Co-ownership intake that flags disputes before the call
The guided intake asks whether the property is in the U.S., who the co-owners are, and whether disputes over money, use, or repairs already exist, then sends qualified matters to your CRM with co-owner contact details attached.
Preview your co-ownership agreements intake
Explore 7 questions from the Co-Ownership Agreements template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified co-ownership agreements lead should tell you
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.
- Property Located In United
- Co-Own (Or About Co-Own)
- Want Written Agreement That
- There Current Or Likely
- Agreement Cover What Happens
- Know Who All Co-Owners
- Legal Help With Co-Ownership
The questions your team needs answered
Every co-ownership agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property located in the United States? | Property location determines whether the matter falls within the firm's practicing jurisdiction before any consultation is offered. |
| Do you currently co-own (or are you about to co-own) a home, land, or other real estate with at least one other person or entity? | Confirming an actual or pending co-ownership situation is what makes the lead a genuine fit for this practice area at all. |
| Do you want a written agreement that clearly sets rules for how the co-owners will handle the property? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are there current or likely disagreements about money, use of the property, repairs, or decision-making? | Existing disagreements over money, use, repairs, or decision-making signal a matter that may need faster attorney attention. |
| Do you need the agreement to cover what happens if a co-owner wants to sell, move out, or stop paying their share? | Whether the agreement needs to cover a co-owner selling, moving out, or stopping payments shapes the scope and complexity of the drafting work. |
| Do you know who all the co-owners are (or who they will be) and how to contact them? | Knowing whether all co-owners are identified and reachable affects how quickly the engagement can actually move forward. |
| Are you looking for legal help with a co-ownership agreement rather than only a mortgage or loan issue with a bank? | This separates leads that need agreement drafting from those that are really bank or mortgage disputes outside the scope of this offering. |
How Cliont scores co-ownership agreements leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Property Located In United: yes
- Co-Own (Or About Co-Own): yes
- Want Written Agreement That: yes
- There Current Or Likely: yes
- Agreement Cover What Happens: yes
- Know Who All Co-Owners: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Co-Ownership Agreement 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 co-ownership agreements workflows
| Cliont capability | Co-Ownership Agreements application |
|---|---|
| Guided yes/no branching | Separates leads seeking help with a co-ownership agreement from those really dealing with a bank or mortgage issue before either reaches your calendar. |
| Weighted lead scoring | Prioritizes matters where co-owners already disagree about money, use, or repairs, since those situations typically need attorney attention sooner. |
| Contact capture fields | Collects co-owner names and contact details tied to the 'do you know who all the co-owners are' question so you have everyone's information before the first call. |
| Jurisdiction flag | Flags property located outside the United States so consultations aren't booked on matters outside a firm's practicing jurisdiction. |
Example co-ownership agreements lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Pre-purchase co-ownership planning
Two buyers about to close on a property together want a written agreement in place before the deed transfers, with no conflict yet but clear exit terms needed.
Active co-owner dispute
Siblings who inherited a property are already disagreeing over repair costs or use of the home, a signal the intake weights heavily toward faster attorney follow-up.
Co-owners not yet identified
The prospective client isn't sure who all the eventual co-owners will be or how to reach them, so the intake flags this as needing more information before scheduling.
Mortgage dispute, not agreement
The inquiry is actually about a bank loan or mortgage issue rather than a co-ownership agreement, which the intake identifies and routes away from a consultation.
Property located outside the U.S.
The property in question sits outside the United States, a signal the intake captures separately since it affects whether the matter fits the firm's jurisdiction.
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More real estate law intake templates
Co-Ownership Agreements lead-intake FAQs
How does the intake avoid booking calls for bank or mortgage disputes instead of agreement drafting?
One catalog question directly asks whether the prospective client is seeking help with a co-ownership agreement rather than only a mortgage or loan issue with a bank, so leads that are really lender disputes are flagged separately.
What happens if the prospective client doesn't know all the co-owners yet?
The intake asks whether the client knows who all the co-owners are and how to contact them; a no answer still routes the lead but lowers its readiness so your team knows to gather that information before scheduling.
Does the intake capture whether the co-owners are already in conflict?
Yes, it directly asks about current or likely disagreements over money, use, repairs, or decision-making, and that answer carries meaningful weight in the lead score since existing conflict often means a faster engagement is needed.
Can the intake handle a property located outside the United States?
The first catalog question checks whether the property is in the U.S.; a no answer is still captured but scored lower, since most firms only draft agreements for domestic real estate.
Does the intake ask about buyout or exit terms specifically?
Yes, one question asks whether the agreement needs to cover what happens if a co-owner wants to sell, move out, or stop paying their share, which is a core drafting component the intake surfaces before the consultation.
How is the lead score built from these seven questions?
Each yes/no answer carries its own weight, so leads that confirm an actual co-ownership situation, want a written agreement, and already have identified co-owners score highest, while incomplete or out-of-scope answers pull the score down.
Turn co-ownership agreements visitors into qualified cases
Give every co-ownership agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.