Outside counsel intake that captures retainer budget up front
Ask whether the business needs ongoing legal help at least monthly, wants contract review or compliance support, and has budget for a retainer — then collect current contracts and route qualified matters straight to your CRM.
The exact intake your outside general counsel leads complete
This is the real 8-question guided intake for Outside General Counsel — the same flow your customers finish before you ever pick up the phone.
What a qualified outside general counsel lead should tell you
Ongoing legal support for a business on a retainer or recurring basis — covering contracts, compliance, employment questions, and disputes — as opposed to a single one-off matter.
- Seeking Ongoing Legal Help
- Business Based In United
- Owner, Executive, Or Authorized
- Expect Legal Guidance At
- Want Lawyer Who Can
- Want Help Setting Up
- Have Budget Pay Ongoing
- Start Within Next 30
The questions your team needs answered
Every outside general counsel intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking ongoing legal help for a business (not a one-time personal legal issue)? | This separates true outside-counsel prospects from people seeking a one-time personal legal matter you may not handle at all. |
| Is the business based in the United States or doing business in the United States? | Jurisdiction determines whether the business even falls within a firm's practice scope before any time is spent. |
| Are you an owner, executive, or authorized decision-maker for the business? | A consultation with someone who can't authorize an engagement rarely converts into a signed retainer. |
| Do you expect to need legal guidance at least monthly (for example, contracts, compliance, employment, or business disputes)? | Recurring, at-least-monthly need is the core definition of an outside general counsel relationship rather than a one-off project. |
| Do you want a lawyer who can review and negotiate contracts for your business? | Contract review and negotiation demand is one of the most common recurring workstreams a retainer engagement is built around. |
| Do you want help setting up or improving business policies and compliance (such as privacy, vendor terms, or internal procedures)? | Interest in policies and compliance signals a broader ongoing scope beyond a single transaction. |
| Do you have a budget to pay for ongoing legal services (such as a monthly retainer or regular hourly work)? | Confirmed budget for a retainer or regular hourly work is the strongest indicator the lead can actually sustain an outside counsel arrangement. |
| Are you looking to start within the next 30 days? | Wanting to start within 30 days helps you prioritize which retainer-ready leads to contact first. |
How Cliont scores outside general counsel leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Ongoing Legal Help: yes
- Business Based In United: yes
- Owner, Executive, Or Authorized: yes
- Expect Legal Guidance At: yes
- Want Lawyer Who Can: yes
- Want Help Setting Up: yes
See the lead your team receives
Outside General Counsel 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 outside general counsel workflows
| Cliont capability | Outside General Counsel application |
|---|---|
| Weighted lead scoring | Ownership/decision-maker status and retainer budget carry some of the heaviest weights in this catalog, so leads without either surface lower even if they sound interested. |
| Conditional disqualification logic | A 'no' on seeking ongoing business legal help (versus a personal matter) or on being based in/doing business in the U.S. keeps mismatched leads from reaching your consultation calendar. |
| Document upload widget | Collects current contracts and existing policies up front so you can gauge scope of ongoing work before the first call instead of during it. |
| CRM routing | Only leads that clear the monthly-need, decision-maker, and budget questions are pushed to your CRM as retainer-ready, rather than every inbound form fill. |
Common outside general counsel lead scenarios
Growing company wants a monthly retainer
An owner confirms they need legal guidance at least monthly, want contract review, and have budget set aside for ongoing work — the intake flags this as a strong fit for a retainer conversation.
Decision-maker still exploring budget
An executive is interested in outside counsel but hasn't set aside budget for regular legal work yet, so the intake routes them as worth a follow-up rather than a same-week consultation.
One-time personal matter, not a business need
Someone answers that they're seeking help with a personal legal issue rather than ongoing business support, which the intake catches early instead of booking a free consultation for a matter you don't take.
Business outside U.S. jurisdiction
A company that isn't based in or doing business in the United States still submits the form; the intake surfaces this so you can decide whether it's within your scope before any call is scheduled.
Ready to start within 30 days
A founder wants a lawyer for contract negotiation and compliance policy work and plans to start within the month — combined with monthly-need and budget answers, this reads as a lead worth prioritizing.
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
Outside General Counsel lead-intake FAQs
How does the intake avoid booking free consultations for one-off personal matters?
The first question asks whether the person is seeking ongoing legal help for a business rather than a one-time personal issue, so leads looking for a single personal matter are flagged before they land a consultation.
Can the form confirm the lead actually has budget for a retainer before we talk?
Yes — the catalog includes a direct question about whether the business has budget for ongoing legal services such as a monthly retainer or regular hourly work, which is one of the higher-weighted signals in the score.
Does the intake check if the person filling it out can actually authorize hiring outside counsel?
It asks whether the respondent is an owner, executive, or authorized decision-maker for the business, which helps you avoid consultations with someone who can't ultimately sign an engagement letter.
What if a lead only wants one contract reviewed, not ongoing counsel?
The intake separately asks about wanting contract review versus expecting monthly legal guidance, so you can see whether someone is really looking for outside general counsel or a narrower, single-matter engagement.
Do international businesses get filtered differently?
The intake asks whether the business is based in or doing business in the United States, so you can see jurisdiction fit before deciding whether the matter is within your practice.
How does timing affect where a lead lands in my pipeline?
There's a direct question about wanting to start within the next 30 days, which factors into the score alongside monthly need and budget so you can tell a near-term retainer prospect from someone still evaluating.
Turn outside general counsel visitors into qualified cases
Give every outside general counsel visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.