See custody status and court dates before the free consultation
The intake asks whether the person is currently in custody, when the next court date or bail hearing is, and which county and state the case is in, then flags whether they need private counsel or fast court-appointed help.
The exact intake your bail and pretrial release leads complete
This is the real 7-question guided intake for Bail and Pretrial Release — the same flow your customers finish before you ever pick up the phone.
What a qualified bail and pretrial release lead should tell you
Securing a client's release from custody or modifying existing bail/bond conditions (like lowering bail or removing restrictions) while a criminal case is pending, distinct from case defense on the underlying charge itself.
- Trying Get Yourself Or
- Case In United States
- Person Been Arrested, Charged,
- There Upcoming Court Date,
- Know County And State
- Person In Custody, Or
- Able Pay Private Lawyer,
The questions your team needs answered
Every bail and pretrial release intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to get yourself or a loved one released from jail or keep them out of jail while the case is pending? | This confirms the inquiry is actually about release or keeping someone out of jail rather than a different criminal defense need, which is the fastest way to route the lead to the right intake path. |
| Is the case in the United States? | A case outside the United States falls outside what any licensed attorney on the platform can act on, so this answer alone can rule a lead out. |
| Has the person been arrested, charged, or told they must appear in court for a criminal case? | Without an actual arrest, charge, or court appearance, there's no active bail matter to work, so this separates real cases from speculative questions. |
| Is there an upcoming court date, bail hearing, or arraignment within the next 14 days (or did one happen in the last 7 days)? | Bail and pretrial matters are time-sensitive, so a hearing or arraignment inside 14 days signals the lead needs a response now, not next week. |
| Do you know the county and state where the arrest or case is being handled? | Knowing the county and state tells you immediately whether the case falls inside the jurisdiction and courts you actually practice in. |
| Is the person currently in custody, or have they been given bail/bond conditions they need help changing (like lowering bail or removing restrictions)? | This distinguishes a brand-new custody emergency from an existing bond that just needs modified conditions, which changes what the first call needs to cover. |
| Are you able to pay for a private lawyer, or are you seeking help getting a court-appointed lawyer quickly? | This tells you upfront whether the caller is a paying prospective client or someone looking for court-appointed representation, which affects whether the inquiry fits your practice. |
How Cliont scores bail and pretrial release leads
Every answer is weighted automatically — no manual review required.
Value signals
- Trying Get Yourself Or: yes
- Case In United States: yes
- Person Been Arrested, Charged,: yes
- There Upcoming Court Date,: yes
- Know County And State: yes
- Person In Custody, Or: yes
See the lead your team receives
Bail and Pretrial Release 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 bail and pretrial release workflows
| Cliont capability | Bail And Pretrial Release application |
|---|---|
| Weighted lead scoring | Custody status and a court date or hearing inside 14 days carry the highest weights, so an in-custody caller with an imminent hearing scores well above someone with no scheduled date. |
| Automatic jurisdiction filtering | A 'no' on the United States question drags the score down immediately, keeping foreign matters from consuming consultation time meant for domestic cases. |
| Branching intake logic | The retainer-ability question separates private-pay inquiries from court-appointed-counsel requests, letting you route each type differently before a call ever happens. |
| CRM delivery with priority band | Leads with confirmed custody status, county/state, and a near-term hearing are delivered to your CRM already flagged high priority instead of sitting in a generic inbox queue. |
Common bail and pretrial release lead scenarios
In-custody, hearing days away
Caller confirms the person is currently in custody with a bail hearing inside 14 days and knows the county and state, producing the highest-priority combination the intake can surface.
Bond modification, not a new arrest
The person is already out but wants bail lowered or restrictions removed; intake still routes this as high value even though there's no active custody question to answer 'yes' to.
Unclear jurisdiction, arrest just happened
Someone is arrested and their family calls immediately but can't yet say which county is handling the case, which the intake flags for a quick callback to confirm venue before you commit time.
No firm court date yet
The case is real and in the US, but there's no hearing scheduled in the next 14 days, so the intake still captures it but without the timing signal that pushes a lead to the top of the queue.
Court-appointed counsel search
The caller can't pay for a private lawyer and is really asking for help getting appointed counsel quickly, which the intake distinguishes from a paid-retainer inquiry so you can decide whether to engage.
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 criminal defense intake templates
Bail and Pretrial Release lead-intake FAQs
How does the intake tell an emergency in-custody call apart from a routine bail question?
It asks directly whether the person is currently in custody or has bail/bond conditions they want changed, and separately whether a court date or bail hearing falls within the next 14 days (or already happened in the last 7). The combination of both is what pushes a lead to the top of your queue.
What happens if the caller doesn't know which county or state is handling the arrest?
The intake still captures the lead but scores it lower on that specific field, since you can't confirm jurisdiction or whether you're even licensed to appear there until that detail is nailed down.
Does the intake filter out cases outside the United States?
Yes, the intake asks directly whether the case is in the United States, and a 'no' answer is scored far lower so you're not spending consultation time on a matter outside any attorney's jurisdiction.
Can the intake tell if someone is asking about bail versus a different criminal defense matter?
The first question asks specifically whether the goal is getting someone released or kept out of jail while the case is pending, which separates bail and pretrial release inquiries from unrelated matters like Expungement and Record Sealing or Sentencing Advocacy before you ever see the lead.
Does the intake distinguish between someone who can pay privately and someone seeking court-appointed help?
Yes, one question asks whether the person can afford a private lawyer or is seeking fast help getting a court-appointed one, so you can decide upfront whether the inquiry fits your practice model.
What if the arrest hasn't happened yet, but someone thinks it's coming?
The intake asks whether the person has already been arrested, charged, or told to appear in court; if none of that has happened yet, the lead is scored lower since there's no active case to act on.
Turn bail and pretrial release visitors into qualified cases
Give every bail and pretrial release visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.