See the contract terms and dispute details before the call
The intake asks whether there's a signed contract or clear written terms, what the dispute is about, and how much is at stake, plus a copy of the agreement or correspondence, before the lead ever reaches your CRM.
The exact intake your commercial contracts leads complete
This is the real 8-question guided intake for Commercial Contracts — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial contracts lead should tell you
Legal work involving the review, drafting, negotiation, enforcement, or termination of agreements between businesses, triggered by disputes like nonpayment, late delivery, poor work, or disagreements over contract terms.
- This About Contract Business
- Owner, Officer, Authorized Employee,
- Have Written Contract, Signed
- There Current Problem With
- Issue Happen Within Last
- Identify Other Business Or
- At Least $5,000 At
- Lawyer Review, Write, Negotiate,
The questions your team needs answered
Every commercial contracts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this about a contract for a business or work you do as a business (not a personal consumer purchase)? | Confirms the matter is a business-to-business contract issue rather than a personal consumer purchase, which is the core scope filter for this practice area. |
| Are you an owner, officer, authorized employee, or the person who signed the contract (or you have permission to handle it)? | Checks that the person submitting the form has the standing or authority to act on the contract, which affects whether a consultation can move forward. |
| Do you have a written contract, signed agreement, purchase order, or clear email/text terms you can share? | Whether there's a signed agreement or documented terms shapes how quickly and strongly the matter can be assessed. |
| Is there a current problem with the contract (for example, nonpayment, late delivery, poor work, cancellation, or a disagreement about the terms)? | Identifies whether there's an active, actionable problem rather than a general question about a contract with no live dispute. |
| Did the issue happen within the last 4 years? | Older disputes raise time-limit and evidence concerns, so recency is weighted into how the lead is prioritized. |
| Can you identify the other business or person involved (name and how to contact them)? | Being able to name and contact the other party affects how enforceable or actionable the matter is likely to be. |
| Is at least $5,000 at stake, or is the contract important enough that you want a lawyer’s help even if the amount is smaller? | The amount at stake, or the prospect's stated willingness to pursue it regardless, signals whether the matter is worth consultation time. |
| Are you looking for a lawyer to review, write, negotiate, enforce, or end a commercial contract (rather than help with a criminal case or a personal injury claim)? | Confirms the request is actually for contract-related help rather than a criminal or personal injury matter outside this practice area. |
How Cliont scores commercial contracts leads
Every answer is weighted automatically — no manual review required.
Value signals
- This About Contract Business: yes
- Owner, Officer, Authorized Employee,: yes
- Have Written Contract, Signed: yes
- There Current Problem With: yes
- Issue Happen Within Last: yes
- Identify Other Business Or: yes
See the lead your team receives
Commercial Contracts 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 commercial contracts workflows
| Cliont capability | Commercial Contracts application |
|---|---|
| Conditional branching | If a prospect answers that the matter is a personal purchase rather than a business contract, or that they're not looking for contract help, the intake can shortcut the remaining questions instead of walking them through a full commercial contracts flow. |
| Document collection | Prospects are prompted to upload the signed contract, purchase order, or email/text thread referenced in the intake, so you have the actual terms in hand before the consultation. |
| Lead scoring | Answers about the amount at stake, whether the issue happened within four years, and whether the other party is identifiable are weighted together, so a fresh, high-value, well-documented dispute ranks above a vague or stale inquiry. |
| CRM routing | Only leads that confirm business authority and a genuine commercial contract issue get routed into your CRM, keeping personal-purchase or wrong-practice-area inquiries out of your pipeline. |
Common commercial contracts lead scenarios
Nonpayment on a signed contract
A business owner has a signed purchase order, a counterparty who stopped paying, and a dispute that started this year. The intake captures the written terms, the amount owed, and the other party's contact details, scoring this as a high-priority matter.
No written agreement to point to
The prospect only has a verbal deal or a loose email exchange with no clear terms. The intake still records what's available, but the missing signed contract pulls the score down against matters with documented terms.
Dispute is several years old
The disagreement traces back more than four years, which lowers the score against fresher matters where deadlines and evidence are more likely intact.
Caller isn't the signer
Someone fills out the form on behalf of the business but isn't the owner, officer, or authorized employee tied to the contract, and doesn't have permission to handle it. The intake flags this so you know to confirm authority before booking time.
Personal purchase, not a business matter
A consumer describes a dispute over a personal purchase rather than a contract tied to their business or work. The intake's business-purpose question catches this early, keeping it out of your commercial contracts pipeline.
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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More business and corporate law intake templates
Commercial Contracts lead-intake FAQs
How does the intake separate a real commercial contract dispute from a personal consumer complaint?
The first question in the catalog asks directly whether the matter involves a contract tied to a business rather than a personal purchase, and a later question confirms the lead is looking for contract help rather than a criminal or injury matter. Answers outside that scope score low so they don't consume consultation time.
What happens if the person submitting the form didn't sign the contract themselves?
The intake asks whether the submitter is an owner, officer, authorized employee, or has permission to handle the matter. If not, that answer lowers the score, flagging that you may need to confirm authority before scheduling.
Does a lead need a signed contract to qualify, or is an email thread enough?
The intake asks whether the person has a written contract, signed agreement, purchase order, or clear email/text terms they can share. A signed document scores higher than informal terms, but either answer is captured so you can see what evidence exists before the call.
How does the intake handle disputes that happened years ago?
It asks whether the issue occurred within the last four years. Older disputes score lower, which helps you spot matters where time limits or evidence issues may already be a factor.
Does the amount in dispute affect how the lead is scored?
Yes. The intake asks whether at least $5,000 is at stake, or whether the contract matters enough to warrant help regardless of amount. That answer carries real weight in the scoring, since it signals whether the matter is worth consultation time.
What if the prospect can't identify the other business or person involved?
The intake asks whether the other party can be named and contacted. If not, the lead still comes through, but the missing identification lowers the score since it affects how actionable the matter is.
Turn commercial contracts visitors into qualified cases
Give every commercial contracts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.