By the Cliont product teamUpdated September 9, 2026

periodontics lead intake software for practices

Qualify more periodontics 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.

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●Video greeting●Guided intake●Document upload●Instant lead scoring

Live previewQuestion 1 of 5

Has a dentist told you that you have gum disease or bone loss around your teeth?

Yes

5 periodontics intakes

A custom intake for every periodontics visit

Each one is a ready-to-embed smart survey tuned to the visit — open any to try the exact experience your leads would complete.

5-question intake

Deep Cleaning

A non-surgical periodontal procedure that removes plaque and tartar below the gumline to treat gum disease and infection.

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6-question intake

Gum Disease Treatment

Periodontal care addressing gum inflammation, bleeding, or infection, ranging from deep cleaning to advanced treatment of gum disease.

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6-question intake

Gum Graft

A periodontal procedure that adds tissue to areas of receded gums to cover exposed tooth roots and improve gum health.

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5-question intake

Crown Lengthening

A periodontal procedure that reshapes gum and bone tissue to expose more tooth structure for restorations or cosmetic reasons.

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5-question intake

Dental Implant Support

Periodontal care focused on preparing for, placing, or maintaining dental implants and the surrounding gum and bone tissue.

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Qualification

Information you need before every periodontics visit

Dentist Told That Have
Symptoms Experiencing
Was Last Professional Dental
Soon Schedule This Treatment
Have Dentist Or Periodontist
Dentist Previously Diagnosed With
Was Last Dental Cleaning
Already Been Referred Periodontist
Soon Be Seen
Smoke Or Use Tobacco

Lead scoring

How periodontics lead scoring works

Value signals

Dentist Told That Have: yes
Bleeding gums
Loose teeth
Persistent bad breath
Gum pain or swelling
Receding gums

Urgency signals

As soon as possible, urgent

The difference

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

The patient journey

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.

Implementation

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.

FAQ

Periodontics lead-intake FAQs

What does a periodontics intake collect?

Each periodontics 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 periodontics 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 periodontics opportunities without manually reviewing every raw submission first.

Can visitors try a periodontics 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 periodontics 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.

Pricing