Legal Intake
Bankruptcy Leads
Connect with individuals considering Chapter 7 or Chapter 13 bankruptcy who need an attorney consultation — delivered to your intake team in real time.
Qualification Criteria
Every lead meets these standards before it reaches your team.
Tax & bankruptcy lead qualification walkthrough
How Tax & Bankruptcy Leads Are Qualified
See how vertical-specific criteria, engagement, phone verification, consent, and delivery workflows give intake teams more context before the first conversation.
Watch how Premium Qualified Leads qualifies tax and bankruptcy prospects
Read the video transcript
Tax and bankruptcy intake teams need more than a contact record. They need the context that determines whether a conversation is worth taking.
For tax resolution campaigns, criteria can include estimated tax balance, agency involved, notices, levy status, location, and whether that prospect is actively seeking professional help. For bankruptcy campaigns, criteria can include chapter interest, state, household or business context, urgency, and the request for an attorney consultation.
In both cases, the prospect comes from our own portfolio of brands — not a result list, aggregator, or broker. Prospects are nurtured by email and text before intake, and their phone number is verified before the lead is delivered, so your team is calling a real person who is already engaged.
Each vertical uses its own qualification, and leads can be sent directly to your CRM, intake platform, webhook, email inbox, portal, or live-transfer queue. Consent language, delivery terms, geographic limits, and return policies are agreed before launch.
Premium Qualified Leads uses compliance-conscious practices, but your team should obtain its own legal and regulatory advice. Tell us which intake conversation you are trying to improve, and we will map the exact lead criteria to your workflow.
Click the link below to book a call, get your questions answered, and get started with your first order.
Sample Lead Profile
Here is what a typical legal intake lead looks like.

| Total Debt Estimate | $62,000 |
| Debt Types | Credit cards, medical bills, personal loan |
| Employment Status | Employed full-time, $52K/year |
| Chapter Interest | Unsure — needs attorney guidance |
Our Funnel
From first click to delivered lead — here is how we generate and qualify every legal intake prospect.
Legal Intent Targeting
We reach consumers searching for bankruptcy attorneys, debt discharge options, and Chapter 7/13 information through search and legal content channels.
Financial Situation Screening
Each prospect provides total debt amount, types of debt, employment and income status, and whether they have consulted with an attorney.
Geographic & Readiness Filters
Leads are filtered by your service area (zip code, county, or state) and confirmed as ready to speak with a bankruptcy attorney.
Real-Time Intake Delivery
Qualified leads are pushed to your intake team via CRM, API, email, or live transfer — so you can reach them while intent is highest.
Delivery Models
Choose how you receive your leads. Mix and match to fit your workflow.
Real-time API or webhook delivery
CRM integration (Salesforce, Clio, HubSpot, and others)
Email delivery with case summary
Live warm transfer to your intake staff
Frequently Asked Questions
Yes. We support geographic targeting at the state, county, and zip code level so you only receive leads from your service area.
When the prospect indicates a preference, we include it. Many leads are undecided and indicate they need attorney guidance — which is often the highest-intent category for consultations.
Our intake form asks whether the prospect has already consulted with or hired a bankruptcy attorney. Those who have retained representation are filtered out.
Most of our bankruptcy leads report $25K–$100K in total qualifying debt. We can set minimums based on your firm's case criteria.
We design campaigns with compliance-conscious practices and do not make claims that could be construed as legal advice. Our landing pages include appropriate disclaimers and do not promise specific outcomes. We recommend that attorney clients review our materials against their state bar's advertising rules.

