Know which IPO enquiries come from an authorized decision-maker
Every enquiry confirms whether the contact is an authorized founder, executive, or representative, whether the company is planning a U.S. public offering, and whether they need help with offering documents or public-company compliance. Uploaded materials like a draft registration statement or corporate structure chart arrive alongside the answers.
The exact intake your public offerings and ipos leads complete
This is the real 6-question guided intake for Public Offerings and IPOs — the same flow your customers finish before you ever pick up the phone.
What a qualified public offerings and ipos lead should tell you
Legal work supporting a company's registered public offering or IPO, covering SEC registration and disclosure documents, offering structure, and the securities compliance obligations that come with going public.
- Company Founder, Executive, Employee,
- Company Offer Or Sell
- Company Raise Money From
- Help Preparing Or Reviewing
- Guidance On U.S. Securities
- There Target Timeline Start
The questions your team needs answered
Every public offerings and ipos intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a company founder, executive, employee, or authorized representative seeking help with a public offering or IPO (including planning, filings, or compliance)? | Confirms the contact has actual authority to retain securities counsel, filtering out employees without decision-making power. |
| Is the company planning to offer or sell securities to the public in the United States (or list on a U.S. exchange)? | Confirms the transaction is a U.S. public offering subject to SEC registration, the core scope of this practice. |
| Is the company looking to raise money from investors through an IPO, follow-on public offering, or similar public fundraising? | Distinguishes an active fundraising mandate from general curiosity about going public. |
| Do you need help preparing or reviewing offering documents and disclosures (such as a prospectus or registration materials)? | Signals whether the engagement involves drafting or reviewing a prospectus or registration materials, a distinct scope of work. |
| Do you need guidance on U.S. securities rules for public companies (such as reporting, insider trading policies, or communications with investors)? | Flags ongoing public-company compliance needs like reporting and insider trading policy, separate from a one-time offering. |
| Is there a target timeline to start the public offering or IPO process within the next 12 months? | A defined 12-month timeline indicates budget readiness and real urgency rather than early-stage exploration. |
How Cliont scores public offerings and ipos leads
Every answer is weighted automatically — no manual review required.
Value signals
- Company Founder, Executive, Employee,: yes
- Company Offer Or Sell: yes
- Company Raise Money From: yes
- Help Preparing Or Reviewing: yes
- Guidance On U.S. Securities: yes
- There Target Timeline Start: yes
See the lead your team receives
Public Offering / IPO 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 public offerings and ipos workflows
| Cliont capability | Public Offerings And IPOs application |
|---|---|
| Weighted lead scoring | The six qualifying questions are weighted so an authorized founder with a live U.S. offering, a 12-month timeline, and document-review needs scores far above a general or exploratory enquiry. |
| Document upload capture | Prospective clients can attach a draft prospectus, registration statement, or cap table directly to the intake so the securities team reviews real materials before a consultation is booked. |
| CRM routing | Qualified public-offering and IPO enquiries are sent to your CRM with the underlying answers attached, instead of surfacing as an unscoped general inquiry in a shared inbox. |
| Authorization filtering | Contacts who answer no to being a founder, executive, or authorized representative are flagged separately from confirmed decision-makers before any calendar time is offered. |
Common public offerings and ipos lead scenarios
Founder planning a first IPO
An authorized founder confirms the company intends to offer securities to the public within 12 months and needs help with both offering documents and public-company compliance — the highest-weighted combination in the catalog.
Public company, no new offering
A CFO at an already-public company answers no to planning a new offering but yes to needing guidance on reporting or insider trading policy, routing the enquiry as ongoing compliance work rather than a fresh IPO mandate.
Interest with no set timeline
An executive confirms fundraising intent and disclosure needs but has no target date within 12 months, scoring lower on urgency while still qualifying as a real matter.
Employee without signing authority
A junior employee researching the process answers no to being a founder, executive, or authorized representative, flagging the enquiry before it reaches a partner's calendar.
Connect Cliont to your workflow
Send leads
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Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
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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 securities law intake templates
Public Offerings and IPOs lead-intake FAQs
How does the intake stop a free consultation from being booked with someone who can't actually authorize the engagement?
The first question confirms whether the contact is a founder, executive, employee, or authorized representative. A no answer flags the enquiry so it can be routed for clarification instead of landing directly on a partner's calendar.
Can the intake distinguish a new IPO from ongoing public-company compliance work?
Yes — the offering-plan and fundraising questions capture whether a company is pursuing a new public offering, while the separate compliance-guidance question captures reporting, insider trading, or investor-communication needs for companies already public.
What happens if a company is interested but hasn't set a timeline yet?
The 12-month timeline question is weighted lower than the offering-plan and fundraising questions, so a lead without a firm date still qualifies but is scored as less urgent than one with a defined start date.
Does the intake collect offering documents before the consultation?
The intake supports uploads such as a draft prospectus, registration statement, cap table, or board resolutions authorizing the offering, so the securities team can review real materials before scheduling time.
How is this different from the intake for Reg D or SPAC matters?
Public Offerings and IPOs is scoped to registered public transactions. Private capital raises and de-SPAC deals use the Private Placements Reg D and SPACs and De-SPACs intakes, which ask a different set of qualifying questions.
Where do qualified public-offering leads end up?
Once a prospective client clears the six qualifying questions, the scored enquiry is sent to your CRM so the intake history and any uploaded documents are attached to the matter record.
Turn public offerings and ipos visitors into qualified cases
Give every public offerings and ipos visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.