Capture the draft, the other party, and the ask up front
Before you spend consultation time on a contract matter, see whether the enquirer is a party to the agreement, whether they already have a draft, proposal, or bid to share, and what they actually need negotiated—price, schedule, change orders, or warranties.
Preview your contract drafting and negotiation intake
Explore 7 questions from the Contract Drafting and Negotiation template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified contract drafting and negotiation lead should tell you
Preparing a new construction contract or reviewing and negotiating one before signature—covering price, schedule, change orders, payment terms, or warranties—for an owner, contractor, subcontractor, or supplier.
- Construction Project Or Contract
- Help Drafting New Construction-Related
- Party Contract (Such As
- Contract Construction Work, Remodeling,
- Have Draft Contract, Proposal,
- Know Who Other Party
- Legal Help (Not Just
The questions your team needs answered
Every contract drafting and negotiation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your construction project or contract work located in the United States? | Jurisdiction determines whether the matter even falls within your practice's licensing, so it's weighted as one of the strongest fit signals. |
| Do you need help drafting a new construction-related contract or reviewing/negotiating a contract before you sign it? | Distinguishes drafting a new contract from scratch versus reviewing and negotiating one that already exists, which changes the scope of work. |
| Are you a party to the contract (such as the owner, contractor, subcontractor, or supplier) or authorized to act for the party who will sign it? | Confirms the enquirer actually has standing or authority to sign, screening out third parties inquiring on someone else's behalf. |
| Is the contract for construction work, remodeling, repairs, design/build, or supplying materials or equipment for a project? | Confirms the contract is genuinely construction-related rather than an unrelated agreement outside this practice area. |
| Do you have a draft contract, proposal, bid, or set of terms that you can share (even if it is incomplete)? | Whether a draft, bid, or proposal already exists shows whether the work is drafting from zero or redlining existing terms. |
| Do you know who the other party is (person or company) and how to contact them? | Knowing the counterparty and their contact details signals the negotiation is real and near-term rather than speculative. |
| Are you looking for legal help (not just a general template) to protect your interests and negotiate key terms like price, schedule, change orders, payments, or warranties? | Filters out enquirers who only want a fillable template from those who need actual negotiation on price, schedule, or warranty terms. |
How Cliont scores contract drafting and negotiation leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Construction Project Or Contract: yes
- Help Drafting New Construction-Related: yes
- Party Contract (Such As: yes
- Contract Construction Work, Remodeling,: yes
- Have Draft Contract, Proposal,: yes
- Know Who Other Party: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Contract Drafting and Negotiation 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 contract drafting and negotiation workflows
| Cliont capability | Contract Drafting And Negotiation application |
|---|---|
| Conditional branching | Skips deeper negotiation questions once an enquirer confirms they only want a fillable template rather than legal help negotiating price, schedule, or warranty terms. |
| Document upload | Lets prospective clients attach the actual draft contract, proposal, or bid they're working from, so you're reviewing the real document instead of a description of it. |
| Weighted lead scoring | Weighs party status and contract type more heavily than jurisdiction alone, so a signing party with a genuine construction contract outranks a bystander asking on someone else's behalf. |
| CRM routing | Sends only enquiries confirmed as U.S.-based, party-authorized, construction-related matters straight into your CRM, instead of every general contract question that comes through the door. |
Example contract drafting and negotiation lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Subcontract under time pressure
A subcontractor has a proposal in hand, knows the general contractor's contact details, and needs payment and change-order terms negotiated before mobilization. The intake confirms party status and draft availability, so this routes as high priority.
New agreement drafted from zero
A supplier wants a fresh materials contract drafted and knows the buyer but has no draft yet. The intake still qualifies the lead on contract type and party status, just without an existing document to review.
No signing authority
Someone reaching out on behalf of a family member or colleague isn't actually a party to the contract and isn't authorized to sign. That answer flags the lead as a weaker fit before a consultation is booked.
Template shopper, not negotiation
The enquirer only wants a form to fill in themselves rather than help negotiating price, schedule, or warranty terms. The intake screens this out from the negotiation-focused work you actually take on.
Project outside U.S. jurisdiction
The contract work is tied to a project located outside the United States. That single answer is enough to keep the enquiry from consuming consultation time on a matter outside your jurisdiction.
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More construction law intake templates
Contract Drafting and Negotiation lead-intake FAQs
How does the intake tell drafting-from-scratch apart from reviewing an existing contract?
One question asks whether the enquirer needs a new contract drafted or an existing one reviewed and negotiated, and a separate question asks whether they already have a draft, proposal, or bid to share. Together they show you whether you're starting from a blank page or redlining a document that already exists.
What if the person filling out the intake isn't actually a party to the contract?
The intake asks whether the enquirer is the owner, contractor, subcontractor, or supplier signing the agreement, or is authorized to act for that party. A no answer flags the lead as a weaker fit before you offer a consultation to someone with no standing to sign.
Can the intake filter out people who just want a free template?
Yes. A dedicated question asks whether the enquirer wants legal help negotiating terms like price, schedule, change orders, or warranties, versus just a generic form. That answer separates real negotiation work from template requests.
Does the intake check whether the project is even in the United States?
It asks directly whether the construction project or contract work is located in the United States, which is weighted heavily since it affects whether the matter falls within your jurisdiction at all.
What happens if the enquirer doesn't know who the other party is yet?
The intake still asks whether they know who the other party is and how to reach them. A no answer doesn't disqualify the lead outright, but it signals the negotiation is earlier-stage than one where contact details are already in hand.
Can prospective clients attach their draft contract, bid, or proposal before the first call?
Yes. The intake asks if they have a draft contract, proposal, bid, or set of terms to share, even if it's incomplete, and lets them upload it so you can review the actual document before booking a consultation.
Turn contract drafting and negotiation visitors into qualified cases
Give every contract drafting and negotiation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.