Know which workout leads have income to support a plan
Prospective clients answer whether they're behind on payments, whether their debts sit with identifiable creditors, and whether they have income to support a negotiated plan, then share a debt list so your firm can gauge fit before the consultation.
Preview your out-of-court workouts intake
Explore 7 questions from the Out-of-Court Workouts template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified out-of-court workouts lead should tell you
A negotiated resolution of consumer or business debt—settlement, payment plan, or forbearance—reached directly with creditors instead of through a bankruptcy filing, which requires the prospective client to have identifiable creditors and some capacity to pay.
- Way Deal With Debts
- Have One Or More
- Behind On Payments, In
- Have Steady Source Income
- Most Debts Want Help
- Facing Lawsuit, Wage Garnishment,
- Willing Share Basic Financial
The questions your team needs answered
Every out-of-court workouts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for a way to deal with your debts without filing bankruptcy in court? | This confirms the prospect's goal is a negotiated resolution rather than a court filing, which is the core fit test for this subservice. |
| Do you currently have one or more debts you cannot keep up with (like credit cards, personal loans, medical bills, business debt, or past-due taxes)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you behind on payments, in default, or expecting to miss payments within the next 30 days? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you have a steady source of income or cash flow that could support a negotiated payment plan or settlement? | A negotiated payment plan or settlement only works if the prospect has income or cash flow to support it, making this the strongest predictor of a workable case. |
| Are most of the debts you want help with owed to identifiable creditors (for example, a bank, credit card company, lender, landlord, or the IRS/state tax agency)? | A workout requires a specific creditor to negotiate with, so debts owed to unclear or informal parties weaken the case for this approach. |
| Are you currently facing a lawsuit, wage garnishment, repossession, foreclosure, or collection actions that you want to stop or negotiate? | Active litigation or garnishment often changes the timeline and strategy for a workout, so this answer helps the attorney judge how quickly the matter needs attention. |
| Are you willing to share basic financial information (income, expenses, assets, and a list of debts) so an attorney can evaluate options? | Willingness to disclose income, expenses, assets, and debts up front indicates whether the attorney will have enough information to evaluate options at the consultation. |
How Cliont scores out-of-court workouts leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Way Deal With Debts: yes
- Have One Or More: yes
- Behind On Payments, In: yes
- Have Steady Source Income: yes
- Most Debts Want Help: yes
- Facing Lawsuit, Wage Garnishment,: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Out-of-Court Workout 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 out-of-court workouts workflows
| Cliont capability | Out-Of-Court Workouts application |
|---|---|
| Weighted lead scoring | Answers on income stability, default status, and creditor identifiability are weighted so a prospect with real capacity to negotiate scores well above one who is out of options. |
| CRM routing | Once a prospect confirms they're behind on payments, has identifiable creditors, and can share financial information, the qualified lead and its debt-list details are sent to your CRM. |
| Structured intake form | The seven-question workout catalog walks the prospect from general debt situation through active collection actions to willingness to disclose financials, replacing a generic contact form. |
| Lead scoring bands | A prospect facing garnishment with steady income lands in a higher band than one with no income and no named creditors, so attorneys can triage without reading every submission. |
Example out-of-court workouts lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Steady income, ready to negotiate
The prospect wants to avoid a court filing, has cash flow to support a settlement plan, and names specific creditors—this combination scores high and is worth calendar time.
Active lawsuit or garnishment
The prospect is already facing a lawsuit, wage garnishment, or foreclosure they want stopped, which signals the matter needs attorney eyes sooner rather than sitting in a queue.
No income to support a plan
The prospect is behind on payments but has no steady income or cash flow, which weakens the case for a negotiated workout and may point toward a bankruptcy filing instead.
Reluctant to share financials
The prospect wants help but hesitates to disclose income, expenses, or a full debt list—intake flags this as an incomplete profile so the attorney knows what's missing before the call.
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More bankruptcy law intake templates
Out-of-Court Workouts lead-intake FAQs
How does the intake separate workout candidates from people who actually need to file?
The intake weighs whether the prospect wants to avoid a court filing alongside whether they have steady income or cash flow to support a negotiated plan; someone with debt but no capacity to pay scores lower for a workout and may be a better fit for a bankruptcy chapter instead.
What happens if a lead is already being sued or garnished?
The intake asks directly whether the prospect is facing a lawsuit, wage garnishment, repossession, or foreclosure, and that answer is a high-weight signal so those matters stand out from routine debt-relief inquiries.
Does the intake check whether the debts are even negotiable?
Yes—it asks whether the debts are owed to identifiable creditors like a bank, lender, landlord, or tax agency, since a workout depends on having a specific party to negotiate with.
What financial information gets collected before the consultation?
The intake asks whether the prospect is willing to share income, expenses, assets, and a list of debts, and low willingness here signals the lead isn't ready for a substantive attorney conversation yet.
Can this intake help route leads to other bankruptcy services if a workout isn't the right fit?
The same qualification signals that identify a strong workout candidate—no income, active litigation, unnamed creditors—can just as easily flag a lead better suited to Debt Negotiation and Settlement, Chapter 7 Liquidation, or Wage Garnishment Relief.
How is this different from the intake for Debt Negotiation and Settlement?
Out-of-court workouts qualify prospects specifically on their desire to avoid a court filing and their capacity for a negotiated plan, while sibling subservices in this catalog handle leads who are already in or headed toward a formal bankruptcy process.
Turn out-of-court workouts visitors into qualified cases
Give every out-of-court workouts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.