Know which design-error claims deserve consultation time
Prospective clients describe the design or planning mistake, the financial loss or rework it caused, and whether they can identify the design professional or firm, while uploading contract documents and plans.
The exact intake your design professional liability leads complete
This is the real 7-question guided intake for Design Professional Liability — the same flow your customers finish before you ever pick up the phone.
What a qualified design professional liability lead should tell you
Claims against an architect, engineer, surveyor, or other design professional for a design or planning error that caused financial loss, delay, a failed inspection, or rework on a construction project.
- Issue About Building Or
- Believe Architect, Engineer, Surveyor,
- Had Financial Loss, Major
- Identify Design Professional Or
- Problem Happen Or Get
- Property Owner, Developer, Contractor/Subcontractor,
- This Mainly About Personal
The questions your team needs answered
Every design professional liability intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a building or construction project in the United States? | Confirms the project is a US construction matter before the firm invests time on jurisdiction it may not handle. |
| Do you believe an architect, engineer, surveyor, or other design professional made a design or planning mistake (or failed to meet expected standards) on the project? | Establishes whether the core allegation is actually against a design professional rather than a contractor, which determines if this is the right practice area. |
| Have you had a financial loss, major delay, failed inspection, or needed rework because of the design or plans? | Confirms there's a concrete financial loss, delay, or rework tied to the design flaw, which is what gives the claim real value. |
| Can you identify the design professional or firm involved (by name or contract documents)? | A named design professional or contract document is often necessary to evaluate exposure and pursue the claim at all. |
| Did the problem happen or get discovered within the last 6 years? | Flags whether the matter may fall outside a usable time window before the firm commits to a consultation. |
| Are you the property owner, developer, contractor/subcontractor, or someone else who paid for or relied on the design work? | Confirms the prospective client has standing as an owner, developer, or contractor who relied on the design work. |
| Is this mainly about a personal injury claim (someone was physically hurt) rather than money losses from design errors? | Separates money-loss design claims from personal injury matters, which need a different kind of counsel entirely. |
How Cliont scores design professional liability leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Building Or: yes
- Believe Architect, Engineer, Surveyor,: yes
- Had Financial Loss, Major: yes
- Identify Design Professional Or: yes
- Problem Happen Or Get: yes
- Property Owner, Developer, Contractor/Subcontractor,: yes
Lower-fit signals
- This Mainly About Personal: no
See the lead your team receives
Design Professional Liability 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 design professional liability workflows
| Cliont capability | Design Professional Liability application |
|---|---|
| Weighted lead scoring | Financial loss, an identifiable design professional, and standing to bring the claim each carry heavier weight than the injury question, so claims with real design-error damages and a named party rise to the top. |
| Conditional routing | When the intake detects the matter is primarily a personal injury claim rather than a design-error loss, it flags the lead as lower fit instead of scoring it like a standard liability matter. |
| Document capture | The intake collects contract documents and plans tied to the question about identifying the design professional, giving you the paperwork needed before a consultation. |
| CRM delivery | Matters where the design error, financial loss, and identifiable professional all score positively get sent to your CRM with those specific answers attached. |
Common design professional liability lead scenarios
Failed inspection, costly rework
An owner's project failed inspection because of flawed plans, causing real financial loss and rework — the intake flags this as a high-value claim once the design error and loss are both confirmed.
Delay traced to design error
A contractor names the engineer responsible for a plan defect that stalled the schedule, and the intake captures the identifiable design professional and the resulting delay costs.
Problem surfaced years later
The design flaw wasn't discovered until well past the six-year window, which the intake flags so you can decide whether the matter still merits a consultation.
Injury mixed with design blame
The prospective client's primary concern is a physical injury rather than money lost to design errors, which the intake routes as lower fit for a design liability consult.
Design firm can't be named
The prospective client suspects a design mistake but has no contract documents or name for the professional involved, so the intake flags the missing identification before you spend time on it.
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More construction law intake templates
Design Professional Liability lead-intake FAQs
How does the intake keep personal injury calls from landing as design liability matters?
One catalog question asks directly whether the issue is mainly a physical injury rather than a money loss from design errors, and that answer is weighted as lower fit so injury-driven calls don't get scored as strong design liability leads.
What happens if the prospective client can't name the architect or engineer involved?
The intake asks whether the design professional or firm can be identified by name or contract documents; a 'no' here still gets captured, but it scores lower since you can't evaluate exposure without knowing who's responsible.
Does the intake check whether the claim is still within a usable time window?
Yes — it asks whether the problem happened or was discovered within the last six years, which helps flag matters that may be time-barred before you take a consultation.
How does the software know if the prospective client actually has standing to bring this claim?
A dedicated question asks whether they're the owner, developer, contractor, or subcontractor who paid for or relied on the design work, which is one of the higher-weighted fields in the scoring.
Can the intake tell design professional liability apart from a general construction defect complaint?
The intake specifically asks whether the mistake originated with the design professional's plans or standards, distinct from Construction Defect Claims, so leads about workmanship rather than design get flagged differently.
Will out-of-jurisdiction projects get filtered out?
Yes — the first question confirms whether the project is a US building or construction matter, and a 'no' answer lowers the lead's score before it reaches your CRM.
Turn design professional liability visitors into qualified cases
Give every design professional liability visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.