Creditor representation intake that captures debtor details up front
The intake asks whether a bankruptcy has been filed, confirms the debtor's identifying details and the dollar amount owed, and checks for supporting documents like invoices or a judgment before a claim reaches your CRM.
The exact intake your creditor representation leads complete
This is the real 7-question guided intake for Creditor Representation — the same flow your customers finish before you ever pick up the phone.
What a qualified creditor representation lead should tell you
Legal representation for an individual or business owed money when the debtor has filed for bankruptcy or is about to file, covering claim filing, objections, and protecting the creditor's recovery rights in the case.
- Trying Collect Money Or
- Person Or Business That
- Bankruptcy Case In United
- Have Debtor’S Name And
- Have Documents Or Records
- Amount Owed At Least
- Want Help With Bankruptcy
The questions your team needs answered
Every creditor representation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to collect money or enforce a debt that someone owes you (or your business)? | This separates creditors seeking to enforce a debt from debtors seeking bankruptcy relief for themselves, preventing a debtor lead from being scored as a creditor matter. |
| Has the person or business that owes you money filed for bankruptcy, or told you they plan to file soon? | Whether the debtor has actually filed changes the matter from a pre-filing collection question to an active bankruptcy claim, which affects how the lead should be handled. |
| Is the bankruptcy case in the United States? | A case pending outside a US bankruptcy court is typically outside scope for most creditor representation attorneys, so this flags jurisdiction early. |
| Do you have the debtor’s name and enough information to identify them (like an address, business name, or account/contract details)? | Without enough information to identify the debtor, a claim usually can't be filed or pursued, so this is a strong indicator of case-readiness. |
| Do you have documents or records that show the debt (such as a contract, invoices, promissory note, judgment, or payment history)? | Proof of the debt is required to file or defend a claim, so having documents on hand meaningfully raises how actionable the lead is. |
| Is the amount owed at least $1,000? | The dollar amount owed helps separate claims worth the time and cost of formal bankruptcy involvement from smaller disputes. |
| Do you want help with the bankruptcy process (for example, filing a claim, objecting to something, or protecting your rights as a creditor)? | This confirms the creditor actually wants representation within the bankruptcy case itself, rather than general debt collection advice better suited elsewhere. |
How Cliont scores creditor representation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Trying Collect Money Or: yes
- Person Or Business That: yes
- Bankruptcy Case In United: yes
- Have Debtor’S Name And: yes
- Have Documents Or Records: yes
- Amount Owed At Least: yes
See the lead your team receives
Creditor Representation 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 creditor representation workflows
| Cliont capability | Creditor Representation application |
|---|---|
| Conditional question logic | Because the first question separates creditors from debtors, the intake can stop a debtor-side inquiry from ever being scored as a creditor representation lead. |
| Document upload widget | Prompts creditors to attach proof of debt — contracts, invoices, promissory notes, or a judgment — the same records the catalog asks about, so files arrive with the lead instead of a follow-up call. |
| Weighted lead scoring | Debt amount, debtor identification, and documentation carry the heaviest weights in this catalog, so a well-documented $10,000 claim scores well above an undocumented $500 dispute. |
| CRM delivery | Only claims where the debtor is identifiable, the case is in a US court, and supporting records exist are routed to your CRM as ready-to-review creditor matters. |
Common creditor representation lead scenarios
Vendor with unpaid invoices, debtor filed
A supplier is owed over $1,000, has invoices and a signed contract on hand, and the debtor has already filed Chapter 7 — the intake flags this as a document-ready, high-value claim.
Debtor says a filing is coming
The debt hasn't reached bankruptcy yet, but the debtor has told the creditor they plan to file soon; the intake still captures amount owed and documentation so you can decide whether to engage now or wait.
Small debt, no paperwork, unclear debtor info
A creditor is owed under $1,000 with no documents and can't confirm the debtor's address or business name — the intake scores this lower since three of the highest-weighted fields are missing.
Judgment holder objecting in the case
A creditor already has a judgment and wants help filing a claim or objecting to the debtor's plan; the intake captures the existing judgment as proof of debt and the specific ask (q007), which supports a higher score.
Bankruptcy filed outside the US
The debtor's case is proceeding in a foreign court rather than a US bankruptcy court; the intake flags this so the firm can decide whether the matter falls within scope before any consultation is offered.
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
Creditor Representation lead-intake FAQs
How does the intake avoid routing debtor-side inquiries to a creditor representation attorney?
The first question asks whether the person is trying to collect a debt owed to them, rather than someone seeking bankruptcy relief for their own debts, so debtor-side inquiries can be identified and handled separately before they reach your CRM as a creditor lead.
Does the intake still capture a lead if the debt is under $1,000?
Yes — the debt-amount question is answered either way, but a debt under $1,000 carries a lower weight in the score, so those leads still reach your CRM but are ranked below larger claims.
What if the debtor hasn't actually filed for bankruptcy yet?
The intake asks directly whether the debtor has filed or said they plan to file; if bankruptcy hasn't started, the lead is still captured but scored differently since it may be a pre-bankruptcy collection matter rather than an active bankruptcy claim.
Does the intake check whether the bankruptcy case is even in a US court?
Yes, one question confirms whether the case is pending in a US bankruptcy court, which matters because a case filed abroad falls outside the scope most creditor representation attorneys can take on.
What documents does the intake ask a creditor to have ready?
It asks whether the creditor has records showing the debt exists, such as a contract, invoices, promissory note, judgment, or payment history, since these documents directly affect whether the claim can be pursued.
Can the intake tell the difference between wanting to file a claim versus objecting to something in the case?
The intake asks whether the creditor wants help with the bankruptcy process itself — filing a claim, objecting, or protecting their rights — which distinguishes an active bankruptcy matter from a general debt-collection question better suited to debt negotiation.
Turn creditor representation visitors into qualified cases
Give every creditor representation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.