Surrogacy intake that flags parentage disputes up front
Ask whether the enquiry involves an intended parent, surrogate, or donor, whether a court order or parentage dispute is involved, and whether a transfer or birth deadline is approaching — then collect draft agreements and clinic correspondence before the consultation.
The exact intake your assisted reproduction and surrogacy leads complete
This is the real 7-question guided intake for Assisted Reproduction and Surrogacy — the same flow your customers finish before you ever pick up the phone.
What a qualified assisted reproduction and surrogacy lead should tell you
Legal matters involving intended parents, surrogates or gestational carriers, and donors, covering surrogacy and donor agreements, parentage orders, and disputes that arise from fertility treatment or surrogacy arrangements.
- In United States, And
- Intended Parent, Surrogate/Gestational Carrier,
- Help With Surrogacy Or
- There Current Or Expected
- Fertility Clinic, Agency, Or
- Trying Get Court Order
- There Urgent Deadline Coming
The questions your team needs answered
Every assisted reproduction and surrogacy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States, and is the intended pregnancy/birth or fertility treatment planned to happen in the U.S.? | Whether the treatment or birth is happening in the U.S. determines whether your firm's jurisdiction and licensing even apply to the matter. |
| Are you an intended parent, a surrogate/gestational carrier, or a donor (egg/sperm/embryo) involved in this situation? | Knowing whether the person is an intended parent, surrogate, or donor changes which side of the arrangement you'd represent and any conflict-of-interest considerations. |
| Do you need help with a surrogacy or donor agreement, or with reviewing an agreement before signing? | A request to draft or review an agreement is typically transactional work, distinct from a contested or litigated matter. |
| Is there a current or expected dispute about parentage, custody, or who will be listed as a parent on the birth certificate? | A dispute over parentage or the birth certificate signals the matter may need litigation experience rather than just contract drafting. |
| Has a fertility clinic, agency, or another party made a mistake or failed to follow instructions (for example, wrong embryo/gametes, lost embryos, or unauthorized use)? | A clinic or agency error involving embryos or gametes often carries time pressure and potential claims against a third party, not just standard agreement work. |
| Are you trying to get a court order related to parentage (such as being legally recognized as a parent before or after birth)? | A request for a court order establishing parentage means the client needs filings and court appearances, not only document preparation. |
| Is there an urgent deadline coming up within the next 60 days (such as an embryo transfer, birth, or a court date)? | A deadline within 60 days, such as a transfer, birth, or court date, tells you the matter needs a response before it can wait for a standard intake queue. |
How Cliont scores assisted reproduction and surrogacy leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States, And: yes
- Intended Parent, Surrogate/Gestational Carrier,: yes
- Help With Surrogacy Or: yes
- There Current Or Expected: yes
- Fertility Clinic, Agency, Or: yes
- Trying Get Court Order: yes
Urgency signals
- There Urgent Deadline Coming
See the lead your team receives
Surrogacy Parentage Dispute 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 assisted reproduction and surrogacy workflows
| Cliont capability | Assisted Reproduction And Surrogacy application |
|---|---|
| Role-based branching | The intended parent/surrogate/donor question routes each lead down a different follow-up path so agreement-review requests aren't treated the same as parentage disputes. |
| Weighted urgency scoring | Disputes, clinic errors, and court-order requests each carry high weights, so a lead combining any of them with a 60-day deadline surfaces above a routine agreement-review inquiry. |
| Document collection before consultation | Draft surrogacy or donor agreements and clinic correspondence are collected up front so you're not scheduling a consultation blind on what the paperwork actually says. |
| Jurisdiction check | The U.S.-jurisdiction question lets you flag out-of-country arrangements for referral instead of using consultation time on a matter you may not be able to take. |
Common assisted reproduction and surrogacy lead scenarios
Agreement review before signing
An intended parent or surrogate wants a draft agreement reviewed before they sign it, with no dispute or court order in play — a straightforward transactional matter the intake flags as agreement-stage.
Parentage dispute near birth
A disagreement over who will be listed as a parent on the birth certificate surfaces close to the due date, combining a high-value dispute signal with a 60-day urgency flag.
Clinic error with embryos
A fertility clinic or agency mishandled embryos or gametes, raising a distinct third-party-error signal that usually needs faster attorney review than routine agreement work.
Pre-birth parentage order request
An intended parent wants a court order establishing legal parentage before the birth occurs, flagging both a court-filing need and a likely near-term deadline.
Arrangement outside the U.S.
The pregnancy, birth, or treatment is planned outside the United States, which the intake flags as a lower-fit jurisdiction question rather than routing it as a standard matter.
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More family law intake templates
Assisted Reproduction and Surrogacy lead-intake FAQs
How does the intake tell an intended parent apart from a surrogate or donor?
The role question asks directly whether the person is an intended parent, a surrogate or gestational carrier, or a donor, so every lead arrives already tagged by role before you look at the details.
What if someone just wants an agreement reviewed, not a dispute resolved?
The intake separates agreement-review requests from disputes over parentage or custody, so a straightforward contract review doesn't get scored or routed the same way as a contested matter.
Can the intake catch a matter with a transfer or birth date coming up fast?
Yes — the 60-day deadline question flags upcoming embryo transfers, births, or court dates so time-sensitive leads stand out from routine inquiries.
What happens if a fertility clinic made a mistake with embryos or gametes?
That question is asked separately from agreement or dispute questions, since a clinic or agency error often needs a faster, different type of review than standard surrogacy paperwork.
Does the intake check whether the matter is even happening in the U.S.?
It asks whether the pregnancy, birth, or treatment is planned in the U.S., which lets you flag out-of-jurisdiction inquiries for referral instead of scheduling a consultation on a matter outside your practice area.
How is this different from your Paternity or Adoption intake?
This intake is built around pre-birth agreements, donor and surrogate roles, and parentage orders tied to assisted reproduction, while Paternity centers on biological disputes and Adoption centers on post-birth placement — firms handling overlapping matters can still route by role and dispute status.
Turn assisted reproduction and surrogacy visitors into qualified cases
Give every assisted reproduction and surrogacy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.