By the Cliont product team
oral surgery lead intake software for practices

Qualify more oral surgery 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 visit, collects documents, and hands you a scored, qualified lead.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 5
What is the main reason you need bone grafting?
Preparing for a dental implant
Bone loss after tooth extraction
Bone loss from gum disease

Information you need before every oral surgery visit

  • Main Reason Bone Grafting
  • Dentist Or Surgeon Already
  • Area Mouth Graft
  • Have Any Recent Dental
  • Soon Have This Procedure
  • Long Have Noticed This
  • Lesion Painful Or Causing
  • Lesion Changed In Size,
  • Lesion Located
  • Noticed Any Additional Symptoms

How oral surgery lead scoring works

Value signals

  • Preparing for a dental implant
  • Bone loss after tooth extraction
  • Bone loss from gum disease
  • Not sure
  • Dentist Or Surgeon Already: yes
  • Less than 2 weeks

Urgency signals

  • Broken or badly decayed tooth
  • As soon as possible (urgent)

Your visitor has a real visit. A contact form can’t hear it.

Patients and caregivers arrive ready to explain the visit. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No visit details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full visit scope in their own words
  • Relevant photos and documents attached
  • Every lead scored by value
  • High-intent leads flagged for you

From first click to qualified lead

Follow patients and caregivers 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 visit

Smart questions adapt to their visit and capture the full scope.

They share details

Symptoms, history, and documents come attached before the visit.

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 visit 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.

Oral Surgery lead-intake FAQs

What does a oral surgery intake collect?

Each oral surgery 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 oral surgery 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 oral surgery opportunities without manually reviewing every raw submission first.

Can visitors try a oral surgery 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 oral surgery 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.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every dental intake template

View all dental intake templates →

While they’re still using contact forms, you’re booking patients

Give every website visitor a guided, bilingual, qualifying intake — and turn your oral surgery traffic into signed work.