Residential leasing intake that flags dispute type and lease status up
Ask whether there's a current lease, what kind of dispute is involved, and whether it happened in the last 12 months, then collect lease copies and notices before a consultation is booked.
The exact intake your residential leasing leads complete
This is the real 7-question guided intake for Residential Leasing — the same flow your customers finish before you ever pick up the phone.
What a qualified residential leasing lead should tell you
Disputes and legal needs arising from an existing residential lease or rental arrangement — eviction, nonpayment, security deposits, habitability, lease violations, entry/privacy, rent increases, or lease termination.
- Issue About Residential Rental
- Tenant, Landlord, Or Someone
- There Current Lease, Rental
- There Been Serious Dispute
- This Problem Happen Within
- Know Name Landlord, Property
- Legal Help (Advice, Letter,
The questions your team needs answered
Every residential leasing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a residential rental (apartment, house, room, or condo) in the United States? | Confirms the matter is a residential rental in the United States, filtering out commercial leasing and out-of-jurisdiction inquiries before they reach your queue. |
| Are you a tenant, landlord, or someone authorized to act for one of them (like a property manager or agent)? | Establishes whether the caller is the tenant, landlord, or an authorized agent, which determines how the matter should be routed and who you'd represent. |
| Is there a current lease, rental agreement, or month-to-month rental for this home? | A lease or rental agreement in place confirms there's an actual legal relationship to advise on, rather than a hypothetical or pre-lease question. |
| Has there been a serious dispute or problem (like eviction, nonpayment, security deposit, repairs/habitability, lease violations, entry/privacy, rent increase, or ending the lease)? | Identifies the specific type of dispute, from eviction to habitability, so the lead can be matched to the right kind of consultation. |
| Did this problem happen within the last 12 months, or is it happening now or likely to happen soon (for example, an eviction notice or move-out deadline)? | Recent or active problems, like an eviction notice or move-out deadline, need faster attention than a dispute that happened long ago. |
| Do you know the name of the landlord, property owner, or property management company involved? | Knowing the landlord or property manager's name means a demand letter or negotiation can start immediately rather than waiting on discovery. |
| Are you looking for legal help (advice, a letter, negotiating, or representation) rather than only general information? | Separates people who want advice, a letter, or representation from those looking for general information only, which affects whether a paid consultation is warranted. |
How Cliont scores residential leasing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Residential Rental: yes
- Tenant, Landlord, Or Someone: yes
- There Current Lease, Rental: yes
- There Been Serious Dispute: yes
- This Problem Happen Within: yes
- Know Name Landlord, Property: yes
See the lead your team receives
Residential 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 residential leasing workflows
| Cliont capability | Residential Leasing application |
|---|---|
| Weighted scoring | Combines lease status, dispute type, and recency of the problem so eviction and active nonpayment cases surface above stale habitability complaints. |
| Document uploads | Collects the lease copy and any notices (eviction, rent increase, move-out) before the consultation so you're not asking for paperwork on the call. |
| CRM routing | Sends leads with a current lease and a recent, ongoing dispute straight to your CRM as consultation-ready matters. |
| Role capture | Flags whether the person is the tenant, landlord, or an authorized agent so intake routes landlord-side and tenant-side matters differently. |
Common residential leasing lead scenarios
Eviction notice arrived this week
Tenant with an active lease has a notice or move-out deadline in hand, which pushes the timing question and dispute question to the top of the score.
Landlord chasing months of unpaid rent
Landlord or property manager knows the tenant's name and lease terms, and the dispute is ongoing nonpayment rather than a one-time complaint.
Security deposit withheld after move-out
Lease has already ended so there's no current rental agreement, but the dispute happened recently and the person wants a demand letter, not just information.
Habitability complaint from over a year ago
The repairs or habitability issue happened outside the recent-timing window, which lowers the score even though the underlying dispute type still qualifies.
General question with no lease in place
Someone is asking about renting a home in general rather than dealing with an existing lease, so the intake filters them out before a consultation gets scheduled.
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
Residential Leasing lead-intake FAQs
How does the intake keep commercial leasing questions out of my residential queue?
The first question confirms the rental is a residential property in the United States, so commercial space inquiries score low and don't reach your residential leasing pipeline.
Does the form separate tenants from landlords, or do I have to sort that out myself?
Yes — the intake asks whether the person is a tenant, landlord, or an authorized representative like a property manager, so that role shows up on the lead before you call back.
What happens if someone just wants general information instead of legal help?
The catalog includes a direct question asking whether they want advice, a letter, negotiation, or representation rather than general information, which lowers the score for information-only visitors.
Why does the intake ask if there's a current lease or rental agreement?
Whether a lease, rental agreement, or month-to-month arrangement exists tells you if there's a legal relationship to work from, and it's weighted as one of the higher-value signals in scoring.
Does it matter if the tenant doesn't know the landlord's name?
Not knowing the landlord, owner, or property management company still lets the lead through, but it scores lower than a lead who can identify the other party for a demand letter or negotiation.
How does the timing question affect priority?
Disputes that happened in the last 12 months or are actively unfolding, like an eviction notice or move-out deadline, score higher than complaints from further in the past.
Turn residential leasing visitors into qualified cases
Give every residential leasing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.