Contract review intake that captures deal type and timeline up front
The intake confirms whether the requester can approve contract terms, checks for an existing draft or proposal, and flags deals with a signing deadline inside 30 days, so you see the real matter before offering a consultation.
The exact intake your contract drafting and review leads complete
This is the real 7-question guided intake for Contract Drafting and Review — the same flow your customers finish before you ever pick up the phone.
What a qualified contract drafting and review lead should tell you
Creating a new business contract or reviewing and negotiating an existing one — covering services, sales, vendor/supplier, partnership, licensing, or employment/independent-contractor relationships — for a business matter rather than a personal one.
- Request Mainly About Creating,
- This Contract Related Business
- Business Owner, Decision-Maker, Or
- Already Have Draft Contract
- There Specific Other Party
- Help Soon ( Example,
- This Contract Business Relationship
The questions your team needs answered
Every contract drafting and review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your request mainly about creating, reviewing, or negotiating a business contract (not a personal/family matter)? | Distinguishing true business-contract inquiries from personal or family matters keeps consultation slots reserved for work your firm actually handles. |
| Is this contract related to a business operating in the United States or a deal that will be governed by U.S. law? | Confirming the deal falls under U.S. law screens out matters that would require counsel in another jurisdiction. |
| Are you a business owner, decision-maker, or authorized representative who can approve contract terms? | An authorized decision-maker can act on drafted terms immediately, while a non-signer inquiry may need a different follow-up path. |
| Do you already have a draft contract or written terms (emails, proposal, or template) that you want reviewed or improved? | An existing draft or term sheet lets you scope review time and fee expectations before the consultation instead of starting cold. |
| Is there a specific other party involved (person or company) that you can identify? | A named counterparty signals an active, real deal rather than a hypothetical or exploratory question. |
| Do you need help soon (for example, within the next 30 days) because you plan to sign, send, or respond to a contract? | A signing deadline within 30 days flags matters that need calendar priority over open-ended, long-range requests. |
| Is this contract for a business relationship like services, sales, vendor/supplier, partnership, licensing, or employment/independent contractor work? | The specific relationship type — services, vendor, partnership, licensing, or employment/contractor — tells you which template and expertise the matter actually needs. |
How Cliont scores contract drafting and review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Request Mainly About Creating,: yes
- This Contract Related Business: yes
- Business Owner, Decision-Maker, Or: yes
- Already Have Draft Contract: yes
- There Specific Other Party: yes
- Help Soon ( Example,: yes
See the lead your team receives
Contract Drafting and Review 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 contract drafting and review workflows
| Cliont capability | Contract Drafting And Review application |
|---|---|
| Guided qualification questions | Filters out personal/family contract requests and deals not governed by U.S. law before they ever reach your consultation calendar. |
| Document capture | Lets prospective clients upload an existing draft, proposal, or email thread so you can scope the review before the call instead of during it. |
| Lead scoring | Weights decision-making authority and a named counterparty more heavily, so inquiries from unauthorized submitters surface as lower priority automatically. |
| CRM routing | Sends qualified matters into your CRM tagged with the underlying relationship type — services, vendor/supplier, partnership, licensing, or employment/contractor. |
| Urgency flag | Highlights requests where the client needs to sign, send, or respond within 30 days, so signing-deadline matters don't sit behind speculative inquiries. |
Common contract drafting and review lead scenarios
Vendor agreement under deadline
An authorized owner has a draft vendor agreement, a named supplier, and needs to sign within two weeks — the intake surfaces the draft and timeline together so you can scope the review before the call.
Drafting a contract from scratch
A decision-maker needs a services or licensing agreement written but has no draft or template yet — the intake still captures the relationship type and business context, just without an existing document to review.
Inquiry from a non-signer
Someone submits on behalf of a business but isn't the person who can approve terms — the intake still records the deal details but scores it lower so you know a follow-up with the actual decision-maker is needed.
Personal matter, not business
A submission turns out to be a personal or family agreement rather than a business contract — the intake flags this early so it doesn't consume a consultation slot meant for corporate work.
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
Contract Drafting and Review lead-intake FAQs
How does the intake stop personal contract requests from booking a consultation?
The first question asks whether the request is a business contract rather than a personal or family matter, and answering no scores the lead far lower so it doesn't compete for the same calendar slots as real corporate work.
What happens if the prospective client doesn't have a draft yet?
The intake still qualifies the lead — it captures the business relationship type (services, vendor, licensing, employment, and so on) and business details even when no draft, proposal, or template exists yet to review.
Can the intake tell if the deal is even governed by U.S. law?
Yes — one question confirms whether the contract relates to a U.S. business or will be governed by U.S. law, which helps filter out matters that would need counsel elsewhere.
How are inquiries from someone who can't sign off on terms handled?
The intake asks whether the person is an owner, decision-maker, or authorized representative; a no answer still creates a lead but scores lower, so you can route it to a follow-up call with the actual signer instead of a full consultation.
Does the intake flag deals that need to close soon?
Yes — it asks whether the client needs help within 30 days because they plan to sign, send, or respond to a contract, which surfaces time-sensitive matters ahead of open-ended inquiries.
Does the intake distinguish between an NDA, a vendor deal, or an employment agreement?
It asks whether the contract involves a business relationship such as services, sales, vendor/supplier, partnership, licensing, or employment/independent contractor work, so you know the matter type before you look at the file.
Turn contract drafting and review visitors into qualified cases
Give every contract drafting and review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.