See ownership timing before you take on a derivative claim
The guided intake asks whether the prospective client held shares at the time of the alleged wrongdoing, whether the company is U.S.-listed, and what evidence—emails, filings, or internal documents—backs the claim, so you only see derivative matters with real standing.
The exact intake your shareholder derivative actions leads complete
This is the real 7-question guided intake for Shareholder Derivative Actions — the same flow your customers finish before you ever pick up the phone.
What a qualified shareholder derivative actions lead should tell you
A lawsuit filed by a shareholder on behalf of the corporation itself against officers or directors for harm done to the company, requiring the shareholder to have held stock at the time of the alleged wrongdoing and to point to specific misconduct such as self-dealing, misleading statements, or oversight failures.
- Own Shares (Stock) In
- Take Action Because Believe
- Company U.S. Company Or
- Believe Issue Involves Wrongdoing
- Own Shares At Time
- Suspected Wrongdoing Happen Within
- Have Some Proof Or
The questions your team needs answered
Every shareholder derivative actions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own shares (stock) in the company you’re concerned about? | Current share ownership is a baseline requirement for derivative standing, so a 'no' answer flags a likely disqualifier immediately. |
| Are you looking to take action because you believe company leaders (like officers or directors) harmed the company (not just you personally)? | Derivative actions require harm to the corporation, not just the shareholder personally, so this separates true derivative matters from personal securities claims. |
| Is the company a U.S. company or traded on a U.S. stock exchange (like NYSE or Nasdaq)? | Whether the company is U.S.-based or exchange-listed affects which court and procedural rules apply to the claim. |
| Do you believe the issue involves wrongdoing such as misleading statements, hiding important information, self-dealing, misuse of company money, or serious failure to oversee the business? | The specific type of wrongdoing alleged determines whether there is a viable legal theory worth pursuing. |
| Did you own shares at the time the suspected wrongdoing happened (or did you get your shares from someone who did)? | Owning shares at the time of the alleged wrongdoing (or inheriting them from someone who did) is a core standing requirement in most derivative claims. |
| Did the suspected wrongdoing happen within the last 3 years? | How recently the alleged misconduct occurred bears on statute-of-limitations exposure and evidence freshness. |
| Do you have some proof or specific facts (emails, filings, news reports, internal documents, or witness info) that support your concern? | Concrete supporting evidence, rather than suspicion alone, is often necessary to survive early procedural challenges like demand futility. |
How Cliont scores shareholder derivative actions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Shares (Stock) In: yes
- Take Action Because Believe: yes
- Company U.S. Company Or: yes
- Believe Issue Involves Wrongdoing: yes
- Own Shares At Time: yes
- Suspected Wrongdoing Happen Within: yes
See the lead your team receives
Shareholder Derivative Action 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 shareholder derivative actions workflows
| Cliont capability | Shareholder Derivative Actions application |
|---|---|
| Weighted scoring engine | Applies higher weight to ownership at the time of the alleged wrongdoing and to corporate (not personal) harm, so standing issues surface in the score before you review the file. |
| Document upload capture | Lets prospective clients attach emails, filings, internal documents, or news coverage referenced in the wrongdoing question directly to the lead record. |
| Structured routing to CRM | Sends only leads with plausible standing and identified wrongdoing into your CRM as a matter, rather than every stock-drop complaint that comes through the site. |
| Video intake widget | Gives prospective clients a way to describe the alleged self-dealing or misleading statements in their own words before the consultation, supplementing the yes/no answers. |
Common shareholder derivative actions lead scenarios
Long-term holder alleging board self-dealing
A shareholder who owned stock before and during the alleged misconduct at a U.S.-listed company describes officers misusing company funds; the intake flags every high-value signal at once.
Shares bought after the wrongdoing surfaced
The prospective client only acquired stock after the alleged misconduct became public, which fails the ownership-timing question and signals a likely standing problem before you spend time on it.
Personal loss, not corporate harm
The person believes they personally lost money on a stock drop rather than pointing to harm done to the company itself, which the intake distinguishes from a true derivative claim.
Non-U.S. company involved
The company isn't U.S.-based or exchange-listed, which the intake surfaces early since it changes venue, procedure, and whether the matter fits a derivative action at all.
Old allegation with no documentation
The suspected wrongdoing happened well outside a recent window and the prospective client has no emails, filings, or records to point to, giving you a weaker file before any consultation is booked.
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 securities law intake templates
Shareholder Derivative Actions lead-intake FAQs
How does the intake tell a derivative claim apart from a personal securities claim?
One question directly asks whether the prospective client is pursuing harm done to the company itself versus a personal loss; a 'no' answer suggests the matter may belong under Securities Litigation instead of a derivative action.
What happens if the prospective client bought their shares after the alleged wrongdoing occurred?
The ownership-timing question captures this, since a shareholder generally needs to have held stock at the time of the misconduct (or inherited shares from someone who did) to have standing to bring the claim.
Does the intake check whether the company is a U.S. entity or exchange-listed?
Yes, one question confirms whether the company is U.S.-based or trades on an exchange like NYSE or Nasdaq, which affects venue and procedural exposure and is weighted as a high-value signal.
What evidence does the intake collect before a consultation is booked?
It asks whether the prospective client has supporting material such as emails, filings, news reports, internal documents, or witness information, and the required uploads let them attach that evidence directly.
How does the intake handle claims involving very old alleged misconduct?
A dedicated question asks whether the wrongdoing occurred within the last three years, so you can see timing exposure before you spend time evaluating an otherwise strong-looking claim.
How is this intake different from the one used for Securities Litigation leads?
The derivative intake centers on standing (current ownership, ownership at the time of harm) and harm to the corporation, while a personal-loss securities claim points toward the Securities Litigation intake instead.
Turn shareholder derivative actions visitors into qualified cases
Give every shareholder derivative actions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.