Lead Qualification

We use non-attorney salespeople who know how to close and who work exclusively in the bankruptcy field. Our salespeople understand the mindset of debtors and are trained to overcome objections, reduce stigma, and demystify bankruptcy. They lead with empathy and compassion, helping clients see that for a couple thousand dollars they can erase tens of thousands in debt.

Most intake vendors collect info and pass it along. Our short-form team screens potential clients, overcome obstacles, and then transfers them to your office, or sets appointments if you are not available. 

Our long-form team runs a full consultation that gathers all pertinent information, quotes your fees, secures an LOI subject to attorney review, places a card on file, collects initial payments when appropriate, and triggers your case management workflow. That is why your firm’s retention rate can jump from 9 percent to 85 percent in 30 days with the same lead flow.

If you use our service for short-form lead qualification, we will connect you to qualified debtors who fit basic criteria as defined by your firm. This might include:

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

Your intake specialist will confirm the problem, gather core facts, clear common fears, set fee expectations from your schedule, and then bridge the call to your team or book the attorney consultation. 

You will be responsible for closing the deal. (If you need help closing, we suggest you consider using our long-form lead qualification instead of short-form.)

Short-form moves fast and routes qualified callers to your firm. It verifies that the debtor is a fit, sets basic expectations, and routes the call to your firm so the attorney or closer can finish. Long-form intake consists of a full consultation. It concludes with a Letter of Intent and covers details such as dischargeable debt, income, prior filings, location, tax status, lawsuits or garnishments, debt types and balances, monthly payments, and key assets like vehicles or property. It also includes fee discussion, card on file, and a hand-off that launches your workflow immediately.

It depends on your sales ability. If no one on your team is trained in sales, long-form intake will get you better results.

Here’s why. Attorneys and paralegals usually approach intake like a legal task: they gather information, take notes, and maybe explain the code. That doesn’t move a debtor forward. Intake is sales. It’s about calming fears, handling objections, and showing the client why bankruptcy makes sense.

Short-form intake (5–10 minutes) works if you or someone on your staff can close. It filters leads by income, debt type, location, and prior filings—just like attorney John Orcutt’s staff does before booking consults. It’s efficient, but it assumes you’re confident in your own sales skills to finish the job.

Long-form intake (20–30 minutes) is designed for attorneys who aren’t natural closers or don’t want their paralegals in a sales role. Our team gathers the full details—income, debt, filings, lawsuits, assets—and then goes further by framing the value, setting expectations, and often securing a Letter of Intent with a card on file. That’s why show rates and conversion rates are higher with long-form.

So the rule of thumb is simple: if you have sales talent in-house, short-form may be enough. If you don’t, long-form intake is the safer bet because our sales-trained specialists close the gap for you.

No. Having a paralegal or attorney handle lead qualification usually backfires, because speaking to them is intimidating and stressful for debtors.

Think about the mindset of someone considering bankruptcy. They’re already anxious, embarrassed, and afraid of what the process means for their future. If the very first person they talk to is an attorney or paralegal, they often freeze up. Instead of opening up, they shut down, and the call feels more like an interrogation than a conversation.

That’s why paralegals and attorneys aren’t the right people for this role. They tend to ask technical questions, lean on legal explanations, or unintentionally overwhelm prospects. The result is fewer consults and fewer signed retainers.

Lead qualification works best when it’s handled by a trained salesperson. A salesperson knows how to put people at ease, calm fears, and move the call forward. They can handle objections and frame bankruptcy as a smart, hopeful next step. That’s the kind of interaction that turns a nervous lead into a committed client.

So while your paralegal is great at drafting and case prep, and the attorney is essential in court, neither belongs on the front lines of intake. That first call should be handled by someone skilled in sales, not law.

Bankruptcy lead qualification and intake should always be handled by trained non-attorney salespeople.

Most attorneys and paralegals approach intake like it’s legal work, but it’s not. Intake is sales. The right specialist knows how to ask the right questions, overcome objections, and leave the debtor ready to take the next step.

Because they aren’t lawyers, they don’t overwhelm prospects with legal jargon. They stick to one message: bankruptcy is a tool that works. That kind of conviction doubles conversion rates compared to attorney-run intake.

When your attorney or paralegal handles intake, they spend hours on sales calls instead of doing the work they’re best at. Training a great drafter to “sell” usually backfires because closing calls with leads takes a different skill set. 

And when attorneys or paralegals take intake calls, they often overload the prospect with too much detail or legal jargon. Instead of building confidence, this can leave the person feeling confused or even embarrassed, which is exactly the opposite of what you want in those first few minutes.

Our intake specialists know how to move the conversation forward, overcome objections, demystify bankruptcy, and remove shame from the equation. And with long-form intake, our non-attorney salespeople will secure a Letter of Intent, collect a card on file, and kick off your workflow right away. That means the attorney steps in only when it matters: reviewing red flags, finalizing documents, and prepping for the 341.

Yes. We tailor scripts, disclosures, fee schedules, routing, and workflows to your rules and markets. We are completely compliant, with no gray areas.