Surface active disputes and notices before the consultation
The intake confirms the dispute is real estate, establishes the visitor's role as owner, buyer, landlord, tenant, or neighbor, and asks whether they've already received a lawsuit, eviction, foreclosure notice, or lien — with a spot to upload it before the matter lands in your CRM.
The exact intake your real estate litigation leads complete
This is the real 8-question guided intake for Real Estate Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified real estate litigation lead should tell you
Contested real estate matters — boundary fights, broken sale contracts, HOA conflicts, liens, foreclosure notices, or disputes with a landlord, tenant, or neighbor — where a client may need a demand letter, negotiation, or a lawsuit filed or defended.
- Dispute About U.S. Real
- Party Dispute (Owner, Buyer,
- There Active Conflict That
- Issue Happen Within Last
- Know Who Other Side
- Lost Money, Property Rights,
- Received Legal Notice, Lawsuit
- Legal Help Yourself (Not
The questions your team needs answered
Every real estate litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your dispute about U.S. real estate (a home, land, condo, apartment, or commercial property)? | Confirms the matter is actually a U.S. real estate dispute before any other qualification is worth running. |
| Are you a party to the dispute (owner, buyer, seller, landlord, tenant, HOA member, or neighbor) or legally authorized to act for someone who is? | Checks whether the visitor has legal standing in the dispute, catching third parties who would waste a consultation slot. |
| Is there an active conflict that may require a lawyer to negotiate, send a formal demand, or go to court? | Identifies whether there's an active conflict requiring negotiation or court action, the strongest driver of case readiness. |
| Did the issue happen within the last 3 years, or is it still ongoing? | Flags disputes outside a recent window that may run into statute-of-limitations problems. |
| Do you know who the other side is (for example, the buyer/seller, landlord/tenant, HOA, neighbor, contractor, or lender)? | Knowing the identity of the opposing party affects whether a demand letter or negotiation is realistic. |
| Have you lost money, property rights, use of the property, or faced serious risk (like eviction, foreclosure, or losing title) because of this issue? | Captures the actual financial or property harm suffered, which shapes case value and viability. |
| Have you received a legal notice, lawsuit papers, an eviction/foreclosure notice, or a lien related to this dispute? | Detects whether formal legal papers, an eviction/foreclosure notice, or a lien have already been served, the single urgent scoring signal for this subservice. |
| Are you looking for legal help for yourself (not just general information for a school project or someone else’s case)? | Filters out visitors seeking general information or asking on someone else's behalf rather than an actual prospective client. |
How Cliont scores real estate litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dispute About U.S. Real: yes
- Party Dispute (Owner, Buyer,: yes
- There Active Conflict That: yes
- Issue Happen Within Last: yes
- Know Who Other Side: yes
- Lost Money, Property Rights,: yes
Urgency signals
- There Active Conflict That
See the lead your team receives
Real Estate Litigation 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 litigation workflows
| Cliont capability | Real Estate Litigation application |
|---|---|
| Conditional scoring logic | Weighs whether a legal notice, lawsuit, foreclosure, or lien has already been served heaviest, since that's the only flagged urgency signal for this subservice. |
| Document upload capture | Collects the actual notice, lien, or purchase/lease agreement tied to the dispute so your team isn't scheduling a consultation blind. |
| Standing and authorization checks | Uses the party-to-the-dispute and self-representation questions to screen out third parties and information-seekers before they reach your CRM. |
| Automated CRM routing | Sends leads with a known opposing party, recent timeline, and documented harm straight to your CRM as consultation-ready matters. |
Common real estate litigation lead scenarios
Foreclosure or lien notice received
The visitor has already been served a foreclosure notice or lien and faces losing the property, which the intake flags as urgent and time-sensitive for a fast consultation.
Failed home sale, contract dispute
A buyer or seller has an active conflict over a recent purchase agreement and knows exactly who the other party is, giving the intake a clear, well-defined dispute to score highly.
Neighbor dispute, no papers served yet
An ongoing boundary or encroachment conflict with a known neighbor hasn't escalated to formal legal notices, so the lead still scores well on conflict and recency but lacks the highest urgency signal.
Third party asking on someone's behalf
The visitor isn't a party to the dispute and isn't authorized to act for one, so the intake's standing questions catch it before it reaches the firm as a wasted consultation.
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 Litigation lead-intake FAQs
Does the intake confirm this is actually a real estate matter?
Yes — the first question checks whether the dispute involves U.S. real estate (home, land, condo, apartment, or commercial property), which filters out unrelated legal questions before any other qualification runs.
How does it know the person filling out the form is actually involved in the dispute?
A dedicated question checks whether the visitor is a party to the dispute — owner, buyer, seller, landlord, tenant, HOA member, or neighbor — or legally authorized to act for one, and a 'no' answer carries a low weight so those leads don't score as consultation-ready.
Can the intake catch urgent cases like foreclosure or eviction notices?
Yes — one question asks specifically whether the visitor has received a legal notice, lawsuit papers, eviction/foreclosure notice, or lien, which is the single flagged urgent signal in the scoring model.
Does it check if the dispute is too old to be worth pursuing?
There's a question on whether the issue happened within the last 3 years or is still ongoing; older, stale disputes answer 'no' and score lower, giving your team a heads-up before booking time on a matter with potential statute-of-limitations issues.
What documents does the intake collect before the lead reaches my CRM?
Visitors can attach any lawsuit, eviction, or foreclosure notice, lien or demand letter, and the purchase agreement, lease, or deed tied to the dispute, so your team reviews the paper trail before the first call.
How does the intake handle someone asking about a friend's or relative's case?
A closing question confirms whether the visitor is seeking help for themselves rather than gathering general information for someone else's matter, screening out non-client inquiries that would otherwise consume consultation time.
Turn real estate litigation visitors into qualified cases
Give every real estate litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.