See loss timing and reliance before the consultation
Every submission captures whether the trade ran through a U.S. brokerage account, when the loss occurred relative to the disclosure, and whether the investor can name the SPAC and approximate trade dates — plus brokerage statements — before it reaches your CRM.
The exact intake your spacs and de-spacs leads complete
This is the real 8-question guided intake for SPACs and De-SPACs — the same flow your customers finish before you ever pick up the phone.
What a qualified spacs and de-spacs lead should tell you
Screening for investors who bought, sold, or held shares, warrants, or options in a SPAC or a company that went public via de-SPAC merger, and who may have a claim tied to misleading disclosures, a subsequent price drop, and reliance timing within a viable claims window.
- Buy Or Sell Shares,
- This Investment Activity In
- Lose Money On That
- Believe Loss May Be
- Stock Price Drop Sharply
- Buy, Sell, Or Hold
- Identify Spac Or Merged
- Any Purchases Or Losses
The questions your team needs answered
Every spacs and de-spacs intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you buy or sell shares, warrants, or options of a SPAC or a company that went public by merging with a SPAC? | Confirms the client actually held a position in the SPAC or merged company, which is the baseline fact needed before anything else in the file matters. |
| Was this investment activity in the United States or through a U.S. brokerage account? | Trading through a U.S. brokerage affects whether U.S. securities law even applies to the transaction, so a no answer materially changes the viability of the file. |
| Did you lose money on that SPAC or de-SPAC investment? | A confirmed financial loss is what turns a general inquiry into a potential claim rather than just an unhappy investor. |
| Do you believe your loss may be tied to misleading statements or missing important information about the SPAC, the merger, projections, or the company’s finances? | This is the question that separates a market-driven loss from one the client believes was caused by misleading statements, which is the core of a misrepresentation claim. |
| Did the stock price drop sharply after news like an earnings miss, restatement, SEC investigation, short-seller report, or other negative disclosure about the SPAC or merged company? | A sharp price drop tied to a specific negative disclosure gives the claim a concrete triggering event to investigate. |
| Did you buy, sell, or hold the investment during the time you relied on those statements or disclosures (before the major drop or correction)? | Reliance requires that the client was still trading or holding based on the earlier statements before the corrective disclosure, so this timing detail is central to the theory of the case. |
| Can you identify the SPAC or merged company name and roughly when you traded (even approximate dates)? | Being able to name the company and approximate trade dates determines how quickly the facts can actually be verified. |
| Did any of your purchases or losses happen within the last 3 years? | Whether the loss falls within the last three years is a practical check against claims that may already be time-barred. |
How Cliont scores spacs and de-spacs leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buy Or Sell Shares,: yes
- This Investment Activity In: yes
- Lose Money On That: yes
- Believe Loss May Be: yes
- Stock Price Drop Sharply: yes
- Buy, Sell, Or Hold: yes
See the lead your team receives
SPAC/De-SPAC Investor Claim 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 spacs and de-spacs workflows
| Cliont capability | SPACs And De-SPACs application |
|---|---|
| Conditional question logic | Only surfaces the reliance-timing question about buying, selling, or holding during the disclosure period once the client has confirmed a loss and a belief that disclosures were misleading. |
| Weighted lead scoring | Weights the misleading-statement and post-disclosure price-drop questions highest, since those two facts together are what separate an ordinary market loss from a possible securities claim. |
| Structured document requests | Prompts the investor to upload brokerage statements or trade confirmations and any prospectus or merger materials before the consultation, so the case file arrives with supporting evidence attached. |
| CRM routing with score attached | Sends each SPAC/de-SPAC submission into your CRM with its score and answer trail, so a claim with a clear reliance story and a recent trade date is visibly distinct from a vague, time-barred inquiry. |
Common spacs and de-spacs lead scenarios
Post-Merger Stock Drop
Investor held shares through a de-SPAC merger and the stock fell sharply after a negative disclosure they believe misrepresented the merger or projections. This combination of loss, reliance, and disclosure timing scores as high priority.
No U.S. Brokerage Nexus
Investor lost money on a SPAC but traded through a non-U.S. brokerage account, which weakens the jurisdictional basis for a claim even though the loss itself is real.
Losses Outside the Claims Window
Investor's SPAC losses occurred more than three years ago, so the intake still records the details but flags the file differently than a recent loss.
Can't Name Company or Dates
Prospective client remembers losing money on a SPAC but can't identify the company or approximate trade dates, leaving the file short on the specifics needed to evaluate a claim.
SEC Investigation Triggered the Drop
Stock price dropped sharply right after news of an SEC investigation or short-seller report, and the investor held the position during the period they relied on the earlier disclosures — the strongest fact pattern the intake surfaces.
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More securities law intake templates
SPACs and De-SPACs lead-intake FAQs
How does the intake separate someone who just lost money from someone with a possible claim?
The form asks separately whether the client lost money and whether they believe that loss is tied to misleading statements or missing information about the SPAC, merger, projections, or company finances. A loss alone scores lower than a loss paired with a stated reliance issue.
Does the intake check whether the trade happened through a U.S. brokerage account?
Yes. It asks whether the investment activity occurred in the United States or through a U.S. brokerage account, which is one of the weighted fields since jurisdiction affects whether a claim is viable at all.
How does the intake handle the three-year lookback?
The last question in the catalog asks whether the purchase or loss occurred within the last three years, so files outside that window are still captured but flagged differently for your review before you schedule a consultation.
What if the prospective client can't remember the exact company name or trade date?
The intake still records the file, but the question asking whether they can identify the SPAC or merged company and roughly when they traded carries its own weight, so vague submissions score lower than ones with concrete details.
Does the intake distinguish between SPAC-stage losses and post-merger de-SPAC losses?
The opening question covers shares, warrants, or options in either a SPAC itself or a company that went public by merging with one, so both fact patterns are captured under a single lead rather than needing separate forms.
What documentation does the intake request before a consultation is booked?
It's built to collect brokerage statements or trade confirmations and any materials the client relied on, such as the prospectus or merger proxy, so you're not starting the consultation from scratch.
Turn spacs and de-spacs visitors into qualified cases
Give every spacs and de-spacs visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.