See entity type and debt exposure before you consult
Before you offer a consultation, know whether the requester is an authorized owner or officer, what type of entity is closing, and whether debts, leases, or contracts are still open. Upload prompts collect formation documents so the full picture is visible before the call.
The exact intake your dissolution and wind-down leads complete
This is the real 7-question guided intake for Dissolution and Wind-Down — the same flow your customers finish before you ever pick up the phone.
What a qualified dissolution and wind-down lead should tell you
The formal process of closing a corporation, LLC, partnership, or other registered entity, including settling debts and obligations, notifying creditors, and terminating contracts and employment relationships.
- Owner, Officer, Or Authorized
- Business Based In United
- Want Dissolve Business Or
- Business Corporation, Llc, Partnership,
- Business Have Any Debts,
- There Multiple Owners Or
- Business Have Employees, Contractors,
The questions your team needs answered
Every dissolution and wind-down intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you an owner, officer, or authorized representative of the business that needs to be closed? | Confirming the submitter is an owner, officer, or authorized representative filters out people without standing to instruct on the closure. |
| Is the business based in the United States or registered in a U.S. state? | U.S. registration determines whether state-specific dissolution filing requirements apply at all. |
| Do you want to dissolve the business or wind it down (close it in an organized way) within the next 6 months? | A stated 6-month timeline separates a real, near-term wind-down from a speculative or exploratory inquiry. |
| Is the business a corporation, LLC, partnership, or other formally registered entity (not just a personal side job with no registration)? | Formal entity status determines whether formal dissolution filings are needed at all versus simply stopping unregistered activity. |
| Does the business have any debts, unpaid bills, leases, loans, taxes, or other obligations that need to be handled as part of closing? | Outstanding debts, leases, loans, or taxes indicate a wind-down that requires creditor notice and claims handling, not just paperwork filing. |
| Are there multiple owners or partners, or any disagreement about closing the business? | Multiple owners or a stated disagreement signals the matter may need dispute-focused counsel rather than a routine, uncontested wind-down. |
| Does the business have employees, contractors, customers, or ongoing contracts that must be ended or transferred as part of closing? | Active employees, contractors, or contracts add termination and transfer tasks that change the scope of the closure. |
How Cliont scores dissolution and wind-down leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owner, Officer, Or Authorized: yes
- Business Based In United: yes
- Want Dissolve Business Or: yes
- Business Corporation, Llc, Partnership,: yes
- Business Have Any Debts,: yes
- Business Have Employees, Contractors,: yes
Urgency signals
- Want Dissolve Business Or
See the lead your team receives
Dissolution and Wind-Down 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 dissolution and wind-down workflows
| Cliont capability | Dissolution And Wind-Down application |
|---|---|
| Weighted scoring | The authorization question carries a high weight relative to a 'no' answer, so inquiries from people without standing to instruct on a closure score lower before you ever offer a consultation. |
| Conditional flagging | A 'yes' on multiple owners or disagreement about closing is captured as a distinct signal, letting you separate straightforward wind-downs from matters that may need a different service line. |
| Document upload prompts | Leads are prompted to upload formation documents and records of outstanding debts or leases tied directly to the debts-and-obligations question, so complexity is visible before the first call. |
| Structured yes/no branching | The entity-type question distinguishes formally registered businesses from unregistered side projects, routing the latter as lower-fit inquiries rather than treating every submission the same. |
Common dissolution and wind-down lead scenarios
Clean single-owner LLC closure
A sole owner wants to dissolve a debt-free LLC within six months with no employees or partners involved. The intake confirms authorization and entity type, then routes it as a straightforward, high-priority wind-down.
Partners disagree on closing
Multiple owners are involved and one is contesting the decision to dissolve. The intake flags the partner-dispute answer so the matter can be reviewed against a possible referral to business divorce rather than a routine wind-down.
Debts and unresolved leases
The business has unpaid vendor invoices, an active lease, and outstanding tax obligations. The intake surfaces these as signals of a more involved creditor-claims process before any consultation is booked.
Employee and contract obligations
The business still has staff, contractors, or active customer contracts that need to be ended or transferred. The intake captures this so scheduling and scope reflect the added wind-down tasks.
Unauthorized or non-registered inquiry
Someone without officer or ownership standing submits on behalf of an unregistered side business rather than a formal entity. The intake records both answers so these lower-fit inquiries can be screened before consultation time is committed.
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- Photo, video & file upload
- Advanced analytics dashboard
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More business and corporate law intake templates
Dissolution and Wind-Down lead-intake FAQs
How does the intake separate a simple closure from a complex creditor wind-down?
The intake asks directly whether the business has debts, unpaid bills, leases, loans, or taxes still outstanding, and whether employees, contractors, or contracts need to be ended or transferred. Both answers are captured so you can see complexity before scheduling a consultation.
What happens if the intake shows the owners disagree about dissolving?
The intake asks whether there are multiple owners or any disagreement about closing the business, and that answer is recorded on the lead. A flagged dispute can be reviewed against whether the matter fits dissolution counsel or is better suited to business divorce.
Does the intake check whether the person submitting actually has authority to act for the business?
Yes, the first question asks whether the submitter is an owner, officer, or authorized representative. That answer carries meaningful weight in the score, since someone without standing to instruct on a closure is a different kind of lead.
What if the business is a side project that was never formally registered?
The intake asks whether the business is a corporation, LLC, partnership, or other formally registered entity, or just an unregistered side job. That answer is captured so you can decide whether a formal dissolution engagement is even the right fit.
Can the intake handle a business that isn't registered in the U.S.?
The intake includes a direct question on whether the business is based in or registered in a U.S. state. That answer is recorded so cross-border or foreign-entity matters are identifiable before you commit consultation time.
What documents does the intake ask leads to upload before the consultation?
Leads are prompted to upload formation documents, operating agreements or bylaws, and any records of outstanding debts or creditor notices, so you arrive at the consultation with the paperwork already in hand rather than requesting it afterward.
Turn dissolution and wind-down visitors into qualified cases
Give every dissolution and wind-down visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.