Change order intake that surfaces the dispute amount and paper trail
The intake asks whether the scope of work actually changed, whether payment or time is in dispute, and whether the prospective client has a contract, invoice, or email trail documenting it before the matter ever reaches your CRM.
The exact intake your change order and extra work claims leads complete
This is the real 8-question guided intake for Change Order and Extra Work Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified change order and extra work claims lead should tell you
A dispute arising when the scope of a construction project changes or extra work is performed beyond the original agreement, and the parties disagree over the payment or time owed for that change.
- Construction Project Located In
- Owner, Contractor, Subcontractor, Or
- Scope Work Change Or
- There Disagreement About Payment
- Amount In Dispute At
- Have Written Contract, Proposal,
- Dispute Arise Within Last
- Know Who Would Be
The questions your team needs answered
Every change order and extra work claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the construction project located in the United States? | Construction contract and change order remedies are governed by state-specific US law, so projects outside the US typically fall outside the firm's jurisdiction. |
| Are you the owner, contractor, subcontractor, or supplier involved in the project (not just a neighbor or bystander)? | Only owners, contractors, subcontractors, or suppliers have a direct stake in a change order dispute, which filters out bystanders and unrelated inquiries. |
| Did the scope of work change or did extra work happen beyond what was originally agreed (for example, added tasks, different materials, rework, or delays caused by changes)? | Confirms an actual change order or extra work event occurred, which is the core fact pattern the firm needs to see before this is even a claim. |
| Is there a disagreement about payment or time because of those changes or extra work (for example, you were not paid, were underpaid, or were charged extra)? | A live disagreement over payment or time is what turns a routine change order into a legal dispute worth a consultation. |
| Is the amount in dispute at least $5,000 or otherwise significant to you or your business? | The dollar amount in dispute signals whether the cost of pursuing the claim is proportionate to what the client stands to recover. |
| Do you have a written contract, proposal, invoice, text messages, emails, or other records showing what was agreed and what changed? | Written contracts, invoices, or correspondence are often what makes a change order claim provable, so their presence materially changes the strength of the lead. |
| Did the dispute arise within the last 2 years (or is the project still ongoing)? | Flags matters that may be approaching contractual notice deadlines or statutes of limitations tied to when the dispute arose. |
| Do you know who you would be making the claim against (for example, the owner, general contractor, subcontractor, or developer)? | Knowing the likely counterparty affects contract privity, venue, and how the firm would frame the claim. |
How Cliont scores change order and extra work claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Construction Project Located In: yes
- Owner, Contractor, Subcontractor, Or: yes
- Scope Work Change Or: yes
- There Disagreement About Payment: yes
- Amount In Dispute At: yes
- Have Written Contract, Proposal,: yes
See the lead your team receives
Change Order and Extra Work Claim 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 change order and extra work claims workflows
| Cliont capability | Change Order And Extra Work Claims application |
|---|---|
| Conditional disqualification logic | Leads where the project isn't located in the US or the caller isn't an owner, contractor, subcontractor, or supplier are filtered out before a consultation is ever offered. |
| Weighted lead scoring | Scope change, payment or time disputes, and dispute amount combine to prioritize higher-value change order matters over minor or unclear ones. |
| Document capture at intake | Prospective clients are prompted to submit contracts, invoices, or correspondence showing what was agreed and what changed, so evidence arrives with the lead. |
| CRM routing | Qualified change order and extra work claims land in your CRM with scope, payment dispute, and counterparty details already attached for the intake attorney. |
Common change order and extra work claims lead scenarios
Subcontractor underpaid on extra work
Scope changed, payment is disputed, the amount is significant, and the sub has invoices and emails backing it up — the intake flags this as high priority.
Verbal change order, no paperwork
The owner agreed to extra work by phone with no written record, so the claim can still qualify but scores lower without documentation to support it.
Small residential remodel disagreement
A change order dispute exists but the amount in question falls under $5,000, which the intake treats as a lower-value match for the firm's time.
Project located outside the US
The construction project sits outside US jurisdiction, which the intake catches immediately and routes as a non-fit rather than booking a consultation.
Dispute from a closed-out old project
The disagreement is over extra work from a project finished more than two years ago, which the intake surfaces so timing and notice issues can be reviewed before a call.
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
Change Order and Extra Work Claims lead-intake FAQs
How does the intake decide which change order disputes are worth a consultation?
It weighs whether the scope actually changed, whether payment or time is genuinely disputed, and whether the amount in question is significant, then combines that with whether the prospective client has supporting records.
What happens if the person filling out the intake isn't actually a party to the project?
The intake confirms the caller is the owner, contractor, subcontractor, or supplier involved in the work, so bystanders or unrelated parties are filtered out before a consultation is offered.
Does the intake account for how old the dispute is?
Yes, it asks whether the disagreement arose within the last two years or the project is still ongoing, which helps flag matters that may be approaching contractual notice or limitations deadlines.
What if the prospective client doesn't have a written contract or change order yet?
The intake still accepts the lead but scores it lower than one with a contract, invoice, or email trail, since documentation often determines whether the claim is provable.
How is a claim under $5,000 handled compared to a larger one?
Smaller disputes are still captured and can still reach your CRM, but they carry less weight in the score than claims the prospective client describes as significant to their business.
How does this intake differ from the one for subcontractor disputes or delay and disruption claims?
This intake focuses specifically on scope changes and extra work payment disagreements, while the subcontractor disputes and delay and disruption claims intakes ask about different fact patterns entirely.
Turn change order and extra work claims visitors into qualified cases
Give every change order and extra work claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.