Qualify more tax law leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.
A custom intake for every tax law matter
Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.
Cryptocurrency and Virtual Currency Tax
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Currently Not Collectible
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Entity Tax Structuring
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Estate and Gift Tax
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Expatriate and Nonresident Tax
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FATCA Compliance
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FBAR and Offshore Disclosure
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FIRPTA
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Innocent Spouse Relief
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Installment Agreements
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International Tax
Preview intake →
IRS and State Audits
Preview intake →
IRS Criminal Defense
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Levies and Wage Garnishments
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Nonprofit Tax-Exempt Status
Preview intake →
Offer in Compromise
Preview intake →
Payroll and Employment Tax
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Penalty Abatement
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Private Letter Rulings
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Sales and Use Tax
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State and Local Tax SALT
Preview intake →
Tax Controversy and Litigation
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Tax Court Litigation
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Tax Liens
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Tax Opinions and Appeals
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Tax Planning Business and Personal
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Trust Fund Recovery Penalty
Preview intake →Information you need before every tax law matter
- U.S. Taxpayer (U.S. Citizen,
- In Last 6 Years,
- Think Crypto Activity May
- Received Letter, Notice, Audit
- Have Tax Bill, Penalties,
- Access Crypto Records (Exchange
- Owe Back Taxes Irs
- Unable Pay What Owe
- Have Little Or No
- Unemployed, Underemployed, Or Dealing
How tax law lead scoring works
Value signals
- U.S. Taxpayer (U.S. Citizen,: yes
- In Last 6 Years,: yes
- Think Crypto Activity May: yes
- Received Letter, Notice, Audit: yes
- Have Tax Bill, Penalties,: yes
- Access Crypto Records (Exchange: yes
Urgency signals
- Legal Help Now Because
- Filed All Required Federal
- Tax Lien Active (Not
Lower-fit signals
- In Bankruptcy (Or File: no
Your visitor has a real matter. A contact form can’t hear it.
People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No matter details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full matter scope in their own words
- Reports, contracts, and filings attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and matter template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Tax Law lead-intake FAQs
What does a tax law intake collect?
Each tax law template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are tax law leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger tax law opportunities without manually reviewing every raw submission first.
Can visitors try a tax law intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified tax law leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every legal intake template
While they’re still using contact forms, you’re booking cases
Give every website visitor a guided, bilingual, qualifying intake — and turn your tax law traffic into signed work.