See if there's already an incident before the consultation
The intake asks whether the business wants new or updated policies, whether a recent complaint or audit triggered the request, and whether sensitive customer or employee data is involved — then requests policy drafts or incident documentation before the enquiry reaches your CRM.
The exact intake your risk management and policies leads complete
This is the real 8-question guided intake for Risk Management and Policies — the same flow your customers finish before you ever pick up the phone.
What a qualified risk management and policies lead should tell you
Drafting, updating, or reviewing a business's internal policies, compliance plans, and risk controls — often triggered by a complaint, audit, warning letter, or the handling of sensitive customer or employee data.
- Seeking Help U.S.-Based Business
- Own Business Or Have
- Want Create, Update, Or
- Trying Reduce Legal Or
- Business Handle Sensitive Information
- Have Employees Or Contractors,
- Help Setting Up Compliance
- Willing Pay Professional Legal
The questions your team needs answered
Every risk management and policies intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help for a U.S.-based business (or a business that operates in the United States)? | Confirms the matter is inside a jurisdiction your firm actually practices in, filtering out risk requests based entirely outside the U.S. |
| Do you own the business or have authority to make decisions for it (or are you authorized to hire a lawyer for it)? | Separates business owners who can sign an engagement letter from staff who are only researching on the company's behalf. |
| Do you want to create, update, or review written company policies or procedures (for example: employee rules, safety, privacy, harassment, or customer terms)? | Identifies whether the enquiry is actual policy drafting or review work, the core service this page qualifies for. |
| Are you trying to reduce legal or business risk because of a recent problem, complaint, incident, audit, or warning letter? | Flags whether the request is reactive — triggered by a complaint, audit, or warning letter — which often needs faster attention than routine policy maintenance. |
| Does your business handle sensitive information (like customer data, payment details, health information, or employee records)? | Surfaces businesses handling regulated data types, which usually carry higher compliance stakes and matter value. |
| Do you have employees or contractors, or do you plan to hire within the next 6 months? | Shows whether the business has, or will soon have, a workforce, which shapes how much employment-related policy work is actually needed. |
| Do you need help setting up a compliance plan or training (for example: workplace conduct, safety, privacy, or reporting issues)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you willing to pay for professional legal help (not just free information) to put these policies or risk controls in place? | Separates businesses ready to pay for counsel from those only looking for free guidance, before a consultation slot gets used. |
How Cliont scores risk management and policies leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help U.S.-Based Business: yes
- Own Business Or Have: yes
- Want Create, Update, Or: yes
- Trying Reduce Legal Or: yes
- Business Handle Sensitive Information: yes
- Have Employees Or Contractors,: yes
See the lead your team receives
Risk Management and Policies Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for risk management and policies workflows
| Cliont capability | Risk Management And Policies application |
|---|---|
| Conditional question logic | Surfaces whether the request is incident-driven or a proactive policy build, so crisis matters and routine drafting work don't land in the same queue. |
| Weighted lead scoring | Weights decision-making authority and willingness to pay for legal help highest, so an HR contact without hiring authority scores lower than an owner who can sign an engagement. |
| Document upload capture | Collects existing handbooks, complaint letters, or audit notices up front so you can review the actual paper trail before the consultation. |
| CRM routing | Sends qualified risk-management matters — flagged for sensitive-data handling and headcount plans — straight into your CRM instead of a shared inbox. |
Common risk management and policies lead scenarios
Incident-driven policy overhaul
A recent complaint, audit, or warning letter is pushing the business to fix its policies now, and the intake captures both the trigger and the specific policies they want rewritten.
Proactive handbook build-out
No incident yet — a growing company just wants an employee handbook in place before it hires more staff, which the intake surfaces through the hiring-plans and policy-scope questions.
Sensitive data compliance push
A business handling payment or health information wants a compliance plan and training, a mix the intake flags through the data-handling and compliance-training questions.
Employee without hiring authority
An HR staffer fills out the form on the company's behalf but isn't authorized to retain counsel, which the intake flags before it looks like an owner-level enquiry.
Information-only shopper
The respondent isn't willing to pay for professional help and just wants free guidance, which the intake surfaces directly rather than letting it consume a paid consultation slot.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
More business and corporate law intake templates
Risk Management and Policies lead-intake FAQs
Does the intake distinguish a routine policy refresh from a complaint-triggered request?
Yes — it separately asks whether the business wants to create or update policies and whether a recent problem, complaint, audit, or warning letter is driving the request, so you can see which situation you're walking into before the consultation.
Will the intake screen out people who can't actually hire the firm?
It asks whether the respondent owns the business or is authorized to hire a lawyer for it, so an enquiry from someone without decision-making authority is flagged rather than booked as a qualified matter.
How does it flag businesses with sensitive data exposure?
A dedicated question asks whether the business handles customer, payment, health, or employee data, so you can spot higher-stakes compliance matters before you read the rest of the enquiry.
What happens if someone just wants free information?
The intake directly asks whether the business is willing to pay for professional legal help, so requests looking for no-cost guidance are identified before a consultation slot gets used.
Does this intake work for businesses outside the U.S.?
It opens by confirming whether the business is U.S.-based or operates in the United States, so matters outside your jurisdiction are visible immediately rather than buried in the details.
How is this different from the Corporate Governance and Compliance intake?
This intake is built around policy drafting, incident-driven risk reduction, and data-handling exposure, while the Corporate Governance and Compliance and Regulatory Compliance pages in the same library ask about broader governance structure and regulatory filings instead.
Turn risk management and policies visitors into qualified cases
Give every risk management and policies visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.