See residency and consent status before you call back
Ask whether the petitioner lives in the filing state, whether the case involves a minor with co-parent consent, and whether the reason for the change is lawful, before you offer a consultation. Cliont also collects ID, proof of address, and any custody or court orders upfront.
The exact intake your name changes leads complete
This is the real 7-question guided intake for Name Changes — the same flow your customers finish before you ever pick up the phone.
What a qualified name changes lead should tell you
A legal name change petition for an adult or child, filed in the petitioner's state of residence, requiring proof of identity, lawful reason, and (for minors) parental or guardian consent.
- Legally Change Name In
- Live In U.S. State
- Name Change Adult (18
- If Name Change Child,
- Reason Name Change Lawful
- Ready Provide Required Information
The questions your team needs answered
Every name changes intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to legally change a name in the United States (yours or your child's)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you currently live in the U.S. state where you plan to file the name change? | Filing jurisdiction is tied to residency, so a mismatch here often means the firm cannot take the matter at all. |
| Is the name change for an adult (18 or older)? | Separates real opportunities from leads that aren’t a fit yet. |
| If the name change is for a child, are you the child's legal parent or legal guardian? | Only a legal parent or guardian can petition on behalf of a minor, so this answer determines whether the requester has standing to file. |
| If the name change is for a child, do all living legal parents agree to the name change? | Disagreement between living parents typically turns an uncontested filing into a contested one requiring more court involvement. |
| Is your reason for the name change lawful (for example, not to avoid debts, criminal charges, or court orders)? | A name change sought to evade debts, criminal charges, or court orders is not one most firms will or should pursue. |
| Are you ready to provide required information and documents (such as ID, proof of address, and any court or custody orders if applicable)? | Readiness with ID, proof of address, and any court orders indicates how quickly the matter can move once retained. |
How Cliont scores name changes leads
Every answer is weighted automatically — no manual review required.
Value signals
- Legally Change Name In: yes
- Live In U.S. State: yes
- If Name Change Child,: yes
- Reason Name Change Lawful: yes
- Ready Provide Required Information: yes
See the lead your team receives
Name Change 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 name changes workflows
| Cliont capability | Name Changes application |
|---|---|
| Conditional branching | Only shows the guardian-consent and co-parent-agreement questions when the petitioner indicates the name change is for a minor, keeping adult petitions shorter. |
| Document upload capture | Collects ID, proof of address, and any custody or court orders directly in the intake so staff aren't chasing documents after the consultation is booked. |
| Lead scoring by weighted answers | Weights residency, lawful reason, and parental consent heavily, so a petitioner filing out of state or giving a questionable reason scores lower before it reaches the CRM. |
| CRM routing | Sends only matters that clear residency, consent, and lawful-reason checks into your CRM, reducing consultations booked for petitions the firm cannot or would not take. |
Common name changes lead scenarios
Adult filing in home state
A straightforward adult petitioner who lives in the state where they intend to file and has a lawful reason ready. The intake flags this as clean and consultation-ready without extra follow-up questions.
Parent seeking child's name change
A parent wants to change a minor's name, but the intake needs to confirm legal guardianship and whether the other living parent agrees, since disagreement often means contested court proceedings ahead.
Petitioner filing out of state
Someone wants to file in a state they don't currently live in, which the residency question surfaces early so the firm knows this may not be a matter it can take on.
Reason for change unclear
The petitioner is vague about motive, and the lawful-reason question flags a possible attempt to evade debts or a court order, which the firm should screen carefully before scheduling time.
Documents not yet gathered
A prospective client is ready to proceed but hasn't yet pulled together ID, proof of address, or custody orders, so the intake notes what's missing before the firm invests consultation time.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
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- 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
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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
Name Changes lead-intake FAQs
How does the intake handle name changes for children versus adults?
The intake asks whether the petitioner is 18 or older, and if not, whether the person submitting the request is the child's legal parent or guardian and whether all living parents agree. That combination tells the firm quickly whether the matter is uncontested or likely to require additional legal steps.
Can the intake screen out petitioners filing in the wrong state?
Yes. One catalog question asks directly whether the petitioner currently lives in the state where they plan to file, which surfaces jurisdiction mismatches before a consultation is booked.
Does the intake flag potentially unlawful name change requests?
The catalog includes a direct question about whether the reason for the change is lawful, such as not being used to avoid debts, criminal charges, or court orders. A 'no' answer is treated as a signal the firm should review before offering time.
What documents does Cliont collect before the consultation?
The intake asks whether the petitioner is ready to provide ID, proof of address, and any relevant court or custody orders, so the firm can see readiness at a glance instead of chasing paperwork after booking.
Is this intake different from the one used for adoption or guardianship matters?
Yes. Name change intake focuses on residency, adult versus minor status, and parental consent rather than the placement or fitness questions used for adoption or guardianship-of-minors intakes.
How does Cliont route a qualified name change lead?
Once a lead clears the residency, consent, and lawful-reason questions, Cliont scores the matter and sends it to your CRM so staff can see the qualifying detail without re-asking it on the phone.
Turn name changes visitors into qualified cases
Give every name changes visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.