Guardianship intake that captures location and urgency up front
Ask whether the person can safely manage their health, living situation, or finances, flag urgent concerns like unpaid bills or unsafe conditions, and confirm whether a power of attorney already exists — before you offer a consultation. Collect existing POA or healthcare directive documents upfront so you know exactly what you're walking into.
The exact intake your guardianship and conservatorship leads complete
This is the real 7-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 that gives a family member or caregiver legal authority to make health, living, or financial decisions for a person who can no longer safely manage those decisions themselves.
- Person Who May Help
- Person Needing Help, Or
- Person Have Trouble Making
- There Urgent Concern Right
- Person Lack Working Power
- Know Where Person Lives
- There Likely Be Disagreement
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 may need help located in the United States? | Confirms whether a domestic guardianship petition can even be filed, screening out cases outside the reach of a U.S. court. |
| Are you the person needing help, or a close family member/caregiver trying to get legal authority to make decisions for them? | Clarifies who the actual client relationship is with, which affects the engagement letter and who has authority to move forward. |
| Does the person have trouble making safe decisions about their health, living situation, or money because of age, illness, disability, or injury? | Confirms the functional impairment that is the core legal threshold for any guardianship or conservatorship petition. |
| Is there an urgent concern right now (for example, unpaid bills, unsafe living conditions, medical decisions needed, or risk of being taken advantage of)? | Flags cases that need an expedited or emergency hearing rather than a standard filing timeline. |
| Does the person currently lack a working power of attorney or health care decision document that would let someone act for them? | Signals whether guardianship is actually necessary or a less restrictive existing legal document already covers the need. |
| Do you know where the person lives (state and county) so a court case could be filed there? | Confirms the matter can be filed in a jurisdiction the firm actually practices in before a consultation is booked. |
| Is there likely to be disagreement or conflict with another family member or caregiver about who should make decisions for the person? | Warns the attorney to prepare for a contested proceeding rather than assume the case will be uncontested. |
How Cliont scores guardianship and conservatorship leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Who May Help: yes
- Person Needing Help, Or: yes
- Person Have Trouble Making: yes
- There Urgent Concern Right: yes
- Person Lack Working Power: yes
- Know Where Person Lives: yes
Urgency signals
- There Urgent Concern Right
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 | Urgent-concern and missing-POA answers carry extra weight, so a caller reporting unsafe conditions with no legal authority in place scores higher than a routine planning inquiry. |
| Document collection | The intake requests existing power of attorney or healthcare directive documents before the consultation, so you can see what legal authority already exists rather than asking on the call. |
| Conflict flagging | The family-disagreement answer is captured and passed through to your CRM notes, letting you distinguish an uncontested filing from a case with a likely dispute. |
| Jurisdiction capture | Asking whether the caller knows the state and county surfaces jurisdiction gaps early, so you're not booking a consultation for a case that may need to be filed somewhere else. |
Common guardianship and conservatorship lead scenarios
Urgent capacity crisis
A parent shows signs of dementia, bills are going unpaid, and there's no existing power of attorney — the intake flags the urgent-concern and no-POA answers together so this rises to the top of the queue.
Family disagreement over authority
Two siblings both want to be named decision-maker for their parent. Capacity is confirmed but the conflict flag is set, so the attorney knows to prepare for a contested filing rather than an uncontested one.
Location outside filing jurisdiction
The caller isn't sure what state or county the person lives in, or the person is outside the U.S. — the intake surfaces this gap so the firm can decide whether to confirm location before booking a consultation.
Caregiver already holds POA
An adult child reports financial confusion and missed payments, but a valid power of attorney is already in place — the intake scores this lower urgency since a full guardianship filing may not be necessary.
Connect Cliont to your workflow
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HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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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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Only pay when you receive a qualified lead.
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- 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
Guardianship and Conservatorship lead-intake FAQs
How does the intake separate an emergency guardianship situation from routine planning?
The urgent-concern question carries its own weight separate from the general capacity question, so answers flagging unpaid bills, unsafe living conditions, or immediate medical decisions push a lead higher even before you look at the rest of the answers.
Can the intake tell me whether the person already has a power of attorney?
Yes — one question specifically asks whether a working power of attorney or health care decision document is already in place, which helps you gauge whether guardianship is actually necessary or a lighter-touch option might apply.
Does the intake check whether the case can be filed somewhere I actually practice?
It asks whether the caller knows the state and county where the person lives, so you can see jurisdiction information before you decide the matter is worth a consultation.
What if the person filling out the form is asking about themselves, not a family member?
The intake asks directly whether the person needing help is the one submitting the request or a close family member/caregiver acting for them, which changes how you'd approach the engagement and authority to proceed.
Will I know ahead of time if family members disagree about who should be guardian?
Yes — a dedicated question asks about likely disagreement or conflict with another family member or caregiver, so you can prepare for a contested proceeding rather than assume it's uncontested.
What happens if the person needing help lives outside the United States?
That answer is captured and weighted lower than a U.S.-based case, since it affects whether a domestic guardianship or conservatorship petition can even be filed.
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.