Which M&A enquiries have a decision-maker and a deal in motion
The intake confirms decision-making authority, deal type, target status, and expected signing timeline, then collects supporting documents like term sheets and financials before the inquiry reaches your inbox.
The exact intake your mergers and acquisitions leads complete
This is the real 7-question guided intake for Mergers and Acquisitions — the same flow your customers finish before you ever pick up the phone.
What a qualified mergers and acquisitions lead should tell you
Legal representation for a business buying, selling, merging with, or investing in another company, covering deal structuring, negotiation, and closing documentation.
- Owner, Officer, Or Authorized
- Business Buying, Selling, Merging
- Business Or Main Deal
- Have Specific Target Company
- Expect Sign Letter Intent,
- Help With Deal Documents
- There Any Dispute, Lawsuit,
The questions your team needs answered
Every mergers and acquisitions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you an owner, officer, or authorized decision-maker for a business involved in the deal? | Confirms the inquiry comes from someone actually authorized to engage counsel and sign off on the deal, not a junior employee exploring options. |
| Is your business buying, selling, merging with, or investing in another business (or its assets)? | Confirms an actual buy, sell, merger, or investment transaction is underway rather than a request for general corporate advice. |
| Is the business or main deal activity located in the United States or governed by U.S. law? | U.S. jurisdiction determines whether the deal falls within the firm's licensing and practice scope at all. |
| Do you have a specific target company or buyer/seller identified (or are you in active talks with one)? | A named counterparty already in active talks signals a live deal rather than early-stage exploration. |
| Do you expect to sign a letter of intent, term sheet, or purchase agreement within the next 6 months? | A near-term signing timeline is the strongest indicator the matter will generate billable work soon. |
| Do you need help with deal documents or negotiations (such as a letter of intent, purchase agreement, or closing paperwork)? | Confirms the lead needs drafting and negotiation help, the core service most M&A engagements are billed for. |
| Is there any dispute, lawsuit, or threat of legal action related to this deal? | Flags an existing dispute or legal threat that needs a conflicts check before the firm agrees to represent either side. |
How Cliont scores mergers and acquisitions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Owner, Officer, Or Authorized: yes
- Business Buying, Selling, Merging: yes
- Business Or Main Deal: yes
- Have Specific Target Company: yes
- Expect Sign Letter Intent,: yes
- Help With Deal Documents: yes
Urgency signals
- Have Specific Target Company
See the lead your team receives
Mergers and Acquisitions 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 mergers and acquisitions workflows
| Cliont capability | Mergers And Acquisitions application |
|---|---|
| Weighted lead scoring | Ranks leads who are authorized decision-makers with a named counterparty and a near-term LOI timeline above inquiries with no deal yet in motion. |
| Document collection | Requests term sheets, purchase agreements, or closing paperwork upfront so the firm can assess deal stage before the first call. |
| Jurisdiction screening | Flags deals not governed by U.S. law early, before the firm commits time to a matter outside its scope. |
| Dispute and conflict flagging | Surfaces any existing lawsuit or legal threat tied to the transaction so it can be checked for conflicts before scheduling a consultation. |
Common mergers and acquisitions lead scenarios
Active deal with a named target
Owner has identified a specific buyer or seller and expects to sign an LOI within six months, triggering the intake's highest-weighted urgency and value signals.
Early exploration, no target yet
Business is considering a sale or acquisition but hasn't approached a counterparty, so the intake still confirms deal type while flagging the lower certainty around timing.
Non-decision-maker inquiry
An employee or outside advisor submits the intake without authority to engage counsel, which the intake weights lower even if the deal itself looks real.
Deal outside U.S. jurisdiction
The transaction or main business activity isn't governed by U.S. law, which the intake flags so the firm can decide early whether it's within scope.
Deal with an active dispute attached
A lawsuit or legal threat already exists around the transaction, which the intake surfaces separately so the firm can check for conflicts before scheduling.
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
Mergers and Acquisitions lead-intake FAQs
How does the intake tell a serious M&A lead from a casual inquiry?
It weighs decision-making authority, whether a target or counterparty is already identified, and whether the client expects to sign a letter of intent or purchase agreement within six months, so leads with a live deal in motion score higher than early browsing.
What happens if the person filling out the intake isn't authorized to make the deal decisions?
The intake still records the submission but scores it lower, since the catalog weights authorized owners, officers, and decision-makers far above someone inquiring without that authority.
Does the intake capture whether the deal needs document drafting or just advice?
Yes, it asks directly whether the client needs help with deal documents like a letter of intent, purchase agreement, or closing paperwork, which is a strong indicator of billable legal work.
How are deals with an existing lawsuit or dispute handled?
The intake asks whether any dispute or legal threat is already tied to the deal, so those leads are flagged separately for a conflicts check before a consultation is offered.
What if the deal isn't governed by U.S. law?
The intake confirms whether the business or main deal activity falls under U.S. law, letting the firm decline or refer out matters that fall outside its jurisdiction before booking time.
Can this intake handle both buy-side and sell-side inquiries?
Yes, it confirms whether the business is buying, selling, merging with, or investing in another company as a single qualifying step, so the same intake covers either side of a deal.
Turn mergers and acquisitions visitors into qualified cases
Give every mergers and acquisitions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.