See subpoena status and deadlines before you consult
The intake confirms whether a prospective client has received a grand jury subpoena or target letter, checks jurisdiction and any appearance or production deadline, and asks whether they're ready to hire counsel — with the subpoena document collected upfront so you're not guessing on the call.
Preview your grand jury proceedings intake
Explore 6 questions from the Grand Jury Proceedings template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified grand jury proceedings lead should tell you
Grand jury proceedings cover subpoenas, target or subject notifications, and testimony requests tied to a criminal investigation before formal charges are filed. Qualifying this lead means confirming subpoena or target status, jurisdiction, any compliance deadline, and whether the caller is the person at risk or an authorized representative.
- Received Grand Jury Subpoena,
- This Criminal Matter (Not
- Grand Jury Located In
- Person Who May Face
- Have Grand Jury Appearance
- Hire Criminal Defense Attorney
The questions your team needs answered
Every grand jury proceedings intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you received a grand jury subpoena, been told you are a target or subject of a grand jury investigation, or been asked to testify before a grand jury? | Distinguishes an active subpoena or target notification from someone who's only heard rumors of an investigation, which is the core signal for this matter type. |
| Is this a criminal matter (not a civil investigation or a lawsuit)? | Confirms the matter is actually criminal rather than a civil investigation or lawsuit that could otherwise slip through as a grand jury lead. |
| Is the grand jury located in the United States (federal or state level)? | Confirms the proceeding is a US federal or state grand jury, since foreign inquiries fall outside the procedural framework you're set up to handle. |
| Are you the person who may face criminal charges or is being investigated (or are you calling on their behalf with permission)? | Confirms you're speaking with the person under investigation or someone with their explicit permission before case details are discussed. |
| Do you have a grand jury appearance date, compliance deadline, or document production deadline within the next 30 days? | Flags whether there's an appearance, compliance, or production deadline inside 30 days, the clearest signal of how quickly the matter needs attorney attention. |
| Are you looking to hire a criminal defense attorney to represent you in this matter? | Separates prospective clients ready to retain counsel now from those still gathering information, so consultation time is spent on people ready to engage. |
How Cliont scores grand jury proceedings leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Received Grand Jury Subpoena,: yes
- This Criminal Matter (Not: yes
- Grand Jury Located In: yes
- Person Who May Face: yes
- Have Grand Jury Appearance: yes
- Hire Criminal Defense Attorney: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Grand Jury Proceedings 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 grand jury proceedings workflows
| Cliont capability | Grand Jury Proceedings application |
|---|---|
| Conditional intake logic | Surfaces whether the prospective client has a subpoena, target notification, or testimony request before asking about deadlines, so the flow adapts to their specific grand jury situation. |
| Document capture | Collects the subpoena or target letter as an upload during intake so you can review the actual document before the consultation. |
| Weighted scoring | Assigns the highest weight to an active appearance or production deadline within 30 days, pushing time-sensitive grand jury matters to the top of your queue. |
| CRM routing | Sends only leads confirmed as criminal matters within US jurisdiction and ready to hire counsel into your CRM, filtering out civil inquiries and foreign proceedings. |
Example grand jury proceedings lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Federal target letter, tight deadline
A prospective client has received a federal target letter with a document production deadline inside two weeks — the intake flags the subpoena status, US jurisdiction, and short deadline together for immediate review.
Witness subpoena, not a target
Someone was subpoenaed to testify but hasn't been named target or subject and may not personally face charges — the intake still logs the subpoena details but reflects that this is a different situation than a target case.
Calling for a family member
A caller wants representation for a relative under investigation but hasn't confirmed they have permission to act on that person's behalf — the intake surfaces this before any case details are discussed.
Civil inquiry mistaken for grand jury
An inquiry framed as an investigation turns out to be a civil regulatory matter rather than a criminal grand jury proceeding — the intake flags this mismatch instead of routing it as a criminal defense lead.
Foreign proceeding, wrong jurisdiction
A prospective client references a grand-jury-style proceeding outside the United States — the intake flags the jurisdiction answer since federal and state US grand juries operate under different rules than foreign inquiries.
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Unlimited intake forms and leads for your growing business.
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- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Automatic lead scoring
- Digital estimates & e-signatures
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- Charged only for submitted leads
More criminal defense intake templates
Grand Jury Proceedings lead-intake FAQs
How does the intake tell a target letter apart from a witness subpoena?
The subpoena/target question captures whether the prospective client received a subpoena, was named target or subject, or was asked to testify, so you can see which situation applies instead of assuming every subpoena means the same thing.
What happens if the matter turns out to be civil, not criminal?
The intake directly confirms the matter is criminal; a 'no' answer flags it as outside a grand jury criminal defense engagement so a consultation slot isn't spent on a case you wouldn't take.
Does the intake check whether the grand jury is federal or state, and inside the US?
Yes, jurisdiction is confirmed as part of the intake, and proceedings outside the United States are flagged since they fall outside the framework a US grand jury defense typically covers.
How is a call on behalf of someone else handled?
The intake asks whether the caller is the person under investigation or has that person's permission to inquire, so you know upfront whether you're speaking with an authorized contact before discussing case specifics.
Will I know about a deadline before the lead reaches me?
The intake asks whether there's an appearance, compliance, or document production deadline within 30 days, so time-sensitive matters are visible without a first call being needed to find that out.
Does the intake separate people ready to hire from people just researching?
Yes, the intake asks directly whether the prospective client is looking to hire a criminal defense attorney for this matter, which separates active hiring intent from early information-gathering.
Turn grand jury proceedings visitors into qualified cases
Give every grand jury proceedings visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.