See case status and charge type before you book a consultation
Prospective clients confirm whether their case is closed, how long it's been since sentencing ended, and whether the offense was a misdemeanor or non-violent charge, then share the court name or case number so your team can check eligibility before the consultation.
The exact intake your expungement and record sealing leads complete
This is the real 8-question guided intake for Expungement and Record Sealing — the same flow your customers finish before you ever pick up the phone.
What a qualified expungement and record sealing lead should tell you
A request to have a closed criminal case erased or hidden from public record, where eligibility depends on the case being fully resolved, the offense type, and how much time has passed since sentencing or probation ended.
- Criminal Record From Case
- Know State Where Case
- Clear Or Seal Own
- Case Closed Already (
- Facing Any New Criminal
- It Been At Least
- Case Misdemeanor Or Non-Violent
- Have Basic Case Details
The questions your team needs answered
Every expungement and record sealing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your criminal record from a case in the United States? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you know the state where the case happened? | Expungement rules vary by state, so confirming the client knows the jurisdiction lets your firm judge whether the matter is even one you handle. |
| Are you looking to clear or seal your own criminal record (not someone else’s)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Was your case closed already (for example, you finished probation/jail and the court case is over)? | Whether the underlying case is actually closed determines if a petition can even be filed, making this one of the strongest eligibility signals. |
| Are you currently facing any new criminal charges or an active warrant? | A current charge or active warrant is the catalog's lower-fit signal, since most jurisdictions require a clean current status before granting expungement. |
| Has it been at least 6 months since your case ended (or since you finished probation/parole)? | Many jurisdictions impose a waiting period after sentencing or probation, so this answer tells your team if the lead is eligible now or needs to wait. |
| Was the case a misdemeanor or a non-violent offense (not a serious violent or sex-related offense)? | Serious violent or sex-related offenses are typically excluded from standard expungement relief, so this answer separates straightforward cases from ones needing deeper review. |
| Do you have the basic case details (like the court name, case number, or the charges) so a lawyer can look it up? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
How Cliont scores expungement and record sealing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Criminal Record From Case: yes
- Know State Where Case: yes
- Clear Or Seal Own: yes
- Case Closed Already (: yes
- It Been At Least: yes
- Case Misdemeanor Or Non-Violent: yes
Lower-fit signals
- Facing Any New Criminal: no
See the lead your team receives
Expungement and Record Sealing 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 expungement and record sealing workflows
| Cliont capability | Expungement And Record Sealing application |
|---|---|
| Automatic lead scoring | Leads reporting an active warrant or new pending charges are scored lower automatically, since that answer is the catalog's designated lower-fit signal for this subservice. |
| Conditional intake logic | Whether the client knows the case state and has basic case details (court name, case number, or charges) is captured up front, so incomplete leads are flagged rather than booked blind. |
| CRM routing | Once closure status, time elapsed, and offense type are collected, qualified expungement matters are sent straight to your CRM with those answers attached for intake staff to review. |
| Document collection in the intake flow | Prospective clients are prompted to share what case documentation they have, giving your team a head start on verifying eligibility before the consultation. |
Common expungement and record sealing lead scenarios
Closed misdemeanor, past the waiting period
Case is finished, more than six months have passed, and the charge was a non-violent misdemeanor — this is the profile most likely to score as a strong fit for a consultation.
Active warrant surfaces mid-intake
The prospective client is currently facing new charges or an outstanding warrant, which the intake flags as a lower-fit signal since the underlying case isn't eligible to move forward yet.
Case closed but inside the six-month window
Sentencing or probation just ended, so the case is technically closed but hasn't cleared the typical waiting period the intake checks for, changing the urgency of the follow-up.
No case number or court details on hand
The lead wants to move forward but can't yet provide the court name or case number, so the intake still captures the lead while noting that documentation is outstanding.
Unsure which state the case is in
The prospective client doesn't know or hasn't confirmed the state where the case happened, which matters because expungement eligibility rules are jurisdiction-specific.
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
Expungement and Record Sealing lead-intake FAQs
How does the intake handle someone facing new charges or a warrant?
The question about current charges or an active warrant is treated as a lower-fit signal, since an open case usually needs to resolve before an expungement or sealing petition can move forward. Those leads still come through but are scored differently than a fully closed case.
What happens if the prospective client doesn't have their case number yet?
The intake asks whether they have basic case details like the court name, case number, or charges, but a 'no' answer doesn't block the lead — it just tells your team they'll need to pull records before the consultation.
Does the intake screen out cases that aren't eligible by offense type?
It asks whether the case was a misdemeanor or non-violent offense, which is one of the higher-weighted questions, so serious violent or sex-related charges are visible in the lead detail rather than hidden or guessed at.
Can this intake work for someone whose case happened outside the current state?
Yes — it asks whether the case is from a U.S. court and whether the client knows which state it happened in, so out-of-state or unclear-jurisdiction leads are flagged for your team to check before scheduling.
How does the six-month waiting period get captured?
The intake asks directly whether at least six months have passed since the case ended or probation/parole finished, which lets you separate leads who are eligible now from those who technically qualify but need to wait.
How is this different from Cliont's Misdemeanor Expungement or Felony Expungement pages?
This subservice covers general expungement and record sealing regardless of charge level, while the misdemeanor and felony expungement pages use the same core eligibility logic tuned to those specific charge categories.
Turn expungement and record sealing visitors into qualified cases
Give every expungement and record sealing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.