Felony expungement intake that captures case-completion status up
Every intake confirms the conviction was actually a felony, checks whether probation, parole, or supervised release has fully ended, and flags violent, sex, or child-related offenses your firm won't take — before you spend consultation time on a case that isn't eligible.
The exact intake your felony expungement leads complete
This is the real 8-question guided intake for Felony Expungement — the same flow your customers finish before you ever pick up the phone.
What a qualified felony expungement lead should tell you
Clearing, sealing, reducing, or setting aside a felony conviction that has already run its course through the courts — distinct from fighting an open or new charge.
- Felony Conviction Want Clear
- Conviction Classified As Felony
- Want This Felony Expunged,
- Case Fully Ended —
- Stayed Free Any New
- Felony Violent Offense, Sex
- Know State, Court, And
- Represented By Lawyer This
The questions your team needs answered
Every felony expungement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the felony conviction you want to clear from a court in the United States? | Confirms the conviction is within a U.S. court's jurisdiction, since expungement relief through this intake doesn't apply to foreign convictions. |
| Was the conviction classified as a felony (not a misdemeanor or infraction)? | Separates true felony matters from misdemeanor cases that belong on a different intake path entirely. |
| Do you want this felony expunged, sealed, reduced (e.g. felony to misdemeanor), or set aside — not fighting a new charge? | Confirms the prospect wants post-conviction relief rather than defense on an open or new charge, which is a different service. |
| Has your case fully ended — including any prison/jail time, probation, parole, or supervised release? | Most expungement statutes require the sentence, probation, or parole to be fully served, so an open sentence signals the lead isn't yet eligible. |
| Have you stayed free of any new felony or serious criminal convictions since the case ended? | A clean record since the case closed is often a statutory requirement for relief, making this a strong indicator of eligibility. |
| Was the felony a violent offense, sex offense, or against a child (these are usually NOT eligible)? | Violent, sexual, or child-related felonies are commonly excluded from expungement, so this answer materially lowers fit. |
| Do you know the state, court, and case number (or can you find them)? | Knowing the state, court, and case number shortens the record-pulling work needed before a consultation can move forward. |
| Are you currently represented by a lawyer for this felony expungement matter? | Existing representation on the same matter usually means the firm shouldn't spend consultation time on the lead. |
How Cliont scores felony expungement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Felony Conviction Want Clear: yes
- Conviction Classified As Felony: yes
- Want This Felony Expunged,: yes
- Case Fully Ended —: yes
- Stayed Free Any New: yes
- Know State, Court, And: yes
Lower-fit signals
- Felony Violent Offense, Sex: no
- Represented By Lawyer This: no
See the lead your team receives
Felony Expungement 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 felony expungement workflows
| Cliont capability | Felony Expungement application |
|---|---|
| Automated eligibility screening | Flags leads whose felony was violent, a sex offense, or against a child, since those are usually ineligible for expungement. |
| Weighted lead scoring | Prioritizes closed cases with no new convictions and known case/court details over pending or incomplete matters. |
| CRM routing | Sends only leads that clear the felony, case-closure, and offense-type checks to your CRM as qualified matters. |
| Existing-representation check | Surfaces prospects who already have a lawyer on the same expungement matter before you offer a consultation. |
Common felony expungement lead scenarios
Sentence still running
Prospective client is still on probation or parole and hasn't finished their sentence, which the intake flags as a low-fit case since eligibility usually requires the matter to be fully closed.
Excluded offense type
The felony was a violent, sex, or child-related offense — the intake surfaces this as a lower-fit signal so you can decide whether to route it to consultation or decline before booking time.
Clean record, ready to file
Case is closed, no new convictions since, and the client knows their court and case number — this combination scores highest since every eligibility factor lines up.
Already has counsel
The prospect indicates they're currently represented by another lawyer on this matter, which the intake weighs as a lower-fit signal worth a quick check before a consultation is offered.
Missing case details
Client wants relief but can't locate the state, court, or case number, so the intake still scores the eligibility answers but flags that follow-up will be needed to pull records.
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
Felony Expungement lead-intake FAQs
How does the intake screen out felonies that typically aren't eligible for expungement?
The intake directly asks whether the offense was violent, a sex offense, or against a child, since those categories are usually excluded from relief and are treated as a lower-fit signal in scoring.
What if a prospective client doesn't know their court or case number?
The intake asks whether they know or can find the state, court, and case number; answering yes contributes to a higher score, while a no still lets the lead through but signals extra record-pulling work before consultation.
Does the intake check if someone already has a lawyer on this matter?
Yes — it asks directly whether the prospect is currently represented for this felony expungement, and an existing lawyer is weighted as a lower-fit signal.
What happens if someone is still on probation or hasn't finished their sentence?
The intake asks whether the case, including any prison time, probation, parole, or supervised release, has fully ended; a 'no' answer scores lower since most expungement relief requires the matter to be closed.
Can this intake catch someone who actually needs a misdemeanor expungement instead?
Yes — it confirms the conviction was classified as a felony rather than a misdemeanor or infraction, so mismatched leads can be redirected toward your Misdemeanor Expungement or Drug Conviction Expungement intake instead.
Does the intake distinguish expungement requests from someone fighting a new or open charge?
Yes — it asks whether the prospect wants the felony expunged, sealed, reduced, or set aside rather than defending against a new charge, so open-case leads can be routed to a different matter type such as Felony Charges.
Turn felony expungement visitors into qualified cases
Give every felony expungement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.