caller has a trial court judgment but isn't sure if the appeal window is still open; the intake treats this as time-sensitive and flags it for quick review rather than a routine callback.
Second opinion with existing counsel
Prospect already has a trial attorney but wants an outside review of which issues were properly preserved; the intake tags this as a consulting engagement rather than a new-matter conflict.
No trial court case yet
Caller hasn't filed anything and has no trial court decision to point to; with nothing on record to preserve, this scores far lower than leads with an existing judgment.
Federal appeal, documents ready
Case is in federal court with a judgment already entered and the transcript on hand; the intake routes this as a strong candidate since the record needed for review is available.
Missing case documents
Caller wants help identifying which issues survived at trial but hasn't yet gathered the judge's order or transcript and isn't certain they can; the intake still scores the request but flags the document gap for follow-up before scheduling.
Connect Cliont to your workflow
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Notify your team
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Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More appellate practice intake templates
Error Preservation Consulting lead-intake FAQs
How does the intake tell a new appeal client apart from someone just seeking a second opinion?
One question asks directly whether the caller wants consulting or review support rather than a brand-new lawsuit, so leads who already have counsel and just want an issue-preservation check are labeled differently than fresh appeal matters.
What happens if the caller isn't sure they're still within the appeal deadline?
The deadline question is written to capture both certainty and uncertainty, so 'not sure' answers still score as time-sensitive and get flagged for prompt review rather than being dropped as disqualified.
Does this intake work for clients who already have a trial or appellate attorney?
Yes — one catalog question specifically identifies whether the caller wants consulting alongside existing representation, so those leads are routed as review engagements rather than filtered out.
What documents does the intake ask prospects to have ready?
It asks whether the caller has, or can get, the judge's order or judgment, relevant motions, and hearing transcripts, since preservation analysis depends on the trial court record being available.
Can this intake screen out matters that aren't in a U.S. court?
Yes — the first qualification question confirms the case is in a state or federal U.S. court, and a 'no' answer scores far lower since preservation review doesn't apply outside those forums.
How is this different from your Civil Appeals or Post-Trial Motions intake?
Error Preservation Consulting screens for a narrower question — whether trial court issues were raised correctly at all — while Civil Appeals and Post-Trial Motions intakes assume that determination is already made and focus on next filing steps.
Turn error preservation consulting visitors into qualified cases
Give every error preservation consulting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.