Qualify every financial planning and wealth lead before the first conversation
Cliont gives financial planning and wealth firms a guided intake for each service line, so a retirement-focused prospect and a business owner exploring succession planning are asked different questions, scored on fit, and routed to your CRM as separate, qualified leads.
Browse every financial planning and wealth intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Comprehensive Financial Planning
Preview 6 intake templates for comprehensive financial planning, including major life event planning, second opinion financial review, initial financial plan.
View intakes →
Retirement Planning
Preview 6 intake templates for retirement planning, including social security planning, early retirement planning, required distribution planning.
View intakes →
Business Owner Planning
Preview 5 intake templates for business owner planning, including business and personal financial coordination, business sale financial planning, key employee financial planning.
View intakes →
Executive Financial Planning
Preview 5 intake templates for executive financial planning, including liquidity event planning, equity compensation planning, executive benefits review.
View intakes →
Investment Management
Preview 6 intake templates for investment management, including portfolio management, investment account review, risk tolerance assessment.
View intakes →
Education Funding
Preview 5 intake templates for education funding, including education cost projection, graduate school funding, college savings plan.
View intakes →
Charitable Planning
Preview 5 intake templates for charitable planning, including legacy giving coordination, charitable asset donation, family philanthropy planning.
View intakes →
Insurance and Risk Planning
Preview 5 intake templates for insurance and risk planning, including life insurance needs review, disability insurance review, emergency fund planning.
View intakes →Information financial planning and wealth teams need before the first conversation
Across every financial planning and wealth service, Cliont intakes are built to capture:
Financial Planning and Wealth covers the qualification of prospective clients across financial planning services, from comprehensive and retirement planning to business owner, executive, investment, education, charitable, and insurance and risk planning, before they take up a discovery meeting.
- Life Event Best Describes
- This Life Event Already
- Have Financial Advisor Or
- Primary Decision-Maker Financial Matters
- Areas Want Addressed As
- Have Existing Financial Plan
- Main Reason Want Second
- Areas Would Like Included
- Work With Financial Advisor
- Sole Decision-Maker These Financial
How financial planning and wealth lead scoring works
Every answer across every financial planning and wealth intake is weighted automatically.
Value signals
- Marriage or divorce
- New child or dependent
- Retirement transition
- Inheritance or financial windfall
- Sale or purchase of a business
- Job change or relocation
Urgency signals
- Immediately
- In active negotiation with a buyer
- Have Little No Dedicated
- Have Active Property Or
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Financial Planning and Wealth lead-intake FAQs
Does Cliont use one intake form for every type of financial planning, or separate ones?
Each service line, such as retirement planning, business owner planning, or investment management, gets its own guided intake with questions relevant to that engagement, rather than a single generic form.
How does Cliont handle a prospect who isn't sure which service they need?
Prospects can be directed into the intake for the service they're inquiring about, such as comprehensive financial planning or executive financial planning, and your team can route or reclassify the lead in your CRM once the fuller picture emerges.
Can Cliont qualify leads for niche areas like charitable planning or education funding alongside core services?
Yes, Cliont supports intake and scoring across all the service lines in your practice, including charitable planning and education funding, alongside broader services like comprehensive and retirement planning.
Will Cliont stop unqualified prospects from booking a discovery meeting?
Cliont scores each submission against the qualification criteria for that service line and flags lower-fit or disqualifying responses, so your team can see the fit before committing a discovery meeting to a prospect who isn't a match.
Does Cliont replace the CRM my advisors already use?
No, Cliont sits in front of your intake process and sends scored, qualified leads into your existing CRM rather than replacing it.
Can different advisors or service teams see only the leads relevant to them?
Because leads are captured and scored by service line, such as business owner planning versus insurance and risk planning, they arrive in your CRM already segmented so the right advisor sees the right prospect.
Turn your financial planning and wealth traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.