Business litigation intake that captures financial harm and authority
Ask about the dispute, the financial harm involved, and whether a lawsuit or demand letter has already been filed, then collect the relevant documents so each matter lands in your CRM ready to review.
The exact intake your business litigation leads complete
This is the real 8-question guided intake for Business Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified business litigation lead should tell you
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.
- This Dispute Mainly About
- Business Owner, Partner, Officer,
- Dispute With Another Business,
- Have Specific Person Or
- This Dispute Caused Significant
- Main Problem Happen Within
- There Real Chance This
- This Matter Connected United
The questions your team needs answered
Every business litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this dispute mainly about a business (company, partnership, or business deal) rather than a personal or family matter? | Confirms the dispute is business-related rather than personal, which is the core filter for this practice area. |
| Are you a business owner, partner, officer, employee with authority, or otherwise authorized to act for the business in this matter? | A lead without authority to act for the business cannot actually retain counsel, so this answer directly affects whether the inquiry is worth pursuing. |
| Is the dispute with another business, a co-owner/partner, a vendor, a customer, or someone involved in a business deal? | Identifies who the dispute is against, which shapes whether it fits a firm's typical opposing-party profile. |
| Do you have a specific person or company you believe is responsible (even if you don’t have all their details yet)? | Having a named responsible party, even without full details, means the matter is further along and easier to evaluate quickly. |
| Has this dispute caused significant financial harm or risk to your business (such as unpaid money, lost revenue, damaged property, or major disruption)? | Significant financial harm signals real stakes and is one of the heaviest-weighted answers in the catalog. |
| Did the main problem happen within the last 4 years (or is it still ongoing)? | A recent or ongoing problem is more actionable and less likely to run into timing or limitations issues than an old one. |
| Is there a real chance this could end up in court or formal arbitration (or has a lawsuit, demand letter, or legal notice already been filed or received)? | An existing lawsuit, demand letter, or real chance of court or arbitration indicates the matter is already moving toward formal proceedings. |
| Is this matter connected to the United States (such as the business, contract, or events being in the U.S.)? | A U.S. connection is weighted heavily because it determines whether the matter falls within a jurisdiction the firm can actually handle. |
How Cliont scores business litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- This Dispute Mainly About: yes
- Business Owner, Partner, Officer,: yes
- Dispute With Another Business,: yes
- Have Specific Person Or: yes
- This Dispute Caused Significant: yes
- Main Problem Happen Within: yes
See the lead your team receives
Business Litigation 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 litigation workflows
| Cliont capability | Business Litigation application |
|---|---|
| Weighted scoring | Combines the financial harm, authority-to-act, and business-dispute answers into a single score so a co-owner reporting unpaid money outranks a low-authority inquiry with no clear loss. |
| Conditional branching | Routes differently depending on whether a lawsuit or demand letter has already been filed, so matters with existing legal notices are flagged for faster review. |
| Document collection | Requests demand letters, contracts, and correspondence tied to the dispute so you can assess exposure before the first consultation. |
| CRM routing | Sends only leads that clear the business-dispute, authority, and U.S.-connection checks into your CRM, keeping personal or out-of-jurisdiction matters out of your pipeline. |
Common business litigation lead scenarios
Co-owner dispute over distributions
A partner reports unpaid distributions and names the co-owner responsible, with a demand letter already sent — this combination of authority, financial harm, and an identified party scores as high value.
Vendor contract breach
A business owner describes a dispute with a vendor over a failed delivery causing lost revenue, with a real chance of arbitration under the contract's dispute clause.
Personal matter mislabeled as business
The intake reveals the underlying dispute is actually a personal or family matter rather than a business one, which the intake flags as a lower-fit lead before it reaches your inbox.
Dispute outside the recent window
The problem occurred more than four years ago with no ongoing conduct, which lowers the score even if the amount in dispute is significant.
Deal with no U.S. connection
The business, contract, and events all occurred outside the United States, which the intake surfaces so you can decide whether the matter fits your practice before booking a consultation.
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 Litigation lead-intake FAQs
How does the intake tell a business dispute from a personal one?
The first question directly asks whether the dispute is mainly about a company, partnership, or business deal rather than a personal or family matter, so leads that are really personal disputes score lower before you spend consultation time on them.
Does the intake check whether the person filling it out can actually speak for the business?
Yes — it asks whether the submitter is an owner, partner, officer, or someone otherwise authorized to act for the business in this matter, which matters because a lead with no authority to retain counsel is worth less to your pipeline.
What happens if a lawsuit or demand letter has already been sent?
The intake asks whether there's a real chance of court or arbitration, or whether a lawsuit, demand letter, or legal notice has already been filed or received, and weights that answer heavily since it signals urgency and legal exposure.
Can the intake filter out disputes with no connection to the U.S.?
Yes, one question confirms whether the business, contract, or events are connected to the United States, which helps you avoid taking a consultation on a matter outside your jurisdiction.
How is financial harm captured without asking for exact dollar figures?
The intake asks whether the dispute caused significant financial harm or risk — unpaid money, lost revenue, damaged property, or major disruption — which is enough to gauge stakes without requiring a precise valuation up front.
Does the intake account for how recent the dispute is?
It asks whether the main problem happened within the last four years or is still ongoing, which helps flag matters that may be closer to limitations concerns or already stale.
Turn business litigation visitors into qualified cases
Give every business litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.