See the deal value and deadline before you consult
The guided intake confirms the foreign counterparty's name and country, the deal value, and any deadline within 90 days, then collects the draft contract or deal documents so you see the shape of the matter before you agree to a consultation.
The exact intake your international transactions leads complete
This is the real 7-question guided intake for International Transactions — the same flow your customers finish before you ever pick up the phone.
What a qualified international transactions lead should tell you
Cross-border business matters involving a deal, contract, or relationship with a party outside the United States — including drafting, negotiating, or enforcing agreements tied to that transaction.
- Business Owner, Officer, Employee
- Issue Involve Cross-Border Deal
- Help Drafting, Reviewing, Negotiating,
- There Current Or Upcoming
- Identify Foreign Company Or
- Amount At Stake Or
- Seeking Legal Help (Not
The questions your team needs answered
Every international transactions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a business owner, officer, employee with authority, or authorized representative seeking help for a business (not a personal matter)? | Confirms the person has authority to act for a business, filtering out personal cross-border matters outside corporate practice. |
| Does your issue involve a cross-border deal or relationship (for example, buying/selling goods or services, a distributor/agent, licensing, manufacturing, or a joint venture) with a party outside the United States? | This is the core qualifier — without a party outside the United States, the matter isn't an international transaction at all. |
| Do you need help drafting, reviewing, negotiating, or enforcing a contract related to this international transaction? | Distinguishes leads needing active drafting, negotiation, or enforcement work from those only seeking general information. |
| Is there a current or upcoming deadline, shipment, payment, or signing within the next 90 days? | A shipment, payment, or signing date within 90 days signals how quickly the firm needs to engage. |
| Can you identify the foreign company or person involved (name and country) and your role in the deal? | Knowing the foreign party's identity and country lets the firm check for conflicts and jurisdictional issues before the consultation. |
| Is the amount at stake or expected value of the deal at least $10,000? | A deal under $10,000 usually isn't worth attorney time on a cross-border matter, so this separates small inquiries from real engagements. |
| Are you seeking legal help (not only translation, shipping/logistics, or general business advice without legal work)? | Filters out requests for translation, logistics, or general business advice that aren't actually legal work. |
How Cliont scores international transactions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Owner, Officer, Employee: yes
- Issue Involve Cross-Border Deal: yes
- Help Drafting, Reviewing, Negotiating,: yes
- There Current Or Upcoming: yes
- Identify Foreign Company Or: yes
- Amount At Stake Or: yes
See the lead your team receives
International Transactions 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 international transactions workflows
| Cliont capability | International Transactions application |
|---|---|
| Weighted lead scoring | Automatically ranks matters higher when a foreign counterparty is identified, the deal value clears $10,000, and a deadline falls within 90 days. |
| Document upload capture | Collects the draft contract, term sheet, or existing agreement tied to the cross-border deal before your firm agrees to a consultation. |
| Conditional branching logic | Detects requests that turn out to be translation or logistics questions rather than legal work and keeps them off your attorneys' consultation calendar. |
| CRM routing | Sends qualified international transaction leads, with counterparty country and deal value already captured, directly into your CRM record. |
Common international transactions lead scenarios
Deal closing within 90 days
A signing, shipment, or payment date is coming up fast and the deal value clears $10,000, so the intake flags it for immediate attorney attention rather than a routine callback.
Contract dispute with foreign distributor
The prospective client already has a named counterparty and country plus an existing agreement they need enforced, which routes cleanly to litigation or contract-enforcement follow-up.
Early-stage joint venture exploration
A business owner is weighing a cross-border joint venture but hasn't identified the foreign party or a firm deal value yet, so the lead scores lower until those details firm up.
Translation or logistics request
Someone wants help with shipping paperwork or document translation rather than legal drafting or negotiation, which the intake separates out before it reaches your calendar.
Personal matter, not business
An individual without authority to act for a company is asking about a personal cross-border issue, which the intake flags as outside scope for business and corporate law.
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
International Transactions lead-intake FAQs
How does the intake confirm a matter is actually cross-border?
It asks directly whether the deal or relationship involves a party outside the United States, which is the core qualifier for this subservice and prevents purely domestic contract questions from being scored as international matters.
Can the intake tell me if a deal is large enough to justify a consultation?
Yes — it asks whether the amount at stake is at least $10,000, and deals under that threshold score lower so you can decide how much time to spend on smaller inquiries.
What happens if the prospective client can't yet name the foreign company involved?
The lead still comes through, but without a named counterparty and country it scores lower than a matter where that detail is already known, since it signals the deal is still in early discussions.
Does the intake separate legal work from translation or shipping requests?
Yes — it asks whether the person is seeking legal help specifically, as opposed to translation, logistics, or general business advice, so those non-legal requests can be filtered out before a consultation is offered.
How does timing affect where a lead lands on my list?
The intake asks about any deadline, shipment, payment, or signing within the next 90 days, so a deal with a near-term date scores higher than one without a clear timeline.
What if the person filling out the form isn't authorized to act for the business?
The first question confirms whether the person is an owner, officer, employee with authority, or authorized representative acting for a business rather than a personal matter, which is used to screen out individual, non-corporate inquiries.
Turn international transactions visitors into qualified cases
Give every international transactions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.