Know if there's already a power of attorney before you meet
The intake asks whether the adult can safely make decisions, whether there's an urgent safety or financial risk, and whether a valid power of attorney already exists, then collects supporting documentation before the case reaches your CRM.
The exact intake your guardianship and conservatorship leads complete
This is the real 8-question guided intake for Guardianship and Conservatorship — the same flow your customers finish before you ever pick up the phone.
What a qualified guardianship and conservatorship lead should tell you
A court proceeding to appoint someone to make personal, medical, or financial decisions for an adult who can no longer safely make those decisions alone, distinct from cases where a valid power of attorney or health care directive is already handling the situation.
- Person Who Help Living
- Seeking Have Court Appoint
- Adult Unable Understand Or
- There Urgent Safety Or
- There No Valid Power
- There Willing, Appropriate Person
- There Dispute Or Expected
The questions your team needs answered
Every guardianship and conservatorship intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the person who needs help currently living in the United States? | U.S. residency determines whether a domestic guardianship or conservatorship petition is even the right proceeding for this adult. |
| Are you seeking to have a court appoint someone to make personal or medical decisions for an adult who cannot safely make those decisions alone? | Confirms the lead is actually seeking a personal/medical decision-maker rather than a different elder law service like health care proxy drafting. |
| Are you seeking to have a court appoint someone to manage an adult’s money, bills, or property because they cannot manage them safely? | Confirms the lead needs financial decision-making authority, which may point toward a conservatorship rather than a personal guardianship. |
| Is the adult unable to understand or communicate decisions consistently due to a condition like dementia, a stroke, mental illness, or a brain injury? | A documented or described incapacity condition is the legal basis courts require before appointing a guardian or conservator. |
| Is there an urgent safety or financial concern right now (for example, unsafe living situation, missed bills, scams, or someone taking their money)? | An active safety or financial emergency is the strongest signal this matter needs immediate attorney attention rather than routine scheduling. |
| Is there no valid power of attorney or health care decision document that is working well enough to handle the situation? | If a working power of attorney already exists, the family may need document review instead of a full guardianship petition, changing the scope of the engagement. |
| Is there a willing, appropriate person who could serve as the guardian or conservator (such as a family member or trusted friend)? | Knowing whether a willing, appropriate guardian candidate exists tells you how straightforward or contested the eventual petition will be. |
| Is there a dispute or expected objection from another family member or someone else about who should make decisions or handle money? | An expected family dispute signals a contested proceeding, which typically requires more attorney time and a different fee conversation than an uncontested case. |
How Cliont scores guardianship and conservatorship leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Who Help Living: yes
- Seeking Have Court Appoint: yes
- Adult Unable Understand Or: yes
- There Urgent Safety Or: yes
- There No Valid Power: yes
- There Willing, Appropriate Person: yes
Urgency signals
- There Urgent Safety Or
See the lead your team receives
Guardianship and Conservatorship 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 guardianship and conservatorship workflows
| Cliont capability | Guardianship And Conservatorship application |
|---|---|
| Weighted lead scoring | An urgent safety or financial concern combined with a missing or non-functioning power of attorney pushes the score into your highest tier, separating true guardianship emergencies from routine planning questions. |
| Conditional branching | A yes on the existing power-of-attorney question can route the lead differently than a no, since a working POA may mean the caller needs document review rather than a guardianship petition. |
| Document upload capture | Families can attach medical documentation, existing POA paperwork, or evidence of financial exploitation before the consultation, so you review the record instead of asking for it live. |
| Video intake widget | A family member can describe the adult's condition and the expected family dynamics on camera, giving you a read on contested cases before you commit consultation time. |
Common guardianship and conservatorship lead scenarios
Active financial exploitation
A family member reports missed bills or someone draining an elder's accounts right now; the intake flags the urgent financial concern and capacity question so this reaches you the same day.
No power of attorney in place
A dementia diagnosis exists but no POA or health care directive was ever signed, so the intake surfaces this gap as a reason a court appointment is genuinely needed.
Contested family guardianship
Two siblings disagree about who should manage a parent's care or money; the intake captures the expected objection early so you can scope for a contested proceeding, not a routine one.
Ready willing guardian, no conflict
An adult child is willing and appropriate to serve, there's no dispute, and capacity is documented; the intake routes this as a straightforward petition rather than a litigated matter.
Adult living outside the U.S.
The person who needs help doesn't currently reside in the United States, which the intake flags as a lower-fit case for a domestic guardianship petition before you spend consultation time on it.
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 elder law intake templates
Guardianship and Conservatorship lead-intake FAQs
Can the intake tell me if a case is going to be contested before I take the call?
Yes. The intake asks directly whether a dispute or objection from another family member is expected, so you can see whether you're walking into a contested or uncontested matter before scheduling a consultation.
What if the family already has a power of attorney?
The intake asks whether an existing power of attorney or health care document is working well enough to handle the situation; if one is already functioning, that changes whether a full guardianship petition is even necessary.
How does the intake handle urgent financial exploitation cases differently?
A yes answer on the urgent safety or financial concern question is one of the highest-weighted signals in the catalog, so those leads score higher and can be flagged for faster follow-up than a routine planning inquiry.
Does the intake require a formal diagnosis to flag incapacity?
No. It asks whether the adult is unable to understand or communicate decisions consistently due to a condition like dementia, a stroke, mental illness, or a brain injury, which lets self-reporting families answer honestly without a diagnosis in hand.
What happens if the person needing help doesn't live in the U.S.?
The intake asks about current U.S. residency directly; a no answer scores lower since a domestic guardianship or conservatorship petition may not be the right jurisdiction for that case.
Can I tell from the intake whether there's a willing family member to serve as guardian?
Yes, one question specifically asks whether a willing, appropriate person such as a family member or trusted friend is available to serve, which helps you assess how straightforward the petition will be.
Turn guardianship and conservatorship visitors into qualified cases
Give every guardianship and conservatorship visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.