Adversary proceeding intake that captures case number and deadline
The intake asks whether the prospective client already has a bankruptcy case number and court name, whether a written adversary notice has arrived, and whether a hearing or response deadline falls within 30 days — then sends the answers, plus any uploaded notice or summons, straight to your CRM.
The exact intake your adversary proceedings leads complete
This is the real 7-question guided intake for Adversary Proceedings — the same flow your customers finish before you ever pick up the phone.
What a qualified adversary proceedings lead should tell you
A lawsuit or contested matter filed inside an open bankruptcy case — such as a fight over whether a debt should be discharged, or an effort to recover property or a transfer — that requires its own case number, deadlines, and pleadings separate from the underlying bankruptcy filing.
- In U.S. Bankruptcy Case
- Received Written Notice About
- There Deadline Coming Up
- Dispute About Whether Specific
- Dispute About Property Or
- Person Who Filed Bankruptcy,
- Have Bankruptcy Case Number
The questions your team needs answered
Every adversary proceedings intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently in a U.S. bankruptcy case (or did you file one in the last 2 years)? | Confirms there's an actual underlying bankruptcy case for an adversary proceeding to exist inside, which is the base requirement for this being a real matter. |
| Have you received a written notice about a lawsuit or dispute inside your bankruptcy case (often called an “adversary proceeding”)? | A written notice of a lawsuit or dispute inside the case is the clearest signal this is genuinely an adversary proceeding rather than a general bankruptcy inquiry. |
| Is there a deadline coming up soon (within the next 30 days) to respond, file something, or attend a hearing related to that dispute? | A response or hearing deadline within 30 days marks the matter as time-sensitive and worth prioritizing for review. |
| Is the dispute about whether a specific debt should NOT be wiped out in your bankruptcy (for example, due to fraud or similar claims)? | Identifies dischargeability disputes specifically, which turn on distinct legal standards like fraud and need to be reviewed on those terms. |
| Is the dispute about property or money being taken back, transferred, or recovered (for example, a transfer you made, a lien, or a repossession/foreclosure issue)? | Identifies recovery disputes over property, liens, or transfers, a different fact pattern from dischargeability that calls for different case strategy. |
| Are you the person who filed the bankruptcy, or the creditor being sued or doing the suing in the bankruptcy case? | Establishes whether the prospective client is the debtor or the creditor, which affects representation, conflicts, and how the matter should be staffed. |
| Do you have the bankruptcy case number and the name of the court where it was filed? | Having the case number and court on hand speeds up docket review, though its absence doesn't rule out a genuine matter. |
How Cliont scores adversary proceedings leads
Every answer is weighted automatically — no manual review required.
Value signals
- In U.S. Bankruptcy Case: yes
- Received Written Notice About: yes
- There Deadline Coming Up: yes
- Dispute About Whether Specific: yes
- Dispute About Property Or: yes
- Person Who Filed Bankruptcy,: yes
See the lead your team receives
Adversary Proceeding 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 adversary proceedings workflows
| Cliont capability | Adversary Proceedings application |
|---|---|
| Weighted lead scoring | A 30-day hearing or filing deadline is one of the highest-weighted answers, so matters with real time pressure surface above enquiries with no pending deadline. |
| Conditional branching | The intake distinguishes dischargeability disputes from property/transfer disputes and debtor-side from creditor-side matters, so you see the shape of the conflict before ever opening the file. |
| Document upload | Prospective clients can attach the written adversary notice or summons alongside their bankruptcy case number and court name. |
| CRM routing | Qualified matters land in your CRM with case status, notice details, deadline, and debtor/creditor role already attached to the record. |
Common adversary proceedings lead scenarios
Debtor served with dischargeability suit
A debtor confirms they filed bankruptcy, received a written adversary notice, and the dispute concerns whether a specific debt should survive discharge — the intake flags this as a core dischargeability matter.
Creditor pursuing a transfer recovery
A creditor identifies themselves as the party suing in the bankruptcy case and describes a dispute over property, a lien, or a transfer being clawed back — a materially different fact pattern than a discharge fight.
Hearing in the next two weeks
The prospective client confirms a response or hearing deadline is coming up within 30 days, which the intake surfaces as time-sensitive so it isn't sitting behind slower enquiries.
Vague notice, no case details yet
Someone received paperwork but isn't sure if it's an adversary proceeding, and doesn't yet have the case number or court name — the intake still captures what they know without stalling the enquiry.
No open bankruptcy case at all
The person answers no to currently being in or having recently filed a bankruptcy case, which the intake treats as a low-value signal since there's no underlying case for an adversary proceeding to attach to.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
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 bankruptcy law intake templates
Adversary Proceedings lead-intake FAQs
How does the intake tell a real adversary proceeding from a general bankruptcy question?
It checks whether the person is in an open bankruptcy case and whether they've received a written notice about a lawsuit or dispute inside that case — both are weighted as high-value signals, so a general bankruptcy question without a notice scores differently than an actual adversary matter.
Does the intake flag leads with a near-term deadline?
Yes — the question asking whether a response, filing, or hearing deadline falls within the next 30 days is one of the highest-weighted fields in the catalog, so time-sensitive matters stand out from ones with no immediate pressure.
Can the form tell whether the person is the debtor or the creditor?
Yes, one question directly asks whether they're the person who filed bankruptcy or the creditor suing or being sued, which changes how the matter should be reviewed since debtor-side and creditor-side adversary work involve different conflicts and strategy.
What if the lead doesn't have the case number or court name yet?
The intake still records whether they have that information; not having it lowers the weight slightly but doesn't disqualify the lead, since many people don't have their paperwork in hand when they first reach out.
Does it separate dischargeability disputes from property or transfer disputes?
Yes — separate questions ask whether the fight is about a debt surviving discharge versus property, a lien, or a transfer being recovered, so you can see which type of adversary matter you're being asked to take before you respond.
What happens to enquiries from people who aren't in a bankruptcy case at all?
That answer carries the lowest weight in the catalog, so those enquiries are scored lower and are easy to identify as likely not a fit for adversary proceeding work.
Turn adversary proceedings visitors into qualified cases
Give every adversary proceedings visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.