Score a legal lead on matter type, urgency, budget and fit, get a qualified-now or nurture report, and route high-value enquiries to a lawyer first.
Quick answer
Ranks an incoming enquiry by how ready to engage it is and how well it fits the firm's subject-matter, returning a qualify-now or nurture recommendation; it guides triage and does not judge case merit.
Disclaimer: this page is for process reference only and is not legal advice. Scoring reflects business fit, not any prediction of case outcomes.
Methodology: scoring follows common law-firm lead-qualification practice (matter, urgency, budget, fit).
Not every enquiry deserves the same minute of a lawyer's day. This qualification form scores each lead on matter type, urgency, budget readiness and firm fit, then reports whether to call now, schedule or nurture — so intake time and attorney time go to enquiries that can actually convert and succeed.
Sample form and AI report preview (live - fill it in to generate the report).
Everything you need to run this template.
Lead details rated on four qualification axes.
A call-now / schedule / nurture verdict with reasons.
Draft follow-up angles for borderline leads.
From copy to deliverable in four steps.
Copy it behind your contact form.
Matter, timeline, budget and expectations.
Score shows who gets a callback first.
Track which scores actually convert.
Pick your role — see how it fits your workflow.
Prioritise callbacks without gut feel.
Judge channel quality by scores.
Spend first calls on winnable work.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
