Lead Qualification

Streamline Focus on what matters most

Let us qualify your leads

At 720 System Strategies, we do the heavy lifting by pre-qualifying your leads, so you can focus on what matters most—converting them into clients. Choose the option that best fits your firm’s needs:

  • Option 1: Pre-screened live transfers directly to your office
  • Option 2: Exclusive full intake service

Option 1: Short Form Consultation

Our team works with your firm to define qualified and unqualified leads, gathering essential information to streamline your bankruptcy consultations.

We collect information such as:

  • Dischargeable debt, income, prior filings
  • Location verification
  • Tax status, legal actions
  • Debt types and amounts
  • Asset details (vehicle, property)

With approximately 10 targeted questions, we confirm each lead’s qualification status, providing your team with a complete questionnaire for a seamless handoff.

Before transferring, we:

  • Schedule appointments
  • Conduct initial consultations
  • Qualify leads per your requirements
  • Ensure they’re ready to discuss bankruptcy

Option 2: Long Form Consultation

Working with dozens of firms across the country, we have created a universal intake form consisting of approximately 80 questions covering:

  • Financial details, assets, legal actions
  • Debt types and monthly payments

Our trained team preps each lead, building their confidence in your firm. We conclude with a signed Letter of Intent, a filing appointment, and a $50 no-show policy, ensuring they come prepared and committed.

What you pay

$50 per live transfer, for a short-form consultation

$150 per live transfer, for a long-form consultation

$150 One-time setup fee

We will qualify your

  • Option 1: Pre-screened live transfers to your office
  • Option 2: Exclusive full intake service

Talk to Us

Book a video call with a 720 team member to get more info.