See prior filing history before you offer a free consultation
The intake confirms they're filing for themselves, surfaces whether collections, garnishment, or foreclosure are already underway, and flags any court date inside 30 days — with notices attached before the file reaches your CRM.
The exact intake your debtor representation leads complete
This is the real 6-question guided intake for Debtor Representation — the same flow your customers finish before you ever pick up the phone.
What a qualified debtor representation lead should tell you
Representation of an individual consumer debtor seeking bankruptcy relief for their own debts, qualified by personal (not business) filing status, U.S. residency or asset location, current debt distress, and any filing history within the last 8 years.
- Help Filing Bankruptcy Yourself
- Live In United States
- Having Trouble Keeping Up
- Want Talk With Bankruptcy
- Filed Bankruptcy In Last
- Trying Stop Urgent Action
The questions your team needs answered
Every debtor representation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help filing bankruptcy for yourself (not for a business or someone else)? | Confirms the filer is an individual and not a business or third party, keeping the lead within scope for personal debtor representation. |
| Do you currently live in the United States or have most of your debts and property in the United States? | Bankruptcy jurisdiction depends on U.S. residency or asset location, so a no answer signals the matter may fall outside a U.S. court's authority. |
| Are you having trouble keeping up with debt payments, or are you facing collections, wage garnishment, repossession, foreclosure, or lawsuits over debts? | Active collections, garnishment, or foreclosure indicates real financial distress rather than a casual information request, driving the value score up. |
| Do you want to talk with a bankruptcy lawyer about whether bankruptcy could help you (even if you are not sure which type)? | Distinguishes someone genuinely seeking legal counsel from someone just researching, even when they haven't settled on a bankruptcy chapter yet. |
| Have you filed bankruptcy in the last 8 years? | A filing within the last 8 years can affect discharge eligibility, so this is flagged as a lower-fit signal that warrants attorney review before booking. |
| Are you trying to stop an urgent action like a foreclosure sale, eviction, repossession, or a court date happening within the next 30 days? | An action pending within 30 days means the lead needs a response before a court-ordered event executes, making it the clearest urgency signal in the intake. |
How Cliont scores debtor representation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Filing Bankruptcy Yourself: yes
- Live In United States: yes
- Having Trouble Keeping Up: yes
- Want Talk With Bankruptcy: yes
- Trying Stop Urgent Action: yes
Urgency signals
- Trying Stop Urgent Action
Lower-fit signals
- Filed Bankruptcy In Last: no
See the lead your team receives
Debtor 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 debtor representation workflows
| Cliont capability | Debtor Representation application |
|---|---|
| Automatic scoring | Weights personal-filing status, active collections or garnishment, and any 30-day urgent action together so time-critical debtor cases surface above routine information requests. |
| Lower-fit flagging | A bankruptcy filing within the last 8 years is scored as lower-fit rather than disqualifying, so these leads still route through but arrive tagged for an eligibility check first. |
| Document upload capture | Collects foreclosure notices, garnishment orders, and collection letters at intake so the attorney can see the actual distress evidence before the consultation call. |
| CRM routing | Sends qualified debtor inquiries directly to your CRM with the urgency and prior-filing signals attached, so the front desk knows which calls to return first. |
Common debtor representation lead scenarios
Foreclosure sale next week
The debtor confirms an urgent action within 30 days and is already facing collections or foreclosure, so the intake surfaces this as a same-day priority instead of sitting in a general queue.
Filed bankruptcy five years ago
A prior filing inside the 8-year window is flagged as a lower-fit signal, letting the attorney review discharge eligibility before booking a consultation instead of assuming a standard case.
Overwhelmed but not yet in collections
The prospective client wants to discuss options and confirms debt trouble but hasn't hit collections or a court date, so the lead scores as qualified rather than urgent.
Business debt mistaken for personal filing
When the intake reveals the debts belong to a business rather than the individual, the lead is scored lower for debtor representation and can be redirected toward a business bankruptcy inquiry instead.
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
Debtor Representation lead-intake FAQs
How does the intake keep business bankruptcy inquiries out of my debtor representation pipeline?
The first qualifying question confirms the person is filing for themselves and not a business or someone else, so answers indicating a business debt score lower and can be routed toward Business Bankruptcy instead.
What happens if someone filed bankruptcy within the last 8 years?
A prior filing inside that window is treated as a lower-fit signal in the scoring, so the lead still reaches your CRM but flagged for closer review of discharge eligibility before you commit consultation time.
Can the form catch someone with a foreclosure sale or court date days away?
Yes — the intake asks directly whether they're trying to stop an urgent action within 30 days, and a yes answer raises the lead's priority so time-sensitive matters aren't buried behind routine inquiries.
What if the prospective client isn't sure if bankruptcy is even the right move?
The intake still captures that they want to talk with a bankruptcy lawyer even without a specific chapter in mind, so genuinely uncertain but real inquiries still qualify rather than getting filtered out.
Does the intake distinguish debtor representation from creditor-side matters?
The personal-filing question is what separates the two — if the answers point to someone owed money rather than owing it, that's a mismatch for this subservice and better suited to a Creditor Representation intake.
What documents get collected before a lead lands in my CRM?
The intake requests supporting paperwork like collection letters, foreclosure or eviction notices, and garnishment orders so you can review the actual distress documentation, not just self-reported answers.
Turn debtor representation visitors into qualified cases
Give every debtor representation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.