Means test intake that captures household size and income up front
Your means test intake asks about household size, six months of income, and monthly living costs before a case ever hits your calendar. Attach pay stubs and expense documentation so you can see who actually qualifies for Chapter 7 before offering a free consultation.
The exact intake your means test analysis leads complete
This is the real 7-question guided intake for Means Test Analysis — the same flow your customers finish before you ever pick up the phone.
What a qualified means test analysis lead should tell you
A means test analysis intake gathers the household size, six-month income history, monthly living costs, and debt type needed to estimate whether a prospective client is likely to qualify for Chapter 7 or would need a Chapter 13 payment plan.
- Live In United States
- Thinking About Filing Personal
- Have Mostly Consumer Debts
- In Last 6 Months,
- Willing And Able Share
- Want Know Whether Likely
The questions your team needs answered
Every means test analysis intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you live in the United States or have most of your debts and income in the United States? | Confirms the debts and income are US-based, which the means test itself is built around, so a no answer flags a likely jurisdiction mismatch. |
| Are you thinking about filing for personal bankruptcy for yourself (not only for a business)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you have mostly consumer debts (like credit cards, medical bills, personal loans, or past-due rent) rather than mainly business debts? | Separates consumer-debt cases the means test applies to from business-heavy debt that belongs in a different bankruptcy workflow. |
| In the last 6 months, have you had regular income from work, self-employment, benefits, or other sources? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you willing and able to share your household size and your income for the last 6 months to see if you qualify? | Household size and 6-month income are the core means test inputs, so an unwillingness to share them leaves the analysis incomplete. |
| Are you willing and able to share your monthly living costs (like rent/mortgage, utilities, car costs, child support, and insurance) to estimate what you can afford to pay? | Monthly living costs determine disposable income, which decides whether a Chapter 7 filer would need to move to Chapter 13 instead. |
| Do you want to know whether you likely qualify for Chapter 7, or whether you may need a payment plan like Chapter 13? | Signals whether the lead is specifically asking for a Chapter 7 versus Chapter 13 comparison, letting you route to the right intake or plan the consult accordingly. |
How Cliont scores means test analysis leads
Every answer is weighted automatically — no manual review required.
Value signals
- Live In United States: yes
- Thinking About Filing Personal: yes
- Have Mostly Consumer Debts: yes
- In Last 6 Months,: yes
- Willing And Able Share: yes
- Want Know Whether Likely: yes
See the lead your team receives
Means Test Analysis 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 means test analysis workflows
| Cliont capability | Means Test Analysis application |
|---|---|
| Conditional branching | Routes leads differently based on the consumer-vs-business debt answer, so a business-heavy debt profile can be flagged toward Business Bankruptcy or Subchapter V instead of a standard means test consult. |
| Weighted scoring engine | Weights willingness to share household size, 6-month income, and monthly living costs heavily, since a means test that's missing any of those inputs isn't consult-ready. |
| Document upload capture | Collects pay stubs and expense documentation tied to the income and living-cost questions so your team has the paperwork attached before the first call. |
| CRM lead routing | Sends completed means test summaries, income, household size, debt type, straight to your CRM so staff can triage Chapter 7 versus Chapter 13 cases without re-asking basic intake questions. |
Common means test analysis lead scenarios
Straightforward Chapter 7 candidate
A US-based consumer with mostly credit card and medical debt confirms regular income and shares household size, income, and monthly costs, giving you a near-complete picture before you ever call back.
Self-employed with irregular income
The lead reports regular self-employment income but the 6-month history is uneven, so the intake still collects the household and expense figures but flags the case for manual income averaging rather than an automatic pass.
Debt is mostly business-related
Someone wants to file personally but answers no to having mostly consumer debt, signaling the matter may fit business bankruptcy or Subchapter V better than a standard means test consult.
Won't share income or expenses yet
The prospect wants to file but declines to share household income or monthly living costs, leaving the means test incomplete and better suited to a follow-up call than an immediate consultation.
Debts and income outside the US
The lead's income and debts are mostly outside the United States, which the intake flags early so you don't burn consultation time on a matter outside your jurisdiction.
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
Means Test Analysis lead-intake FAQs
Does this intake actually calculate the means test for me?
No. It collects the inputs the means test needs, household size, 6-month income, and monthly living costs, and flags whether a lead looks like a likely Chapter 7 fit or a Chapter 13 candidate, so you or your staff still run the final calculation.
What happens if a lead's debts are mostly from a business?
The intake asks specifically whether debt is mostly consumer versus business, so a lead that skews business gets scored differently and can be pointed toward your Business Bankruptcy or Subchapter V Small Business workflow instead.
What if someone won't disclose their income or expenses?
Both the income-sharing and living-cost questions carry heavy weight, so a refusal on either lowers the lead's score, letting you see at a glance that the means test can't be completed yet.
Can the intake tell whether someone needs Chapter 7 or Chapter 13?
It asks directly whether the prospect wants to know if they likely qualify for Chapter 7 or need a Chapter 13 plan, which you can use to route them toward your Chapter 7 Liquidation or Chapter 13 Wage Earner Plans intake.
Does location or residency get checked before the consult?
Yes, the first question confirms the debts and income are mostly tied to the United States, so out-of-jurisdiction inquiries are visible before you offer time on your calendar.
What if the lead is asking on behalf of a business rather than themselves?
The intake separately confirms the person is filing for personal bankruptcy, not only for a business, so business-only inquiries score lower and can be redirected to your business bankruptcy intake.
Turn means test analysis visitors into qualified cases
Give every means test analysis visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.