Know which plan confirmation leads are worth consultation time
The intake confirms whether the case is an open Chapter 13, whether a confirmation hearing or trustee objection is already pending, and when the next deadline falls, collecting the notice itself before anything reaches your CRM.
The exact intake your plan confirmation leads complete
This is the real 7-question guided intake for Plan Confirmation — the same flow your customers finish before you ever pick up the phone.
What a qualified plan confirmation lead should tell you
Legal work to get a debtor's Chapter 13 repayment plan approved by the bankruptcy court, including responding to trustee or creditor objections before or at the confirmation hearing.
- Filing Bankruptcy In United
- Have Open Bankruptcy Case
- Case Repayment-Plan Bankruptcy (Chapter
- Help Getting Chapter 13
- Received Notice Confirmation Hearing,
- Have Deadline Or Hearing
- Represented By Bankruptcy Lawyer
The questions your team needs answered
Every plan confirmation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you filing bankruptcy in the United States, or do you need help with a U.S. bankruptcy case? | Confirms the case falls under U.S. bankruptcy jurisdiction before any confirmation-specific questions are worth asking. |
| Do you currently have an open bankruptcy case (or plan to file within the next 30 days)? | Distinguishes an active case that needs confirmation now from someone still deciding whether to file. |
| Is your case a repayment-plan bankruptcy (Chapter 13) or are you considering Chapter 13? | Filters out Chapter 7 or other case types that never go through a plan confirmation process. |
| Do you need help getting your Chapter 13 plan approved by the court (plan confirmation) or responding to an objection? | Isolates the exact service being requested, plan approval or an objection response, rather than general Chapter 13 questions. |
| Have you received a notice of a confirmation hearing, an objection to your plan, or a request for more documents from the trustee or a creditor? | A received objection or trustee document request signals the matter is already contested, not just routine. |
| Do you have a deadline or hearing coming up within the next 30 days related to plan confirmation? | A deadline inside 30 days marks the lead as time-sensitive for scheduling ahead of a hearing. |
| Are you currently represented by a bankruptcy lawyer for this case? | Existing representation lowers fit since the lead may need substitution of counsel rather than a first engagement. |
How Cliont scores plan confirmation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Filing Bankruptcy In United: yes
- Have Open Bankruptcy Case: yes
- Case Repayment-Plan Bankruptcy (Chapter: yes
- Help Getting Chapter 13: yes
- Received Notice Confirmation Hearing,: yes
- Have Deadline Or Hearing: yes
Lower-fit signals
- Represented By Bankruptcy Lawyer: no
See the lead your team receives
Chapter 13 Plan Confirmation 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 plan confirmation workflows
| Cliont capability | Plan Confirmation application |
|---|---|
| Weighted scoring logic | Open Chapter 13 status, an active confirmation issue, and a received objection or hearing notice stack together to push a lead into the high-priority band, while an existing attorney pulls the score down. |
| Document upload capture | Leads are prompted to attach the trustee's objection, the confirmation hearing notice, or the document request itself, rather than describing it secondhand. |
| CRM routing rules | Only matters that confirm as Chapter 13, plan-confirmation-specific, and not already represented get pushed through to the CRM as qualified consultations. |
| Deadline-aware flagging | A lead reporting a hearing or deadline inside 30 days can be flagged for faster follow-up than one still in the pre-filing stage. |
Common plan confirmation lead scenarios
Objection filed, hearing in weeks
The debtor has received a trustee or creditor objection to their Chapter 13 plan with a confirmation hearing already set. Every high-value signal in the catalog fires at once, so this routes as an urgent, high-priority matter.
Filing soon, plan not yet confirmed
No case is open yet, but the prospective client plans to file Chapter 13 within 30 days and expects to need confirmation help down the line. The intake still scores this as valuable, just without the hearing-deadline urgency.
Already represented, seeking a second opinion
The lead has an open Chapter 13 case but is currently represented by another bankruptcy lawyer. This trips the lower-fit signal, so the firm can decide whether to pursue a substitution of counsel or pass on it.
Wrong case type for this practice
The caller isn't in a Chapter 13 case at all, or their matter isn't a U.S. filing, so the plan-confirmation questions never engage. The intake flags this as out of scope rather than sending it in as a booked consultation.
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
Plan Confirmation lead-intake FAQs
How does the intake separate plan confirmation from other Chapter 13 work?
The catalog specifically asks whether the case is Chapter 13 and whether the client needs help with plan confirmation or responding to an objection, so leads asking about Chapter 7 or unrelated Chapter 13 issues never get scored as confirmation matters.
What happens to leads who already have a bankruptcy lawyer?
Being currently represented is the one lower-fit signal in this catalog, so those leads still reach your CRM but score lower, letting you decide case by case whether a substitution makes sense.
Can the intake catch leads with a confirmation hearing coming up fast?
Yes, it asks directly about a received hearing notice, objection, or trustee document request, and whether any deadline falls within 30 days, so time-sensitive matters are distinguishable from early-stage inquiries.
Does this intake also cover cramdown or lien-avoidance requests?
No, those are separate practice areas in the library, Cramdown and Lien Avoidance and Strip-Off, so a lead raising those issues alongside plan confirmation should be reviewed under the appropriate sibling intake as well.
What should a lead upload before a plan confirmation consultation?
The intake is built to collect the actual notice of confirmation hearing, trustee objection, or document request, giving the attorney something concrete to review instead of a verbal description.
Is a lead who hasn't filed yet still worth taking?
The catalog treats filing within the next 30 days the same as an open case for scoring purposes, so pre-filing prospects planning a Chapter 13 still register as high-value leads.
Turn plan confirmation visitors into qualified cases
Give every plan confirmation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.