By the Cliont product team
real estate law lead intake software for firms

Qualify more real estate law leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.

●Video greeting●Guided intake●Document upload●Instant lead scoring
Live previewQuestion 1 of 8
Is the property you sold (or plan to sell) located in the United States?
Yes
No

A custom intake for every real estate law matter

Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.

1031 Exchanges intake preview
8-question intake

1031 Exchanges

A 1031 exchange lets an owner defer capital gains tax by reinvesting sale proceeds from an investment or business property into a similar U.S. replacement property under strict IRS timing rules.

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Agricultural and Ranch Property intake preview
8-question intake

Agricultural and Ranch Property

Legal matters tied to farmland, ranches, grazing land, timber tracts, or other agricultural real estate, including purchase and sale, leases, boundaries, easements and access, water rights, mineral rights, and title problems on that land.

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Boundary and Encroachment Disputes intake preview
8-question intake

Boundary and Encroachment Disputes

A dispute over where a property line actually runs, or over a structure such as a fence, driveway, wall, or building that crosses onto a neighboring lot, evaluated based on ownership standing, timing, and whether the encroachment is causing real harm.

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Closing Representation intake preview
7-question intake

Closing Representation

Legal representation for a buyer, seller, or authorized party through a real estate closing, including document review, advising on terms, and handling the signing process for a property purchase or sale.

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Commercial Leasing intake preview
7-question intake

Commercial Leasing

Legal work involving the review, negotiation, drafting, enforcement, or termination of a lease for a commercial space, including disputes between landlords, tenants, and guarantors over lease terms or breaches.

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Commercial Purchases and Sales intake preview
7-question intake

Commercial Purchases and Sales

Legal work tied to the purchase or sale of property intended for business use, covering contract review, negotiation, and closing support for buyers, sellers, or their authorized decision-makers.

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Construction Defect Claims intake preview
8-question intake

Construction Defect Claims

Claims arising from defective construction or renovation work on a home, condo, or building — such as water intrusion, structural issues, or code violations — where the property owner or HOA is seeking recourse against a builder, developer, or contractor.

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Co-Ownership Agreements intake preview
7-question intake

Co-Ownership Agreements

Drafting or reviewing a written agreement between two or more people (or entities) who jointly own real estate, covering use, expense-sharing, decision-making, and what happens if a co-owner wants to sell, exit, or stops paying their share.

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Development Agreements intake preview
7-question intake

Development Agreements

A development agreement sets the terms between a developer or owner and a city, county, landowner, or builder for approvals, timelines, payments, infrastructure, and project responsibilities, and qualification depends on who is involved, what stage the deal is at, and what documents already exist.

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Easements and Rights of Way intake preview
7-question intake

Easements and Rights of Way

Disputes or questions over the right to access or use land owned by someone else — driveways, shared roads, utility lines, drainage, or a neighbor crossing a property — where the intake needs to establish who has standing, whether a conflict is already active, and what it has cost the client.

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Eminent Domain and Condemnation intake preview
7-question intake

Eminent Domain and Condemnation

A prospective client whose property is being taken (or threatened with taking) by a government agency for public use, where the intake needs to confirm ownership interest, the status of any official contact or notice, and whether compensation or timing is in dispute.

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Evictions and Unlawful Detainer intake preview
7-question intake

Evictions and Unlawful Detainer

Legal action to remove a tenant or unauthorized occupant from a rental property, spanning everything from a pre-court notice dispute to an unlawful detainer case already filed and served in court.

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Foreclosure and Short Sale intake preview
7-question intake

Foreclosure and Short Sale

Legal representation for homeowners facing foreclosure who need to stop or delay a lender's sale, negotiate loan terms, or arrange a short sale before the property is lost.

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HOA and Condominium Law intake preview
7-question intake

HOA and Condominium Law

Disputes and legal questions between owners, residents, or board members and a homeowners or condominium association, typically involving fines, enforcement actions, liens, or foreclosure threats tied to the association's governing rules.

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Joint Venture Agreements intake preview
7-question intake

Joint Venture Agreements

A contract structuring how two or more parties—investors, owners, developers, or managers—pool money, property, or work on a U.S. real estate project and share profits, losses, and control, covering ownership splits, contributions, decision-making authority, and exit terms.

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Landlord-Tenant Disputes intake preview
8-question intake

Landlord-Tenant Disputes

A dispute between a tenant and landlord (or their authorized property manager) over rent, repairs, deposits, lease terms, entry, eviction, or move-out, where the intake needs to confirm the caller's role, the timeline, and whether money or housing is genuinely at stake.

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Lease Negotiation and Drafting intake preview
7-question intake

Lease Negotiation and Drafting

Negotiating and drafting lease terms for a tenant or landlord on a new lease, renewal, or amendment, covering issues like rent, deposits, repairs, subleasing, and utilities.

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Lender Liability Claims intake preview
7-question intake

Lender Liability Claims

A claim that a bank, mortgage company, or loan servicer acted wrongfully toward a borrower — through misrepresentation, improper fees, mishandled payments, or bad-faith loan servicing — causing financial loss or placing the home at risk.

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Mechanics Liens intake preview
7-question intake

Mechanics Liens

A legal claim filed to secure payment for construction work, remodeling, repairs, or materials supplied to a property, or the corresponding action to contest and remove a lien already filed against a property.

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Mortgage and Deed of Trust Issues intake preview
8-question intake

Mortgage and Deed of Trust Issues

Disputes or problems tied to a mortgage or deed of trust on real property — foreclosure notices, missed-payment defaults, servicer errors, or loan balance disagreements — as opposed to landlord-tenant or lease matters.

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Partition Actions intake preview
7-question intake

Partition Actions

A partition action is a lawsuit a co-owner files to force a sale or physical division of jointly owned real property when the owners cannot agree on what to do with it. The intake needs to confirm shared ownership, a genuine deadlock, and whether the property is already tied up in another proceeding.

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Property Tax Appeals intake preview
7-question intake

Property Tax Appeals

A challenge to a property's assessed value or tax bill, filed with the local assessor or appeals board, typically triggered by an over-assessment relative to market value or comparable properties.

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Quiet Title Actions intake preview
7-question intake

Quiet Title Actions

A quiet title action is a lawsuit filed to resolve a cloud on ownership — competing claims, unresolved liens, or defective prior transfers — so a court can issue a judgment establishing who legally holds title.

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Real Estate Development intake preview
8-question intake

Real Estate Development

Legal representation for owners, developers, investors, contractors, and other parties handling the entitlement, financing, construction, or disposition stages of a development project — distinct from a straightforward home purchase or sale.

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Real Estate Finance and Lending intake preview
7-question intake

Real Estate Finance and Lending

Matters involving a mortgage, home equity loan or line, refinance, loan modification, foreclosure, or a dispute over a lender's loan terms on a property, where intake needs to establish the client's role in the loan, the specific lender or servicer, and any looming deadline or financial exposure.

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Real Estate Fraud intake preview
7-question intake

Real Estate Fraud

A civil claim that arises when a buyer, seller, owner, or investor in a property transaction believes they were intentionally misled or had material facts concealed from them, resulting in financial loss.

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Real Estate Litigation intake preview
8-question intake

Real Estate Litigation

Contested real estate matters — boundary fights, broken sale contracts, HOA conflicts, liens, foreclosure notices, or disputes with a landlord, tenant, or neighbor — where a client may need a demand letter, negotiation, or a lawsuit filed or defended.

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Rent Control Litigation intake preview
8-question intake

Rent Control Litigation

Litigation between tenants, landlords, or property owners over whether a unit falls under rent-control or rent-stabilization rules, including disputed rent increases and evictions or notices to vacate that may violate those rules.

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Residential Leasing intake preview
7-question intake

Residential Leasing

Disputes and legal needs arising from an existing residential lease or rental arrangement — eviction, nonpayment, security deposits, habitability, lease violations, entry/privacy, rent increases, or lease termination.

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Residential Purchases and Sales intake preview
7-question intake

Residential Purchases and Sales

Intake for a residential home purchase or sale matter, covering whether a contract has been signed or closing is scheduled, the specific legal issue involved, and any deadline within the next 30 days.

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Specific Performance Actions intake preview
7-question intake

Specific Performance Actions

A specific performance action asks a court to force completion of a signed real estate purchase or sale agreement, rather than award money damages, and typically requires proof the client can still perform and that the deal has not gone stale.

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Subdivision and Platting intake preview
7-question intake

Subdivision and Platting

Legal matters involving splitting land into two or more lots, adjusting lot lines, or creating a new subdivision map or plat, typically requiring approval or recording with a city, county planning department, or recorder's office.

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Title Review and Curative Work intake preview
7-question intake

Title Review and Curative Work

Review of title records and corrective measures to identify and resolve defects affecting ownership, transfer, financing, or insurability of real property.

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Title Review and Insurance intake preview
7-question intake

Title Review and Insurance

Review of a title report or commitment, and coordination of title insurance, for a specific property transaction — flagging liens, unpaid taxes, boundary or ownership disputes, easements, or missing signatures before closing.

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Variances and Special Use Permits intake preview
8-question intake

Variances and Special Use Permits

Legal representation for property owners, buyers, or their authorized representatives seeking a variance from dimensional zoning rules (setbacks, height, parking) or a special use permit to operate a use the current zoning does not allow.

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Zoning and Land Use intake preview
7-question intake

Zoning and Land Use

Legal matters involving what can be built, permitted, or operated on a specific parcel — including zoning classifications, variances, rezoning requests, and city or county code enforcement actions.

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Information you need before every real estate law matter

  • Property Sold (Or Plan
  • Selling (Or Did Sell)
  • Want Defer Capital Gains
  • Already Sold Property, Or
  • Buy Another U.S. Investment
  • Plan Use Qualified Intermediary
  • Within 45 Days Sale
  • Within 180 Days Sale
  • Property Involved In Issue
  • Property Mainly Used Farming,

How real estate law lead scoring works

Value signals

  • Property Sold (Or Plan: yes
  • Selling (Or Did Sell): yes
  • Want Defer Capital Gains: yes
  • Already Sold Property, Or: yes
  • Buy Another U.S. Investment: yes
  • Plan Use Qualified Intermediary: yes

Urgency signals

  • Legal Help With Property
  • This Issue Happen Or
  • There Active Or Upcoming
  • There Signed Contract, Letter
  • There Specific Other Party
  • There Deadline Coming Up

Lower-fit signals

  • In Active Bankruptcy Case: no

Your visitor has a real matter. A contact form can’t hear it.

People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No matter details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full matter scope in their own words
  • Reports, contracts, and filings attached automatically
  • Every lead scored by value
  • High-intent leads flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and matter template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Real Estate Law lead-intake FAQs

What does a real estate law intake collect?

Each real estate law template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are real estate law leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger real estate law opportunities without manually reviewing every raw submission first.

Can visitors try a real estate law intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified real estate law leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every legal intake template

View all legal intake templates →

While they’re still using contact forms, you’re booking cases

Give every website visitor a guided, bilingual, qualifying intake — and turn your real estate law traffic into signed work.