See the signed AIA/EJCDC contract before the consultation
The intake asks prospective clients whether their contract uses AIA or EJCDC forms, whether they're a direct party to it, and whether there's an active dispute or money at stake — then requests the signed contract and key attachments before anything reaches your CRM.
The exact intake your aia and ejcdc agreements leads complete
This is the real 7-question guided intake for AIA and EJCDC Agreements — the same flow your customers finish before you ever pick up the phone.
What a qualified aia and ejcdc agreements lead should tell you
Matters involving construction contracts built on AIA or EJCDC standard forms — including review, drafting, and disputes over payment, change orders, delays, defects, or termination between owners, contractors, subcontractors, architects/engineers, or suppliers.
- Issue About Construction Project
- Party Contract Or Directly
- Contract Use Aia Or
- Have Copy Signed Contract
- There Active Dispute Or
- Issue Happened Within Last
- There Money At Stake
The questions your team needs answered
Every aia and ejcdc agreements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a construction project in the United States? | A non-U.S. project falls outside the jurisdiction most construction law practices handle, so this answer filters out matters that would waste a consultation slot. |
| Are you a party to the contract or directly involved in the project (owner, contractor, subcontractor, architect/engineer, or supplier)? | Someone who isn't a party to the contract or directly involved in the project usually can't retain counsel or produce the documents a matter needs, so this separates real prospective clients from bystanders. |
| Does your contract use AIA or EJCDC forms, or does it mention AIA/EJCDC documents (even if modified)? | Confirming AIA or EJCDC forms (even modified) tells you the matter fits this specific standard-form practice area rather than a bespoke contract dispute. |
| Do you have a copy of the signed contract and any key attachments (scope, plans/specs, change orders, general conditions)? | Having the signed contract and attachments in hand means you can assess the matter immediately instead of spending the first consultation just chasing documents. |
| Is there an active dispute or a decision you need to make now (for example, payment, change orders, delays, defects, termination, or insurance/bond issues)? | An active dispute or a decision that needs to be made now signals real urgency, versus a proactive review that can wait for a normal scheduling window. |
| Has the issue happened within the last 2 years, or is the project still ongoing or recently finished? | Issues from an ongoing or recent project are more likely to still be within any applicable deadlines or limitations periods than something years old. |
| Is there money at stake or a significant business impact (for example, unpaid amounts, backcharges, liquidated damages, or major repair costs)? | Confirming real money or business impact is at stake distinguishes matters worth billable attention from minor disagreements with little at risk. |
How Cliont scores aia and ejcdc agreements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Construction Project: yes
- Party Contract Or Directly: yes
- Contract Use Aia Or: yes
- Have Copy Signed Contract: yes
- There Active Dispute Or: yes
- Issue Happened Within Last: yes
Urgency signals
- There Active Dispute Or
See the lead your team receives
AIA Contract Payment Dispute 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 aia and ejcdc agreements workflows
| Cliont capability | AIA And EJCDC Agreements application |
|---|---|
| Weighted lead scoring | Combines the active-dispute answer with the money-at-stake answer so a live payment or defect fight with real dollars behind it automatically outranks a routine contract-review inquiry. |
| Document upload capture | Lets prospective clients attach the signed AIA or EJCDC contract, scope, plans/specs, change orders, and general conditions before the intake is ever sent to your CRM. |
| Early disqualification logic | A 'no' on the U.S.-project question or the party-to-the-contract question drops the lead's score sharply, so matters outside your practice don't consume consultation time. |
| CRM routing with score and band | Sends the completed AIA/EJCDC intake, along with its score and priority band, straight into your CRM so payment disputes with money at stake surface ahead of pre-signature reviews. |
Common aia and ejcdc agreements lead scenarios
Owner withholding payment mid-project
An owner or contractor with a signed AIA contract reports an active payment dispute on a project still underway — every high-value and urgency signal fires, so this routes as a priority lead.
Subcontractor fighting a change order
A subcontractor on an EJCDC-based project disputes an unpaid change order with real dollars at stake; the intake captures the dispute type and financial impact without you needing an intake call.
Architect wants contract reviewed pre-signature
An architect is a party to the agreement but hasn't signed yet and has no active dispute — the intake still qualifies the matter for contract review, just with a lower urgency score than a live conflict.
Defect claim from a finished project
A claim involves real money but the project wrapped up more than two years ago, so the recency signal pulls the score down even though the financial-impact signal stays strong.
Inquiry on a non-U.S. project
A prospective client describes a dispute on a project located outside the United States, which fails the first qualifying question and scores well below matters you'd actually take.
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 construction law intake templates
AIA and EJCDC Agreements lead-intake FAQs
How does the intake tell an AIA matter apart from an EJCDC one, or from a non-standard contract?
The intake directly asks whether the contract uses AIA or EJCDC forms or references them even if modified, so you can see the contract family before reviewing anything.
What happens if a prospective client doesn't have the signed contract on hand yet?
The intake still accepts the lead but scores it lower on that factor, so you can see at a glance whether documentation is missing before you schedule a consultation.
Does the intake screen out projects outside the United States?
Yes — the first question confirms the project is a U.S. construction matter, and a 'no' answer scores far lower so those leads don't look like a fit for AIA/EJCDC work.
Will the intake still qualify a lead if there's no active dispute yet?
Yes, contract review and drafting inquiries without an active dispute still come through, just with a lower urgency score than matters tied to a live payment, delay, or defect issue.
How does the intake handle older issues from a project that finished years ago?
A question on recency checks whether the issue arose within the last two years or the project is still active, and older matters score lower on that factor even if money is at stake.
Can I see whether real money is involved before I call the prospective client?
Yes — the intake asks directly about unpaid amounts, backcharges, liquidated damages, or major repair costs, so financial exposure is visible on the lead before any conversation happens.
Turn aia and ejcdc agreements visitors into qualified cases
Give every aia and ejcdc agreements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.