See who already knows their state, structure, and timeline
The intake asks prospective clients whether they've picked a state, need help choosing an entity type, and plan to start operating within 60 days, then flags whether an ownership agreement is needed. Owner and business name details arrive with every submission, so you see who is ready to move before you offer a consultation.
The exact intake your business formation leads complete
This is the real 7-question guided intake for Business Formation — the same flow your customers finish before you ever pick up the phone.
What a qualified business formation lead should tell you
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.
- Form New Business (Like
- Already Know Which U.S.
- Want Lawyer’S Help Choosing
- Business Have More Than
- Ownership Agreement (Like Operating
- Start Operating Or Signing
- Want Help Filing Formation
The questions your team needs answered
Every business formation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to form a new business (like an LLC or corporation) in the United States? | A no here usually means the prospect already has a formed entity and needs a different service, so this filters out the most obvious mismatch first. |
| Do you already know which U.S. state you want to form the business in? | Already knowing the target state signals the prospect has done groundwork and can move to filing faster once entity type is settled. |
| Do you want a lawyer’s help choosing the right type of business (LLC, corporation, partnership, etc.)? | Wanting help choosing between an LLC, corporation, or partnership points to a strategy-heavy consultation rather than a quick paperwork request. |
| Will the business have more than one owner (member/shareholder/partner)? | Multiple owners raises the complexity and typical value of the engagement, since co-owned entities almost always need governance documents. |
| Do you need an ownership agreement (like an operating agreement or shareholder agreement) to set rules between owners? | A yes here flags a need for an operating or shareholder agreement, which is a distinct, billable piece of work beyond the basic filing. |
| Are you planning to start operating or signing contracts within the next 60 days? | Planning to operate or sign contracts within 60 days is the clearest timeline signal in this catalog and separates active founders from long-range planners. |
| Do you want help filing the formation paperwork and getting the business set up correctly from the start? | Wanting help with the actual filing indicates the prospect expects a full-service engagement rather than a one-time question. |
How Cliont scores business formation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Form New Business (Like: yes
- Already Know Which U.S.: yes
- Want Lawyer’S Help Choosing: yes
- Business Have More Than: yes
- Ownership Agreement (Like Operating: yes
- Start Operating Or Signing: yes
See the lead your team receives
Business Formation 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 formation workflows
| Cliont capability | Business Formation application |
|---|---|
| Weighted scoring | Combines the owner-count answer with the ownership-agreement need so a three-owner startup that wants an agreement scores well above a solo founder with no agreement need. |
| CRM routing | Sends formation leads who've already picked a state and plan to operate within 60 days straight into your CRM flagged as consultation-ready, rather than sitting in a general inbox. |
| Video intake widget | Lets a prospective founder describe the business idea and how many owners are involved before your team scopes an entity-selection consultation. |
| Conditional question logic | Adjusts messaging when a prospect already knows they want an LLC versus when they've asked for help choosing between an LLC, corporation, and partnership. |
Common business formation lead scenarios
Multi-owner startup on a deadline
Two or three co-founders who already picked a state, need an operating or shareholder agreement, and plan to start signing contracts within 60 days — this combination scores highest and should reach your CRM as consultation-ready.
Solo founder still deciding structure
One owner who hasn't chosen a state and wants help picking between an LLC and corporation; useful, but the intake shows less urgency than a multi-owner filing with a near-term launch date.
Not actually forming a new entity
The prospect answers no to forming a new U.S. business — they may be asking about an existing company instead — which pulls the score down before you spend consultation time clarifying the mismatch.
DIY filer wants the agreement only
Someone who plans to file the paperwork themselves but says yes to needing an ownership agreement between partners — the intake separates this from a full-service filing request so you can scope accordingly.
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 Formation lead-intake FAQs
How does the intake separate someone actually forming a business from someone just researching?
The first question asks directly whether they're looking to form a new U.S. business, and a later question asks if they plan to start operating or signing contracts within 60 days — a no on either lowers the score relative to a founder ready to move.
Does the intake capture which state they want to form in?
Yes, it asks whether the prospect already knows the target state; knowing the state signals they've done groundwork and helps you route the lead to whoever handles filings in that jurisdiction.
Can it tell if a lead needs an operating agreement or shareholder agreement, not just filing help?
The intake asks separately whether they want a lawyer's help choosing the entity type, whether there's more than one owner, and whether they need an ownership agreement — three co-owners saying yes to all three points toward a different-sized engagement than a solo filer.
How does owner count change how a formation lead is scored?
Multiple owners carries meaningfully more weight than a single owner, because multi-owner entities usually need an operating or shareholder agreement and more of your time to set up correctly.
What if the client just wants the paperwork filed and nothing else?
The final question asks whether they want help filing the formation paperwork; a yes here alongside a decided state and entity type points to a straightforward filing engagement rather than a strategy-heavy consultation.
Does this intake distinguish formation from related work like operating agreements or shareholder disputes?
This catalog is scoped to new-entity formation; if a lead's actual need is drafting bylaws for an existing company or resolving a partner dispute, those are separate intakes under Operating Agreements and Bylaws or Partnership Disputes.
Turn business formation visitors into qualified cases
Give every business formation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.