Deal size and closing timeline, captured before the call
Ask about U.S. nexus, deal value, and target closing date up front, then collect signed term sheets or LOIs so the first call is a real qualification, not a fishing expedition.
The exact intake your hsr filings and merger control leads complete
This is the real 7-question guided intake for HSR Filings and Merger Control — the same flow your customers finish before you ever pick up the phone.
What a qualified hsr filings and merger control lead should tell you
Screening for deals that may trigger a U.S. Hart-Scott-Rodino premerger notification or other merger-control review — covering deal structure, U.S. nexus, size of transaction, and timing before the parties close.
- Involved In Planned Or
- At Least One Party
- Help Figuring Out Whether
- Deal Expected Close Soon
- Deal Be Large In
- Owner, Executive, In-House Employee,
- Have Basic Deal Details
The questions your team needs answered
Every hsr filings and merger control intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you involved in a planned or recent merger, acquisition, or investment where one company will gain significant ownership or control of another? | A yes confirms this is a genuine change-of-control transaction rather than a minority stake or internal reorganization outside HSR scope. |
| Is at least one party to the deal doing business in the United States or buying U.S. assets or a U.S. business? | U.S. nexus is the threshold question for whether an HSR filing could apply at all, so a no here should lower the priority sharply. |
| Do you need help figuring out whether a U.S. government filing is required before closing, or help preparing and submitting that filing? | Distinguishes a lead that needs actual filing-preparation work from someone doing preliminary research who isn't ready to engage counsel. |
| Is the deal expected to close soon (for example, within the next 90 days) or already signed with a target closing date? | A near-term or already-signed closing date signals a live deal that needs attorney attention now, not a hypothetical transaction. |
| Could the deal be large in value (for example, involving tens of millions of dollars or more in purchase price or assets)? | Deal size close to or above notification thresholds determines whether a filing obligation is even plausible for this transaction. |
| Are you an owner, executive, in-house employee, or authorized representative of a company involved in the deal (or a buyer/investor), or do you have authority to hire counsel for it? | Confirms the requester can actually retain the firm, rather than a broker, journalist, or unrelated party asking questions on someone else's behalf. |
| Do you have the basic deal details available (the parties, what is being bought, and an estimated deal value)? | Having basic deal facts ready means the attorney can give a substantive answer on the first call instead of spending it gathering information. |
How Cliont scores hsr filings and merger control leads
Every answer is weighted automatically — no manual review required.
Value signals
- Involved In Planned Or: yes
- At Least One Party: yes
- Help Figuring Out Whether: yes
- Deal Expected Close Soon: yes
- Deal Be Large In: yes
- Owner, Executive, In-House Employee,: yes
See the lead your team receives
HSR Filing Lead — $150M Acquisition Closing in 45 Days
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 hsr filings and merger control workflows
| Cliont capability | HSR Filings And Merger Control application |
|---|---|
| Weighted scoring | Deal size, U.S. nexus, and closing timeline all carry heavy weights, so a confirmed, near-term, high-value deal outranks a vague or non-U.S. inquiry automatically. |
| Document upload | The intake collects signed LOIs, term sheets, or purchase agreements when available, giving the attorney real deal terms before the first consultation. |
| Authority check | Screening whether the requester is an owner, executive, or authorized representative filters out brokers, journalists, or unrelated parties before they take up consultation time. |
| CRM routing with priority tags | Deals with a signed or near-term closing date route into the CRM flagged as time-sensitive, separate from early-stage planning inquiries. |
Common hsr filings and merger control lead scenarios
Signed deal near closing
A GC reports a signed agreement with a target closing date inside 90 days and a deal value in the tens of millions — every high-value signal fires and the lead lands in the CRM flagged for immediate review.
Planning stage, filing status unclear
The parties know a transaction is coming but haven't set a closing date; they mainly need help figuring out if a filing is even required, which the intake captures without treating the absence of a closing date as disqualifying.
No U.S. nexus
Both parties and the target business operate entirely outside the U.S., so the U.S.-nexus question comes back no — the lead scores lower because HSR notification likely doesn't apply, sparing an attorney a scoping call.
Inquiry without hiring authority
A consultant or broker fills out the form on behalf of a deal but isn't an owner, executive, or authorized representative — the low weight on that answer keeps the lead from ranking as a real client contact.
Large deal, details still incomplete
The requester confirms a sizable transaction is underway but doesn't yet have exact parties or deal value on hand — the intake still captures it as valuable while marking follow-up needed to fill in specifics.
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More business and corporate law intake templates
HSR Filings and Merger Control lead-intake FAQs
How does the intake flag deals that probably don't need an HSR filing?
If the requester answers no on U.S. nexus or the deal is unlikely to reach a meaningful size threshold, those responses carry much lower weight than a confirmed U.S. deal of significant value, so the lead scores lower instead of getting treated as a filing-ready matter.
What if the prospective client hasn't nailed down deal value yet?
The intake still accepts the submission — not having exact deal parties or valuation on hand doesn't block the form, it just signals the matter may need a follow-up call to gather specifics before scoping.
Can the intake tell if the person filling it out can actually hire the firm?
Yes — one question asks whether they're an owner, executive, in-house employee, or authorized representative (or have hiring authority), and a no answer here pulls the score down since the contact may not be a real decision-maker.
Does the form capture how urgent the timing is?
It asks whether the deal is expected to close within roughly 90 days or already has a signed target date, so a live, time-sensitive transaction surfaces differently in the CRM than an early-stage inquiry with no closing date.
What happens with deals that have no U.S. connection at all?
Since HSR notification turns on U.S. nexus, a deal where neither party does business in the U.S. or is acquiring U.S. assets scores lower under this intake, since it's unlikely to be an HSR matter for your firm.
Can this intake also be used for general M&A inquiries?
This form is built specifically around HSR and merger-control screening questions; a broader deal inquiry without a filing question attached is better routed through the Mergers and Acquisitions intake instead.
Turn hsr filings and merger control visitors into qualified cases
Give every hsr filings and merger control visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.