Know which investor losses are worth consultation time
The intake captures whether the investor lost money, believes they were misled, and can name the broker, company, or platform involved, then asks for account statements or trade confirmations before the matter lands in your CRM.
The exact intake your securities litigation leads complete
This is the real 8-question guided intake for Securities Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified securities litigation lead should tell you
Securities Litigation covers claims where a prospective client bought, sold, or held a security in the United States and lost money they believe resulted from misleading statements, omitted risks, or hidden information about the company, broker, or platform involved.
- Buy Or Sell Stock,
- Lose Money On That
- Believe Loss Happened Because
- Identify Company, Broker, Investment
- Buy, Sell, Or Hold
- First Learn About Possible
- Estimated Loss At Least
- Willing And Able Provide
The questions your team needs answered
Every securities litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you buy or sell a stock, bond, mutual fund, ETF, or other investment in the United States? | Confirms the person actually transacted in a U.S. security, which is the threshold fact needed before any securities claim can exist. |
| Did you lose money on that investment? | Without an actual loss there is generally no damages to litigate, so this separates real claims from complaints about paper losses that recovered. |
| Do you believe the loss happened because you were misled or important information was hidden (for example, false statements, misleading reports, or omitted risks)? | Distinguishes a misrepresentation or omission claim from an ordinary bad investment outcome, which is the legal theory the case would need to be built on. |
| Can you identify the company, broker, investment adviser, or platform involved? | A named company, broker, or platform gives you a concrete defendant to evaluate, while an unidentified entity signals more investigation is needed before intake. |
| Did you buy, sell, or hold the investment during the time you believe the misleading information affected the price? | Buying, selling, or holding during the period the misleading information affected price is often required to establish reliance and causation. |
| Did you first learn about the possible misleading information within the last 2 years? | Discovery within the last two years keeps the claim inside a workable window relative to typical securities-fraud limitations periods. |
| Was your estimated loss at least $5,000? | A loss under $5,000 often isn't worth the litigation cost, so this flags smaller claims for lower priority rather than a full consultation. |
| Are you willing and able to provide basic documents (such as account statements, trade confirmations, emails, or offering materials) to support what happened? | Willingness to provide statements or confirmations shows the claim can be substantiated rather than resting on memory alone. |
How Cliont scores securities litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buy Or Sell Stock,: yes
- Lose Money On That: yes
- Believe Loss Happened Because: yes
- Identify Company, Broker, Investment: yes
- Buy, Sell, Or Hold: yes
- First Learn About Possible: yes
See the lead your team receives
Securities 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 securities litigation workflows
| Cliont capability | Securities Litigation application |
|---|---|
| Weighted lead scoring | Combines the loss amount, whether misleading information is suspected, and purchase timing during the alleged class period into a single score so high-value litigation candidates surface first. |
| Document upload capture | Requests account statements, trade confirmations, or offering materials at intake so your team isn't chasing paperwork before the first consultation. |
| CRM routing with lead detail | Sends qualified leads to your CRM already tagged with the loss estimate, identified broker or company, and misrepresentation claim, so intake staff can triage without re-asking basic facts. |
| Conditional flagging | Leads who can't yet identify the company, broker, or platform involved are still captured but flagged separately from leads with a named defendant. |
Common securities litigation lead scenarios
Class-period stock drop
Investor bought or held shares during the window they believe misleading statements affected the price, lost more than $5,000, and can name the company involved — the intake surfaces this as a strong candidate.
Recently discovered adviser misconduct
Loss was uncovered within the last two years and the investor can identify the broker or adviser, keeping the claim inside a workable timing window with a clear defendant.
Small loss, no documents yet
Estimated loss falls under $5,000 or the investor hasn't gathered statements yet — the intake still records the details but flags it as a lower-scoring, follow-up-worthy inquiry rather than a priority case.
Can't yet name the company or broker
Investor is confident they lost money to misleading information but can't identify the specific entity involved, so the intake captures what's known and routes it for manual review before a consultation is booked.
Loss discovered years ago
Investor learned about the possible misrepresentation more than two years ago, raising a timing concern the intake flags so it can be reviewed against limitations issues before staff time is spent.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
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Choose the plan that works for your business.
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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
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- 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
Securities Litigation lead-intake FAQs
Does the intake check for statute-of-limitations risk before booking a consultation?
It asks whether the client first learned about the possible misleading information within the last two years, so claims outside that window are visible before a consultation is scheduled.
How does the form handle claims where the loss is small?
The intake asks whether the estimated loss was at least $5,000, which lowers the score for smaller claims so you can prioritize matters with meaningful damages.
What does the intake collect before a prospective client speaks with an attorney?
Beyond the qualification questions, it asks whether the client is willing and able to provide account statements, trade confirmations, emails, or offering materials, and collects those uploads up front.
Can the intake tell the difference between a bad investment and a possible securities claim?
Yes — it specifically asks whether the client believes the loss happened because of misleading statements, hidden risks, or omitted information, rather than assuming every investment loss is a claim.
Does it still capture a lead if they can't name the broker or company yet?
Yes, the intake records that answer as-is rather than blocking submission, so you can see which leads have an identified defendant and which need more information before you commit time.
How does purchase timing relative to the alleged misrepresentation factor into scoring?
The intake asks whether the client bought, sold, or held the investment during the period the misleading information is believed to have affected the price, which is weighted heavily since it goes to the core of a misrepresentation claim.
Turn securities litigation visitors into qualified cases
Give every securities litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.