Specific performance intake that captures signed contract terms up front
Ask prospective clients whether the other side has refused to close, whether they can still perform their own end of the deal, and whether they hold a signed contract — then collect the agreement and any addenda before the matter ever reaches your calendar.
Preview your specific performance actions intake
Explore 7 questions from the Specific Performance Actions template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified specific performance actions lead should tell you
A specific performance action asks a court to force completion of a signed real estate purchase or sale agreement, rather than award money damages, and typically requires proof the client can still perform and that the deal has not gone stale.
- Issue About Signed Agreement
- Property Located In United
- Other Side Refused Complete
- Willing And Able Part
- Want Deal Go Through
- Have Copy Signed Contract
- It Been Less Than
The questions your team needs answered
Every specific performance actions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a signed agreement to buy or sell a specific property (home, condo, land, or commercial building)? | Distinguishes a genuine specific performance matter tied to a specific property from a general real estate contract dispute. |
| Is the property located in the United States? | Property location determines jurisdiction and whether a U.S. court could even order specific performance. |
| Has the other side refused to complete the deal or said they won’t close as agreed? | A clear refusal to close is the core trigger that separates a specific performance claim from a still-pending deal. |
| Are you willing and able to do your part of the deal (for example, pay the price or sign the required papers) if the other side is forced to close? | Courts generally require the party seeking specific performance to show they can still perform their own obligations. |
| Do you want the deal to go through for this specific property, rather than only getting money back? | Reveals whether the client wants the property itself or just money back, which changes the legal theory and remedy sought. |
| Do you have a copy of the signed contract or written agreement (including any addenda) that describes the property and the main terms? | A signed contract is the documentary backbone any specific performance filing depends on. |
| Has it been less than one year since the scheduled closing date or the date the other side clearly refused to close? | The closer this answer is to yes, the fresher the claim, which helps the attorney weigh timing defenses like laches before scheduling. |
How Cliont scores specific performance actions leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Issue About Signed Agreement: yes
- Property Located In United: yes
- Other Side Refused Complete: yes
- Willing And Able Part: yes
- Want Deal Go Through: yes
- Have Copy Signed Contract: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Specific Performance Lead - Condo Purchase Contract
From first click to qualified lead
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They land & meet you
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They explain the matter
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They share the documents
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You get a ready lead
Scored and qualified — waiting for you to win it.
Built for specific performance actions workflows
| Cliont capability | Specific Performance Actions application |
|---|---|
| Conditional branching | If the prospect's issue isn't about a signed agreement for a specific property, the intake can redirect them away from the specific performance track toward a general real estate contract inquiry. |
| Weighted scoring | Refusal to close, ability to perform, and possession of a signed contract carry the heaviest weights, so a matter missing any of them naturally scores lower before it reaches the CRM. |
| Document requests | The intake can request the signed purchase agreement and addenda described in the contract question and attach them directly to the CRM record. |
| Timestamped flags | The one-year timing question is stored on the lead record so attorneys can spot potential laches exposure without re-asking the client. |
Example specific performance actions lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Seller backs out after signing
Buyer's contract was signed, the seller has refused to close, and the client is ready and able to complete their side — this profile hits every high-value signal and should route straight to a consultation.
No written contract yet
Prospective client describes a verbal or unsigned deal; without an executed agreement to attach, the matter can't yet support a specific performance filing and should be flagged for follow-up before scheduling.
Deal stalled over a year
More than a year has passed since the scheduled closing or refusal, which can raise timing defenses like laches — the intake still captures this so the reviewing attorney can weigh it before committing consultation time.
Client wants refund, not property
When a client says they'd rather have their money back than force the sale, the intake flags a mismatch with specific performance and points the matter toward a damages-based track instead.
Property located outside the US
If the property sits outside the United States, jurisdiction and enforceability change — this answer routes the lead away from a specific performance consultation.
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Specific Performance Actions lead-intake FAQs
What if the prospective client doesn't have the signed contract yet?
The intake still records the requirement but doesn't force an upload before submission; the CRM record flags the file so the attorney can confirm whether an executed agreement exists before booking a consultation.
How does the form handle someone who just wants their deposit back?
The intake asks directly whether the client wants the sale completed or only wants money back, so a refund-focused request scores lower for a specific performance consultation and can be routed to a general contract dispute track instead.
Does the intake screen out property outside the U.S.?
Yes, it asks the property's location directly, since specific performance procedure and enforceability shift once the property sits outside U.S. courts' jurisdiction.
Why does the intake ask about timing since the refusal or closing date?
The one-year window flags matters that may face laches or delay-based defenses, giving the attorney context before deciding whether to spend consultation time on an older dispute.
Can the intake tell if the client is actually ready to close?
It asks whether the client is willing and able to perform their own side of the deal, which is a legal prerequisite for a court to order specific performance.
What documents should a client upload with a specific performance inquiry?
The signed purchase contract with any addenda, plus any written notice or message showing the other side's refusal to close.
Turn specific performance actions visitors into qualified cases
Give every specific performance actions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.