Technical workflow
From form submit to your CRM in under five seconds
No CSV drops, no dashboards to babysit. Leads land where your team already works.
- 01
Lead form submission
A taxpayer responds to a compliant ad and completes an instant form with debt band, notice type and state. Express written consent is captured in the form footer.
- 02
Real-time validation layer
Phone carrier lookup, email syntax and deliverability checks, duplicate detection and a $10k minimum debt filter run before the record is ever released.
- 03
Nationwide routing
The lead is matched to the partner firm for that case type and tier and delivered in real time across all US states. No fallback, no second buyer.
- 04
Webhook delivery
A signed JSON POST hits your endpoint in under five seconds. Failed deliveries retry with exponential backoff for 15 minutes and alert your account manager.
- 05
Notification & follow-up
Optional SMS and email alerts to your intake team fire simultaneously, so someone can dial while the taxpayer is still on their phone.
Connects to the CRMs tax firms actually use
IRSLogics
Native field mapping to Case, Contact and Debt Amount, including custom notice tags.
Canopy
Contacts created with source attribution and auto-assigned to your intake pipeline.
GoHighLevel
Direct inbound webhook triggers your existing workflows, SMS sequences and pipeline stages.
Any custom endpoint
Zapier, Make or a raw HTTPS endpoint. We send signed JSON with HMAC verification.
Sample delivery payload
POST /webhooks/mytaxreliefleads
X-MTRL-Signature: sha256=...
{
"lead_id": "mtrl_9f24c1",
"first_name": "Marcus",
"last_name": "Delgado",
"phone": "+15125550142",
"email": "m.delgado@example.com",
"state": "TX",
"debt_amount": 45000,
"irs_notice_type": "CP504",
"case_interest": "Offer in Compromise",
"consent_timestamp": "2026-09-04T14:22:08Z",
"consent_ip": "24.28.14.201"
}