Title IX intake that captures process stage and school action up front
Tell us whether the school receives federal funding, where the Title IX process stands, and what action the school has taken — then upload the notice letter or related correspondence so only qualified matters land in your CRM.
The exact intake your title ix investigations leads complete
This is the real 8-question guided intake for Title IX Investigations — the same flow your customers finish before you ever pick up the phone.
What a qualified title ix investigations lead should tell you
Legal representation for a student, parent, or employee involved in a school's Title IX process — covering reports of sexual harassment, assault, dating/domestic violence, stalking, or sex discrimination, and any resulting investigation, hearing, or discipline.
- Situation Connected School, College,
- School Involved Public School
- Student, Parent/Guardian Student, Or
- Involved In Title Ix
- Issue Involve Sexual Harassment,
- School Taken Action That
- This Happen Within Last
- Legal Help With Title
The questions your team needs answered
Every title ix investigations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the situation connected to a school, college, or university in the United States? | Title IX only applies to education programs connected to a US school, so a 'no' here signals the matter is likely outside its jurisdiction entirely. |
| Is the school involved a public school or a school that receives federal funding (for example, federal student aid)? | Title IX obligations attach only to schools that are public or receive federal funding, so this answer determines whether Title IX even applies. |
| Are you a student, parent/guardian of a student, or an employee of the school involved? | Whether the caller is the complainant, respondent, or an affected employee changes both the legal strategy and which attorney should take the matter. |
| Are you involved in a Title IX process (report, investigation, hearing, or appeal), or has the school told you it is handling this under Title IX? | Distinguishing an active Title IX proceeding from a general complaint shapes how urgently and how deeply the firm needs to get involved. |
| Does the issue involve sexual harassment, sexual assault, dating/domestic violence, stalking, or sex-based discrimination? | Confirming the conduct alleged is sex-based harassment, assault, or discrimination — not unrelated misconduct — is what makes this a Title IX matter at all. |
| Has the school taken action that affects you (for example, suspension/expulsion, discipline, no-contact order, removal from a program, housing changes, or work restrictions)? | Concrete school action like a suspension or no-contact order signals there are real, immediate consequences that need an attorney now rather than later. |
| Did this happen within the last 24 months, or is the Title IX process currently ongoing? | Whether the incident is recent or the process is still ongoing determines how time-sensitive the consultation needs to be. |
| Are you looking for legal help with the Title IX investigation or related school actions (not only general counseling or a complaint about grades)? | This filters out people looking only for general counseling or an unrelated grades complaint before a consultation slot is offered. |
How Cliont scores title ix investigations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Situation Connected School, College,: yes
- School Involved Public School: yes
- Student, Parent/Guardian Student, Or: yes
- Involved In Title Ix: yes
- Issue Involve Sexual Harassment,: yes
- School Taken Action That: yes
See the lead your team receives
Title IX Investigation 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 title ix investigations workflows
| Cliont capability | Title IX Investigations application |
|---|---|
| Video intake widget | Lets a prospective client describe, in their own words, what school action has already been taken (suspension, no-contact order, program removal) before any documents are reviewed. |
| Conditional question branching | Routes the intake differently depending on whether the person is a student, parent/guardian, or school employee, so student-side and employee-side matters reach the right attorney. |
| Document upload capture | Collects the notice of investigation letter and any correspondence about interim measures tied to the Title IX process-stage and school-action questions. |
| Automated lead scoring | Weights federal funding status, allegation type, and school action heavily, so a matter outside a federally funded school or unrelated to sex discrimination scores lower before it reaches your CRM. |
| CRM routing rules | Sends only matters where the person confirms they're seeking legal help with the Title IX process itself, filtering out grade complaints or general counseling requests. |
Common title ix investigations lead scenarios
Active hearing with looming discipline
A student is mid-hearing in a formal Title IX process and already facing suspension or a no-contact order. The intake flags the live process stage and school action together, so this reaches the CRM as time-sensitive.
Employee named in a complaint
A staff member at a federally funded university has been named in a Title IX report and is asking about representation. The intake separates employee-side matters from student matters using the role question.
K-12 report not yet formalized
A parent describes harassment at a public school but the school hasn't opened a Title IX process yet. The intake still captures the allegation type and role, flagging it as early-stage rather than an active proceeding.
Grade dispute mislabeled as Title IX
Someone submits a form about a grading disagreement with no sex-discrimination or harassment element. The intake's allegation and legal-help questions filter this out before a consultation gets offered.
Older incident outside the typical window
A report describes conduct from more than two years ago with no ongoing Title IX process. The intake still records the details but scores the timing differently than a currently active matter.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
Automate follow-up
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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
Title IX Investigations lead-intake FAQs
How does the intake tell a Title IX matter apart from a general discipline complaint?
The intake asks whether the issue involves sexual harassment, assault, dating/domestic violence, stalking, or sex-based discrimination, and whether the person is actually seeking help with the Title IX process rather than general counseling or a grades complaint. Answers to both questions together separate genuine Title IX matters from unrelated school disputes.
Does the intake check whether the school is even covered by Title IX?
Yes — it asks whether the school is public or receives federal funding, since Title IX obligations only attach to federally funded institutions. A 'no' here signals the matter may fall outside Title IX entirely.
Can the same intake handle both student and staff Title IX matters?
It asks whether the person is a student, a parent/guardian, or a school employee, so student-side and employee-side inquiries can be identified and routed differently in your CRM.
What if the school hasn't officially opened a Title IX investigation yet?
The intake asks whether the person is currently in a Title IX process or whether the school has said it's handling the matter under Title IX. A 'no' answer still gets captured, but it's scored as an earlier-stage inquiry rather than an active proceeding.
What documents does the intake collect before a consultation is offered?
It's built to collect the notice of investigation or charge letter, any cited Title IX policy or handbook language, correspondence about interim measures like no-contact orders or suspensions, and hearing or appeal decisions where they exist.
How does the intake flag urgency, like an active suspension or no-contact order?
It asks whether the school has already taken action affecting the person — suspension, expulsion, a no-contact order, program removal, housing changes, or work restrictions — and whether that happened within the last 24 months or the process is still ongoing. Both signals push the lead higher in priority.
Turn title ix investigations visitors into qualified cases
Give every title ix investigations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.