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.

TCPA-compliant capture
TrustedForm certificates
Real-time delivery
All 50 states covered
No long-term contracts
  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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"
}