Debt settlement intake that captures total debt load up front
See whether a prospective client's unsecured debt clears your $5,000 threshold, whether accounts are already past due or in collections, and whether they have income to fund a settlement — with creditor notices uploaded before the call.
The exact intake your debt settlement and negotiation leads complete
This is the real 7-question guided intake for Debt Settlement and Negotiation — the same flow your customers finish before you ever pick up the phone.
What a qualified debt settlement and negotiation lead should tell you
Negotiating reduced payoffs on unsecured personal debts — credit cards, medical bills, personal loans, or collections accounts — for consumers who are behind on payments and want to settle rather than pay in full or file bankruptcy.
- Help Negotiating Or Settling
- This Debt Mainly Personal,
- Owe At Least $5,000
- Having Trouble Keeping Up
- Have Steady Source Income
- Living In United States
- In Active Bankruptcy Case
The questions your team needs answered
Every debt settlement and negotiation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help negotiating or settling a personal debt (like credit cards, medical bills, personal loans, or collections)? | A 'no' here means the person isn't actually seeking debt negotiation help, putting the lead outside your practice area before you spend time on it. |
| Is this debt mainly for personal, family, or household use (not a business debt)? | Consumer debt settlement generally applies only to personal or household debt, so a 'no' answer signals the matter may need a different kind of attorney. |
| Do you currently owe at least $5,000 total across your unsecured debts (not counting a mortgage or car loan)? | Debts under $5,000 are often not cost-effective to negotiate, so this threshold separates leads worth a consultation from those that likely aren't. |
| Are you having trouble keeping up with payments, or are any of these debts already past due or in collections? | Accounts already past due or in collections indicate real urgency to settle rather than someone casually researching options. |
| Do you have a steady source of income or money you could use to make settlement payments (even if it’s less than the full balance)? | Without any income or funds to offer creditors, a settlement isn't feasible, so this answer tells you whether the consultation would actually be productive. |
| Are you currently living in the United States? | Your ability to negotiate with creditors and represent the client depends on jurisdiction, so a 'no' flags a lead you likely can't serve. |
| Are you currently in an active bankruptcy case? | Settlement negotiations are typically paused once a bankruptcy case is active, so a 'yes' here flags a lead outside your immediate scope. |
How Cliont scores debt settlement and negotiation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Negotiating Or Settling: yes
- This Debt Mainly Personal,: yes
- Owe At Least $5,000: yes
- Having Trouble Keeping Up: yes
- Have Steady Source Income: yes
- Living In United States: yes
Lower-fit signals
- In Active Bankruptcy Case: no
See the lead your team receives
Debt Settlement 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 debt settlement and negotiation workflows
| Cliont capability | Debt Settlement And Negotiation application |
|---|---|
| Weighted lead scoring | Automatically lowers priority on leads who report an active bankruptcy case, so you're not offering a free consultation on a matter your firm can't act on yet. |
| Conditional qualification logic | Flags leads who identify their debt as business-related rather than personal or household, since that answer falls outside typical consumer debt settlement scope. |
| Document upload | Collects creditor statements or collection letters before the call, letting you confirm the reported balance against the $5,000 threshold instead of taking it on faith. |
| CRM routing | Sends only leads that clear the debt threshold, show delinquency, and confirm income capacity into your CRM as consultation-ready, rather than every inquiry. |
Common debt settlement and negotiation lead scenarios
Multiple debts already in collections
Owes more than $5,000 across credit cards or medical bills, payments are past due, and steady income exists to fund settlement offers — the intake scores this combination as a strong consultation candidate.
Already in an active bankruptcy case
The prospective client answers yes to the active bankruptcy question, which the intake treats as a lower-fit signal since settlement negotiations are typically paused once a case is filed.
Debt is business, not personal
The debt in question is a business obligation rather than personal or household debt, which the intake flags as lower fit since consumer debt settlement generally doesn't cover commercial liabilities.
No income to fund a settlement
The person owes a qualifying amount and is behind on payments but has no steady income or funds available, so the intake still routes it through but with a lower score reflecting weaker follow-through likelihood.
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 consumer law intake templates
Debt Settlement and Negotiation lead-intake FAQs
How does the intake tell personal debt apart from business debt?
One of the qualification questions asks directly whether the debt is for personal, family, or household use rather than a business purpose, and a 'no' answer is weighted as a lower-fit signal since consumer debt settlement typically doesn't apply to commercial obligations.
What happens if a lead is already in bankruptcy?
The intake asks whether the person is currently in an active bankruptcy case, and a 'yes' is scored as a lower-fit signal, since settlement negotiations usually can't proceed while a bankruptcy is pending — the lead still reaches your CRM but flagged accordingly rather than treated as consultation-ready.
Does the intake check whether the debt amount is worth pursuing?
Yes — it asks whether total unsecured debt is at least $5,000, which is weighted as a high-value signal since smaller balances are often less practical to negotiate.
Can I tell upfront if the person can actually afford a settlement?
The intake asks whether they have steady income or funds available to make settlement payments, so you can gauge feasibility before offering a consultation instead of finding out on the call.
Does the intake screen for US residency?
Yes — it asks whether the person is currently living in the United States, since your ability to represent them and negotiate with domestic creditors depends on jurisdiction.
What documents get collected before the consultation?
The intake is set up to gather creditor statements or collection notices and proof of income upfront, so you're reviewing real balances and payment capacity before granting time.
Turn debt settlement and negotiation visitors into qualified cases
Give every debt settlement and negotiation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.