Commercial leasing intake that captures lease documents up front
The intake confirms the space is commercial (not residential) and located in the US, identifies whether the caller is the tenant, landlord, or guarantor, and asks for the current lease, proposed lease, or letter of intent before a consultation gets booked.
The exact intake your commercial leasing leads complete
This is the real 7-question guided intake for Commercial Leasing — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial leasing lead should tell you
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.
- Issue About Commercial Space
- Commercial Property Located In
- Party Lease (Tenant, Landlord,
- Have Current Lease, Proposed
- Seeking Legal Help Review,
- There Active Or Upcoming
- Know Who Other Party
The questions your team needs answered
Every commercial leasing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a commercial space lease (for a business), not a residential apartment or house? | Confirming the space is commercial rather than residential keeps the intake from booking consultations outside a leasing practice's scope. |
| Is the commercial property located in the United States? | Confirming the property sits in the US matters because leasing law and enforceability differ across jurisdictions. |
| Are you a party to the lease (tenant, landlord, or guarantor) or authorized to act for the business involved? | Confirming the caller is a party or authorized to act for the business filters out people with no legal standing in the lease. |
| Do you have a current lease, a proposed lease, or written lease terms (including emails or a letter of intent) that you can share? | Having a current lease, proposed lease, or written terms available means the attorney can review real language instead of a secondhand description. |
| Are you seeking legal help to review, negotiate, draft, enforce, or end a commercial lease (or to handle a lease dispute)? | Naming the specific need (review, negotiate, draft, enforce, or end) tells the attorney what kind of consultation to prepare for. |
| Is there an active or upcoming deadline or urgent issue (like a signing date, notice deadline, eviction/lockout, or rent default) within the next 60 days? | A deadline within 60 days, like a signing date or eviction notice, is what separates a lead that needs a call this week from one that can wait. |
| Do you know who the other party is (the landlord/property owner or the tenant business) and how to contact them? | Knowing the other party's identity and contact information affects how quickly the matter can actually move forward once the attorney is engaged. |
How Cliont scores commercial leasing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Commercial Space: yes
- Commercial Property Located In: yes
- Party Lease (Tenant, Landlord,: yes
- Have Current Lease, Proposed: yes
- Seeking Legal Help Review,: yes
- There Active Or Upcoming: yes
Urgency signals
- There Active Or Upcoming
See the lead your team receives
Commercial Leasing 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 commercial leasing workflows
| Cliont capability | Commercial Leasing application |
|---|---|
| Weighted lead scoring | Prioritizes leads with an active deadline (signing date, notice period, lockout, or rent default) within 60 days, since that question carries urgency weight in this intake. |
| Document capture | Prompts callers to upload their current lease, proposed lease, or letter of intent before the consultation is scheduled, so the attorney reviews real terms instead of a verbal summary. |
| CRM routing | Sends qualified commercial leasing matters directly to your CRM with party role, urgency, and document status attached, instead of an unsorted email. |
| Disqualification logic | Flags leads describing a residential rental rather than a commercial space early, before a consultation slot is booked on a matter outside your leasing practice. |
Common commercial leasing lead scenarios
Eviction notice with a deadline
A tenant reports a lockout or rent-default notice due within 60 days; the intake flags this as urgent and surfaces the existing lease for review before the call.
New lease under negotiation
A landlord or tenant has a proposed lease or letter of intent and wants terms reviewed before signing, giving the intake a document to route straight to the attorney.
Residential tenant, wrong fit
Someone describes an apartment or house rental rather than a business space; the intake catches this early instead of booking a consultation on a matter outside scope.
No documents, unclear role
A caller can't confirm they're a party to the lease and has no written terms to share, so the intake still captures the details but flags the lead for a lower-priority follow-up.
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
Commercial Leasing lead-intake FAQs
How does the intake avoid booking consultations on residential leases?
The first question confirms whether the issue involves a commercial space for a business rather than an apartment or house, so residential rentals score low and can be routed away from a leasing-specific consultation.
Does the intake check that the property is in the US?
Yes, one question confirms the commercial property's location is in the United States, which matters because leasing law and enforceability vary by jurisdiction.
What happens if a lead doesn't have a lease or letter of intent yet?
The intake still accepts the lead but scores it lower than one with a current lease, proposed lease, or written terms already in hand, since documentation shapes how quickly the matter can move.
How does the intake handle urgent deadlines like a signing date or default notice?
A dedicated question asks about any active or upcoming deadline within 60 days, such as a signing date, notice period, lockout, or rent default, and this raises the lead's urgency score.
Can the intake tell if the caller is actually authorized to speak for the business?
Yes, it asks whether the person is a party to the lease (tenant, landlord, or guarantor) or authorized to act for the business, which helps filter out leads with no standing in the matter.
What if the lead doesn't know how to reach the other party in the lease?
The intake asks whether the caller knows the other party and their contact details; leads missing this information still come through but score lower than ones with a clear counterparty.
Turn commercial leasing visitors into qualified cases
Give every commercial leasing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.