Executive agreement intake that captures deadlines and equity up front
Whether it's a new C-suite offer, a severance tied to a non-compete, or a signing deadline days away, Cliont's intake captures the executive title, restrictive covenants, and money at stake — plus the offer letter or agreement itself — before you ever pick up the phone.
The exact intake your executive employment agreements leads complete
This is the real 7-question guided intake for Executive Employment Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified executive employment agreements lead should tell you
Review, negotiation, enforcement, or exit of employment terms for C-suite and senior executive roles — offers, contracts, or separation agreements — often carrying non-compete, confidentiality, or equity provisions that need resolution under a deadline.
- Issue About Executive-Level Job
- Job Or Company Mainly
- Have Written Agreement Or
- Legal Help Review, Negotiate,
- Agreement Include Any These:
- There Current Or Upcoming
- There Money Or Benefits
The questions your team needs answered
Every executive employment agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about an executive-level job offer, employment contract, or separation agreement (for example, CEO/CFO/VP/Director or similar)? | Confirms the matter is genuinely executive-tier rather than a rank-and-file contract, which is the baseline practice-fit test. |
| Is the job or company mainly based in the United States (or does your agreement say U.S. law applies)? | Confirms U.S. jurisdiction applies, ruling out matters governed by foreign employment law before you commit time. |
| Do you have a written agreement or written offer terms (including emails or a PDF) that you can share? | Having actual written terms in hand lets you review real language instead of a secondhand summary during the consultation. |
| Are you looking for legal help to review, negotiate, enforce, or exit the agreement (not just general advice)? | Separates people who want representation to negotiate, enforce, or exit an agreement from those seeking free general advice. |
| Does the agreement include any of these: non-compete, non-solicit, confidentiality, invention/IP assignment, or a required arbitration clause? | Flags restrictive covenants like non-competes and arbitration clauses that materially change the scope and risk of the engagement. |
| Is there a current or upcoming deadline (for example, you must sign, respond, or start/leave the job within the next 30 days)? | Surfaces time-sensitive matters where a signing, response, or start/leave deadline forces a fast attorney turnaround. |
| Is there money or benefits at stake that could change based on the agreement (for example, severance, bonus, equity, commissions, or deferred pay)? | Quantifies the severance, bonus, equity, or deferred pay at stake, which often determines whether the matter is worth pursuing. |
How Cliont scores executive employment agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Executive-Level Job: yes
- Job Or Company Mainly: yes
- Have Written Agreement Or: yes
- Legal Help Review, Negotiate,: yes
- Agreement Include Any These:: yes
- There Current Or Upcoming: yes
See the lead your team receives
Executive Employment Agreement 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 executive employment agreements workflows
| Cliont capability | Executive Employment Agreements application |
|---|---|
| Weighted lead scoring | Weights executive title, U.S. jurisdiction, an approaching deadline, and money at stake more heavily than generic questions, so the most consequential offers and exits rise to the top of your CRM. |
| Document capture | Prompts the prospective client to attach their offer letter, employment agreement, or separation agreement before a consultation is confirmed. |
| Disqualification signals | Surfaces leads where the role isn't executive-level or the agreement isn't governed by U.S. law, so you can decline before offering a free consultation on a matter outside your scope. |
| CRM delivery | Sends the scored lead into your CRM with the non-compete/confidentiality answer and the deadline flag already attached, so the intake for the call is done before you dial in. |
Common executive employment agreements lead scenarios
New CEO offer with a deadline
A candidate has a signed C-suite offer with equity and a response deadline inside 30 days; the intake flags both the deadline and compensation stakes for same-day review.
VP severance tied to a non-compete
A departing VP is negotiating severance while bound by non-compete and confidentiality clauses; the intake surfaces the dollar amount and the restrictive covenants together.
CFO deal with no paperwork yet
An executive is negotiating verbally with no offer letter in hand; the intake still records intent to negotiate but marks the missing document for follow-up before booking.
Manager-level contract, not executive
A non-executive employee asks about a standard employment contract; a no on the executive-title question routes this as lower priority since it sits outside the practice's target work.
Director role governed by foreign law
A director-level agreement is based outside the U.S. and governed by foreign law; the jurisdiction question flags the mismatch so you're not scheduling a consultation you can't take.
Connect Cliont to your workflow
Send leads
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Notify your team
Email, SMS, Slack
Automate follow-up
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Simple, transparent pricing
Choose the plan that works for your business.
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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.
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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
- Charged only for submitted leads
More employment and labor law intake templates
Executive Employment Agreements lead-intake FAQs
How does the intake tell an executive matter apart from a general employment contract question?
The first question confirms whether the role is C-suite, VP, Director, or similar, which is weighted heavily in scoring; a general employee contract question scores much lower and can be redirected to your Employment Contracts intake instead.
What happens if the prospective client doesn't have a signed agreement yet?
The intake still records that they want help negotiating or reviewing terms, but the missing-document answer carries a lower weight than a lead who can upload actual offer language.
Does the intake flag non-competes and confidentiality clauses automatically?
Yes — one question asks specifically whether the agreement includes non-compete, non-solicit, confidentiality, IP assignment, or arbitration provisions, so you see the covenant risk before the call.
How does the intake handle a signing deadline that's just days away?
A yes on the deadline question is weighted to push the lead higher in your CRM so time-sensitive offers and exits don't sit in a queue behind routine inquiries.
Can I tell if there's real money at stake before I agree to a consultation?
The intake asks directly whether severance, bonus, equity, commissions, or deferred pay are affected by the agreement, giving you a financial-stakes signal alongside the executive-title and deadline answers.
What if the executive's agreement is governed by another country's law?
The U.S.-jurisdiction question captures that directly, so you can spot and decline matters outside your practice before booking time with the prospective client.
Turn executive employment agreements visitors into qualified cases
Give every executive employment agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.