Trade secret intake that surfaces real evidence and losses
Every intake captures whether the information was actually kept confidential, who is suspected of misusing it, and what it has cost the business before you ever pick up the phone. Clients upload NDAs or proof of misuse so you can gauge the strength of the claim ahead of the consultation.
The exact intake your trade secret misappropriation leads complete
This is the real 7-question guided intake for Trade Secret Misappropriation — the same flow your customers finish before you ever pick up the phone.
What a qualified trade secret misappropriation lead should tell you
Trade secret misappropriation covers claims that a business's confidential, competitively valuable information — formulas, source code, client lists, pricing, or internal processes — was acquired, used, or disclosed without authorization by someone who owed a duty to protect it.
- This About Business’S Confidential
- Business Take Steps Keep
- Believe Someone Got This
- Have Specific Person Or
- Suspected Misuse Happened Within
- Business Lost Money, Customers,
- Information Publicly Available Before
The questions your team needs answered
Every trade secret misappropriation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this about a business’s confidential information (like formulas, designs, source code, customer lists, pricing, or processes) that gives a competitive advantage? | Confirms the claim actually involves protectable competitive information rather than a general business dispute, which is the threshold requirement for any trade secret matter. |
| Did your business take steps to keep this information secret (for example, limited access, passwords, confidentiality agreements, or internal policies)? | A trade secret claim depends on the business having taken reasonable steps to keep the information secret, so a 'no' here signals a legally weaker case. |
| Do you believe someone got this information through improper means or by breaking a duty of trust (such as an employee, contractor, business partner, or competitor)? | Improper acquisition or breach of a duty of trust is a core element of misappropriation, distinguishing it from lawful reverse engineering or independent development. |
| Do you have a specific person or company you suspect is using or sharing the information without permission? | Having a named suspect makes the matter immediately actionable, while an unidentified suspect often means more investigative work before litigation is viable. |
| Has the suspected misuse happened within the last 3 years (or is it still ongoing)? | Recent or ongoing misuse points to a live, remediable claim, while older incidents may raise statute of limitations concerns. |
| Has your business lost money, customers, deals, or market position (or had to spend money to respond) because of this? | Quantifiable financial harm supports damages calculations and signals a case worth pursuing rather than a purely defensive concern. |
| Was the information publicly available before the suspected misuse (for example, posted online, published, or widely shared outside your business)? | If the information was already public before the alleged misuse, it likely was never a protectable trade secret, which sharply weakens the claim. |
How Cliont scores trade secret misappropriation leads
Every answer is weighted automatically — no manual review required.
Value signals
- This About Business’S Confidential: yes
- Business Take Steps Keep: yes
- Believe Someone Got This: yes
- Have Specific Person Or: yes
- Suspected Misuse Happened Within: yes
- Business Lost Money, Customers,: yes
Lower-fit signals
- Information Publicly Available Before: no
See the lead your team receives
Trade Secret Misappropriation 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 trade secret misappropriation workflows
| Cliont capability | Trade Secret Misappropriation application |
|---|---|
| Guided video intake widget | Walks the prospective client through describing the confidential information and how it was protected, so you see the secrecy-measures answer before deciding to engage. |
| Conditional lead scoring | Automatically weights claims lower when the information was publicly available before the alleged misuse, so weak-secrecy matters don't get the same priority as clear-cut cases. |
| Document and evidence upload | Collects NDAs, confidentiality policies, and proof of use or disclosure directly with the intake, so the file already has supporting evidence before your first call. |
| CRM routing by priority band | Sends leads with an identified suspect, recent or ongoing misuse, and quantified losses straight into your CRM as high priority, while weaker or undated claims route separately. |
Common trade secret misappropriation lead scenarios
Departing employee copied client list
A former employee left with pricing and customer data protected by an NDA and is actively using it at a new employer — recent, evidenced, and tied to lost deals, so the intake scores it as high priority.
Old dispute, no named suspect
The prospective client suspects leaked information happened years ago and can't name who is responsible — the intake still logs it but scores it lower due to the timing and missing-suspect signals.
Information was already public
The client believes a competitor copied their process, but the details had already been posted online before the alleged misuse — this lower-fit answer flags the claim for careful review rather than an automatic high score.
No secrecy protections in place
The business never used confidentiality agreements, access limits, or internal policies to protect the information — the intake surfaces this gap so you know the trade secret status itself may be contestable before you take the call.
Ongoing misuse by former partner
A former business partner is still using the company's formulas after the relationship ended, with measurable lost revenue — an active breach of trust plus quantified damages pushes this to the top of the queue.
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More business and corporate law intake templates
Trade Secret Misappropriation lead-intake FAQs
How does the intake separate a real trade secret claim from a general confidentiality complaint?
It asks directly whether the information gave a competitive advantage and whether the business took concrete steps to keep it secret — both need to be true before a claim scores as high value, rather than just being a vague leak concern.
What happens if the client can't identify who took the information?
The intake still records the claim, but not being able to name a specific person or company lowers the score compared to leads with an identified suspect, so you can see at a glance how developed the case already is.
Does the intake screen out claims where the information was already public?
Yes — if the prospective client indicates the information was posted online or otherwise publicly available before the alleged misuse, that answer is weighted as a lower-fit signal since it undermines the secrecy element of the claim.
What should clients upload before the consultation?
The intake requests confidentiality agreements or NDAs tied to the suspected party, any documents or communications showing the actual use or disclosure, and records of financial loss or diverted business.
Does the timing of the alleged misuse affect the score?
Yes — misuse that happened within the last three years or is still ongoing scores meaningfully higher than older incidents, reflecting how timing can matter for viability of the claim.
Can this intake help me avoid free consultations on weak trade secret matters?
By combining the secrecy-measures, suspect-identification, and damages answers into one score, the intake flags claims missing the core elements of misappropriation so you can decline or triage them before booking time.
Turn trade secret misappropriation visitors into qualified cases
Give every trade secret misappropriation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.