Adoption intake that captures case stage and state up front
Ask prospective clients whether they're an adoptive parent, birth parent, or guardian, whether an agency match or court filing is already underway, and which state the case is tied to, then collect the paperwork so consultations only go to matters you actually take.
The exact intake your adoption leads complete
This is the real 6-question guided intake for Adoption — the same flow your customers finish before you ever pick up the phone.
What a qualified adoption lead should tell you
Legal representation for adoptive parents, birth parents, or guardians handling agency placement, consent, or court finalization of a U.S. adoption.
- Seeking Legal Help With
- Adoptive Parent, Prospective Adoptive
- Adoption Process Already Started
- Adoption Connected Specific U.S.
- There Any Disagreement Or
- Willing And Able Hire
The questions your team needs answered
Every adoption intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking legal help with an adoption in the United States? | Filters out enquiries about foreign adoption processes so only U.S. matters reach your consultation calendar. |
| Are you an adoptive parent, prospective adoptive parent, birth parent, or legal guardian involved in the adoption? | Identifies whether the caller is the adoptive parent, birth parent, or guardian, which affects conflict checks and the kind of representation needed. |
| Has the adoption process already started (for example, you have an agency, a match, or court paperwork), or do you plan to start within the next 6 months? | Distinguishes a case already moving through an agency or court from someone still researching, so you can gauge how time-sensitive it is. |
| Is the adoption connected to a specific U.S. state where the child lives or where you live? | Confirms the adoption is tied to a state you actually practice in before you spend time on the file. |
| Is there any disagreement or complication that could require court help (such as consent issues, a contested adoption, or problems with an agency or paperwork)? | Flags contested consent, agency disputes, or paperwork problems that require litigation rather than a routine, uncontested filing. |
| Are you willing and able to hire a family law attorney or pay for legal services if needed? | Surfaces whether the prospective client can retain paid counsel before you book a consultation around it. |
How Cliont scores adoption leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Legal Help With: yes
- Adoptive Parent, Prospective Adoptive: yes
- Adoption Process Already Started: yes
- Adoption Connected Specific U.S.: yes
- There Any Disagreement Or: yes
- Willing And Able Hire: yes
See the lead your team receives
Adoption 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 adoption workflows
| Cliont capability | Adoption application |
|---|---|
| Automated lead scoring | Weights matched-with-agency, in-state, and complication answers higher than early-stage enquiries with no case stage or state confirmed yet. |
| Document upload | Collects agency placement agreements or court paperwork before the consultation, so you're not starting from zero on the call. |
| Video intake widget | Lets a birth parent or guardian describe a sensitive consent dispute or agency problem in their own words before you decide whether to take the matter. |
| CRM routing | Sends qualified adoption leads to your CRM tagged with role, case stage, and state so intake staff can triage without re-asking the basics. |
Common adoption lead scenarios
Matched with an agency
A prospective adoptive parent already has an agency match and court paperwork in motion, tied to a state you practice in — the intake scores this high value on role, stage, and state answers alike.
Adoption outside the U.S.
The enquiry involves a foreign adoption process rather than a U.S. matter, so the first catalog question flags it as a poor fit before it takes up consultation time.
Contested consent dispute
A birth parent is recanting consent or an agency dispute has surfaced, which the complication question flags as needing court involvement — worth a closer look even though it's a harder case.
Early-stage exploring options
A prospective parent hasn't started the process and is unsure about paying for legal help, so the intake flags it as lower priority until budget and timeline are clearer.
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 family law intake templates
Adoption lead-intake FAQs
Does the intake screen out adoptions that aren't happening in the U.S.?
Yes. The first question in the catalog asks whether the adoption is a U.S. matter, so enquiries about foreign adoption processes are flagged as a poor fit rather than routed to your consultation calendar.
Can it tell whether the person filling out the form is the adoptive parent, birth parent, or a guardian?
Yes, one of the qualification questions specifically asks the person's role in the adoption, which matters for conflict checks and for deciding what kind of representation the matter needs.
What happens when someone mentions a contested consent or agency dispute?
The catalog includes a direct question about disagreements or complications that could require court involvement, so contested-consent and agency-dispute leads are flagged rather than treated the same as a routine, uncontested filing.
Will the intake catch cases outside the states I'm licensed in?
The catalog asks whether the adoption is tied to a specific U.S. state connected to the child or the client, so you can see the state before deciding whether to book a consultation.
How does it handle someone who isn't sure they can afford an attorney?
One question asks directly whether the prospective client is willing and able to pay for legal services, which lets you weigh that against the strength of the case rather than finding out on the call.
Does this work for kinship or relative adoptions, not just agency placements?
Yes — the role question captures guardians and relatives seeking to adopt a family member's child alongside traditional adoptive and birth parent scenarios, and the case-stage question still applies to confirm where the matter stands.
Turn adoption visitors into qualified cases
Give every adoption visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.