Qualify more audit and assurance leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every audit and assurance project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Internal Controls Review
An evaluation of an organization's internal processes and safeguards to assess reliability, risk exposure, and compliance with control standards.
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Employee Benefit Plan Audit
An independent audit of an employer-sponsored benefit plan's financial statements to meet regulatory reporting requirements.
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Financial Statement Review
An engagement in which an accountant reviews financial statements for consistency and reasonableness, providing limited assurance without a full audit.
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Financial Statement Compilation
A service where an accountant prepares financial statements from client-provided records without offering assurance or verification of their accuracy.
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Financial Statement Audit
An independent examination of an organization's financial statements to provide assurance that they are fairly presented and free of material misstatement.
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Nonprofit Audit
Independent examination of a nonprofit organization's financial statements to verify accuracy and compliance for funders, regulators, or board oversight.
Preview intake →Information you need before every audit and assurance project
- Organization This Internal Controls
- Main Reason Internal Controls
- Organization Have Any Documented
- Areas Operation Most Important
- Authorized Share Internal Financial
- This Review Completed
- How Many People Involved
- Benefit Plan Be Audited
- How Many Participants In
- This Audit Required Form
How audit and assurance lead scoring works
Value signals
- Regulatory or funder requirement
- Suspected control weakness or incident
- Routine process improvement
- Preparing for an external audit
- Not sure
- Authorized Share Internal Financial: yes
Urgency signals
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Audit and Assurance lead-intake FAQs
What does a audit and assurance intake collect?
Each audit and assurance template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are audit and assurance leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger audit and assurance opportunities without manually reviewing every raw submission first.
Can visitors try a audit and assurance intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified audit and assurance leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Browse every accounting and tax intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your audit and assurance traffic into signed work.