See which due diligence enquiries have a live deal and a deadline
The intake asks whether the deal is U.S.-connected, whether a target business is already identified, and whether the requester has authority to decide — then collects financial statements and contracts before a consultation is scheduled.
The exact intake your due diligence review leads complete
This is the real 7-question guided intake for Due Diligence Review — the same flow your customers finish before you ever pick up the phone.
What a qualified due diligence review lead should tell you
A review of a target company's contracts, finances, taxes, employees, intellectual property, permits, and litigation history ahead of a purchase, sale, investment, or merger.
- Involved In Buying, Selling,
- Business Or Deal Connected
- Have Authority Make Decisions
- Have Specific Target Business
- Move Forward Within Next
- Help Reviewing Documents And
- Willing And Able Share
The questions your team needs answered
Every due diligence review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you involved in buying, selling, investing in, or merging with a business (or major business assets) and need to review the business before moving forward? | Confirms the inquiry is tied to an actual transaction rather than general business advice, which is the baseline scope for a due diligence engagement. |
| Is the business or deal connected to the United States (for example, a U.S. company, U.S. assets, or the deal will be signed/closed in the U.S.)? | U.S. nexus determines whether the deal falls within the firm's jurisdiction or needs local counsel elsewhere. |
| Do you have authority to make decisions for the buyer/seller/investor (or are you the owner) for this deal? | Decision-making authority signals whether the requester can actually retain the firm and move the deal forward. |
| Do you have a specific target business identified (or a specific deal already in progress) for the due diligence review? | An identified target business means the review has a defined scope rather than speculative early-stage planning. |
| Are you planning to move forward within the next 90 days (or do you have a deadline coming up soon)? | A near-term timeline signals how quickly the firm needs to staff the review and clear conflicts. |
| Do you need help reviewing documents and risks such as contracts, finances, taxes, employees, intellectual property, permits, or lawsuits? | The specific risk areas named — contracts, finances, taxes, IP, permits, lawsuits — shape how the engagement is scoped and staffed. |
| Are you willing and able to share key information and documents needed for the review (for example, financial statements, contracts, and company records)? | Willingness to share underlying documents determines whether the review can actually begin once retained. |
How Cliont scores due diligence review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Involved In Buying, Selling,: yes
- Business Or Deal Connected: yes
- Have Authority Make Decisions: yes
- Have Specific Target Business: yes
- Move Forward Within Next: yes
- Help Reviewing Documents And: yes
See the lead your team receives
Due Diligence 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 due diligence review workflows
| Cliont capability | Due Diligence Review application |
|---|---|
| Conditional branching | The intake only asks about document readiness and deal timeline after a prospect confirms a specific target business is identified, keeping exploratory inquiries short. |
| Weighted scoring | U.S. nexus and decision-making authority carry heavy weight, so deals outside a firm's jurisdiction or submitted by non-decision-makers score lower before staff time is spent. |
| Document upload at intake | Prospects who confirm they're willing to share information can attach financial statements, contracts, and company records directly, ahead of the first consultation. |
| CRM routing | Deals with an identified target, U.S. connection, and near-term timeline route to the CRM flagged as ready to staff rather than sitting in a general inbox. |
Common due diligence review lead scenarios
Live M&A deal with identified target
Buyer or seller with a named target company, U.S. nexus, decision-making authority, and a 90-day timeline — the intake flags this as ready to staff immediately.
Early-stage exploratory buyer
Someone confirms they're pursuing an acquisition but hasn't identified a specific target or deadline yet, so the intake still captures interest without treating it as urgent.
Deal without U.S. connection
The transaction and target company have no ties to the U.S., which changes whether the review falls within the firm's jurisdiction or requires local counsel.
Broker or advisor, not the decision-maker
The person filling out the form has the deal details but lacks authority to retain counsel, so the intake surfaces this gap before a consultation is booked.
Reluctant to share documents
A prospect confirms an active deal but hesitates on sharing financial statements or contracts, which affects how quickly the review can actually start.
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
Due Diligence Review lead-intake FAQs
How does the intake confirm the deal has a real U.S. connection?
The intake directly asks whether the target business, its assets, or the closing itself are connected to the United States, which helps a firm quickly rule in or out deals outside its jurisdiction.
What if the person submitting the form isn't the actual decision-maker for the deal?
The intake asks whether the submitter has authority to decide for the buyer, seller, or investor; a 'no' answer is scored lower so the firm knows to confirm who they'll actually be negotiating with before booking a consultation.
Can the intake collect due diligence documents before the first consultation?
Yes — it asks whether the prospect is willing and able to share financial statements, contracts, and company records, and the required uploads let them attach those documents at intake.
What if a prospect is exploring an acquisition but hasn't identified a target company yet?
The intake captures this directly by asking whether a specific target business or deal is already in progress, so exploratory inquiries are visible but not mistaken for active, scoped deals.
Does the intake separate rush deals from long-term planning?
It asks whether the prospect plans to move forward within 90 days or has an upcoming deadline, which lets a firm prioritize deals with a real closing pressure over ones still in early planning.
What kinds of risk does the intake ask about before the review even starts?
It asks whether the prospect needs help with contracts, finances, taxes, employees, intellectual property, permits, or lawsuits, giving the firm a sense of scope before quoting a consultation.
Turn due diligence review visitors into qualified cases
Give every due diligence review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.