Due diligence intake that captures transaction timing up front
Every submission confirms the transaction type and timeline, flags whether a specific property is already identified, and captures contamination signs along with the property address or existing Phase I/II reports before it reaches your CRM.
Preview your environmental due diligence intake
Explore 7 questions from the Environmental Due Diligence template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified environmental due diligence lead should tell you
A review of a specific U.S. property or business, undertaken ahead of a purchase, sale, lease, financing, or investment decision, to identify contamination risk and produce findings a lender, investor, or insurer can rely on.
- Buy, Sell, Lease, Finance,
- There Specific Property, Site,
- Review Real Transaction Or
- Buyer, Seller, Owner, Tenant,
- Property Or Business Located
- There Any Signs Or
- Written Results Or Report
The questions your team needs answered
Every environmental due diligence intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you planning to buy, sell, lease, finance, or invest in a U.S. property or business and want to check for environmental issues before moving forward? | Confirms an actual transaction is driving the request rather than a general environmental question. |
| Is there a specific property, site, or business you can identify for the environmental review? | Due diligence can't be scoped without a named property or business, so this separates concrete matters from exploratory ones. |
| Do you need the review for a real transaction or decision happening now or expected within the next 6 months? | A near-term transaction timeline signals real urgency and deal pressure versus a hypothetical future plan. |
| Are you the buyer, seller, owner, tenant, lender, investor, or an authorized representative for one of them? | Confirms the client has standing in the transaction, which affects whether they can retain counsel or authorize work on the property. |
| Is the property or business located in the United States? | Filters out properties outside the firm's U.S. jurisdictional scope before consultation time is spent. |
| Are there any signs or concerns about contamination or environmental risk (for example, past industrial use, underground tanks, chemical storage, spills, strong odors, stained soil, or nearby pollution sources)? | Existing contamination signs indicate the scope and complexity of the review the client actually needs. |
| Do you need written results or a report to share with a lender, investor, insurer, or other decision-maker? | A deliverable required by a lender or investor signals a formal, funded transaction rather than an informal inquiry. |
How Cliont scores environmental due diligence leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Buy, Sell, Lease, Finance,: yes
- There Specific Property, Site,: yes
- Review Real Transaction Or: yes
- Buyer, Seller, Owner, Tenant,: yes
- Property Or Business Located: yes
- There Any Signs Or: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Environmental Due Diligence 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 environmental due diligence workflows
| Cliont capability | Environmental Due Diligence application |
|---|---|
| Conditional scoring logic | Weights the transaction type, identified property, timeline, and U.S. location questions most heavily, so a same-day speculative question scores well below an active domestic transaction. |
| Video intake widget | Lets a prospective client describe visible site conditions, such as tank locations or staining, in their own words before the consultation. |
| CRM routing | Sends the qualified matter, including role, timeline, and any report requirement, directly into your CRM instead of a shared inbox. |
| Early disqualification flagging | Surfaces a non-U.S. property answer immediately, so it doesn't sit in the queue looking like a viable domestic transaction. |
Example environmental due diligence lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Pending property acquisition
A buyer has identified a specific site and expects to close within a few months, so the intake surfaces the property, timeline, and role right away.
Lender-required report
A lender or borrower needs written findings to satisfy financing conditions, and the intake flags the report requirement so scope is clear before the consultation.
Suspected contamination site
The prospective client mentions a former gas station, storage tanks, or stained soil, which raises the risk profile the intake is built to capture.
No transaction yet identified
Someone is asking general questions with no property named and no deal timeline, a combination the intake distinguishes from an active, fundable matter.
Property outside the U.S.
A prospective client describes a site located outside the United States, which the intake flags as outside scope before it takes up consultation time.
Connect Cliont to your workflow
Connect your CRM
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Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 environmental law intake templates
Environmental Due Diligence lead-intake FAQs
What makes an environmental due diligence lead worth a consultation?
A combination of an active or near-term transaction, an identified property, and a client role such as buyer, seller, lender, or investor pushes the score up, since those are the conditions the catalog weights most heavily.
Does the intake screen out properties located outside the United States?
Yes. Location is asked directly, and a non-U.S. answer is weighted low so those inquiries surface as a lower priority rather than being treated the same as a domestic deal.
How does the intake handle contamination red flags like old tanks or spills?
The intake asks specifically about signs such as past industrial use, underground tanks, chemical storage, spills, or stained soil, and answers here shape the risk context you see before the call.
Can the intake tell if someone just needs a report for a lender or investor?
Yes, it asks whether written results are needed for a lender, investor, insurer, or other decision-maker, so you know upfront if the matter has a deliverable-driven scope.
What happens if a prospective client hasn't identified a specific property yet?
That's asked directly, and a 'no' here is scored lower than a named property or business, since due diligence work generally can't start without a defined subject.
Does this intake perform the Phase I or Phase II assessment itself?
No. Cliont only qualifies and routes the lead; the intake collects the property, timeline, role, and risk signals so your firm can decide whether and how to scope the actual assessment.
Turn environmental due diligence visitors into qualified cases
Give every environmental due diligence visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.