See how the school responded before you consult
The intake asks whether the incident happened in a school setting, whether it was reported and is ongoing, and whether the student has suffered harm — collecting incident documentation and school correspondence before every case lands in your CRM.
The exact intake your bullying and harassment leads complete
This is the real 8-question guided intake for Bullying and Harassment — the same flow your customers finish before you ever pick up the phone.
What a qualified bullying and harassment lead should tell you
Claims arising from bullying or harassment of a student at school, on a school bus, at a school event, or through school-controlled online platforms — turning on whether the school was notified and whether it failed to respond, and whether the student was harmed as a result.
- Bullying Or Harassment Happen
- Student Enrolled In That
- Bullying Or Harassment Happened
- Reported It School (
- After School Was Told,
- Student Been Harmed Because
- Know Who Bully/Harasser (
- Bullying Or Harassment Connected
The questions your team needs answered
Every bullying and harassment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did the bullying or harassment happen at a U.S. school or in a school-related setting (on campus, online through school platforms, on a school bus, or at a school event)? | Whether the conduct happened at school or through a school-controlled channel determines whether the school has any legal duty to act at all. |
| Is the student currently enrolled in that school or did the bullying happen within the last 2 years? | Enrollment status and timing affect whether relief is still available and whether records and witnesses are likely to still exist. |
| Has the bullying or harassment happened more than once or is it ongoing? | A pattern of repeated conduct is generally stronger for a legal claim than an isolated one-off incident. |
| Have you reported it to the school (a teacher, principal, counselor, or district) or do you have a clear reason you could not report it? | Most bullying and harassment claims require the school to have had notice, so a report — or a valid reason none was made — is central to viability. |
| After the school was told, did it fail to take reasonable steps to stop it or keep the student safe? | A documented failure to take reasonable action after notice is often the strongest single fact in these cases, which is why it carries heavy weight. |
| Has the student been harmed because of this (for example, anxiety/depression, missed school, falling grades, physical injury, or needing counseling/medical care)? | Demonstrable harm to the student, from missed school to medical or counseling needs, is what turns a complaint into a claim with damages. |
| Do you know who the bully/harasser is (a student, staff member, or group), or can the school identify them? | Knowing or being able to identify the responsible party affects how quickly an investigation or claim can move forward, though its absence isn't fatal. |
| Was the bullying or harassment connected to a protected trait (such as race, national origin, disability, sex, sexual orientation, gender identity, or religion)? | A connection to a protected trait can shift the matter toward discrimination or Title IX theories rather than general bullying alone. |
How Cliont scores bullying and harassment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Bullying Or Harassment Happen: yes
- Student Enrolled In That: yes
- Bullying Or Harassment Happened: yes
- Reported It School (: yes
- After School Was Told,: yes
- Student Been Harmed Because: yes
See the lead your team receives
Bullying and Harassment 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 bullying and harassment workflows
| Cliont capability | Bullying And Harassment application |
|---|---|
| Weighted scoring | The school's failure to act after being notified carries one of the highest weights in the catalog, so leads reflecting a documented failure to respond rank above leads where the school handled the report properly. |
| Conditional branching | If a family answers that they didn't report the incident, the intake can surface a follow-up asking for their reason, capturing the exception the catalog allows for instead of dropping the lead. |
| Document upload widget | Collects incident reports, school emails, discipline notices, and counseling or medical records tied to the harm question, so you can assess the paper trail before the consultation. |
| CRM routing rules | Cases where the protected-trait question is answered yes can be flagged for cross-review with Title IX Investigations or Student Discrimination matters rather than routed as a standalone bullying claim. |
Common bullying and harassment lead scenarios
Reported, ongoing, school did nothing
Parent reported repeated on-campus harassment to the school, which took no meaningful action and the student is now showing signs of anxiety and missed school. This combination of an ignored report, ongoing pattern, and documented harm scores as high priority.
First incident, not yet reported
A single incident happened at school last week but the family hasn't contacted the school yet. The intake still captures the school setting but scores lower until reporting and response history exist.
Online harassment tied to disability
Harassment occurred through a school-issued messaging platform and appears connected to the student's disability. The protected-trait answer flags this for review alongside Title IX or Student Discrimination matters.
Former student, incident years ago
The bullying happened while the student was enrolled, but they graduated more than two years ago. The timing answer lowers fit even though the underlying facts otherwise look strong.
Harasser identity unknown
The family can't identify who is responsible and the school hasn't named anyone either. The claim still moves forward on harm and reporting, just with a modest score adjustment for the unknown-identity answer.
Connect Cliont to your workflow
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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 education law intake templates
Bullying and Harassment lead-intake FAQs
Does the intake screen out incidents that happened off school property?
The first question specifically asks whether the incident happened on campus, on a school bus, at a school event, or online through a school platform. Incidents entirely outside those settings still get submitted but score lower since schools generally aren't liable for conduct outside their control.
What happens if the family never reported it to the school?
The intake asks whether the family reported the bullying or has a clear reason they couldn't, since most legal claims require the school to have had notice. A missing report with no explanation lowers the score but doesn't automatically disqualify the lead.
How does the intake weight a school's failure to respond?
Whether the school failed to take reasonable steps after being notified is one of the heaviest-weighted questions in the catalog, since that failure is central to most bullying and harassment claims. Leads where the school responded appropriately score noticeably lower.
Can a case still qualify if the harasser hasn't been identified?
Yes. Not knowing whether the bully is a specific student, staff member, or group carries a moderate weight, not a disqualifying one, since identity can often be established during investigation.
How is harassment connected to race, disability, or other protected traits handled?
The intake asks directly whether the conduct was tied to a protected trait. That answer helps you decide whether the matter should be coordinated with Title IX Investigations or Student Discrimination rather than handled as general bullying alone.
What should families upload before the consultation?
The intake requests written reports or emails sent to the school, any records showing harm such as counseling or attendance notes, and screenshots of online harassment where relevant, so you review real evidence rather than a verbal summary.
Turn bullying and harassment visitors into qualified cases
Give every bullying and harassment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.