Spot the closeout disputes worth your consultation time
Prospective clients answer targeted questions about withheld payments, retainage, punch list disputes, and known responsible parties before uploading contracts and lien waivers, so you see the details of a closeout dispute before you agree to a consultation.
The exact intake your project closeout and claims leads complete
This is the real 8-question guided intake for Project Closeout and Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified project closeout and claims lead should tell you
Disputes that surface at the end of a construction project, covering final payment, retainage release, punch list completion, change orders, lien waivers, and claims for delay, defective, or incomplete work.
- Construction Project In United
- Owner, Contractor, Subcontractor, Supplier,
- There Unresolved Dispute About
- Money Been Withheld, Not
- Facing Or Considering Claim
- Know Name At Least
- This Issue Arise Within
- Help From Construction Lawyer
The questions your team needs answered
Every project closeout and claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the construction project in the United States? | Filters out projects outside the United States early, since jurisdiction determines whether the matter is even one you can take. |
| Are you an owner, contractor, subcontractor, supplier, or design professional involved in this project (not just a neighbor or bystander)? | Confirms the person has actual contractual standing on the project rather than being an uninvolved third party. |
| Is there an unresolved dispute about closeout items like final payment, retainage, punch list work, change orders, or release of liens/waivers? | Identifies whether there's a real unresolved closeout item, such as retainage, punch list, or lien waivers, which is the core trigger for this type of matter. |
| Has money been withheld, not paid, or demanded from you in connection with the project closeout? | Directly measures financial exposure, since withheld or demanded money usually signals a matter with real stakes worth a consultation. |
| Are you facing or considering a claim for extra costs, delays, defective work, or incomplete work related to this project? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Do you know the name of at least one responsible party (such as the owner, general contractor, subcontractor, architect/engineer, or surety) you would need to deal with? | A named counterparty means the dispute is concrete enough to act on immediately rather than still being informally unresolved. |
| Did this issue arise within the last 12 months (or is it still ongoing right now)? | Recent or ongoing issues are more actionable and less likely to run into timing or evidentiary problems than stale disputes. |
| Are you looking for help from a construction lawyer (not just general information) to resolve the closeout or claim? | Separates people seeking representation from those only gathering general information, keeping non-clients out of your consultation calendar. |
How Cliont scores project closeout and claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Construction Project In United: yes
- Owner, Contractor, Subcontractor, Supplier,: yes
- There Unresolved Dispute About: yes
- Money Been Withheld, Not: yes
- Facing Or Considering Claim: yes
- Know Name At Least: yes
See the lead your team receives
Project Closeout and Claims 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 project closeout and claims workflows
| Cliont capability | Project Closeout And Claims application |
|---|---|
| Weighted qualification scoring | Weights the withheld-payment and unresolved-closeout-dispute answers heaviest, so a lead where money is actively being held back consistently outranks a general punch list question. |
| Document collection at intake | Requests signed contracts, pay applications, change order paperwork, and lien waivers up front so you have the closeout record before the first call. |
| CRM routing | Sends only leads with a real unresolved dispute, a known counterparty, and an active timeframe into your CRM as a matter, instead of every closeout inquiry. |
| Recency and jurisdiction filters | Uses the 12-month and United States questions to deprioritize stale disputes or out-of-jurisdiction projects before they reach your calendar. |
Common project closeout and claims lead scenarios
Retainage withheld after completion
A subcontractor reports that final payment or retainage was withheld after punch list work was finished, triggering high-value scoring on the unresolved closeout dispute and withheld-money questions.
Change order dispute mid-project
An owner or contractor is still fighting over extra costs and unapproved change orders while the project remains active, activating the delay and defective-work claim question alongside the recency check.
Lien waiver pressure before payment
A supplier is being asked to sign a lien waiver before money changes hands, a scenario the intake distinguishes from a simple payment delay by flagging the release-of-liens item directly.
Dispute older than 12 months
The closeout issue happened well over a year ago with no ongoing activity, which pulls the score down through the recency question even if a named responsible party exists.
Info-only visitor, not a client
Someone is researching general construction payment rules rather than seeking representation, which the intake surfaces through the 'looking for a lawyer' question so it doesn't get treated as a real matter.
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More construction law intake templates
Project Closeout and Claims lead-intake FAQs
What happens if the prospective client doesn't know who the responsible party is?
The intake still captures the dispute details, but not knowing a named owner, contractor, subcontractor, architect, or surety pulls the score down rather than disqualifying the lead outright.
Does the intake separate final payment disputes from punch list disagreements?
Both fall under the same closeout dispute question, so you'll see whether the issue is retainage, final payment, punch list work, change orders, or lien waivers before you review the file.
How does the intake treat a dispute that's more than a year old?
The recency question weighs ongoing or recent issues higher, so an older, dormant dispute scores lower and is flagged as less time-sensitive without being rejected.
Will the intake filter out projects outside the United States?
Yes, the jurisdiction question scores non-U.S. projects far lower, helping you avoid a consultation on a matter outside where you practice.
Does the intake know the difference between a party to the project and a bystander?
It asks directly whether the person is an owner, contractor, subcontractor, supplier, or design professional, so unrelated third parties score low and won't look like a real closeout dispute.
What if someone is just looking for information, not a lawyer?
The intake asks whether they're seeking help from a construction lawyer specifically, so information-only visitors score lower and don't get treated as consultation-ready leads.
Turn project closeout and claims visitors into qualified cases
Give every project closeout and claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.