Facility contract intake that flags already-signed agreements
Ask whether a contract's already been signed, what the real problem is—unexpected fees, a rate increase, discharge, or an arbitration clause—and whether the family has the facility's billing paperwork on hand, before the lead ever reaches your CRM.
The exact intake your assisted living and facility contracts leads complete
This is the real 7-question guided intake for Assisted Living and Facility Contracts — the same flow your customers finish before you ever pick up the phone.
What a qualified assisted living and facility contracts lead should tell you
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.
- Help Reviewing, Negotiating, Canceling,
- Resident Or Person Handling
- Resident, Family Member, Or
- Contract Already Been Signed,
- There Specific Problem Want
- Issue Happen Within Last
- Have Facility’S Name And
The questions your team needs answered
Every assisted living and facility contracts intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help reviewing, negotiating, canceling, or disputing a contract with an assisted living facility, nursing home, memory care, or similar care facility in the United States? | Confirms the inquiry is actually about a facility contract dispute rather than a broader elder law question, which is the highest-weighted screen in this catalog. |
| Is the resident or the person handling this matter located in the United States? | US-based matters get significant weight because the underlying facility, contract, and applicable regulations are jurisdiction-specific. |
| Are you the resident, a family member, or someone with legal authority to act for the resident (like power of attorney or guardian)? | Confirms the person contacting the firm has standing to act for the resident, which affects whether a consultation can move forward. |
| Has a contract already been signed, or is the facility asking you to sign one soon? | Whether a contract is already signed determines if this is a pre-signing review or a post-signing dispute, two very different engagements. |
| Is there a specific problem you want help with, such as unexpected fees, a big rate increase, discharge/eviction, refund issues, arbitration clauses, or responsibility for payment? | A named, specific problem like a rate increase or discharge notice indicates an actionable dispute rather than a general question. |
| Did the issue happen within the last 2 years, or is it ongoing right now? | A current or recent issue carries more weight than an old one, since remedies and leverage often narrow with time. |
| Do you have the facility’s name and the contract or billing paperwork (or can you get them)? | Having the facility name and paperwork on hand means the attorney can act quickly instead of spending the first consultation gathering basic documents. |
How Cliont scores assisted living and facility contracts leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Reviewing, Negotiating, Canceling,: yes
- Resident Or Person Handling: yes
- Resident, Family Member, Or: yes
- Contract Already Been Signed,: yes
- There Specific Problem Want: yes
- Issue Happen Within Last: yes
See the lead your team receives
Assisted Living Contract 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 assisted living and facility contracts workflows
| Cliont capability | Assisted Living And Facility Contracts application |
|---|---|
| Document upload | Collects the facility's name plus the signed contract or billing statements before the consultation, so you're not chasing paperwork on the call. |
| Weighted scoring | Weights whether a contract is already signed and whether a specific problem (fees, discharge, arbitration) is named, separating live disputes from general inquiries. |
| Authority verification | Flags whether the submitter is the resident, a family member, or holds power of attorney or guardianship, before an intake is treated as actionable. |
| Jurisdiction screening | Confirms the resident and the matter are US-based before routing, since this catalog only qualifies domestic facility contract disputes. |
Common assisted living and facility contracts lead scenarios
Signed contract, fee dispute
A family already signed the admission agreement and is now disputing a large rate increase or hidden fee, with billing paperwork in hand — a combination that hits nearly every strong-weight field in the catalog.
Facility pushing for a signature
No contract signed yet, but the facility is pressing the family to sign this week; the intake captures that the agreement isn't final so the attorney can offer a pre-signing review instead of a dispute consult.
Discharge or eviction notice
A daughter holding power of attorney reports the facility is discharging her mother; the issue is current, not historical, which the intake surfaces through the timing question.
Old dispute, no paperwork
Someone asks about a billing disagreement from three years ago and admits they don't have the contract or statements — the intake's timing and documentation questions flag this as a weaker-fit lead.
Relative without legal authority
A distant relative with no power of attorney or guardianship tries to open a contract dispute on behalf of a resident; the authority question surfaces this gap before a consultation gets booked.
Connect Cliont to your workflow
Send leads
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Notify your team
Email, SMS, Slack
Automate follow-up
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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 elder law intake templates
Assisted Living and Facility Contracts lead-intake FAQs
Does the intake check whether the contract has already been signed?
Yes — one question asks directly whether an agreement has already been signed or whether the facility is asking the family to sign soon, so you know upfront if you're doing a pre-signing review or a post-signing dispute.
How does the intake handle someone without power of attorney?
The intake asks whether the person submitting the form is the resident, a family member, or someone with legal authority like power of attorney or guardianship, so leads lacking standing to act are visible before you offer time.
Can the intake collect the contract or billing paperwork itself?
The intake asks whether the family has the facility's name and the contract or billing paperwork, or can get it, and Cliont can collect those documents as uploads alongside the answers.
Does it matter if the issue happened years ago?
Yes — the intake asks whether the issue happened within the last two years or is ongoing, since older disputes carry a lower weight than a current, active problem.
Will vague inquiries with no specific complaint get filtered differently?
The intake asks whether there's a specific problem — unexpected fees, a rate increase, discharge or eviction, refund issues, arbitration clauses, or payment responsibility — so general information requests score lower than a defined dispute.
Does the intake confirm the matter is inside the United States?
Yes — it separately confirms the underlying facility contract issue is a US matter and that the resident or person handling it is US-based, both of which carry significant weight in the score.
Turn assisted living and facility contracts visitors into qualified cases
Give every assisted living and facility contracts visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.