Development agreement intake that flags 60-day deadlines up front
Development agreement leads answer questions about project location, ownership role, other parties like cities or landowners, and upcoming deadlines, then upload the draft agreement or term sheet before you ever schedule a consultation.
The exact intake your development agreements leads complete
This is the real 7-question guided intake for Development Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified development agreements lead should tell you
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.
- Property Or Development Project
- Property Owner, Developer, Investor,
- Help Creating, Reviewing, Negotiating,
- There Specific Other Party
- There Deadline Coming Up
- Agreement Or Dispute Mainly
- Have Key Documents Or
The questions your team needs answered
Every development agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property or development project located in the United States? | A US-based project matters for jurisdiction, so a no answer is scored lower but not treated as an automatic disqualifier. |
| Are you a property owner, developer, investor, or authorized representative involved in this project? | Confirming the person is an owner, developer, investor, or authorized representative rules out third parties without standing to hire counsel for the deal. |
| Do you need help creating, reviewing, negotiating, or enforcing a development agreement (or a similar deal) for this project? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Is there a specific other party involved (such as a city/county, landowner, developer partner, or builder) that you can identify? | Naming a specific other party like a city or builder partner shows the deal has progressed beyond a hypothetical stage. |
| Is there a deadline coming up soon (within the next 60 days) or an active dispute that needs attention now? | A deadline within 60 days or an active dispute is the only signal marked urgent, so it drives whether a lead needs same-week attention. |
| Is the agreement or dispute mainly about the development project itself (such as approvals, timelines, payments, infrastructure, or responsibilities) rather than only a landlord-tenant issue? | This question separates true development-agreement matters from landlord-tenant disputes that don't belong in the same intake. |
| Do you have key documents or information available (such as a draft agreement, emails, term sheet, or project plans) that you can share with a lawyer? | Having a draft agreement, term sheet, or project plans on hand lets the attorney assess the matter faster before the first call. |
How Cliont scores development agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Or Development Project: yes
- Property Owner, Developer, Investor,: yes
- Help Creating, Reviewing, Negotiating,: yes
- There Specific Other Party: yes
- There Deadline Coming Up: yes
- Agreement Or Dispute Mainly: yes
Urgency signals
- There Specific Other Party
- There Deadline Coming Up
See the lead your team receives
Development 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 development agreements workflows
| Cliont capability | Development Agreements application |
|---|---|
| Weighted scoring engine | Automatically raises a lead's priority when a 60-day deadline or active dispute is flagged, so time-sensitive development matters surface first. |
| Document collection step | Prompts the prospective client to attach a draft agreement, term sheet, or project plans before the consultation, so the file arrives with the lead rather than after. |
| Lower-fit routing | Separates leads where the dispute is mainly landlord-tenant rather than development-focused, keeping those out of the same queue as approvals or infrastructure matters. |
| CRM delivery | Sends qualified development agreement leads, along with their role, deadline status, and named third party, directly into your CRM instead of a generic inbox. |
| Video intake widget | Lets a developer or landowner describe the project and the other party involved in their own words alongside the structured questions. |
Common development agreements lead scenarios
City deadline in three weeks
A developer needs a development agreement finalized before a city council vote, triggering the intake's 60-day deadline flag and routing the lead as urgent.
Landowner negotiating infrastructure terms
A property owner is negotiating infrastructure responsibilities with a builder partner and can name the other party, which raises the lead's score under the intake's third-party signal.
Dispute is really landlord-tenant
A caller describes a rent or eviction conflict rather than approvals, timelines, or payments tied to the development itself, which the intake flags as outside the mainline agreement scope.
Project located outside the US
An inquiry involves a development project outside the United States, which the intake scores lower rather than treating as an automatic disqualification.
Early-stage deal, no drafts yet
An investor is exploring a potential joint development but has no term sheet or draft agreement to share, so the intake still qualifies the lead while noting documents are still pending.
Connect Cliont to your workflow
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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
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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
Development Agreements lead-intake FAQs
How does the intake tell a development agreement matter apart from a landlord-tenant issue?
One question asks whether the dispute is mainly about the development project itself, such as approvals, timelines, payments, or infrastructure, rather than a landlord-tenant issue. A lead that answers no is flagged as a lower-fit match for this practice area.
Does the intake require documents before a consultation is booked?
The intake asks whether the client has a draft agreement, emails, term sheet, or project plans they can share, and it treats a yes as a stronger signal, but a lead can still qualify without documents in hand.
How does the intake determine urgency?
Urgency is based on whether there's a deadline coming up within the next 60 days or an active dispute needing attention now, which is the only signal marked urgent in the scoring logic.
Can the intake handle a project located outside the United States?
Yes. Location outside the US lowers the lead's weight rather than disqualifying it, so those leads still reach your CRM with a lower relative score.
What if the person filling out the form is an investor rather than the property owner?
The intake asks whether the person is a property owner, developer, investor, or authorized representative, and any of those roles carries the same high weight in scoring.
How are other parties like a city or a developer partner captured?
A dedicated question asks whether a specific other party, such as a city, county, landowner, developer partner, or builder, can be identified, which raises the lead's score when the answer is yes.
Turn development agreements visitors into qualified cases
Give every development agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.