See project role and deadlines before the consultation
Ask about the prospect's role in the project, whether there's an active dispute or a deadline inside 60 days, and whether they can supply a purchase agreement, development agreement, or permits before you book a consultation.
The exact intake your real estate development leads complete
This is the real 8-question guided intake for Real Estate Development — the same flow your customers finish before you ever pick up the phone.
What a qualified real estate development lead should tell you
Legal representation for owners, developers, investors, contractors, and other parties handling the entitlement, financing, construction, or disposition stages of a development project — distinct from a straightforward home purchase or sale.
- Property Or Development Project
- Owner, Developer, Investor, Buyer,
- Legal Help Related Developing,
- There Current Issue, Dispute,
- There Important Deadlines Coming
- Have Or Can Get
- Know Who Other Main
- Hire Lawyer Now (Rather
The questions your team needs answered
Every real estate development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property or development project located in the United States? | Jurisdiction determines whether the firm can even take the matter, so a project outside the US should be flagged before scheduling. |
| Are you an owner, developer, investor, buyer, seller, landlord, tenant, contractor, or authorized representative involved in this project or property? | The prospect's role establishes standing and whether they're the right party to retain counsel for this project. |
| Do you need legal help related to developing, building, subdividing, or redeveloping real estate (not just a simple home purchase or sale)? | This separates true development work from a simple home purchase or sale that falls outside this practice area. |
| Is there a current issue, dispute, or decision you need to make for this project (for example, contracts, financing, title/ownership, easements, zoning/permits, construction problems, or partner disagreements)? | The type of issue named — contract, zoning, financing, or partner dispute — determines which attorney and workflow the matter needs. |
| Are there important deadlines coming up (such as permit hearings, closing dates, construction milestones, or a notice of violation) within the next 60 days? | A permit hearing or closing inside 60 days means the matter needs attention faster than one with no near-term deadline. |
| Do you have or can you get key documents for the project (such as a purchase agreement, lease, development agreement, loan terms, plans, permits, or contractor contracts)? | Whether key documents exist already tells you if the file can move quickly or needs document-gathering before a consultation is productive. |
| Do you know who the other main parties are (such as the seller/buyer, lender, partner, contractor, architect/engineer, HOA, or city/county agency)? | Knowing the other parties — lender, contractor, agency, partner — helps assess complexity and potential conflicts before the call. |
| Are you looking to hire a lawyer now (rather than only seeking general information)? | This separates prospects ready to retain counsel now from those only gathering general information, which changes how you prioritize follow-up. |
How Cliont scores real estate development leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Or Development Project: yes
- Owner, Developer, Investor, Buyer,: yes
- Legal Help Related Developing,: yes
- There Current Issue, Dispute,: yes
- There Important Deadlines Coming: yes
- Have Or Can Get: yes
See the lead your team receives
Real Estate Development 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 real estate development workflows
| Cliont capability | Real Estate Development application |
|---|---|
| Weighted lead scoring | Weighs deadline urgency and document readiness together, so a matter with a permit hearing in three weeks and a signed development agreement outranks a speculative inquiry with neither. |
| Role and party detection | Surfaces whether the prospect is the developer, an investor, a contractor, or an unrelated tenant, and whether they can name the other parties involved, before you return the call. |
| Jurisdiction filter | Flags projects located outside the United States so out-of-territory development inquiries don't consume consultation time. |
| Intent flag | Distinguishes prospects who say they're ready to hire now from those only seeking general information, so outreach can be prioritized accordingly. |
| Document checklist prompt | Asks the prospect to confirm they have or can get a purchase agreement, development agreement, loan terms, plans, permits, or contractor contracts before the consultation. |
Common real estate development lead scenarios
Permit hearing in three weeks
A developer flags an upcoming permit hearing and already has the site plans and development agreement ready, which pushes the lead toward the top of the queue.
Simple home sale, wrong practice area
The prospect answers no to needing help with developing, building, subdividing, or redeveloping property, signaling this is a standard purchase/sale better routed elsewhere.
Partner dispute, no hard deadline
Two co-investors disagree over a joint venture and have documents in hand, but there's no imminent hearing or closing, so the matter scores as qualified rather than urgent.
Early-stage subdivision inquiry
An investor is exploring a subdivision but doesn't yet have loan terms or plans and isn't sure they're ready to hire, landing the lead in a follow-up bucket rather than immediate booking.
Project outside the US
The property or development sits outside the United States, which the intake catches early so the firm doesn't spend consultation time on a matter it can't take.
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
Real Estate Development lead-intake FAQs
How does the intake tell a development matter apart from a simple home sale?
One question asks directly whether the prospect needs help developing, building, subdividing, or redeveloping property rather than a straightforward purchase or sale, so simple transactions can be filtered out before you get involved.
Will I know if a lead has a permit hearing or closing coming up?
Yes — the intake asks whether there are deadlines such as permit hearings, closing dates, construction milestones, or a notice of violation within the next 60 days, so time-sensitive matters stand out.
What if the call is about a dispute between development partners?
The intake asks about current issues including contracts, financing, title, easements, zoning/permits, construction problems, and partner disagreements, so you can see the nature of the dispute before the call.
Does the intake check whether the project is even in a jurisdiction we handle?
It asks whether the property or development is located in the United States, which surfaces out-of-jurisdiction inquiries before they take up a consultation slot.
How do I know the person filling out the form actually has standing on the project?
The intake asks whether they're an owner, developer, investor, buyer, seller, landlord, tenant, contractor, or authorized representative, so you can gauge their role before scheduling time.
Can the intake separate people just researching from those ready to hire?
Yes — one question asks directly whether the prospect is looking to hire a lawyer now rather than only gathering general information, which changes how quickly you follow up.
Turn real estate development visitors into qualified cases
Give every real estate development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.