See the proof, amount, and debtor details before you consult
The intake confirms the debt is business-related, checks for written proof such as an invoice or contract, and captures the debtor's location and the dollar amount owed—so you know which files are worth a consultation before you offer one.
The exact intake your creditor collections and enforcement leads complete
This is the real 8-question guided intake for Creditor Collections and Enforcement — the same flow your customers finish before you ever pick up the phone.
What a qualified creditor collections and enforcement lead should tell you
Pursuit of unpaid business debts through demand, negotiation, litigation, or enforcement of an existing judgment against a debtor who has failed to pay.
- Trying Collect Money That
- Debt Related Business Deal
- Have Written Proof Debt
- Know Debtor’S Correct Legal
- Amount Owed At Least
- Debt Come Due Within
- Debtor Refused Pay Or
- Willing Use Formal Steps
The questions your team needs answered
Every creditor collections and enforcement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to collect money that a person or business owes you or your company? | Confirms the lead is actually a debt-collection matter before any other qualifying detail is collected. |
| Is the debt related to a business deal (for example, unpaid invoices, services, a loan, or a contract), rather than personal or family matters? | Separates business-to-business debt work from personal loan disputes that fall outside a business and corporate collections practice. |
| Do you have written proof of the debt (such as a contract, invoice, purchase order, promissory note, or account statements)? | Written proof of debt often determines whether a claim can proceed quickly or needs to be built from scratch. |
| Do you know the debtor’s correct legal name and a way to locate them (address, email, phone, or business location)? | Without a way to locate the debtor, no demand letter, lawsuit, or enforcement action is realistically possible yet. |
| Is the amount owed at least $5,000? | Debts under $5,000 signal a smaller claim where litigation costs may outweigh the likely recovery. |
| Did the debt come due within the last 4 years (or have there been payments or written promises to pay within the last 4 years)? | Debts that came due more than four years ago with no recent payments or promises may raise statute-of-limitations concerns. |
| Has the debtor refused to pay or ignored your requests to pay? | A refusal to pay or ignored requests shows the matter has moved past informal resolution and needs legal involvement. |
| Are you willing to use formal steps to collect (such as sending a demand letter, filing a lawsuit, or enforcing a judgment if you already have one)? | Willingness to pursue formal steps like a lawsuit signals the client wants representation, not just a free opinion on their odds. |
How Cliont scores creditor collections and enforcement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Trying Collect Money That: yes
- Debt Related Business Deal: yes
- Have Written Proof Debt: yes
- Know Debtor’S Correct Legal: yes
- Amount Owed At Least: yes
- Debt Come Due Within: yes
See the lead your team receives
Unpaid Invoice Collection 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 creditor collections and enforcement workflows
| Cliont capability | Creditor Collections And Enforcement application |
|---|---|
| Weighted lead scoring | Debt amount, written proof, and how recently the debt came due are each weighted, so a well-documented $18,000 invoice claim scores well above a $2,000 verbal debt with no paperwork. |
| Conditional branching | The personal-vs-business debt question routes personal or family disputes away from the collections-specific follow-up questions, keeping the intake relevant to matters your practice actually handles. |
| Document upload capture | Clients can attach the contract, invoice, or promissory note that proves the debt at intake, so proof of debt is on file before the first consultation instead of chased down afterward. |
| CRM lead routing | Matters where the debt is business-related, proof exists, and the debtor is located route directly to your CRM as ready-to-review collection files rather than generic contact-form submissions. |
Common creditor collections and enforcement lead scenarios
High-value B2B invoice dispute
Debt stems from unpaid invoices over $5,000, the client has signed contracts on file, and the debtor is known but refusing to pay. Every high-value signal lines up, so the intake pushes this straight to the top of the queue.
Debt without paperwork
The arrangement was verbal, so there's no invoice, contract, or promissory note to point to. The intake still captures the claim but flags missing proof of debt as a gap before you commit consultation time.
Debtor can't be found
The client wants to collect but has no current address, phone, or business location for the debtor. The intake surfaces this as a workability problem before an attorney gets involved.
Old debt near statute cutoff
The debt came due more than four years ago with no recent payments or written promises to pay. The intake flags a possible statute-of-limitations issue rather than treating it as a fresh, viable claim.
Personal loan, not a business debt
The money owed is a personal loan between individuals rather than a business transaction. The intake screens this out as a mismatch for a business and corporate collections practice.
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
Creditor Collections and Enforcement lead-intake FAQs
How does the intake handle debts under $5,000?
The intake asks directly whether the amount owed is at least $5,000. Sub-$5,000 claims still come through, but they're weighted lower so you can decide whether the recovery justifies the time before scheduling a consultation.
Can the intake tell whether a debt is realistically collectible?
It combines the proof-of-debt question with the question about how recently the debt came due, giving you a signal on documentation strength and possible statute-of-limitations exposure before you ever open the file.
What if the client doesn't know where the debtor is located?
The intake asks whether the client has the debtor's correct legal name and a way to locate them. If not, that gap is flagged so you know skip-tracing may be needed before the matter is truly workable.
Does this intake screen out personal loans between friends or family?
Yes. The intake asks whether the debt relates to a business deal rather than a personal or family matter, so purely personal disputes are flagged as outside a business and corporate collections practice.
What happens if the debtor has already ignored demand letters?
The intake asks whether the debtor has refused to pay or ignored requests, and whether the client is willing to take formal steps like litigation. Both push the lead score up, since the matter has moved past informal resolution.
How is this different from your Judgment Enforcement and Collections intake?
This intake screens pre-litigation collection matters — unpaid invoices, contracts, and loans with no judgment yet. The Judgment Enforcement and Collections intake is for clients who already hold a judgment and need help collecting on it.
Turn creditor collections and enforcement visitors into qualified cases
Give every creditor collections and enforcement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.