Digital asset intake that flags crypto and account value up front
Ask whether a prospect already has a will to update, wants to name a trusted digital fiduciary, and holds crypto or other financial-value accounts — then collect a basic account and device list, no passwords, before they ever reach your calendar.
The exact intake your digital asset planning leads complete
This is the real 7-question guided intake for Digital Asset Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified digital asset planning lead should tell you
Planning for what happens to a client's online accounts, digital files, and access credentials if they die or become incapacitated, including naming a trusted person to manage or close key accounts.
- Help In United States
- Have Digital Assets Care
- Want Name Someone Trust
- Have Passwords, Recovery Codes,
- Any Digital Assets Have
- Already Have Will Or
- Ready Speak With Attorney
The questions your team needs answered
Every digital asset planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help in the United States with planning what happens to your online accounts or digital files if you die or become unable to manage them? | Confirms the matter falls under U.S. jurisdiction before any attorney time is spent. |
| Do you currently have digital assets you care about (such as email, social media, photos, cloud storage, online banking, crypto, or online businesses)? | Establishes whether the prospect has any digital assets worth planning for at all. |
| Do you want to name someone you trust to access or manage some of your digital accounts if needed? | A yes signals the prospect wants an actual fiduciary designation, not just information gathering. |
| Do you have passwords, recovery codes, or device access information that you want organized and shared safely with the right person? | Shows the prospect wants a structured access plan for credentials, a common driver of the engagement. |
| Do any of your digital assets have financial value or ongoing obligations (like cryptocurrency, online payment accounts, monetized channels, subscriptions, or online store revenue)? | Flags financial-value assets like crypto or monetized accounts that raise the complexity and value of the matter. |
| Do you already have a will or trust that you want to update to include digital assets or access instructions? | Distinguishes a quick amendment to existing estate documents from a first-time planning engagement. |
| Are you ready to speak with an attorney and provide a basic list of your key accounts and devices (without sharing passwords in the intake)? | Indicates whether the prospect has done the prep work of listing accounts and devices, a sign of consultation readiness. |
How Cliont scores digital asset planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help In United States: yes
- Have Digital Assets Care: yes
- Want Name Someone Trust: yes
- Have Passwords, Recovery Codes,: yes
- Any Digital Assets Have: yes
- Ready Speak With Attorney: yes
See the lead your team receives
Digital Asset Planning 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 digital asset planning workflows
| Cliont capability | Digital Asset Planning application |
|---|---|
| Weighted lead scoring | Automatically weights digital assets with financial value, like crypto or monetized accounts, higher than a general password-organization request, so complex matters rise to the top. |
| Branching intake logic | Skips deeper account or password questions if a prospect has no digital assets they care about, keeping the form short for a lower-fit inquiry. |
| Pre-consultation account list capture | Collects a basic list of key accounts and devices before the meeting, without ever asking for passwords, so the attorney arrives already knowing the scope. |
| CRM lead routing | Sends the completed intake, including whether a will or trust already exists, directly into your CRM so you can triage amendment work versus new planning engagements. |
Common digital asset planning lead scenarios
Crypto holder needing succession plan
Prospect confirms financial-value digital assets like crypto or a monetized channel and wants a trusted person named to manage them, signaling a matter worth attorney time.
Existing trust needs digital update
Prospect already has a will or trust and wants it amended to add digital access instructions, a narrower and often quicker engagement than a first-time plan.
Password organizer without a named fiduciary
Prospect wants passwords and recovery codes organized but hasn't decided who should have access, a lead that needs a short call to clarify scope before booking.
Curious but not ready to engage
Prospect cares about their digital accounts but answers no to being ready to provide a basic account list, indicating they need nurturing before a consultation is worth scheduling.
Inquiry outside U.S. jurisdiction
Prospect answers no to seeking U.S.-based planning help, which the intake weights lower so it can be redirected instead of filling a consultation slot.
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 estate planning and probate intake templates
Digital Asset Planning lead-intake FAQs
Does the intake ever ask for actual passwords or recovery codes?
No. It only asks whether the prospect wants passwords and recovery codes organized and shared safely, and separately whether they're ready to provide a basic list of accounts and devices — the credentials themselves are never collected in the form.
Can the intake tell me if a lead just needs account organization, not legal counsel?
If a prospect says no to naming a trusted digital fiduciary and no to any assets with financial value, that combination scores lower and can flag a matter that may be more about organization than legal drafting.
How does the intake surface leads with crypto or monetized accounts?
One question specifically asks about digital assets with financial value or ongoing obligations, including cryptocurrency, payment accounts, monetized channels, subscriptions, and online store revenue, so those matters stand out.
What happens if the prospect already has a will or trust?
The intake asks directly whether they already have a will or trust they want updated for digital assets, letting you see immediately whether it's an amendment to existing documents or a first engagement.
Will a prospect need to have their account list ready before the consultation?
The intake asks whether they're ready to provide a basic list of key accounts and devices, without passwords, so you know before the call whether they've done that prep work.
Does this intake work for prospects outside the United States?
The first question filters specifically for U.S.-based planning; a no answer is still captured but weighted lower, so those leads surface as lower priority rather than filling a consultation slot.
Turn digital asset planning visitors into qualified cases
Give every digital asset planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.