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
Matters involving unreported, underreported, or misreported cryptocurrency and virtual currency transactions, including IRS or state notices, unfiled returns, or back taxes tied to crypto activity.
Preview intake →
Currently Not Collectible
Currently Not Collectible is an IRS or state designation that temporarily pauses collection activity when a taxpayer cannot pay their tax debt without falling short on basic living expenses; the intake needs to establish tax debt, income, expenses, and asset equity to see if the fact pattern fits.
Preview intake →
Entity Tax Structuring
Entity Tax Structuring covers helping a business owner choose, change, or optimize the legal and tax structure of a business (LLC, S-corp, C-corp, partnership) based on ownership, income, and multi-state or international activity.
Preview intake →
Estate and Gift Tax
Legal work involving federal or state estate tax and gift tax—planning, return filing, or disputes with the IRS or a state tax agency—covering executors, trustees, donors, and beneficiaries tied to a death within the last three years or a significant lifetime gift.
Preview intake →
Expatriate and Nonresident Tax
Cross-border U.S. tax matters involving expatriates, nonresidents, or dual filers with foreign income, foreign accounts, unfiled U.S. returns, or IRS notices tied to their residency or citizenship status.
Preview intake →
FATCA Compliance
FATCA Compliance covers helping U.S. persons identify, report, and correct foreign financial account and asset disclosures required under the Foreign Account Tax Compliance Act, including Form 8938 filings and related IRS correspondence.
Preview intake →
FBAR and Offshore Disclosure
Representation for U.S. persons with unreported foreign bank or investment accounts, missed FBAR filings, or unreported offshore income, covering voluntary disclosure options and penalty exposure before the IRS gets involved.
Preview intake →
FIRPTA
FIRPTA matters involve a non-U.S. seller of U.S. real estate whose sale triggers mandatory withholding at closing, and the intake needs to confirm the seller's foreign status, whether withholding occurred or is scheduled, and whether the person needs help getting funds refunded or reduced before or after closing.
Preview intake →
Innocent Spouse Relief
Innocent Spouse Relief seeks to remove IRS liability for tax, penalties, or interest tied to a joint return, where the requesting spouse did not know about the erroneous items and it would be unfair to hold them responsible.
Preview intake →
Installment Agreements
Qualification for prospective clients who owe back taxes and cannot pay the full balance at once, and want to resolve the debt through a monthly IRS or state payment plan.
Preview intake →
International Tax
Legal matters involving U.S. tax residency, foreign income or assets, offshore accounts, foreign entity or trust ownership, and cross-border reporting obligations to the IRS, including situations where filings may already be missed or flagged.
Preview intake →
IRS and State Audits
Representation for a taxpayer or business facing a federal or state audit, examination, or document request, where the intake needs to confirm the type of notice received, the tax year involved, and how soon a response is due.
Preview intake →
IRS Criminal Defense
Legal representation for a person or business facing a criminal tax investigation or prosecution by IRS Criminal Investigation or the DOJ Tax Division — distinct from a civil audit, collections notice, or routine tax bill.
Preview intake →
Levies and Wage Garnishments
Representation for a client whose wages or bank funds are being taken (or about to be taken) by the IRS or a state tax agency, qualified by whether the levy is active, who the responsible party is, and which agency issued it.
Preview intake →
Nonprofit Tax-Exempt Status
Legal work to obtain, maintain, or restore an organization's federal tax-exempt status with the IRS, typically under 501(c)(3) or another 501(c) category, including responses to denial, revocation, or delinquent Form 990 filings.
Preview intake →
Offer in Compromise
A request to the IRS to settle a tax debt for less than the full amount owed, available only to taxpayers who are current on filing and ongoing payment obligations and can show they cannot pay the debt in full.
Preview intake →
Payroll and Employment Tax
Legal matters involving employer payroll withholding, employer-side payroll taxes, or disputed W-2/1099 reporting — including cases where an individual is facing personal liability for unpaid trust fund taxes.
Preview intake →
Penalty Abatement
Penalty Abatement covers requests to reduce or remove IRS or state-imposed tax penalties — such as late-filing, late-payment, or accuracy penalties — based on reasonable cause or other qualifying circumstances tied to a taxpayer's own or business tax obligations.
Preview intake →
Private Letter Rulings
A written ruling requested from the IRS on how federal tax law applies to a specific transaction, filed before the transaction closes or the return is due, so the client has certainty in advance rather than an argument after the fact.
Preview intake →
Sales and Use Tax
Matters involving state or local sales tax collection/remittance obligations or use tax owed on purchases, including notices, audits, unfiled returns, or under/over-collected tax.
Preview intake →
State and Local Tax SALT
Tax matters involving a state or local taxing authority rather than the IRS alone — income tax, sales/use tax, payroll withholding, or property tax disputes, notices, audits, or multi-state filing questions.
Preview intake →
Tax Controversy and Litigation
Disputes with the IRS or a state tax agency over unpaid taxes, audits, liens, levies, or appeals, where the intake needs to establish which agency is involved, what enforcement action has already started, and whether a filing deadline is close.
Preview intake →
Tax Court Litigation
Representation of a taxpayer petitioning the U.S. Tax Court to dispute an IRS determination, typically triggered by a Notice of Deficiency or Notice of Determination and bound by a strict statutory filing deadline.
Preview intake →
Tax Liens
Legal matters involving a filed federal or state tax lien against a person or business, where the client needs help getting the lien released, withdrawn, subordinated, or otherwise resolved.
Preview intake →
Tax Opinions and Appeals
Written legal analysis of how tax law applies to a client's situation (a tax opinion), or representation challenging an IRS or state tax agency notice, audit finding, or denial through the appeals process.
Preview intake →
Tax Planning Business and Personal
Proactive, forward-looking tax strategy for individuals and business owners aimed at reducing future tax liability, distinct from routine return preparation or resolving a past-due IRS matter.
Preview intake →
Trust Fund Recovery Penalty
A Trust Fund Recovery Penalty case involves the IRS attempting to collect unpaid payroll taxes withheld from employees directly from an individual deemed a 'responsible person,' rather than from the business itself. Qualifying the lead means confirming the tax type, the IRS notice stage, and whether the prospective client had the authority and knowledge that make personal liability likely.
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.