Qualify more elder law leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.
A custom intake for every elder law matter
Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.
Asset Protection for Seniors
Legal help for seniors age 60+ (or their power of attorney/guardian) seeking to shield a home, savings, or investments from being depleted by nursing home or long-term care costs, often paired with Medicaid eligibility planning.
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Assisted Living and Facility Contracts
Legal help reviewing, negotiating, canceling, or disputing a contract with an assisted living facility, nursing home, or memory care facility, including disputes over fees, rate increases, discharge, or arbitration clauses.
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Caregiver and Family Agreements
A written arrangement that sets out duties, schedule, pay, or housing terms between an older adult and a family member or paid caregiver, often drafted to withstand Medicaid scrutiny or reduce family disputes over compensation and responsibilities.
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Financial Exploitation
A claim that money or property belonging to an older adult or vulnerable adult was taken, transferred, or controlled without valid consent, often by a caregiver, family member, or trusted associate — the intake needs to establish the victim's age/vulnerability, whether consent was absent, and whether a real financial loss occurred.
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Guardianship and Conservatorship
A court proceeding to appoint someone to make personal, medical, or financial decisions for an adult who can no longer safely make those decisions alone, distinct from cases where a valid power of attorney or health care directive is already handling the situation.
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Life Care Planning
Legal planning to arrange and pay for long-term care needs—covering Medicaid eligibility, asset protection, and related documents like powers of attorney—for an aging or ill family member.
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Medicaid and Long-Term Care Planning
Legal planning to help a senior or disabled person qualify for Medicaid to cover nursing home, assisted living, or in-home care costs, including protecting a home or savings and addressing any asset transfers made in the last five years.
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Medicare Appeals
Medicare Appeals covers a challenge to a Medicare (not Medicaid) denial, reduction, termination, or overpayment notice on a covered service, filed within the appeal deadline by the member or their authorized representative.
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Nursing Home Abuse and Neglect
A potential claim involving harm, neglect, or substandard care suffered by a resident of a nursing home, assisted living facility, or long-term care facility, qualified by confirming the facility setting, the type of harm, resulting injury or treatment, and whether the person submitting the intake has standing to act for the resident.
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Social Security Retirement Issues
Disputes or questions involving Social Security retirement benefits (not SSDI disability) — denials, underpayment, overpayment notices, or benefits that have been stopped or delayed — including help applying, appealing, or requesting an SSA hearing.
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Special Needs Planning for Adults
Legal planning for an adult with a disability or long-term condition to protect eligibility for needs-based benefits like SSI or Medicaid, usually built around a special needs trust, ABLE account, or fiduciary appointment when money or property could disrupt that eligibility.
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Veterans Benefits Aid and Attendance
Legal help for veterans, their spouses, or surviving spouses applying for the VA's Aid and Attendance pension supplement, which turns on wartime service dates, functional care needs, and financial eligibility limits.
Preview intake →Information you need before every elder law matter
- Seeking Help In United
- Person Needing Help, Or
- Main Goal Protect Savings,
- Want Advice On Medicaid
- Person In Nursing Home,
- Have Assets Protect (
- Willing Speak With Elder
- Help Reviewing, Negotiating, Canceling,
- Resident Or Person Handling
- Resident, Family Member, Or
How elder law lead scoring works
Value signals
- Seeking Help In United: yes
- Person Needing Help, Or: yes
- Main Goal Protect Savings,: yes
- Want Advice On Medicaid: yes
- Person In Nursing Home,: yes
- Have Assets Protect (: yes
Urgency signals
- There Urgent Safety Or
- Believe Facility Or Its
- Veteran Serve On Active
Your visitor has a real matter. A contact form can’t hear it.
People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No matter details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full matter scope in their own words
- Reports, contracts, and filings attached automatically
- Every lead scored by value
- High-intent leads flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and matter template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Elder Law lead-intake FAQs
What does a elder law intake collect?
Each elder law template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are elder law leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger elder law opportunities without manually reviewing every raw submission first.
Can visitors try a elder law intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified elder law leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every legal intake template
While they’re still using contact forms, you’re booking cases
Give every website visitor a guided, bilingual, qualifying intake — and turn your elder law traffic into signed work.