AG investigation intake that captures your deadline up front
Ask whether the matter involves a subpoena or CID, confirm which state's Attorney General is involved, and flag any 30-day response deadline before a partner spends time on a matter that isn't real or isn't yours to take.
The exact intake your state attorney general investigations leads complete
This is the real 7-question guided intake for State Attorney General Investigations — the same flow your customers finish before you ever pick up the phone.
What a qualified state attorney general investigations lead should tell you
A matter where a business, nonprofit, or its owners/executives have been contacted by a U.S. State Attorney General's office through a subpoena, civil investigative demand, or other formal inquiry, as opposed to a personal consumer complaint.
- Contacting Us About Investigation,
- Investigation Related Business, Company,
- Received Written Notice Or
- There Deadline Coming Up
- Know Which State’S Attorney
- Business (Or Conduct Being
- This Matter Expose Or
The questions your team needs answered
Every state attorney general investigations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you contacting us about an investigation, subpoena, civil investigative demand (CID), or formal information request from a U.S. State Attorney General’s office? | This separates an actual AG investigation from general regulatory or compliance questions that don't belong in this practice area at all. |
| Is the investigation related to a business, company, nonprofit, or its owners/executives (not just a personal matter)? | Whether the target is a business or executive versus a purely personal matter changes the scope of representation, conflicts checks, and who the client actually is. |
| Have you received a written notice or communication from the State Attorney General (letter, email, subpoena/CID, or complaint) or been contacted by their investigators? | Confirming a formal letter, subpoena, or CID has actually arrived distinguishes a live matter from a rumor of scrutiny with nothing yet in writing. |
| Is there a deadline coming up within the next 30 days to respond, produce documents, or appear? | A response deadline inside 30 days determines how fast the firm needs to move and whether this needs same-day triage. |
| Do you know which state’s Attorney General is involved (for example, California, New York, Texas)? | Knowing which state's AG is involved narrows which state's investigative procedures, statutes, and bar admissions the matter will touch. |
| Is your business (or the conduct being investigated) based in the United States or doing business with U.S. customers? | A U.S. nexus is generally required for a state AG to have jurisdiction, so this flags matters that may fall outside the AG's authority entirely. |
| Could this matter expose you or your business to significant penalties, refunds, or restrictions on operating (for example, large fines, repayment demands, or an order to stop certain practices)? | The scale of potential penalties, refunds, or operating restrictions signals how much is at stake and helps the firm plan staffing and fee structure before the consultation. |
How Cliont scores state attorney general investigations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Contacting Us About Investigation,: yes
- Investigation Related Business, Company,: yes
- Received Written Notice Or: yes
- There Deadline Coming Up: yes
- Know Which State’S Attorney: yes
- Business (Or Conduct Being: yes
See the lead your team receives
State AG Investigation 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 state attorney general investigations workflows
| Cliont capability | State Attorney General Investigations application |
|---|---|
| Weighted lead scoring | Matters that combine a received subpoena or CID, a named business or executive, and a deadline inside 30 days score highest, so they surface ahead of vague or personal inquiries. |
| Document capture at intake | Clients can attach the actual subpoena, CID, or AG letter when they submit, so counsel can see the real document instead of a secondhand description before the first call. |
| CRM routing | Once an investigation is confirmed as business-related and jurisdictionally sound, the matter and its answers land directly in the CRM with the deadline and exposure details attached. |
| Lower-fit filtering | Personal consumer complaints and matters with no U.S. nexus are still captured and scored, but land lower in the queue instead of taking up time meant for active corporate investigations. |
Common state attorney general investigations lead scenarios
Active CID with looming deadline
A company has received a civil investigative demand naming the business itself, with a document production deadline inside 30 days. The intake surfaces the deadline and entity status together so this reaches a partner fast.
Personal dispute, not a business matter
Someone was contacted by a state AG office over a personal consumer complaint unrelated to any company or nonprofit. The intake flags that no business or executive is implicated, keeping it out of the corporate investigations queue.
Rumor of scrutiny, no formal notice yet
A founder has heard their industry is being looked at but has no letter, subpoena, or CID in hand yet. The intake still captures this as a lower-certainty lead worth monitoring rather than an active matter.
Foreign entity with no U.S. presence
A company being asked about has no U.S. operations or customers, which cuts against a state AG's jurisdiction. The intake records the lack of U.S. nexus so the firm can screen this before booking time.
Known state, high exposure enforcement action
The business knows exactly which state's AG is involved and is facing potential fines, refund orders, or a stop-practice demand. Every high-value signal in the catalog lines up, marking this for immediate follow-up.
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More business and corporate law intake templates
State Attorney General Investigations lead-intake FAQs
How does the intake tell a real AG investigation apart from a general compliance question?
The first questions confirm whether the contact is actually about an investigation, subpoena, CID, or formal information request from a State Attorney General's office, and whether written notice has been received. Leads without either signal score lower and are routed as general inquiries, not active matters.
Does the intake flag matters with an imminent response deadline?
Yes. It asks whether a deadline to respond, produce documents, or appear falls within the next 30 days, which is one of the higher-weighted signals in the scoring model, so time-sensitive matters surface above routine ones.
What happens if the client doesn't know which state's AG is involved?
The intake still captures that gap. Not knowing the specific state lowers the score slightly compared to a client who can name it, but the matter still moves forward if the other high-value signals, like receiving a formal notice, are present.
Can it screen out personal disputes that have nothing to do with a business?
Yes. One question specifically asks whether the investigation relates to a business, company, nonprofit, or its owners and executives rather than a personal matter, so purely individual consumer complaints score lower and don't take up consultation slots meant for corporate matters.
What if the business being investigated isn't based in the U.S.?
The intake asks whether the business or the conduct in question is based in the U.S. or serves U.S. customers. A no answer here carries minimal weight, since a state AG's authority typically depends on some U.S. connection to the business or conduct.
Does the intake capture how much is at stake in the investigation?
Yes. It asks whether the matter could expose the business to significant penalties, refund demands, or operating restrictions, which helps a firm gauge scope and staffing needs before the first consultation.
Turn state attorney general investigations visitors into qualified cases
Give every state attorney general investigations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.