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Define qualified
We work with your firm to define what a qualified lead means, including income, debt, location, assets, prior filings, and other market-specific criteria.
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720 System Strategies
Pre-screened leads handed off ready to discuss bankruptcy.
We qualify leads, handle objections, and route prepared prospects so your team can focus on attorney work.
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Short-form, long-form, and retained-client options
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Appointment scheduling and reminders
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Phone consults conducted by our team
Service overview
We put experienced sales specialists on the front line to qualify your leads, build trust, handle objections, and keep prospects moving forward. That way, your team can focus on converting prepared clients into paying cases.
Process
We work with your firm to define what a qualified lead means, including income, debt, location, assets, prior filings, and other market-specific criteria.
We prepare leads through a short-form or long-form phone consultation, gathering the details that matter and confirming financial and legal readiness.
We make a live transfer or schedule the consultation, so by the time prospects reach your office, they are prepared and serious about filing.
Intake control room
Qualification is where a lead becomes operationally useful. The page focuses on intake clarity: objection handling, scheduling, reminders, and handoff quality before the attorney spends time.
Prepared handoff
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Intake paths from consult transfer to retained-client packages
Detail
We offer two levels of lead qualification and intake to match your firm's needs. Both are handled by trained non-attorney salespeople who know how to calm fears, overcome objections, and keep potential clients moving forward.
Short-form intake: In a brief phone call of about 10 questions, we verify essentials like income, dischargeable debt, location, prior filings, and assets. Once the lead qualifies, we schedule the appointment or transfer the client directly to your office.
Long-form intake: For firms that want a more comprehensive approach, our 80-question phone consultation digs deeper into financial details, legal actions, tax status, debt types, and monthly payments. Each client finishes with a signed Letter of Intent, a scheduled filing appointment, and a no-show policy to reinforce commitment.
Detail
Detail
Detail
Questions
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.
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.
| Comparison | Short-form intake | Long-form intake |
|---|---|---|
| Time on call | 5-10 minutes | 20-30 minutes |
| Depth of questions | Basic information gathering | Full pre-qualification |
| Fee discussion | Light or none | Standardized to your schedule |
| LOI and payment | No | Common, with card on file |
| Workflow kick-off | Sometimes | Immediate and automated |
| Show rate to attorney | High, often 95-100% | High, often 90-95% |
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.