Business divorce intake that flags ownership stake and financial harm
Cliont's guided intake asks whether the prospective client is an owner or shareholder, whether there's a serious co-owner conflict, and whether an operating or shareholder agreement exists — plus collects supporting documents — before anyone lands on your calendar.
The exact intake your business divorce leads complete
This is the real 8-question guided intake for Business Divorce — the same flow your customers finish before you ever pick up the phone.
What a qualified business divorce lead should tell you
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.
- Business Located In United
- Owner/Partner/Member/Shareholder Business Involved In
- There Serious Conflict With
- Business Still Operating Or
- Have Any Written Agreement
- Conflict Caused Financial Harm
- There Been Major Escalation
- Willing Hire Lawyer Help
The questions your team needs answered
Every business divorce intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your business located in the United States or does the dispute mainly involve a U.S.-based company? | A dispute involving a non-U.S. business falls outside most corporate attorneys' jurisdiction, so this answer flags matters your firm likely cannot take. |
| Are you an owner/partner/member/shareholder of the business involved in the dispute? | If the person isn't an owner, partner, member, or shareholder, they don't have standing to bring a business divorce claim, which is a hard qualifier. |
| Is there a serious conflict with a co-owner that you want to resolve (for example, to separate, buy out someone, or remove someone from the business)? | This confirms an actual ownership-level conflict rather than a routine operational disagreement, which is the core of a business divorce matter. |
| Is the business still operating or does it have assets, revenue, or debts that need to be dealt with? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you have any written agreement about ownership or management (such as an operating agreement, partnership agreement, bylaws, or shareholder agreement)? | Whether a written operating, partnership, or shareholder agreement exists changes the entire legal strategy and how quickly a buyout or separation can be negotiated. |
| Has the conflict caused financial harm or a real risk of harm (like lost money, blocked access to accounts, misuse of company funds, or being shut out of decisions)? | Documented financial harm, like blocked account access or misused funds, signals a matter with real damages rather than an unresolved disagreement. |
| Has there been a major escalation in the last 12 months (such as threats, a demand letter, a lawsuit, or a sudden lockout from the business)? | A recent lockout, demand letter, or lawsuit shows the dispute has already escalated past informal negotiation, which usually means faster engagement is needed. |
| Are you willing to hire a lawyer to help negotiate or take legal action if needed? | If the prospect isn't willing to retain counsel or take action, the matter may still be exploratory and not ready for a paid consultation. |
How Cliont scores business divorce leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Located In United: yes
- Owner/Partner/Member/Shareholder Business Involved In: yes
- There Serious Conflict With: yes
- Business Still Operating Or: yes
- Have Any Written Agreement: yes
- Conflict Caused Financial Harm: yes
See the lead your team receives
Business Divorce 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 business divorce workflows
| Cliont capability | Business Divorce application |
|---|---|
| Weighted qualification scoring | Weighs ownership stake and serious co-owner conflict above routine questions, so genuine lockout or buyout disputes outscore vague partner disagreements. |
| Conditional document requests | Only prompts for an operating agreement, partnership agreement, or bylaws when the prospective client indicates one exists, instead of asking every visitor for paperwork. |
| CRM routing | Sends completed business divorce intakes — including financial-harm and escalation answers — directly into your CRM as a scored matter, not a raw form submission. |
| Video intake widget | Lets the prospective client describe the ownership dispute and any lockout in their own words before the consult, giving you tone and detail the yes/no fields alone won't show. |
Common business divorce lead scenarios
Locked-out minority shareholder
A co-owner has blocked account access and there's a written shareholder agreement in place — the intake captures the financial harm and recent escalation so this lands as a high-priority matter.
Founders negotiating a buyout
No lockout or financial harm yet, but the founders want to formally separate — the intake still flags this as a genuine ownership conflict worth a consultation, just without the urgency markers of a lockout case.
Dispute with no written agreement
The business has real assets and revenue but the owners never signed an operating or partnership agreement, which the intake surfaces early since it changes the legal approach before you meet.
Non-owner inquiry gets filtered
An employee or outside investor without an ownership stake fills out the form — because they answer no to being an owner, partner, member, or shareholder, the intake flags this as a poor fit before it reaches your calendar.
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
Business Divorce lead-intake FAQs
How does the intake separate a real business divorce from a workplace disagreement?
It checks whether the prospective client is actually an owner, partner, member, or shareholder and whether there's a serious ownership-level conflict, not just a disagreement between employees or managers.
What if the dispute is with a business based outside the United States?
The intake still records the answer, but a non-U.S. business scores lower since most business divorce matters need jurisdiction where you can practice.
Does the intake ask for the operating agreement or bylaws before the consultation?
Yes — if the prospective client confirms they have a written agreement, the intake collects it so you can review ownership terms before the first call.
Will the intake flag a dispute where money is already at risk?
Yes — questions about blocked accounts, misused funds, or lost money carry some of the heaviest weight in the scoring, so financial harm pushes a lead toward high priority.
How does the intake handle a sudden lockout or demand letter?
Recent escalation events like a lockout or demand letter are asked directly and weighted highly, so those matters surface ahead of longer-running disputes with no recent trigger.
What happens if the prospect isn't sure they'll hire a lawyer yet?
That answer is recorded and factored into the score, but it doesn't disqualify the lead — it just signals the matter may still be in an earlier, exploratory stage.
Turn business divorce visitors into qualified cases
Give every business divorce visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.