By the Cliont product team
business and corporate law lead intake software for firms

Qualify more business and corporate law leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.

●Video greeting●Guided intake●Document upload●Instant lead scoring
Live previewQuestion 1 of 8
Are you trying to collect money owed to a business (not a personal/consumer debt)?
Yes
No

A custom intake for every business and corporate law matter

Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.

Accounts Receivable and B2B Collections intake preview
8-question intake

Accounts Receivable and B2B Collections

Legal representation to recover money one business owes another—unpaid invoices, purchase orders, or contracts—distinct from consumer debt collection and typically pursued through demand letters, negotiation, or litigation.

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Aircraft Purchase Sale and Leasing intake preview
7-question intake

Aircraft Purchase Sale and Leasing

Legal matters involving the purchase, sale, lease, or financing of an aircraft — including private planes and helicopters — covering contract negotiation, closing documents, and disputes over title, delivery, or payment.

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Antitrust Litigation intake preview
7-question intake

Antitrust Litigation

Claims that a business has been harmed by anticompetitive conduct in a market — such as competitors colluding on price or bids, or a dominant company using exclusionary tactics — as opposed to a single-party contract dispute.

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Asset Purchase Agreements intake preview
6-question intake

Asset Purchase Agreements

An asset purchase agreement governs the sale of specific business assets—equipment, inventory, customer lists, contracts, or a brand—rather than a sale of company stock or membership interests. The intake needs to confirm deal structure, jurisdiction, and exactly what is changing hands before a consultation is booked.

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Breach of Fiduciary Duty intake preview
7-question intake

Breach of Fiduciary Duty

A claim that someone in a position of trust inside a business — an owner, partner, officer, director, manager, or trustee — put their own interests ahead of the company or its owners, causing identifiable financial harm.

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Business Divorce intake preview
8-question intake

Business Divorce

A dispute between business co-owners, partners, or shareholders over control, value, or exit from a company — ranging from a proposed buyout to a lockout from accounts and decision-making — evaluated by ownership stake, existing agreements, and financial harm already caused.

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Business Formation intake preview
7-question intake

Business Formation

Formal setup of a new LLC, corporation, or partnership, from choosing the entity type and state to filing the paperwork and putting ownership rules in writing.

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Business Formation (LLC Corp Partnership) intake preview
7-question intake

Business Formation (LLC Corp Partnership)

Evaluates whether someone needs legal assistance to form a new LLC, corporation, or partnership and address formation documents, filings, timing, or organizational details.

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Business Litigation intake preview
8-question intake

Business Litigation

A dispute centered on a company, partnership, or business deal that has caused financial harm and carries a real chance of ending up in court or arbitration.

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Business Succession intake preview
7-question intake

Business Succession

Legal work to plan or carry out a change in a business's ownership or leadership control, typically triggered by retirement, death, disability, divorce, or a sale, and often involving buy-sell agreements, transition plans, or disputes among owners or heirs over control or valuation.

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Business Torts intake preview
8-question intake

Business Torts

Business torts cover non-contractual wrongs between businesses or against a business — things like interference with customers, misappropriation of information, or intentional deception — where the intake needs to confirm what happened, when, to whom, and what proof exists before the matter is worth a consultation.

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Buy-Sell Agreements intake preview
6-question intake

Buy-Sell Agreements

A written contract among a business's co-owners that sets the price, process, and triggering events — an owner leaving, dying, becoming disabled, divorcing, or wanting to sell — for buying out that owner's share.

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Cartel and Price-Fixing Investigations intake preview
7-question intake

Cartel and Price-Fixing Investigations

Legal intake to identify prospective clients who have evidence of competitors coordinating prices or bids, and to flag whether the suspected conduct falls within the antitrust limitations window.

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Commercial Contracts intake preview
8-question intake

Commercial Contracts

Legal work involving the review, drafting, negotiation, enforcement, or termination of agreements between businesses, triggered by disputes like nonpayment, late delivery, poor work, or disagreements over contract terms.

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Contract Drafting and Review intake preview
7-question intake

Contract Drafting and Review

Creating a new business contract or reviewing and negotiating an existing one — covering services, sales, vendor/supplier, partnership, licensing, or employment/independent-contractor relationships — for a business matter rather than a personal one.

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Corporate Finance and Securities intake preview
7-question intake

Corporate Finance and Securities

Assessment of matters involving securities offerings, capital raising, investor disclosures, regulatory compliance, or disputes related to corporate financing transactions.

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Corporate Governance and Compliance intake preview
8-question intake

Corporate Governance and Compliance

Requests to establish, update, or enforce a U.S. company's internal governance framework — bylaws, board policies, meeting minutes — or to respond to a compliance obligation such as required filings, internal controls, or a regulator inquiry.

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Corporate Restructuring intake preview
8-question intake

Corporate Restructuring

Corporate Restructuring covers legal work tied to changing a business's structure — mergers, splits, entity conversions, ownership reorganizations, or internal reorganizations — and the intake needs to confirm there's a real operating entity, U.S. jurisdiction, an authorized decision-maker, and a defined goal or timeline behind the request.

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Creditor Collections and Enforcement intake preview
8-question intake

Creditor Collections and Enforcement

Pursuit of unpaid business debts through demand, negotiation, litigation, or enforcement of an existing judgment against a debtor who has failed to pay.

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Data Processing and DPA Agreements intake preview
8-question intake

Data Processing and DPA Agreements

Drafting, reviewing, or updating data processing agreements (DPAs) that govern how a business and its vendors, customers, or partners handle personal information — including security terms, breach notice, subprocessors, and data location.

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Dissolution and Wind-Down intake preview
7-question intake

Dissolution and Wind-Down

The formal process of closing a corporation, LLC, partnership, or other registered entity, including settling debts and obligations, notifying creditors, and terminating contracts and employment relationships.

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Due Diligence Review intake preview
7-question intake

Due Diligence Review

A review of a target company's contracts, finances, taxes, employees, intellectual property, permits, and litigation history ahead of a purchase, sale, investment, or merger.

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Export Import and Trade Compliance intake preview
7-question intake

Export Import and Trade Compliance

Legal assistance for companies importing into or exporting from the U.S., covering product classification, valuation, country-of-origin marking, export controls, sanctions screening, and responses to CBP notices, audits, or penalties.

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Franchise Law intake preview
8-question intake

Franchise Law

Franchise Law covers disputes and transactions between franchisors and franchisees, including agreements, disclosure documents, fees, territory, renewals, transfers, and terminations that need to be scoped before a consultation.

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Fraud and Misrepresentation intake preview
8-question intake

Fraud and Misrepresentation

Claims that a business deal, investment, contract, or sale of a business involved a false or misleading statement the prospective client relied on to their financial detriment, as distinct from a personal consumer purchase dispute.

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HSR Filings and Merger Control intake preview
7-question intake

HSR Filings and Merger Control

Screening for deals that may trigger a U.S. Hart-Scott-Rodino premerger notification or other merger-control review — covering deal structure, U.S. nexus, size of transaction, and timing before the parties close.

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Independent Contractor Agreements intake preview
7-question intake

Independent Contractor Agreements

Drafting, reviewing, or updating a contract between a business and an independent contractor (1099) that covers scope of work, payment terms, deadlines, or ending the relationship — distinct from W-2 employment matters.

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International Transactions intake preview
7-question intake

International Transactions

Cross-border business matters involving a deal, contract, or relationship with a party outside the United States — including drafting, negotiating, or enforcing agreements tied to that transaction.

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Joint Ventures and Strategic Alliances intake preview
7-question intake

Joint Ventures and Strategic Alliances

Assessment of disputes, negotiations, or compliance issues involving a joint venture or strategic alliance between two or more organizations.

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Judgment Enforcement and Collections intake preview
8-question intake

Judgment Enforcement and Collections

Pursuit of an existing court judgment or a pre-judgment business debt against a specific debtor, including confirming enforceability, locating the debtor and their assets, and checking for legal barriers like bankruptcy or a lapsed limitations period.

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Licensing and Distribution Agreements intake preview
7-question intake

Licensing and Distribution Agreements

Drafting, reviewing, negotiating, or enforcing agreements that grant rights to use, sell, resell, or distribute products, software, content, or a brand, including licensing terms, territory, royalties, and distributor relationships.

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Mergers and Acquisitions intake preview
7-question intake

Mergers and Acquisitions

Legal representation for a business buying, selling, merging with, or investing in another company, covering deal structuring, negotiation, and closing documentation.

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Monopolization Defense intake preview
8-question intake

Monopolization Defense

Defense of a business accused of illegally monopolizing a market or unfairly blocking competitors, covering conduct like exclusive dealing, tying, refusal to deal, or platform access restrictions, where the intake needs to establish the accusation's legal stage and its connection to U.S. commerce.

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Noncompete and Nonsolicitation Agreements intake preview
8-question intake

Noncompete and Nonsolicitation Agreements

A prospective client asking about a written agreement that restricts where they can work, who they can solicit, or which customers they can contact — whether they're the party bound by the agreement or the company trying to enforce it.

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Nonprofit Formation and Compliance intake preview
7-question intake

Nonprofit Formation and Compliance

Legal help either forming a new nonprofit (incorporation, bylaws, tax-exempt application) or keeping an existing one compliant with state and federal filing, governance, and charitable registration requirements.

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Operating Agreements and Bylaws intake preview
7-question intake

Operating Agreements and Bylaws

Operating Agreements and Bylaws covers drafting, updating, or reviewing the internal governance document that sets ownership rules, voting rights, profit distribution, and exit terms for an LLC (operating agreement) or corporation (bylaws).

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Outside General Counsel intake preview
8-question intake

Outside General Counsel

Ongoing legal support for a business on a retainer or recurring basis — covering contracts, compliance, employment questions, and disputes — as opposed to a single one-off matter.

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Partnership Disputes intake preview
7-question intake

Partnership Disputes

A dispute between business partners, co-owners, or joint venture participants over money owed, access to records, control of the business, or an exit/buyout — as opposed to a conflict with an outside customer, vendor, or employee.

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Private Equity and Venture Capital intake preview
7-question intake

Private Equity and Venture Capital

Legal matters tied to a private equity or venture capital transaction — raising capital, investing in a company, or buying/selling an ownership stake — where the intake needs to confirm deal stage, jurisdiction, and who is authorized to act before a lawyer engages.

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Regulatory Compliance intake preview
7-question intake

Regulatory Compliance

Questions about complying with a federal, state, or local law or government rule that affects an existing business, startup, or nonprofit — including active notices, audits, inspections, or upcoming filing and licensing deadlines.

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Risk Management and Policies intake preview
8-question intake

Risk Management and Policies

Drafting, updating, or reviewing a business's internal policies, compliance plans, and risk controls — often triggered by a complaint, audit, warning letter, or the handling of sensitive customer or employee data.

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SaaS and Technology Agreements intake preview
8-question intake

SaaS and Technology Agreements

Drafting, reviewing, negotiating, or resolving disputes over SaaS subscriptions, software licenses, cloud service contracts, IT service agreements, and data processing terms between businesses.

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Shareholder and Partnership Agreements intake preview
8-question intake

Shareholder and Partnership Agreements

Drafting or updating the contract that governs ownership splits, voting rights, and exit terms among a company's shareholders or partners, typically triggered by a new venture, an added owner, or a dispute over buyout or control.

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Shareholder Oppression intake preview
8-question intake

Shareholder Oppression

A dispute in which a minority owner of a closely held corporation, LLC, or partnership is disadvantaged by the controlling owners — through exclusion from decisions, denied profits, or misuse of company funds — and the intake needs to establish ownership status, the control structure, and the specific conduct alleged.

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State Attorney General Investigations intake preview
7-question intake

State Attorney General Investigations

A matter where a business, nonprofit, or its owners/executives have been contacted by a U.S. State Attorney General's office through a subpoena, civil investigative demand, or other formal inquiry, as opposed to a personal consumer complaint.

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Stock Purchase Agreements intake preview
8-question intake

Stock Purchase Agreements

A Stock Purchase Agreement governs the sale or transfer of shares in a company, covering price, payment terms, representations, and any transfer restrictions; the intake needs to confirm who is actually a party to the deal, the deal value, and how soon it's expected to close.

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Trade Secret Misappropriation intake preview
7-question intake

Trade Secret Misappropriation

Trade secret misappropriation covers claims that a business's confidential, competitively valuable information — formulas, source code, client lists, pricing, or internal processes — was acquired, used, or disclosed without authorization by someone who owed a duty to protect it.

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Unfair Competition intake preview
7-question intake

Unfair Competition

Claims that a competitor, former employee, or other business used deceptive or improper tactics — such as copying branding, spreading false claims, or misusing confidential information — to take customers, sales, or market position from the prospective client's business.

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Vendor and Supplier Agreements intake preview
7-question intake

Vendor and Supplier Agreements

Legal work to draft, review, negotiate, update, or terminate a contract governing the purchase or supply of goods or services between a business and a vendor or supplier.

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Information you need before every business and corporate law matter

  • Trying Collect Money Owed
  • Debt Owed By Another
  • Have Invoice, Contract, Purchase
  • Amount Owed At Least
  • Know Debtor’S Legal Business
  • Payment Been Overdue At
  • Debtor Located In United
  • Business Owner, Authorized Employee,
  • Matter About Buying, Selling,
  • Owner, Buyer, Seller, Lessor,

How business and corporate law lead scoring works

Value signals

  • Trying Collect Money Owed: yes
  • Debt Owed By Another: yes
  • Have Invoice, Contract, Purchase: yes
  • Amount Owed At Least: yes
  • Know Debtor’S Legal Business: yes
  • Payment Been Overdue At: yes

Urgency signals

  • There Active Dispute Or
  • There Deadline Or Urgent
  • Want Dissolve Business Or
  • There Urgent Deadline (Within
  • There Active Issue Or
  • Have Specific Target Company

Lower-fit signals

  • Information Publicly Available Before: no

Your visitor has a real matter. A contact form can’t hear it.

People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No matter details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full matter scope in their own words
  • Reports, contracts, and filings attached automatically
  • Every lead scored by value
  • High-intent leads flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and matter template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Business and Corporate Law lead-intake FAQs

What does a business and corporate law intake collect?

Each business and corporate law template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are business and corporate law leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger business and corporate law opportunities without manually reviewing every raw submission first.

Can visitors try a business and corporate law intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified business and corporate law leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every legal intake template

View all legal intake templates →

While they’re still using contact forms, you’re booking cases

Give every website visitor a guided, bilingual, qualifying intake — and turn your business and corporate law traffic into signed work.