See income, garnishment, and lawsuit status before the consultation
Every debt negotiation and settlement intake asks whether the prospect is behind on payments, facing a lawsuit or garnishment, and has income to fund a settlement — with collection letters or court notices uploaded before the consultation gets booked.
The exact intake your debt negotiation and settlement leads complete
This is the real 7-question guided intake for Debt Negotiation and Settlement — the same flow your customers finish before you ever pick up the phone.
What a qualified debt negotiation and settlement lead should tell you
Working with creditors outside of formal bankruptcy to reduce, consolidate, or restructure unsecured personal debt — typically for people already behind on payments, in collections, or facing a lawsuit, garnishment, or bank levy.
- Live In United States
- Help With Own Personal
- Owe Money On One
- Behind On Payments, In
- Received Lawsuit, Court Papers,
- Have Steady Source Income
- Willing Speak With Lawyer
The questions your team needs answered
Every debt negotiation and settlement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently live in the United States? | U.S. residency confirms jurisdictional fit, since debt negotiation and any related bankruptcy filing depend on U.S. court and creditor processes. |
| Are you looking for help with your own personal debts (not mainly a business’s debts)? | Separates personal debt matters this subservice handles from business debt inquiries that belong under a different subservice. |
| Do you currently owe money on one or more debts that you are having trouble paying? | Confirms there's an actual outstanding debt to negotiate, since without a real balance in trouble there's nothing for the firm to settle. |
| Are you behind on payments, in collections, or being contacted by debt collectors? | Shows how far the situation has already progressed with creditors, distinguishing a proactive inquiry from one already in active collections. |
| Have you received a lawsuit, court papers, or a notice of wage garnishment or bank account levy for a debt? | A lawsuit, garnishment, or bank levy notice is the strongest urgency signal in the catalog, since it usually comes with a court deadline that needs immediate attorney attention. |
| Do you have a steady source of income or money you could use to make a settlement payment or payment plan? | Determines whether a negotiated settlement is realistically achievable, since creditors typically require a funding source before agreeing to any deal. |
| Are you willing to speak with a lawyer about options like negotiating a settlement or bankruptcy if needed? | Confirms the prospect is open to the range of options an attorney might recommend, rather than being set on a single outcome before the consultation. |
How Cliont scores debt negotiation and settlement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Live In United States: yes
- Help With Own Personal: yes
- Owe Money On One: yes
- Behind On Payments, In: yes
- Received Lawsuit, Court Papers,: yes
- Have Steady Source Income: yes
See the lead your team receives
Debt Negotiation and Settlement 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 debt negotiation and settlement workflows
| Cliont capability | Debt Negotiation And Settlement application |
|---|---|
| Weighted lead scoring | Combines the lawsuit/garnishment answer and the income-for-settlement answer to separate leads needing urgent attorney attention from those better suited to a scheduled follow-up. |
| Document upload capture | Collects lawsuit summons, garnishment notices, or collection letters at intake so the attorney has the actual paperwork before the consultation, not just a verbal description. |
| Conditional intake logic | Flags inquiries that answer no on the personal-debt question so business debt matters don't get scored and routed as standard personal debt negotiation leads. |
| CRM routing | Sends scored, personal-debt leads with confirmed income and collections status straight into your CRM, ready for a consultation-focused follow-up. |
Common debt negotiation and settlement lead scenarios
Already served with garnishment
Prospect has received a lawsuit or garnishment notice and is behind on payments but has steady income — the highest-weight combination in the catalog, flagged for immediate attorney review.
Early collections calls, no lawsuit yet
Behind on payments and being contacted by collectors, but no court papers filed and income available — a strong settlement candidate before the situation escalates to litigation.
Debt exists but no income to fund it
Owes money and is behind on payments, but answers no to having a steady income or funds for a settlement payment — routed differently since a negotiated deal may not be realistic yet.
Business debt mistaken for personal
Answers no to the personal-debt question, indicating the inquiry is mainly about a business's obligations rather than the individual's own debt — flagged so it doesn't get treated as a standard debt negotiation lead.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
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Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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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
Debt Negotiation and Settlement lead-intake FAQs
How does the intake separate a garnishment emergency from a routine collections call?
The catalog asks separately whether the person is behind on payments or in collections versus whether they've received a lawsuit, garnishment, or bank levy notice, and the lawsuit/garnishment answer carries more weight — so a served garnishment scores higher and stands out from a simple past-due account.
Does the intake filter out business debt inquiries?
Yes — one question directly asks whether the person is seeking help with their own personal debts rather than a business's debts, so inquiries that are mainly about business obligations are identified at intake instead of being treated as a standard personal debt negotiation lead.
Can the intake tell if someone can actually afford a settlement?
It asks whether the prospect has a steady income or funds available to make a settlement payment or payment plan, since that's typically the deciding factor in whether a negotiated deal with a creditor is realistic.
What happens if the person doesn't live in the United States?
U.S. residency is asked upfront because it affects which courts and creditor processes apply; a no answer is weighted lower so those inquiries can be reviewed separately rather than treated as a standard-fit lead.
Does the intake ask if the person is open to bankruptcy instead of a settlement?
Yes — it asks whether the prospect is willing to speak with a lawyer about options like negotiating a settlement or bankruptcy if needed, which helps you see going in whether they're open to the range of solutions rather than fixed on one outcome.
Where do qualified debt negotiation leads end up?
Once scored, qualified leads are sent to your CRM along with their answers on debt status, collection or lawsuit activity, and income, so your team can review the situation before the consultation.
Turn debt negotiation and settlement visitors into qualified cases
Give every debt negotiation and settlement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.