Legal courier intake that captures chain-of-custody needs up front
Ask what type of legal documents are moving, how soon they need to arrive, and whether the person releasing them is actually authorized to do so — then collect a photo of the sealed envelope before a driver is ever sent.
The exact intake your legal document courier leads complete
This is the real 7-question guided intake for Legal Document Courier — the same flow your customers finish before you ever pick up the phone.
What a qualified legal document courier lead should tell you
Point-to-point delivery of time-sensitive legal papers—court filings, contracts, notarized documents, or real estate closing packages—where chain of custody, authorization to release, and signature-on-receipt determine how the job needs to be handled.
- Legal Documents Be Delivered
- Soon Delivery Happen
- Distance Between Pickup And
- Delivery Signature Confirmation Upon
- Authorized Hand Off These
- Documents Remain Sealed Or
- This One-Time Delivery Or
The questions your team needs answered
Every legal document courier intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of legal documents need to be delivered? | Document type shapes downstream handling — a real estate closing package often carries a harder deadline than a general contract, so it affects how the job gets routed. |
| How soon does the delivery need to happen? | This carries the largest weights in the catalog, so it's the single biggest driver of whether a job is worth dispatching a driver today versus scheduling later in the week. |
| What is the distance between pickup and drop-off locations? | Distance determines whether a local courier or a longer-haul route is needed, preventing a driver from being sent on a job that actually requires different logistics. |
| Does the delivery require a signature confirmation upon receipt? | A signature-on-receipt requirement means the job needs a proof-of-delivery workflow attached before the courier leaves the pickup. |
| Are you authorized to hand off these documents to a courier? | The gap between yes (10) and no (2) exists because handing legal documents to an unauthorized courier creates real liability, so this answer alone can hold a lead back from dispatch. |
| Do the documents need to remain sealed or tamper-evident during transport? | A sealed or tamper-evident requirement tells the courier to bring specific packaging and avoid opening or repackaging the documents in transit. |
| Is this a one-time delivery or part of a recurring courier need? | Recurring need is weighted above one-time (9 vs 6) because it signals an ongoing account worth routing into the CRM differently than a single job. |
How Cliont scores legal document courier leads
Every answer is weighted automatically — no manual review required.
Value signals
- Today
- Tomorrow
- This week
- Flexible or not yet scheduled
- Authorized Hand Off These: yes
- One-time delivery
See the lead your team receives
Legal Document Courier Lead
From first click to qualified lead
Follow owners and general contractors 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 project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for legal document courier workflows
| Cliont capability | Legal Document Courier application |
|---|---|
| Weighted lead scoring | Combines the delivery-timing answer (up to 10 points for same-day) with the authorization answer (10 vs 2) so an urgent, authorized request outranks a flexible, unverified one. |
| Required upload gating | Blocks submission until a photo of the sealed envelope and the releasing party's ID are attached, so a truck never gets dispatched for documents no one confirmed the caller can legally hand over. |
| CRM routing rules | Sends recurring-need responses into your CRM tagged as standing accounts, kept separate from one-time court-filing or closing-day runs. |
| Custom answer options | Uses the sealed/tamper-evident answer to flag jobs that need special packaging instructions communicated to the assigned courier before pickup. |
Common legal document courier lead scenarios
Same-day court filing
A paralegal needs a filing delivered today, same city; the timing answer scores it near the top and the intake confirms whether signature-on-receipt is required before dispatch.
Cross-country closing package
A title company needs real estate closing documents moved across state lines, so the distance and document-type answers route it into a different logistics path than a local drop.
Recurring law firm account
A firm marks the request as a recurring need rather than one-time, which weights higher (9 vs 6) and lands in the CRM tagged as an ongoing account instead of a one-off job.
Unverified handoff request
A caller isn't sure they're authorized to release the documents; that answer weights far lower (2 vs 10), flagging the lead for verification before a truck is dispatched.
Sealed notarized transport
Notarized papers that must stay sealed and tamper-evident get flagged in intake so the assigned courier knows to bring the right packaging instead of discovering it at pickup.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
More courier and delivery intake templates
Legal Document Courier lead-intake FAQs
How does the intake prioritize same-day filing deadlines?
The delivery-timing question carries the highest weights in the catalog, so a request marked 'Today' scores well above one marked 'Flexible,' letting dispatch see which pickups can't wait.
What happens if the person requesting the courier isn't authorized to release the documents?
That question is weighted heavily in both directions (10 for yes, 2 for no), so an unconfirmed authorization pulls the lead's score down and flags it for a call before a driver is sent.
Can the intake tell us if documents need to stay sealed during transport?
Yes — the tamper-evident question is captured directly, so your dispatcher knows before pickup whether special packaging or handling instructions apply.
Does it distinguish a one-time filing run from an ongoing courier contract?
Recurring need scores higher than one-time (9 vs 6), which helps route repeat law-firm or title-company accounts into your CRM as standing relationships rather than single jobs.
How is this different from your Medical Courier intake?
Medical Courier is built around chain-of-custody for specimens and temperature handling; Legal Document Courier is built around authorization to release, signature confirmation, and sealed-document handling instead.
What proof do we get before a driver is dispatched?
The intake gathers document type, timing, distance, signature requirements, and authorization status, plus the required upload of the sealed envelope and releasing party's ID, before the lead reaches your CRM.
Turn legal document courier visitors into qualified projects
Give every legal document courier visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.