Which capital raise leads deserve consultation time
The guided intake asks whether the matter involves a securities offering or capital raise, whether shares, SAFEs, or convertible notes were issued, and whether offering documents or investor communications are available for review, so you can see the shape of the matter before you take a consultation.
The exact intake your corporate finance and securities leads complete
This is the real 7-question guided intake for Corporate Finance and Securities — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate finance and securities lead should tell you
Evaluation of matters tied to a securities offering, capital raise, investor solicitation, or securities compliance question, including the financing instrument used, timing, documentation, and any regulator inquiry or investor claim.
- Matter Involve Securities Offering,
- Financing Or Offering Activity
- Offering Documents Or Investor
- Issue Result In Regulator
- Matter Tied Specific Financing
- Transaction Involve Issuing Shares,
- Any Securities Offered Or
The questions your team needs answered
Every corporate finance and securities intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Does your matter involve a securities offering, capital raise, investor solicitation, or securities compliance issue? | This is the core screening question that separates an actual securities matter from a general corporate or contract inquiry, keeping mismatched requests off your consultation calendar. |
| Did the financing or offering activity occur within the last 3 years? | Whether the offering happened within the last three years affects both urgency and whether older regulatory windows or claims periods are still relevant to the matter. |
| Are offering documents or investor communications available for review? | Availability of offering documents or investor communications determines whether the matter can move straight to substantive review or still needs paperwork gathered first. |
| Did the issue result in a regulator inquiry or investor claim? | A regulator inquiry or investor claim signals active enforcement or dispute exposure rather than routine planning, and typically needs faster partner attention. |
| Is the matter tied to a specific financing round or securities disclosure? | Confirming the matter is tied to a specific financing round or disclosure clarifies whether this is a discrete, scoped engagement versus a broader compliance question. |
| Did the transaction involve issuing shares, SAFEs, convertible notes, or warrants? | The instrument involved, whether shares, SAFEs, convertible notes, or warrants, tells you what kind of transaction and documents you'd actually be reviewing. |
| Were any securities offered or sold to an investor located outside the United States? | Securities offered to investors outside the United States can trigger additional cross-border considerations that change the scope and staffing of the matter. |
How Cliont scores corporate finance and securities leads
Every answer is weighted automatically — no manual review required.
Value signals
- Matter Involve Securities Offering,: yes
- Financing Or Offering Activity: yes
- Offering Documents Or Investor: yes
- Issue Result In Regulator: yes
- Matter Tied Specific Financing: yes
- Transaction Involve Issuing Shares,: yes
See the lead your team receives
Corporate Finance and Securities 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 corporate finance and securities workflows
| Cliont capability | Corporate Finance And Securities application |
|---|---|
| Weighted lead scoring | Ranks a recent, documented offering with a regulator inquiry above a stale, undocumented financing question, so your queue reflects real exposure rather than just the order leads arrived. |
| Conditional document requests | Requests offering documents or investor communications only when the prospect confirms a securities offering or capital raise, instead of asking every general corporate inquiry to upload paperwork. |
| CRM routing | Sends matters flagged with a regulator inquiry or investor claim into your CRM with that answer visible, so the person triaging the pipeline sees the risk signal immediately. |
| Structured intake fields | Captures instrument type (shares, SAFEs, convertible notes, or warrants) and whether it's tied to a specific financing round, giving you scope detail before a first call instead of during it. |
Common corporate finance and securities lead scenarios
Active regulator inquiry after a raise
The offering happened within the last three years and already triggered a regulator inquiry or investor claim, so the intake surfaces this as a high-priority matter needing prompt partner review.
SAFE round still closing
The prospect issued SAFEs or convertible notes tied to a specific financing round, but offering documents aren't finalized yet, so the intake flags an active transaction with documentation pending.
Cross-border seed investors
Securities were offered to investors located outside the United States as part of a specific financing round, which the intake surfaces so you can scope for cross-border considerations before the consultation.
Old financing dispute resurfaces
The financing activity occurred more than three years ago and no offering documents are readily available, so the intake still routes the lead but reflects the lower weight tied to timing and documentation gaps.
Non-securities matter mislabeled
The prospect describes a 'financing issue' but answers no to the core securities-offering question, so the intake screens it out before it consumes a consultation slot meant for actual securities matters.
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- 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
Corporate Finance and Securities lead-intake FAQs
How does the intake separate a real securities matter from a general financing question?
The first question asks directly whether the matter involves a securities offering, capital raise, investor solicitation, or compliance issue, and a no answer carries a much lower weight than a yes, which keeps general corporate inquiries from being scored as securities work.
Does it matter how long ago the offering or financing happened?
Yes. The intake asks whether the activity occurred within the last three years, and that answer carries a meaningfully different weight, so recent transactions surface differently than a matter tied to an offering from years ago.
Can prospective clients submit offering documents before the consultation?
The intake asks whether offering documents or investor communications are available for review, and you can require those uploads so the file already has the paperwork to assess before you schedule anything.
How does the intake handle a matter tied to a regulator inquiry or investor claim?
That question carries one of the higher weights in the catalog, since a matter already involving a regulator inquiry or investor claim is a different risk profile than a routine planning question.
Does the intake distinguish between equity, SAFEs, convertible notes, and warrants?
Yes, one question asks specifically whether the transaction involved issuing shares, SAFEs, convertible notes, or warrants, which tells you what instrument you'd actually be reviewing before you take the matter.
What if the investor is based outside the United States?
The intake asks whether any securities were offered or sold to an investor located outside the United States, which flags matters that may carry additional cross-border considerations before you agree to the scope.
Turn corporate finance and securities visitors into qualified cases
Give every corporate finance and securities visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.