Know which Subchapter V leads clear the $7.5M cap
Prospective business owners answer questions about debt totals, whether the company is still operating, and pending creditor actions like foreclosure or repossession, then upload their debt schedule so you can see Subchapter V eligibility before the consultation.
The exact intake your subchapter v small business leads complete
This is the real 7-question guided intake for Subchapter V Small Business — the same flow your customers finish before you ever pick up the phone.
What a qualified subchapter v small business lead should tell you
A streamlined Chapter 11 path for business owners whose company debt falls under the statutory cap, aimed at owners who want to keep operating while restructuring what they owe.
- Owner Business (Or Personally
- Business Operating Or Want
- Unable Keep Up With
- Most Debts Want Help
- Total Business Debt Under
- Have Plan Or Realistic
- Trying Stop Or Deal
The questions your team needs answered
Every subchapter v small business intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you an owner of a business (or personally responsible for business debts) in the United States? | Confirms the caller actually has business-related liability, which is the threshold question for any business bankruptcy referral. |
| Is your business currently operating or do you want to keep it operating while dealing with debt? | Subchapter V is built around continuing operations, so a 'no' here signals the case may fit Chapter 7 Liquidation better than Subchapter V. |
| Are you unable to keep up with business-related bills or loan payments right now? | Distinguishes owners with an active, present cash-flow problem from those doing early planning, which affects how urgently the consultation should be booked. |
| Do most of the debts you want help with come from your business (not mainly personal debts like credit cards used only for personal spending)? | Separates true business-debt cases from personal-debt cases that would be better routed to Consumer Bankruptcy. |
| Is your total business debt under about $7.5 million (not counting debts owed only by other people or companies)? | This is the statutory eligibility cap for Subchapter V, so a 'no' answer is close to disqualifying for this specific chapter. |
| Do you have a plan or realistic ability to make some payments over time if the court approves a repayment plan? | Indicates whether a repayment plan is realistically confirmable, which shapes the strategy conversation even when it isn't a hard disqualifier. |
| Are you trying to stop or deal with urgent actions like foreclosure, repossession, lawsuits, bank levies, or business eviction? | Flags leads facing foreclosure, repossession, lawsuits, levies, or eviction so they can be scheduled fast enough to use the automatic stay. |
How Cliont scores subchapter v small business leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owner Business (Or Personally: yes
- Business Operating Or Want: yes
- Unable Keep Up With: yes
- Most Debts Want Help: yes
- Total Business Debt Under: yes
- Have Plan Or Realistic: yes
Urgency signals
- Trying Stop Or Deal
See the lead your team receives
Subchapter V Small Business 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 subchapter v small business workflows
| Cliont capability | Subchapter V Small Business application |
|---|---|
| Automated lead scoring | Weighs the $7.5 million debt-cap answer and the business-vs-personal debt split so leads that fail Subchapter V eligibility are visibly lower priority before you schedule a consultation. |
| Urgency detection | Surfaces answers about active foreclosure, repossession, lawsuits, levies, or business eviction so those matters can be scheduled ahead of non-urgent inquiries. |
| Document collection | Requests the business debt schedule and profit and loss statement up front, so eligibility and debt totals can be reviewed before the first call. |
| CRM routing | Sends completed Subchapter V intakes, with all seven answers and uploaded documents attached, directly into your firm's CRM as a ready-to-review matter. |
| Lead segmentation | Separates leads whose debt is mainly business-related from those whose debt is mainly personal, so misrouted personal-debt callers can be redirected to Consumer Bankruptcy intake instead. |
Common subchapter v small business lead scenarios
Eligible owner under the debt cap
Owner confirms the business is operating, most debt is business-related, total debt sits under $7.5 million, and they can make some plan payments — a strong Subchapter V candidate.
Foreclosure or levy underway
Owner is facing an active foreclosure, repossession, or bank levy and needs the automatic stay fast, even if a repayment plan isn't fully worked out yet.
Debt is mostly personal, not business
Owner runs a business but most of the debt they want handled is personal credit card debt, which points toward Consumer Bankruptcy instead of Subchapter V.
Debt load exceeds the statutory cap
Owner's total business debt is above roughly $7.5 million, disqualifying the case for Subchapter V and pointing toward standard Chapter 11 Reorganization.
Business is winding down, not continuing
Owner has no intention of keeping the business operating, which conflicts with Subchapter V's core requirement and suggests Chapter 7 Liquidation is a better fit.
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
Subchapter V Small Business lead-intake FAQs
How does the intake handle the $7.5 million debt cap?
The intake asks directly whether total business debt is under roughly $7.5 million; a 'no' answer is weighted low and flags the lead as a likely mismatch for Subchapter V rather than a full Chapter 11 case.
What happens if the caller's debts are mostly personal?
The intake asks whether most debt comes from the business or from personal spending; when personal debt dominates, the lead scores lower for Subchapter V so you can redirect it toward Consumer Bankruptcy instead.
Can the intake flag time-sensitive filings?
Yes — a question about active foreclosure, repossession, lawsuits, levies, or business eviction is weighted as an urgency signal so those matters surface for faster scheduling.
Does the business need to still be operating to qualify?
The intake checks whether the owner wants the business to keep operating while dealing with debt, since Subchapter V is built around continued operation rather than winding down.
What does the intake collect before the consultation?
Beyond the seven qualification questions, the intake requests the business debt schedule, a recent profit and loss statement, and copies of any foreclosure, lawsuit, or levy notices so you walk into the consultation with documents in hand.
How is a lead scored if a repayment plan isn't clear yet?
The ability to make plan payments carries meaningful weight but isn't disqualifying on its own, so a lead answering 'no' or 'unsure' there can still land as a qualified follow-up rather than being screened out.
Turn subchapter v small business visitors into qualified cases
Give every subchapter v small business visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.