Bond claim intake that flags unpaid work and signed waivers
Our intake asks whether a bond was issued, whether the nonpayment or default happened within the last 12 months, and whether any final waiver was signed — before you spend time on a free consultation. Prospective clients upload the bond, contract, and project records so you see the real exposure at a glance.
The exact intake your payment and performance bonds leads complete
This is the real 8-question guided intake for Payment and Performance Bonds — the same flow your customers finish before you ever pick up the phone.
What a qualified payment and performance bonds lead should tell you
Claims made against a payment bond or performance bond on a construction project, typically because a contractor stopped work, didn't finish as promised, or a subcontractor/supplier wasn't paid for labor or materials furnished to the job.
- Issue About Construction Project
- Contractor, Subcontractor, Supplier, Project
- Payment Bond Or Performance
- Dealing With Nonpayment Work/Materials
- There Still Money Owed,
- Nonpayment Or Default Happen
- Know Name Bonded Contractor
- Already Signed Final Release/Waiver
The questions your team needs answered
Every payment and performance bonds intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a construction project in the United States? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you a contractor, subcontractor, supplier, project owner, or lender involved in that project? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Was a payment bond or performance bond required or issued for the project (even if you don’t have a copy yet)? | Confirming a bond was actually required or issued separates real bond claims from general contract disputes that don't belong in this practice area. |
| Are you dealing with nonpayment for work/materials or a contractor not finishing the job as promised? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Is there still money owed, unfinished work, or costs to fix/complete the work? | Whether money is still owed or work is still unfinished shows if there's live exposure worth pursuing against the bond. |
| Did the nonpayment or default happen within the last 12 months? | How recently the default occurred flags leads that may be approaching claim or notice deadlines. |
| Do you know the name of the bonded contractor or the surety company (or can you get the bond information from the contract or project records)? | Knowing the bonded contractor or surety upfront saves discovery time before the first consultation. |
| Have you already signed a final release/waiver that says you give up all bond claims for this issue? | A signed final release or waiver can mean the claimant has already given up their bond rights, which materially changes the value of the matter. |
How Cliont scores payment and performance bonds leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Construction Project: yes
- Contractor, Subcontractor, Supplier, Project: yes
- Payment Bond Or Performance: yes
- Dealing With Nonpayment Work/Materials: yes
- There Still Money Owed,: yes
- Nonpayment Or Default Happen: yes
Lower-fit signals
- Already Signed Final Release/Waiver: no
See the lead your team receives
Payment Bond 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 payment and performance bonds workflows
| Cliont capability | Payment And Performance Bonds application |
|---|---|
| Weighted lead scoring | Leads that have already signed a final release or waiver are automatically scored lower, so bond claims with unpaid balances still on the table rise to the top of your queue. |
| Conditional question branching | The intake identifies whether the prospective client is a contractor, subcontractor, supplier, owner, or lender and routes their nonpayment or default details accordingly. |
| Document upload capture | Prospective clients can submit bond and contract details even without a full copy, so you have the underlying project records before the first consultation. |
| CRM routing rules | Claims with confirmed bond issuance, recent default timing, and money still owed are sent straight to your CRM as active bond-claim pipeline instead of general inquiries. |
Common payment and performance bonds lead scenarios
Subcontractor still owed money
A subcontractor reports unpaid materials or labor on an active project with money still owed and a bond confirmed issued — the intake surfaces this as a strong payment bond claim.
Contractor abandoned the job
The customer describes unfinished work and ongoing costs to complete it, pointing to a performance bond default rather than a simple payment dispute.
Default is over a year old
The nonpayment happened more than 12 months ago, which the intake still captures but scores lower given the timing signal — useful for flagging potential statute-of-limitations questions before you commit to a consultation.
Final release already signed
The caller has already signed a release or waiver giving up bond claims for this issue — the intake flags this as a lower-fit signal so it doesn't consume consultation time on a matter with limited legal footing.
Owner unsure of surety details
A project owner knows nonpayment occurred but can't yet name the bonded contractor or surety company — the lead is still routed, but marked as needing document follow-up before intake is complete.
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
Payment and Performance Bonds lead-intake FAQs
What if the prospective client doesn't know the surety company yet?
The intake still moves forward when that field is answered no — it's weighted lower than the core nonpayment questions, not treated as disqualifying, since bond and surety details can often be pulled from contract or project records later.
Does the intake separate payment bond claims from performance bond claims?
Yes — the nonpayment question and the unfinished-work question are asked separately, so you can see whether the caller is dealing with unpaid invoices, incomplete work, or both before you review the lead.
How does Cliont handle someone who already signed a final release?
A yes answer to the release/waiver question is treated as a lower-fit signal and lowers the lead's score, so leads that have likely given up their bond claim don't get the same priority as active, unresolved disputes.
What if the default happened years ago instead of recently?
The intake asks whether nonpayment or default occurred within the last 12 months; older claims are still captured and delivered, just scored lower, so you can decide whether the timing still supports a consultation.
Can contractors, suppliers, and project owners all use the same intake?
Yes — one of the qualifying questions identifies whether the person is a contractor, subcontractor, supplier, project owner, or lender, so you see their role in the project alongside the claim details.
Do we need the bond document itself before the intake can qualify a lead?
No — the intake only asks whether a bond was required or issued, even if the person doesn't have a copy yet, so you're not losing leads simply because they haven't located their paperwork.
Turn payment and performance bonds visitors into qualified cases
Give every payment and performance bonds visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.