Closing intake that captures your closing date and contract status up
Our guided intake confirms property location, buyer or seller role, and whether a closing date is already scheduled before a lead reaches your CRM — with signed purchase agreements and ID uploads captured up front.
The exact intake your closing representation leads complete
This is the real 7-question guided intake for Closing Representation — the same flow your customers finish before you ever pick up the phone.
What a qualified closing representation lead should tell you
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.
- Property Involved Located In
- Buying Or Selling Home,
- Want Lawyer Represent Closing
- Closing Date Been Scheduled,
- Already Have Signed Purchase
- Buyer Or Seller (Or
- This Standard Real Estate
The questions your team needs answered
Every closing representation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property involved located in the United States? | Confirms the closing falls within a jurisdiction the firm can practice in, since a low no_weight signals a poor jurisdictional fit. |
| Are you buying or selling a home, condo, land, or other real estate (not just renting)? | Confirms this is an actual purchase or sale transaction rather than a lease, which sits outside closing representation. |
| Do you want a lawyer to represent you for the closing (review documents, advise you, and help you sign/close)? | Confirms the prospect wants full closing representation rather than a one-off document review, which carries a much lower weight. |
| Has a closing date been scheduled, or do you expect to close within the next 60 days? | A confirmed or imminent closing date is the strongest timing signal, pushing the lead toward immediate scheduling. |
| Do you already have a signed purchase agreement or are you under contract? | Being under contract already narrows the timeline and file readiness, though a not-yet-signed agreement still scores reasonably. |
| Are you the buyer or the seller (or an authorized representative) who can hire a lawyer for this closing? | Only someone with actual authority to retain counsel can move the matter forward, so a no answer flags the lead as unable to hire the firm directly. |
| Is this a standard real estate closing (not a bankruptcy case, foreclosure defense, eviction, or a criminal matter)? | Filters out matters that need a different practice area entirely, since the low no_weight signals this isn't a fit for standard closing representation. |
How Cliont scores closing representation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Involved Located In: yes
- Buying Or Selling Home,: yes
- Want Lawyer Represent Closing: yes
- Closing Date Been Scheduled,: yes
- Already Have Signed Purchase: yes
- Buyer Or Seller (Or: yes
See the lead your team receives
Closing Representation 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 closing representation workflows
| Cliont capability | Closing Representation application |
|---|---|
| Automatic priority scoring | Leads with a signed purchase agreement and a closing date within 60 days are scored and routed as high priority so your team can call them before the file goes cold. |
| Jurisdiction and authority filters | Flags leads where the property sits outside the US or the inquirer isn't the buyer, seller, or an authorized representative, so a consultation isn't booked for a matter the firm can't take. |
| Standard-closing screening | Separates routine closings from foreclosure, bankruptcy, eviction, or criminal-adjacent matters before they land on your calendar. |
| Document capture at intake | Collects the signed purchase agreement and identification up front so the file is ready for review before the first consultation. |
Common closing representation lead scenarios
Closing already under contract
Buyer or seller has a signed purchase agreement and a closing date set within 60 days, so the intake routes it straight through as a high-priority file.
Shopping before an offer
Prospect wants representation but hasn't signed a contract or set a closing date yet, so the intake still captures the lead while flagging it as earlier-stage than a scheduled closing.
Property outside the US
Prospect asks about closing on land outside the United States, and the intake flags the jurisdiction mismatch so a consultation isn't booked for a closing the firm can't handle.
Caller isn't party to the deal
A relative or friend fills out the intake on behalf of the actual buyer or seller, and the intake surfaces the lack of authority so staff can redirect to the person who can retain the firm.
Matter tied to foreclosure
Prospect describes a closing complicated by an active foreclosure or bankruptcy, and the intake flags it as outside a standard closing so it doesn't consume consultation time meant for routine matters.
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 real estate law intake templates
Closing Representation lead-intake FAQs
How does the intake handle someone who hasn't signed a purchase agreement yet?
The intake still captures the lead and notes that a purchase agreement isn't signed yet, scoring it lower than an under-contract file but not discarding it, since many buyers reach out before finalizing terms.
What happens if the property is outside the United States?
The intake flags a non-US property as a poor jurisdictional fit, so it doesn't automatically consume a consultation slot on a closing the firm isn't positioned to handle.
Can the intake tell if the person filling it out actually has authority to hire the firm?
Yes — the intake asks whether the person is the buyer, seller, or an authorized representative, so a third party inquiring on someone else's behalf is flagged before staff schedule a call.
Does the intake filter out matters that are really foreclosures or bankruptcies?
Yes, the intake confirms this is a standard closing and not a bankruptcy, foreclosure defense, eviction, or criminal matter, since those need a different practice area entirely.
What if someone wants to close but doesn't actually want a lawyer representing them?
The intake asks directly whether they want representation for the closing; a no answer scores much lower, signaling they may only want a document review rather than full closing representation.
How is a lead with a closing date already scheduled prioritized?
A confirmed or near-term closing date carries one of the higher weights in the catalog, so those leads land in your CRM marked for faster follow-up than someone without a timeline yet.
Turn closing representation visitors into qualified cases
Give every closing representation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.