Bankruptcy intake services and lead qualification

Answer: We use non-attorney salespeople who work exclusively in bankruptcy and understand the mindset of debtors. They know how to reduce stigma, demystify the process, overcome objections, and help leads see bankruptcy as a practical path forward.

Most intake vendors collect information and pass it along. Our short-form team screens potential clients, clears common obstacles, and either transfers them to your office or sets an appointment if you are not available.

Our long-form team runs a fuller consultation that gathers key information, discusses fees according to your schedule, secures a Letter of Intent subject to attorney review, places a card on file when appropriate, and starts your case-management workflow.

Answer: A pre-screened live transfer connects your firm with debtors who fit the basic criteria you define. We confirm the problem, gather core facts, set expectations, and then bridge the call or book the attorney consultation.

• Dischargeable debt, income, and prior filings
• Location verification
• Tax status and legal actions
• Debt types and amounts
• Asset details such as vehicles or property

Your team remains responsible for closing the client. If your firm needs help closing, long-form lead qualification is usually the stronger fit.

Answer: Short-form intake moves quickly and routes qualified callers to your firm. Long-form intake is a full consultation that verifies deeper financial and legal details, discusses fees, and prepares the client for the next step.

Answer: It depends on your in-house sales ability. Short-form works well when your staff can close the final consultation. Long-form is safer when your attorneys or paralegals are not natural closers or should not spend their time in a sales role.

Attorneys and paralegals often approach intake like a legal task: they gather facts, take notes, and explain the code. Bankruptcy intake is sales. The lead needs reassurance, objection handling, and a clear reason to move forward.

Key takeaway: If you have sales talent in-house, short-form may be enough. If you do not, long-form intake closes the gap with trained specialists.

Answer: Usually, no. Having a paralegal or attorney handle lead qualification can backfire because debtors may feel intimidated, anxious, or embarrassed before trust has been built.

A trained salesperson knows how to put people at ease, calm fears, handle objections, and frame bankruptcy as a hopeful next step. That interaction is different from legal drafting, case prep, or attorney review.

Key takeaway: Your paralegal is valuable in case prep, but the first call should be handled by someone skilled in sales, not law.

Answer: Bankruptcy lead qualification and intake should be handled by trained non-attorney salespeople. The right specialist knows how to ask questions, overcome objections, and leave the debtor ready to take the next step.

Because they are not lawyers, they can avoid overwhelming prospects with legal jargon. They keep the message simple: bankruptcy is a tool that works when used correctly.

Answer: When attorneys or paralegals handle intake, they spend hours on sales calls instead of the work they are best at. Training a great drafter to sell can also backfire because closing calls requires a different skill set.

Our specialists keep prospects moving, reduce shame, overcome objections, and make the handoff cleaner. With long-form intake, they can also secure a Letter of Intent, place a card on file, and start your workflow before the attorney steps in.

Answer: Yes. We tailor scripts, disclosures, fee schedules, routing, and workflows to your rules and markets, while keeping the process compliant and clear.

Book a strategy call

Answer: Give every business-hours call a named owner and a documented backup path. If the primary team cannot answer, route the call to a trained rollover resource and measure both missed-call volume and time to callback.

During onboarding, we map which lead sources move to your staff, 720's intake team, or another approved provider so callers do not enter an undefined queue.

Answer: The first step should usually ask only for the information needed to start a conversation: name, phone number, and email. Clearly mark required fields, use plain language, and make the form easy to complete on a phone.

Collect detailed income, asset, debt, and filing information after the prospect has made contact and understands why those questions are necessary. The first form should open the conversation, not feel like an interrogation.

Answer: Give every intake specialist an approved fee schedule and a plain-language explanation of what each fee includes. When a fee can vary, explain the specific factors that change it instead of stopping at 'it depends.'

720 tailors intake scripts, disclosures, and fee conversations to the firm's approved rules so prospects receive the same explanation regardless of who handles the call.