Qualify every funeral and memorial lead before the first conversation
Cliont routes each family's enquiry to the right service line, whether it's an urgent funeral services request, a cremation or burial question, or a preplanning or grief support conversation, so your team responds with the right information from the first message.
Browse every funeral and memorial intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Funeral Services
Preview 6 intake templates for funeral services, including transportation of remains, traditional funeral service, out-of-state funeral coordination.
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Cremation Services
Preview 5 intake templates for cremation services, including cremation with memorial service, direct cremation, cremation urn selection.
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Preplanning
Preview 5 intake templates for preplanning, including funeral preplanning, cemetery preplanning, final wishes documentation.
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Grief Support
Preview 5 intake templates for grief support, including family grief support, grief support group, individual grief support.
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Memorial Services
Preview 5 intake templates for memorial services, including virtual memorial service, personalized tribute, celebration of life.
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Monuments and Memorial Products
Preview 6 intake templates for monuments and memorial products, including memorial jewelry, memorial plaque, cemetery monument.
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Burial Services
Preview 5 intake templates for burial services, including mausoleum entombment, burial plot selection, cemetery burial.
View intakes →Information funeral and memorial teams need before the first conversation
Across every funeral and memorial service, Cliont intakes are built to capture:
Funeral and memorial intake covers the full range of end-of-life services a family may need, from immediate arrangement calls to cremation, burial, preplanning, memorial services, monuments, and grief support, so your staff know which service line a lead belongs to before anyone picks up the phone.
- Transportation Needed
- Remains Located
- Intended Destination Remains
- Death Been Officially Certified
- Soon Transportation Take Place
- Authorized Decision-Maker Or Next
- Funeral Home Or Provider
- Death Already Occurred, Or
- Person Authorized Make Funeral
- Deceased Located
How funeral and memorial lead scoring works
Every answer across every funeral and memorial intake is weighted automatically.
Value signals
- Local transfer within same city/area
- Long-distance transport within the country
- International transport
- Not sure
- Death Been Officially Certified: yes
- Within a few days
Urgency signals
- Immediately (within 24 hours)
- Planning ahead, not urgent
- Planning in advance, no immediate need
- Immediately
- There is an immediate need
- Partially written down
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
Funeral and Memorial lead-intake FAQs
Does Cliont handle intake for all our funeral home services, or just one?
Cliont covers the full range of subservices your funeral home offers, including funeral services, cremation services, burial services, preplanning, memorial services, grief support, and monuments and memorial products, each with its own intake flow.
How does Cliont tell the difference between an urgent death call and a preplanning enquiry?
Each subservice has its own intake questions and scoring logic, so a time-sensitive funeral or cremation enquiry is flagged and routed differently to your CRM than a preplanning or grief support request that has no immediate deadline.
Can families reach us for grief support or monument questions without going through a full arrangement intake?
Yes, grief support and monuments and memorial products are set up as their own intake paths, so a family looking for aftercare or a headstone isn't asked the same questions as one arranging a service.
Where do qualified leads end up once a family submits an enquiry?
Every qualified lead across your service lines, whether it's a burial, cremation, memorial, or preplanning enquiry, is sent to your CRM so your staff can follow up without re-entering details.
What stops staff from being dispatched before details are confirmed?
Because each subservice's intake collects the specific details your team needs to confirm before acting, families are qualified through the form or video widget first, reducing the risk of staff being sent out on incomplete information.
Can we add or remove service lines as our funeral home's offerings change?
Yes, intake for each subservice such as funeral services, cremation services, preplanning, grief support, memorial services, monuments and memorial products, and burial services can be enabled or adjusted independently as your offerings change.
Turn your funeral and memorial traffic into booked events
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.