Know which identity theft leads already have fraud proof
Ask whether new accounts or loans were opened in their name, whether the fraud has caused financial loss or credit damage, and whether they've already contacted the bank or credit bureaus, then collect credit reports, fraud alerts, or an FTC report before the case reaches your CRM.
The exact intake your identity theft remediation leads complete
This is the real 7-question guided intake for Identity Theft Remediation — the same flow your customers finish before you ever pick up the phone.
What a qualified identity theft remediation lead should tell you
Legal help for consumers whose personal information (SSN, bank account, or credit card) was used without permission to open accounts, take loans, file taxes, or make purchases, and who need to resolve the resulting financial or credit damage.
- Help With Identity Theft
- Someone Open New Account,
- This Caused Financial Loss,
- Discover Identity Theft Within
- Already Tried Fix It
- Have Any Documents Or
- Identity Theft Issue Connected
The questions your team needs answered
Every identity theft remediation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help with identity theft or fraud that involved your personal information (like your SSN, bank account, or credit card)? | Confirms the fraud actually involved personal identifying information rather than a general billing dispute, which is the baseline fit signal for this practice area. |
| Did someone open a new account, take out a loan, file taxes, or make purchases in your name without your permission? | An unauthorized account, loan, tax filing, or purchase is the concrete act of identity theft that gives the matter legal substance. |
| Has this caused you financial loss, damaged your credit, or led to collection calls or bills for debts you don’t owe? | Actual financial loss or credit damage indicates real, demonstrable harm rather than a near-miss or resolved scare. |
| Did you discover the identity theft within the last 2 years? | A recent discovery date affects evidentiary strength and timing considerations that shape whether the matter is still actionable. |
| Have you already tried to fix it by contacting the bank/credit card company, credit bureaus, or the business involved, but the problem is still not resolved? | Failed self-resolution through the bank, bureaus, or business shows the client has exhausted informal options and needs legal intervention. |
| Do you have any documents or proof you can share (like credit reports, fraud alerts, police/FTC report, letters, or account statements)? | Existing documentation like credit reports or an FTC report speeds up case evaluation and signals the client is prepared to move forward. |
| Is the identity theft issue connected to a U.S. company or credit reporting agency (for example, a bank, lender, debt collector, or Equifax/Experian/TransUnion)? | Ties the matter to a U.S. bank, lender, or credit bureau, which affects which laws and remedies actually apply. |
How Cliont scores identity theft remediation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help With Identity Theft: yes
- Someone Open New Account,: yes
- This Caused Financial Loss,: yes
- Discover Identity Theft Within: yes
- Already Tried Fix It: yes
- Have Any Documents Or: yes
See the lead your team receives
Identity Theft Remediation 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 identity theft remediation workflows
| Cliont capability | Identity Theft Remediation application |
|---|---|
| Weighted lead scoring | Prioritizes leads where personal information was compromised, a new account or loan was opened, and financial loss or credit damage already occurred, since those three answers carry the heaviest weight in this catalog. |
| Document upload widget | Lets prospective clients attach credit reports, fraud alerts, police or FTC reports, and account statements directly in the intake instead of emailing them separately. |
| CRM routing | Sends qualified identity theft cases — with their financial-loss and prior-resolution-attempt answers attached — straight into your CRM instead of a general inbox. |
| Lower-fit flagging | Surfaces cases where the theft is old, unconnected to a U.S. bank or credit bureau, or already resolved by the creditor, so you can spot matters that may not need a consultation. |
Common identity theft remediation lead scenarios
Fresh fraud with documentation
A prospective client discovered a new credit card opened in their name within the last month, already has an FTC report, and contacted the bank without resolution — the intake surfaces this as high priority immediately.
Old, unresolved collection calls
Someone discovered the theft over two years ago but is still getting collection calls for debts they don't owe; the intake still captures the case but flags the discovery date so you can weigh timing before booking a consultation.
No proof filed yet
A caller suspects fraud but hasn't filed a police or FTC report and has no documents to share — the intake still records the details but flags missing evidence so you know what to request before the consultation.
Bank already resolved it
A prospective client contacted their credit card company and the disputed charges were reversed — since the underlying issue is resolved, the intake reflects a lower-fit signal rather than an active legal matter.
Not personal-information theft
Someone answers no to whether their SSN, bank account, or credit card was involved, signaling the matter may fall outside what your firm handles under this practice area.
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
Identity Theft Remediation lead-intake FAQs
How does the intake decide which identity theft leads deserve a consultation?
It weighs whether the fraud involved the client's SSN, bank account, or credit card, whether new accounts or loans were opened without permission, and whether it caused financial loss or credit damage — these are the highest-weighted signals in the scoring.
What happens if a prospective client hasn't filed a police or FTC report?
The intake still records the case, but the missing documentation is a lower-weighted factor, so you can see at a glance whether proof still needs to be gathered before the consultation.
Can the intake flag identity theft cases that happened years ago?
Yes — the intake asks whether the theft was discovered within the last two years, so older cases are visible as a distinct signal rather than blended in with recent, more actionable ones.
What if the client already contacted their bank or the credit bureaus?
The intake asks whether they've tried to resolve it directly and it's still unresolved, which is a strong indicator the matter needs legal help rather than more self-resolution attempts.
Does the intake handle cases not connected to a U.S. bank or credit bureau?
It asks directly whether the issue is tied to a U.S. company or credit reporting agency like Equifax, Experian, or TransUnion, so you can see jurisdictional fit before offering time.
Where do uploaded credit reports and fraud documents end up?
Any documents the prospective client attaches — credit reports, fraud alerts, police or FTC reports, account statements — are attached to the lead record and sent to your CRM alongside their answers.
Turn identity theft remediation visitors into qualified cases
Give every identity theft remediation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.