Screen deceptive trade leads for proof, harm, and timing
Cliont's intake asks whether the business's claim led to a purchase, whether the client suffered real financial harm, and whether it happened within the last four years — then collects screenshots, contracts, or receipts before the lead reaches your CRM.
The exact intake your deceptive trade practices leads complete
This is the real 7-question guided intake for Deceptive Trade Practices — the same flow your customers finish before you ever pick up the phone.
What a qualified deceptive trade practices lead should tell you
A claim that a business advertised, marketed, or sold a product or service using a claim the prospective client believes was false or misleading, and that the client relied on that claim when paying or signing up.
- Business Sell Or Advertise
- Buy, Sign Up ,
- Lose Money Or Suffer
- This Happen Within Last
- Identify Business (Name, Website/App,
- Have Any Proof What
- Mainly Help With Consumer
The questions your team needs answered
Every deceptive trade practices intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did a business sell or advertise a product or service to you in a way that you believe was misleading or untrue? | This is the highest-weighted question because without a specific misleading claim, there is no deceptive trade practices matter to evaluate. |
| Did you buy, sign up for, or pay money because of that claim or advertisement? | Confirming the client paid or signed up because of the claim establishes the reliance link that connects the statement to the transaction. |
| Did you lose money or suffer another real harm because of it (for example, unexpected fees, getting something different than promised, or paying more than you should have)? | Real financial harm or another concrete loss is what turns a complaint into a matter with compensable value. |
| Did this happen within the last 4 years? | Whether the incident happened within the last four years affects whether the claim may still be viable to pursue. |
| Can you identify the business (name, website/app, store, or seller) that made the misleading claim? | A matter with no identifiable business, website, or seller is significantly harder to pursue regardless of how strong the harm sounds. |
| Do you have any proof of what was promised or said (such as ads, screenshots, emails, texts, receipts, packaging, or a contract)? | Existing proof such as ads, receipts, or a contract materially strengthens the provability of the claim before a consultation is offered. |
| Are you mainly looking for help with a consumer purchase or service issue (not a problem with your employer or a personal injury accident)? | This confirms the matter is a consumer purchase or service dispute rather than an employment or personal injury issue outside this practice area. |
How Cliont scores deceptive trade practices leads
Every answer is weighted automatically — no manual review required.
Value signals
- Business Sell Or Advertise: yes
- Buy, Sign Up ,: yes
- Lose Money Or Suffer: yes
- This Happen Within Last: yes
- Identify Business (Name, Website/App,: yes
- Have Any Proof What: yes
See the lead your team receives
Deceptive Trade Practices 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 deceptive trade practices workflows
| Cliont capability | Deceptive Trade Practices application |
|---|---|
| Weighted lead scoring | Combines the misleading-claim, reliance, and financial-harm answers into a single score so a lead with all three elements ranks above one with only a complaint and no purchase or loss. |
| Document capture widget | Lets the prospective client upload ads, screenshots, emails, texts, receipts, or a contract directly during intake instead of you chasing evidence after the consultation is booked. |
| Timeframe flagging | Surfaces whether the incident happened within the last four years so matters that may sit outside a limitations period are visible before you commit consultation time. |
| Practice-area gate | Uses the consumer-purchase-versus-employment-or-injury question to route mismatched matters away from your qualified pipeline instead of into your CRM as a live lead. |
Common deceptive trade practices lead scenarios
Purchase made on a false promise
The prospective client paid for a product or service because of a specific claim, then discovered it wasn't true and lost money as a result. Intake captures the purchase link, the harm, and any proof in one pass.
Story is strong but no paper trail
The misleading claim and the harm are clear, but the client has no screenshots, receipts, or contract yet. The intake still flags the claim as viable while noting proof is missing.
Dispute predates the filing window
The transaction happened more than four years ago, which affects viability under most limitations periods. The intake surfaces the timing so you can decide before offering a consultation.
Seller can't be named
The client remembers an ad or a promise but can't identify the business, website, or seller who made it. This weakens the matter regardless of how strong the harm sounds.
Wrong kind of dispute entirely
The intake reveals the real issue is a workplace dispute or a personal injury, not a consumer purchase problem, letting you rule the lead out before it takes up consultation time.
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
Deceptive Trade Practices lead-intake FAQs
How does the intake tell a consumer purchase dispute apart from an employment or injury claim?
One catalog question directly confirms the client is describing a consumer purchase or service issue rather than a workplace or personal injury matter, so leads outside your practice area are flagged rather than routed straight to your CRM as qualified.
What happens if the client doesn't have proof of the claim yet?
The intake still records that a proof question was asked and answered, so a strong claim with no documentation yet is scored differently than one backed by screenshots, receipts, or a contract, without being disqualified outright.
Does the intake account for how long ago the transaction happened?
Yes, one question asks whether the incident happened within the last four years, since that timing bears on whether the matter may still be viable to pursue.
What if the client can't name the business that made the claim?
The intake asks whether the business, website, or seller can be identified, since a matter with no named party to pursue is materially weaker even if the harm described is real.
Does the intake distinguish between a misleading claim and actual financial harm?
Yes, the misleading claim, the resulting purchase, and the real-world harm are asked as separate questions, so you can see whether all three elements are present rather than assuming harm from a complaint alone.
Can I see which documents the prospective client has before the consultation?
The intake collects whatever proof the client has, such as ads, screenshots, emails, texts, receipts, or a contract, and attaches it to the lead so you know what evidence exists before you schedule time.
Turn deceptive trade practices visitors into qualified cases
Give every deceptive trade practices visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.