Collections intake that captures invoice proof up front
Prospective clients confirm whether the debtor is a business, how much is owed, and how long the invoice has sat overdue, while uploading contracts, invoices, and prior correspondence before you commit consultation time.
The exact intake your accounts receivable and b2b collections leads complete
This is the real 8-question guided intake for Accounts Receivable and B2B Collections — the same flow your customers finish before you ever pick up the phone.
What a qualified accounts receivable and b2b collections lead should tell you
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.
- 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,
The questions your team needs answered
Every accounts receivable and b2b collections intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to collect money owed to a business (not a personal/consumer debt)? | Confirms the matter is business debt rather than consumer debt, which determines whether B2B collections law even applies. |
| Is the debt owed by another business (a company or self-employed person) rather than an individual consumer? | Identifies whether the debtor is itself a business or self-employed party, ruling out consumer-facing collection rules. |
| Do you have an invoice, contract, purchase order, or other written record showing what was provided and what is owed? | Written proof of the transaction is what makes a demand letter or lawsuit viable, so its presence strongly signals a file-ready matter. |
| Is the amount owed at least $1,000? | A $1,000+ balance helps separate matters worth attorney time from ones better handled through small claims or informal follow-up. |
| Do you know the debtor’s legal business name and have a way to contact them (address, email, or phone)? | Knowing the debtor's legal name and contact details is a prerequisite for sending a demand letter or filing suit at all. |
| Has the payment been overdue for at least 30 days? | A 30-day overdue threshold distinguishes a stale, actionable receivable from a payment that's simply running a little late. |
| Is the debtor located in the United States, or did the work/sale happen in the United States? | US location or US-based work affects which court has jurisdiction and how enforceable any judgment would be. |
| Are you the business owner, an authorized employee, or otherwise allowed to hire a lawyer to collect this debt? | Confirms the person submitting the intake actually has authority to retain counsel on the business's behalf. |
How Cliont scores accounts receivable and b2b collections leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
B2B Collections 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 accounts receivable and b2b collections workflows
| Cliont capability | Accounts Receivable And B2B Collections application |
|---|---|
| Weighted scoring | Combines the amount owed, presence of an invoice or contract, and days overdue into one score, so a documented $8,000 receivable 60 days late scores well above a verbal $400 dispute. |
| Document upload on intake | Prospective clients attach invoices, contracts, or purchase orders during intake so you can see the paper trail before the first call instead of chasing it down afterward. |
| Yes/no branching logic | A 'no' to the business-vs-consumer debtor question routes the lead differently than a confirmed B2B matter, since consumer collections work under separate rules. |
| CRM routing | Matters with a documented business debtor, contact information, and a balance over $1,000 land in your CRM as ready-to-work files rather than raw inquiries. |
Common accounts receivable and b2b collections lead scenarios
Documented five-figure invoice, business debtor
A supplier has a signed contract, a debtor legal business name, and a balance well over $1,000 that's been overdue 60+ days — the intake surfaces this as a file-ready collections matter.
Verbal agreement, no paper trail
The client is owed money but never issued an invoice or signed contract; the intake still flags this but at lower weight, letting you decide whether verbal proof is enough before booking time.
Debtor located outside the United States
Same unpaid balance and documentation, but the debtor and the work happened abroad — the intake captures this so you can screen for enforceability before offering a consultation.
Small balance under the $1,000 threshold
The debt is real and documented but under $1,000, a signal the catalog weights lower — useful for routing toward a quicker response rather than a full consultation.
Employee submitting without authority to hire counsel
Someone at the company fills out the intake but can't confirm they're authorized to engage a lawyer on the business's behalf, a distinction the intake asks for directly.
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 business and corporate law intake templates
Accounts Receivable and B2B Collections lead-intake FAQs
How does the intake separate B2B collections from consumer debt collection?
The intake asks directly whether the money owed is business debt and whether the debtor is a company or self-employed person rather than an individual consumer, so consumer-debt matters (which carry different legal rules) don't reach your calendar as collections leads.
What if the prospective client doesn't have a signed contract or invoice?
The intake still asks about written proof of what was provided and what's owed, but a 'no' answer carries lower weight than a 'yes' — you'll see documentation status clearly before deciding whether the matter is worth pursuing.
Does the intake filter out disputes over very small amounts?
It asks whether at least $1,000 is owed, which lets you spot matters that may be better suited to small-claims court or a collections agency rather than a paid consultation.
How does the intake handle debtors based outside the US?
It asks whether the debtor is located in the United States or the underlying work happened here, since cross-border debtors raise enforceability questions you'll want to know about before scheduling time.
Can an employee submit this intake on behalf of the business, or does it need to be the owner?
The intake asks whether the person submitting is the owner, an authorized employee, or otherwise able to hire a lawyer for the business, so you know upfront who you'd actually be dealing with.
Does the intake check how long the payment has been outstanding?
Yes — it asks whether the invoice has been overdue at least 30 days, which helps you distinguish a fresh late payment from a stalled receivable that's ready for a demand letter.
Turn accounts receivable and b2b collections visitors into qualified cases
Give every accounts receivable and b2b collections visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.