Tax lien intake that captures IRS notice status up front
Every tax lien enquiry answers whether the lien is active, tied to their own tax debt, and already causing problems like a blocked sale or lowered credit — with the IRS or state notice collected before it lands in your CRM.
The exact intake your tax liens leads complete
This is the real 6-question guided intake for Tax Liens — the same flow your customers finish before you ever pick up the phone.
What a qualified tax liens lead should tell you
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a filed federal or state tax lien against a person or business, where the client needs help getting the lien released, withdrawn, subordinated, or otherwise resolved.
- Dealing With Tax Lien
- Tax Lien Related Own
- Have Letter Or Notice
- Lien Caused Problem ,
- Tax Lien Active (Not
- Want Help Remove, Reduce,
The questions your team needs answered
Every tax liens intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you dealing with a tax lien filed against you or your property (for example, a notice of federal or state tax lien)? | Confirms an actual filed lien exists rather than a general tax debt question, which is the baseline for taking on the matter. |
| Is the tax lien related to your own taxes or a business you own (not someone else’s debt)? | Distinguishes leads dealing with their own liability from those disputing someone else's debt, which most firms won't take on. |
| Do you have a letter or notice from the IRS or your state tax agency about the lien or the tax debt? | A copy of the IRS or state notice lets the firm verify the lien's filing date and amount before the first consultation. |
| Has the lien caused a problem for you, such as blocking a sale or refinance, hurting your credit, or affecting your bank accounts or wages? | Concrete harm like a blocked sale or frozen account signals urgency and a client motivated to pay for resolution work. |
| Is the tax lien currently active (not fully paid and released)? | An active, unreleased lien is the strongest urgency signal in this catalog and determines how quickly the matter needs attention. |
| Do you want help to remove, reduce, or resolve the lien (for example, release, withdrawal, subordination, or a payment plan)? | Confirms the prospective client actually wants resolution work rather than just information about the lien. |
How Cliont scores tax liens leads
Every answer is weighted automatically — no manual review required.
Value signals
- Dealing With Tax Lien: yes
- Tax Lien Related Own: yes
- Have Letter Or Notice: yes
- Lien Caused Problem ,: yes
- Tax Lien Active (Not: yes
- Want Help Remove, Reduce,: yes
Urgency signals
- Tax Lien Active (Not
See the lead your team receives
Active Federal Tax Lien 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 liens workflows
| Cliont capability | Tax Liens application |
|---|---|
| Conditional scoring logic | Weighs an active, unreleased lien status heaviest, since that answer carries the top urgency weight in the catalog and separates live matters from closed ones. |
| Document capture | Collects a copy of the IRS or state lien notice before the lead reaches your CRM, so you can verify filing date and amount before the first call. |
| Ownership screening | Flags when the lien is tied to someone else's debt rather than the prospective client's own liability, keeping those enquiries out of your consultation calendar. |
| Automated CRM routing | Sends only leads with an active lien and a stated goal of resolving it — release, withdrawal, subordination, or a payment plan — straight into your CRM. |
Common tax liens lead scenarios
Active lien blocking a sale
An active, unreleased federal lien filed against the prospective client's own property is already blocking a refinance or sale, which the intake flags as high priority.
Lien belongs to someone else's debt
When the lien is tied to a spouse, business partner, or relative's tax debt rather than the prospective client's own liability, the intake surfaces this as a lower-fit matter before a consultation is booked.
Notice received, no active lien yet
Someone has an IRS or state notice but the lien hasn't been filed or is still pending, which reads differently in the intake than an already-active collection matter.
Lien already paid, needs formal release
The debt is settled but the lien hasn't been formally released or withdrawn from the record, so the client wants paperwork resolved rather than payment negotiation.
Business lien freezing bank accounts
A lien tied to a business the prospective client owns is actively affecting bank accounts or payroll, combining an ownership signal with a concrete harm signal.
Connect Cliont to your workflow
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Notify your team
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Automate follow-up
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Professional
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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
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 tax law intake templates
Tax Liens lead-intake FAQs
How does the intake tell an active lien from one that's already resolved?
The form directly asks whether the lien is currently active and not fully paid and released, which carries the strongest urgency weight in the catalog and separates live collection matters from closed ones.
What happens if the lien is against someone else's debt, not the prospective client's own?
The intake asks whether the lien relates to the prospective client's own taxes or a business they own, and answers pointing to someone else's debt are scored lower since most firms won't take on that matter.
Does the intake check whether they've actually received an IRS or state notice?
Yes, the form asks whether they have a letter or notice from the IRS or state tax agency about the lien, and a copy of that notice can be collected as a required upload.
Can the intake capture how the lien is actually hurting them, like a blocked refinance or frozen bank account?
Yes, one question asks whether the lien has caused a specific problem such as blocking a sale or refinance, hurting credit, or affecting bank accounts or wages, which helps you gauge how motivated the lead is.
What if someone just wants information but isn't asking for help resolving the lien?
The intake asks directly whether they want help removing, reducing, or resolving the lien, and a no answer signals a lower-engagement lead rather than someone ready for a paid engagement.
How is this different from your Levies and Wage Garnishments intake?
This intake is built around lien-specific fields like notice of lien, active status, and release or withdrawal, while the Levies and Wage Garnishments intake is a separate sibling page built around different collection-action questions.
Turn tax liens visitors into qualified cases
Give every tax liens visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.