See debt load, income, and filing history before the consult
Our guided intake asks prospective clients about unsecured debt levels, income stability, and prior bankruptcy filings before requesting financial disclosures — so you see the case shape before booking a consultation.
The exact intake your consumer bankruptcy leads complete
This is the real 7-question guided intake for Consumer Bankruptcy — the same flow your customers finish before you ever pick up the phone.
What a qualified consumer bankruptcy lead should tell you
Consumer Bankruptcy covers personal debt relief filings for individuals rather than businesses, typically Chapter 7 or Chapter 13, qualified on debt type, unsecured debt load, income stability, residency, and prior filing history.
- Seeking Help With Personal
- Live In United States
- Unable Keep Up With
- Have At Least $10,000
- Filed Bankruptcy In Last
- Have Steady Source Income
- Willing Provide Basic Financial
The questions your team needs answered
Every consumer bankruptcy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help with personal (not business) debt? | Confirms the debt is personal rather than business, which determines whether the lead belongs in a consumer bankruptcy practice at all. |
| Do you currently live in the United States (or have most of your debts/assets in the U.S.)? | Confirms U.S. jurisdiction over the debts and assets, since cases centered elsewhere may fall outside what the firm can file. |
| Are you unable to keep up with your bills or facing collection pressure (like lawsuits, wage garnishment, or foreclosure)? | Active collection pressure like garnishment or foreclosure signals a time-sensitive case worth prioritizing for a consultation. |
| Do you have at least $10,000 in unsecured debt (like credit cards, medical bills, or personal loans)? | The $10,000 unsecured debt threshold helps separate cases where bankruptcy is likely worth the cost from smaller debt loads better handled through settlement. |
| Have you filed for bankruptcy in the last 8 years? | A filing within the last 8 years raises eligibility timing questions that need attorney review rather than automatic booking. |
| Do you have a steady source of income (job, benefits, or other regular income)? | Steady income affects whether a Chapter 13 repayment plan is realistic versus a Chapter 7 liquidation path. |
| Are you willing to provide basic financial information (income, debts, assets, and recent transfers) to evaluate your options? | Willingness to disclose financial details signals the prospect is ready to move forward rather than just exploring options. |
How Cliont scores consumer bankruptcy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help With Personal: yes
- Live In United States: yes
- Unable Keep Up With: yes
- Have At Least $10,000: yes
- Have Steady Source Income: yes
- Willing Provide Basic Financial: yes
Lower-fit signals
- Filed Bankruptcy In Last: no
See the lead your team receives
Consumer Bankruptcy 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 consumer bankruptcy workflows
| Cliont capability | Consumer Bankruptcy application |
|---|---|
| Weighted lead scoring | Combines the unsecured debt threshold and steady income answers so you can spot means-test-relevant cases before the consultation, without running the numbers yourself. |
| Lower-fit flagging | Automatically flags anyone who filed bankruptcy in the last 8 years so eligibility timing gets checked by an attorney rather than assumed disqualifying. |
| Pre-consultation document capture | Requests financial disclosures — income, debts, assets, and recent transfers — up front so the consultation starts with the paperwork already in hand. |
| Video intake widget | Lets prospects describe their collection pressure situation (garnishment, lawsuit, foreclosure) in their own words, giving you context beyond the yes/no answers. |
Common consumer bankruptcy lead scenarios
Clear-cut qualifying case
Personal debt, U.S. residency, active collection pressure, $10,000+ unsecured debt, steady income, and willingness to share financials all line up — the intake scores this as ready for a consultation.
Recent prior filing
The prospect filed bankruptcy within the last 8 years, which the intake flags as a lower-fit signal since eligibility timing rules differ by chapter and need attorney review before booking.
Business debt mislabeled as personal
The debt turns out to be business-related, not personal, so the intake scores it poorly for consumer bankruptcy and can be routed toward Business Bankruptcy instead.
Heavy debt, no steady income
Collection pressure and unsecured debt are high but there's no steady income source — the intake still captures the case but flags the income gap for the attorney to assess ability to fund a plan.
Reluctant to disclose financials
The prospect answers no to sharing income, debts, and asset transfers, which lowers the score and signals they may not be ready to move forward without more education first.
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
Consumer Bankruptcy lead-intake FAQs
How does the intake handle someone who filed bankruptcy within the last 8 years?
That answer is captured as a lower-fit signal, not an automatic disqualifier, since waiting-period rules vary between Chapter 7 and Chapter 13. It flags the lead so you can review eligibility before booking a consultation.
What if the debt is actually business-related, not personal?
The intake asks directly whether the debt is personal or business early on. A business-debt answer scores low for consumer bankruptcy fit, letting you redirect that lead toward your Business Bankruptcy intake instead.
Does the intake check income before a consultation is booked?
It captures whether the prospect has a steady income source, which matters for Chapter 13 feasibility, but it does not run a full means test — that stays with your team.
What documents get collected before the consultation happens?
The intake asks whether the prospect is willing to share income, debts, assets, and recent transfers, and can collect the supporting proof-of-income and creditor list before the call so you walk in with the basics already on file.
Can the intake screen out debt loads too small for bankruptcy to make sense?
The $10,000 unsecured debt threshold is scored as a value signal rather than a hard cutoff, so smaller debt loads lower the score but still surface for your review rather than getting silently dropped.
What happens with prospects who don't live in the U.S. or hold assets elsewhere?
U.S. residency and asset location is asked directly, and a no answer scores low, flagging jurisdiction mismatches before they take up consultation time.
Turn consumer bankruptcy visitors into qualified cases
Give every consumer bankruptcy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.