Consumer class action intake that captures company, timing, and proof up front
Prospective clients answer a few quick questions about the company involved, when the issue happened, and whether other consumers were affected the same way, then upload receipts, statements, or screenshots as proof before the claim reaches your CRM.
Preview your consumer class actions intake
Explore 7 questions from the Consumer Class Actions template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified consumer class actions lead should tell you
A potential consumer class action involves harm caused by a business (a fee, defect, ad, or policy) that likely affected many similarly situated consumers, within the applicable time window for filing.
- Contacting Us About Problem
- Issue Caused By Business
- Personally Lose Money, Get
- Believe Many Other Consumers
- This Happen Within Last
- Identify Company Involved (Name
- Have Any Proof Can
The questions your team needs answered
Every consumer class actions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you contacting us about a problem in the United States (you live in the U.S. or the purchase/charge happened in the U.S.)? | U.S. jurisdiction is a threshold requirement for most consumer class actions, so a no answer immediately signals a poor fit. |
| Was the issue caused by a business or company (not a private person or a government agency)? | Class actions target business conduct, not private individuals or government agencies, so this answer separates viable claims from the wrong category entirely. |
| Did you personally lose money, get charged fees, or receive a product/service that was not as promised because of this issue? | Confirms the caller personally suffered a concrete loss rather than a general complaint with no injury. |
| Do you believe many other consumers were affected in a similar way by the same company (for example, the same fee, ad, policy, or defect)? | A shared pattern across many consumers is the defining requirement of a class action, making this the single highest-weighted signal in the catalog. |
| Did this happen within the last 4 years? | Answers here surface potential statute-of-limitations exposure before a consultation is offered. |
| Can you identify the company involved (name of the business/brand) and roughly when it happened? | Naming the company and approximate timing lets your team start research on prior or related filings immediately. |
| Do you have any proof you can share, like receipts, account statements, emails, screenshots, packaging, or the product itself? | Available proof indicates how quickly the claim could move toward investigation versus needing further evidence gathering. |
How Cliont scores consumer class actions leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Contacting Us About Problem: yes
- Issue Caused By Business: yes
- Personally Lose Money, Get: yes
- Believe Many Other Consumers: yes
- This Happen Within Last: yes
- Identify Company Involved (Name: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Consumer Class Action 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 consumer class actions workflows
| Cliont capability | Consumer Class Actions application |
|---|---|
| Weighted scoring engine | Weights the 'many other consumers affected' answer highest, so a lead with a genuine class-wide pattern outranks an individual dispute automatically. |
| Document capture | Prompts callers to upload receipts, account statements, emails, screenshots, or the product itself as proof tied directly to the class action claim. |
| Timing flag | Surfaces whether the issue happened within the last 4 years so time-barred inquiries are visible before a consultation is scheduled. |
| CRM routing | Sends only leads with an identified company, a described pattern, and supporting proof into your CRM as class action-ready records. |
Example consumer class actions lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Same fee charged to many customers
The caller names the company, describes a fee or policy they believe hit a large group of consumers the same way, and it happened within the last 4 years — the intake flags this as a strong class-wide pattern.
One-off dispute, not class-wide
The caller lost money to a company but has no reason to believe anyone else was affected the same way; the intake still records the details but scores it lower without the shared-harm signal.
Complaint outside the time window
The incident happened more than 4 years ago, which the intake captures directly so you can see the timing issue before offering a consultation.
Purchase made outside the U.S.
The caller's purchase or charge occurred outside the United States, which the intake flags immediately as a jurisdiction mismatch for this claim type.
Well-documented multi-consumer claim
The caller identifies the company, gives an approximate date, believes many others were affected, and has receipts or screenshots ready to upload — the highest-signal combination the intake can surface.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 consumer law intake templates
Consumer Class Actions lead-intake FAQs
How does this intake keep us from giving a free consultation on a claim we'd never take?
The questions screen for the core elements of a viable class action — a business-caused loss, a pattern affecting other consumers, and a claim within the 4-year window — before the lead ever reaches your CRM.
Does the intake decide whether a claim legally qualifies as a class action?
No. It only captures and scores the intake signals — company involved, shared pattern, timing, and proof — so your team can make the actual legal determination.
What if the caller isn't sure of the exact date the issue happened?
The question only asks whether they can identify the company and roughly when it happened, so approximate answers are accepted and still contribute to the score.
Can the intake collect documents like receipts or emails?
Yes — the intake asks whether the caller has proof such as receipts, account statements, emails, screenshots, or the product itself, and prompts them to upload it.
How does the intake handle leads from outside the United States?
A leading question confirms whether the issue relates to a U.S. purchase, charge, or residence; answering no lowers the score since jurisdiction is central to this claim type.
How is this different from a TCPA robocall or data breach lead?
This intake is built around a shared consumer pattern with a business (fee, defect, ad, policy) rather than a specific robocall or breach event — those are separate sibling subservices with their own question sets.
Turn consumer class actions visitors into qualified cases
Give every consumer class actions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.