See the notice deadline before you offer a free consultation
The intake asks whether the matter involves the IRS or a state agency, whether there's an active lien, levy, or garnishment, and whether a response deadline is approaching, then requests a copy of the notice so you can see the real exposure before you agree to a consultation.
The exact intake your tax controversy and litigation leads complete
This is the real 7-question guided intake for Tax Controversy and Litigation — the same flow your customers finish before you ever pick up the phone.
What a qualified tax controversy and litigation lead should tell you
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.
- Tax Issue With U.S.
- Received Notice, Letter, Or
- Facing Any These: Unpaid
- There Deadline Coming Up
- Amount In Dispute Or
- Person (Or Authorized Representative)
- Want Help Disputing Tax
The questions your team needs answered
Every tax controversy and litigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your tax issue with a U.S. tax agency (like the IRS or your state tax department)? | Confirms the matter is a U.S. tax controversy at all, since foreign tax authority disputes usually fall outside a U.S. tax attorney's practice. |
| Have you received a notice, letter, or bill from the IRS or a state tax agency, or are you currently being audited? | Distinguishes someone already in active correspondence with the IRS or state agency from someone who merely suspects a problem, which changes how urgently you need to respond. |
| Are you facing any of these: unpaid taxes, penalties, interest, a tax lien, a levy, wage garnishment, or a bank account freeze? | Flags whether collections enforcement has already started, since a live levy or garnishment usually needs faster action than an unpaid balance with no enforcement yet. |
| Is there a deadline coming up (within the next 30 days) to respond to a tax notice, appeal, or court filing? | A response, appeal, or filing deadline inside 30 days determines whether you can realistically take the matter and how fast you need to move if you do. |
| Is the amount in dispute or the taxes claimed to be owed more than $5,000? | The dollar amount in dispute helps you weigh the matter against your minimum engagement size before committing a consultation slot. |
| Are you the person (or authorized representative) for the taxpayer involved (you, your spouse, your business, or an estate)? | Confirms the person filling out the intake actually has standing to engage you, since a friend or relative inquiring without authorization usually can't retain you yet. |
| Do you want help disputing the tax agency’s decision or negotiating a resolution (like a payment plan or settling for less)? | Clarifies whether they want representation in a dispute or negotiation versus just information, which affects whether this is a fit for your litigation practice at all. |
How Cliont scores tax controversy and litigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Tax Issue With U.S.: yes
- Received Notice, Letter, Or: yes
- Facing Any These: Unpaid: yes
- There Deadline Coming Up: yes
- Amount In Dispute Or: yes
- Person (Or Authorized Representative): yes
See the lead your team receives
Tax Controversy and 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 tax controversy and litigation workflows
| Cliont capability | Tax Controversy And Litigation application |
|---|---|
| Weighted scoring engine | Combines the notice/audit, levy or lien, deadline, amount-in-dispute, and authorization answers into one score, so a garnishment with a 30-day appeal deadline outranks a routine audit letter. |
| Document upload widget | Lets the prospective client attach the actual IRS or state notice, lien filing, or most recent bill during intake instead of describing it over the phone. |
| CRM routing | Sends only matters where the person confirms they're the taxpayer or an authorized representative into your CRM, filtering out third-party inquiries before they reach your pipeline. |
| Deadline flag | Surfaces any matter with a response, appeal, or court filing deadline inside 30 days so time-sensitive controversy work doesn't sit behind older inquiries. |
Common tax controversy and litigation lead scenarios
Wages already being garnished
The intake flags an active levy or wage garnishment as a high-value signal, so these leads surface ahead of matters that are still just correspondence audits.
30-day response deadline looming
A pending appeal or court filing deadline inside 30 days pushes the lead up regardless of the dollar amount in dispute, since timing drives whether you can even take it.
Under audit, six-figure exposure
The taxpayer hasn't received a bill yet but is mid-audit with a large disputed amount and wants help negotiating a resolution, a different mix than a straightforward collections case.
Not the taxpayer, no deadline
Someone inquiring on a friend's or relative's behalf, without authorization and with no enforcement action or deadline, scores lower so it doesn't consume a free consultation slot.
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- 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
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Only pay when you receive a qualified lead.
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- Charged only for submitted leads
More tax law intake templates
Tax Controversy and Litigation lead-intake FAQs
Can the intake tell a straightforward audit apart from an active levy or garnishment?
Yes. The catalog separates whether the person has received a notice or is being audited from whether they're already facing a lien, levy, wage garnishment, or bank freeze, so you can see which stage the matter is at before you call.
How does the intake handle someone inquiring on behalf of a taxpayer they don't represent?
One question confirms whether the person filling out the intake is the taxpayer, their spouse, their business, or an authorized representative, and a 'no' answer here weighs the lead down since you likely can't act on their behalf yet.
Does the intake screen out disputes under $5,000?
It doesn't disqualify them outright, but the amount-in-dispute question carries meaningful weight, so smaller matters land lower in your queue than larger ones with the same urgency.
What if the person hasn't received any notice or deadline yet?
The intake still captures the lead but scores it lower than one with an active notice or a filing deadline inside 30 days, since those are the matters where timing actually matters to you.
Does the intake require the person to upload the actual IRS or state letter?
You can configure it to request a copy of the notice, bill, or lien filing so you're reviewing the real document rather than a paraphrase before booking a consultation.
How does the intake treat matters that aren't with a U.S. tax agency?
That's the lowest-weighted question in the catalog, so a matter involving a foreign tax authority rather than the IRS or a state department scores well below a typical U.S. controversy lead.
Turn tax controversy and litigation visitors into qualified cases
Give every tax controversy and litigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.