Business succession intake that captures ownership authority up front
The intake asks whether the prospective client has decision-making authority for the business, what triggered the succession need, and whether conflict exists among owners or heirs, then collects existing agreements so you can review the file before you ever book a consultation.
The exact intake your business succession leads complete
This is the real 7-question guided intake for Business Succession — the same flow your customers finish before you ever pick up the phone.
What a qualified business succession lead should tell you
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.
- Business Located In United
- Own Business, Co-Own It,
- Help Or Carrying Out
- There Specific Person Or
- Create, Update, Or Review
- There Any Disagreement Or
- Want Plan Address What
The questions your team needs answered
Every business succession intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the business located in the United States or primarily operating in the United States? | A 'no' answer signals the business is likely outside the firm's jurisdictional scope, which is why it carries much less weight than a 'yes'. |
| Do you own the business, co-own it, or have authority to make decisions for it (like an officer, manager, trustee, or executor)? | Confirms the person filling out the intake can actually retain the firm and make binding decisions for the business. |
| Are you looking for help planning or carrying out a change in ownership or leadership (because of retirement, death, disability, or a sale)? | Confirms the inquiry is genuinely about ownership or leadership transition rather than an unrelated corporate matter. |
| Is there a specific person or group you want to take over (such as family, a partner, key employees, or a buyer)? | A named successor signals a concrete transition target versus a still-exploratory conversation, which shapes how quickly the engagement can move. |
| Do you need to create, update, or review written succession documents (such as a buy-sell agreement, operating/shareholder agreement, or a transition plan)? | Distinguishes leads that need drafting work on formal succession documents from those seeking advisory guidance only, which affects scope and fee structure. |
| Is there any disagreement or risk of conflict among owners, family members, or heirs about who will control the business or how it will be valued? | Flags disputes over control or valuation that may need dispute-aware handling or a different attorney within the firm. |
| Do you want the plan to address what happens if an owner dies, becomes disabled, divorces, or wants to leave the business? | Shows whether the client wants a full contingency plan covering death, disability, or divorce, versus a simpler ownership transfer document. |
How Cliont scores business succession leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Located In United: yes
- Own Business, Co-Own It,: yes
- Help Or Carrying Out: yes
- There Specific Person Or: yes
- Create, Update, Or Review: yes
- There Any Disagreement Or: yes
See the lead your team receives
Business Succession 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 succession workflows
| Cliont capability | Business Succession application |
|---|---|
| Conditional question branching | Separates leads who only need a buy-sell agreement drafted from those who need a full transition plan covering death, disability, or divorce, so the two engagement types don't get scored or routed the same way. |
| Automatic conflict flagging | Surfaces the disagreement-among-owners-or-heirs answer directly on the lead card, so you see contested succession matters before you offer a free consultation on a matter with hidden complexity. |
| Authority verification | Confirms whether the person filling out the intake actually owns or has decision-making authority for the business, filtering out employees or relatives who aren't in a position to retain the firm. |
| Jurisdiction screening | Uses the US-location answer to lower the score of businesses primarily operating outside the United States, so out-of-scope matters don't consume consultation time. |
Common business succession lead scenarios
Retiring owner with a named successor
The owner is planning retirement, has a specific family member or partner ready to take over, and needs a buy-sell or transition document drafted — a clean, well-defined engagement.
Sibling dispute over company control
The intake flags disagreement among owners or heirs about who takes control or how the business is valued, so you can see the conflict before offering a free consultation.
Employee inquiring without authority
Someone reaches out on behalf of an owner but does not personally have decision-making authority, which lowers the score so you can decide whether to loop in the actual principal first.
Unplanned transition after death or disability
There is no existing plan and the client wants the succession documents to address what happens if an owner dies, becomes disabled, or divorces — a broader drafting scope than a routine update.
Business operating outside the US
The business isn't based in or primarily operating in the United States, which the intake weights lower so you can quickly assess fit before scheduling time.
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 Succession lead-intake FAQs
How does the intake confirm the lead actually has authority over the business?
One question asks directly whether the prospective client owns, co-owns, or has decision-making authority for the business — such as being an officer, manager, trustee, or executor. A 'no' answer scores lower so you can see whether you're talking to the right person before booking time.
Can the intake tell the difference between a buy-sell agreement request and a full succession plan?
Yes — one question isolates whether the client needs to create, update, or review written succession documents like a buy-sell agreement, operating or shareholder agreement, or transition plan, separate from the broader planning question. That distinction helps you scope drafting work versus advisory work before the call.
Will the intake flag disputes between owners or heirs?
Yes. A dedicated question asks whether there's disagreement or risk of conflict among owners, family members, or heirs about control or valuation, so contested matters are visible in the lead before you offer a consultation.
How is a death or disability trigger different from a routine planning request in the intake?
One question asks whether the client wants the plan to specifically address death, disability, divorce, or an owner wanting to leave, which is distinct from the general question about planning a change in ownership or leadership. That signals whether the matter needs contingency provisions, not just a transfer document.
What happens if the business isn't based in the United States?
The intake asks whether the business is located in or primarily operating in the United States, and a 'no' answer carries much lower weight than a 'yes', which lowers the overall score so you can quickly judge fit for your practice.
What documents does the intake collect before a lead lands in my CRM?
You can require existing agreements — such as a current buy-sell or shareholder agreement, operating agreement or bylaws, an ownership or cap table, and any prior succession or estate planning documents — so the qualified file arrives with the paperwork you need to scope the matter.
Turn business succession visitors into qualified cases
Give every business succession visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.