Intake that captures deal stage and property address up front
Each enquiry confirms whether the property is for business use, identifies the buyer, seller, or decision-maker, and asks for any signed contract or letter of intent already in place, along with the property address, before it reaches your CRM.
The exact intake your commercial purchases and sales leads complete
This is the real 7-question guided intake for Commercial Purchases and Sales — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial purchases and sales lead should tell you
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.
- Property Involved In U.S.
- Buying Or Selling Commercial
- Buyer, Seller, Or Authorized
- Want Lawyer Review, Draft,
- There Specific Issue Or
- There Signed Contract, Letter
- Identify Other Party Involved
The questions your team needs answered
Every commercial purchases and sales intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property involved in the U.S. and intended for business use (not a personal home)? | Confirms the matter is a business-use property rather than a personal home, which is the first fit check for a commercial real estate practice. |
| Are you currently buying or selling a commercial property, or planning to do so within the next 6 months? | A near-term timeline signals the deal is likely to become billable work soon rather than a speculative inquiry. |
| Are you a buyer, seller, or an authorized decision-maker for the buyer or seller? | Confirms the person submitting can actually authorize legal engagement, not just an agent or unrelated party asking on someone's behalf. |
| Do you want a lawyer to review, draft, or negotiate the purchase/sale contract or related documents? | Clarifies whether the client wants contract review, drafting, or negotiation, which shapes the scope of the first consultation. |
| Is there a specific issue or risk you want help with (for example: title problems, financing terms, inspection issues, zoning/permits, environmental concerns, or closing delays)? | Naming a concrete issue like title, zoning, or financing lets the attorney judge subject-matter fit before booking time. |
| Is there a signed contract, letter of intent, or active negotiations with the other party? | An active contract, LOI, or negotiation is the strongest urgency signal, indicating the deal is moving on a real clock. |
| Can you identify the other party involved (buyer/seller) and the property address? | Knowing the other party and property address lets the firm run a conflict check before the consultation is scheduled. |
How Cliont scores commercial purchases and sales leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Involved In U.S.: yes
- Buying Or Selling Commercial: yes
- Buyer, Seller, Or Authorized: yes
- Want Lawyer Review, Draft,: yes
- There Specific Issue Or: yes
- There Signed Contract, Letter: yes
Urgency signals
- There Signed Contract, Letter
See the lead your team receives
Commercial Purchase Lead — Signed LOI in Place
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 purchases and sales workflows
| Cliont capability | Commercial Purchases And Sales application |
|---|---|
| Weighted lead scoring | A signed contract, letter of intent, or active negotiation automatically raises the score, so deals with real momentum surface above early-stage or speculative enquiries. |
| Automatic disqualification logic | Enquiries about personal-use properties are flagged low-fit at the first question, keeping residential purchase leads out of a commercial-only intake. |
| Decision-maker verification | The buyer/seller/decision-maker question exposes when an unauthorized third party is submitting on someone else's behalf, before you schedule a consultation with the wrong contact. |
| Structured document requests | The intake asks for details on any signed contract or LOI and the property address so you arrive at the consultation with conflict-check information already in hand. |
Common commercial purchases and sales lead scenarios
Active deal with signed LOI
A buyer or seller already has a letter of intent or contract in motion, which the intake flags as urgent so it lands at the top of your queue instead of waiting behind cold enquiries.
Early-stage buyer, no contract yet
The purchase is planned within six months but nothing is signed, so the intake still qualifies the lead on business use and role while noting there's no active negotiation pressure yet.
Personal home submitted by mistake
Someone fills out the form for a personal residence rather than a business-use property; the intake catches this on the first question so it never turns into a wasted consultation.
Agent inquiring without authorization
A broker or assistant submits the enquiry but isn't the buyer, seller, or an authorized decision-maker, which the intake surfaces so you can ask for the right contact before scheduling time.
Specific title or zoning issue
The prospective client names a concrete problem like a title defect or zoning conflict, giving you enough detail to gauge fit for your practice before the consultation is booked.
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 Purchases and Sales lead-intake FAQs
How does the intake keep residential enquiries from reaching a commercial practice?
The first question asks whether the property is for business use rather than a personal home, so leads for personal residences are separated out before they consume consultation time.
What happens if a broker submits the enquiry instead of the actual buyer or seller?
The intake asks whether the person submitting is the buyer, seller, or an authorized decision-maker, so you can see when a lead needs to be redirected to the actual party before scheduling anything.
Can the intake tell me if a deal is already under contract or just being discussed?
Yes, it asks whether there's a signed contract, letter of intent, or active negotiations in progress, which is treated as an urgency signal so deals already in motion stand out from early inquiries.
Does the intake capture what the specific legal issue is?
It asks whether there's a specific issue such as title problems, financing terms, inspection findings, zoning, environmental concerns, or closing delays, so you can see the nature of the matter before the consultation.
What if the buyer or seller isn't planning to close for over six months?
The intake asks about timeline directly, so leads without a purchase or sale planned in the near term are still captured but distinguished from deals moving on a shorter clock.
What documentation does the intake collect before the lead reaches my CRM?
It gathers information on any signed contract or letter of intent, the property address, and the identity of the other party, giving you enough to run a conflict check before you commit consultation time.
Turn commercial purchases and sales visitors into qualified cases
Give every commercial purchases and sales visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.