Qualify more charitable planning 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 charitable planning 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.
Legacy Giving Coordination
Guidance for individuals or families organizing charitable bequests and legacy gifts as part of estate and wealth transfer plans.
Preview intake →
Charitable Asset Donation
Planning support for donating assets such as securities, property, or business interests to charitable organizations or vehicles.
Preview intake →
Family Philanthropy Planning
Guidance for families designing structured, multi-generational charitable giving strategies that align values, involve heirs, and organize giving vehicles.
Preview intake →
Charitable Giving Strategy
Guidance on structuring charitable contributions and giving vehicles to align philanthropic goals with broader financial and tax planning.
Preview intake →
Donor-Advised Fund Planning
Guidance on establishing and managing a donor-advised fund to organize charitable giving, contributions, and grant recommendations over time.
Preview intake →Information you need before every charitable planning project
- Already Have Estate Plan
- Best Describes Current Stage
- Types Assets Plan Include
- Have Decision-Making Authority Over
- Other Family Members Or
- Asset Considering Donating
- Already Have Specific Charity
- Sole Owner Or Decision-Maker
- Main Goal This Donation
- Complete This Donation
How charitable planning lead scoring works
Value signals
- Already Have Estate Plan: yes
- Exploring ideas
- Chosen a cause or organization
- Drafting or updating documents
- Already arranged, need coordination
- Have Decision-Making Authority Over: 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.
Charitable Planning lead-intake FAQs
What does a charitable planning intake collect?
Each charitable planning 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 charitable planning 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 charitable planning opportunities without manually reviewing every raw submission first.
Can visitors try a charitable planning 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 charitable planning 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 financial planning and wealth 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 charitable planning traffic into signed work.