Intake that captures wartime service and care needs up front
Every enquiry confirms whether the applicant is a veteran, spouse, or surviving spouse, checks wartime service dates, and flags daily care needs and current care costs before you offer a consultation. Discharge documentation and care invoices are collected upfront so eligibility is visible at a glance.
The exact intake your veterans benefits aid and attendance leads complete
This is the real 7-question guided intake for Veterans Benefits Aid and Attendance — the same flow your customers finish before you ever pick up the phone.
What a qualified veterans benefits aid and attendance lead should tell you
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.
- Veteran, Veteran’S Spouse, Or
- Veteran Serve On Active
- Person Applying Regular Help
- Person Applying Age 65
- Person Applying Paying Care,
- Person Applying Not Receiving
- Person Applying Willing Share
The questions your team needs answered
Every veterans benefits aid and attendance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the veteran, the veteran’s spouse, or the surviving spouse of a veteran? | Establishes standing to apply, since eligibility rules differ for the veteran versus a surviving spouse. |
| Did the veteran serve on active duty for at least 90 days, with at least one day during a wartime period? | Wartime service of at least 90 days is a statutory eligibility requirement, making this the highest-signal question for whether the matter is viable at all. |
| Does the person applying need regular help with daily activities like bathing, dressing, using the bathroom, eating, or moving around (or need supervision for safety)? | Functional need for daily assistance or supervision is the core clinical criterion for the Aid and Attendance rate, not just a general pension. |
| Is the person applying age 65 or older, or do they have a long-term disability? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Is the person applying currently paying for care, such as in-home caregivers, assisted living, or a nursing home? | Currently paying for care establishes both urgency and the unreimbursed medical expense figure that can affect the net worth calculation. |
| Is the person applying NOT currently receiving VA Aid and Attendance benefits? | Confirms whether this is a new application versus a benefits-review or appeal, which changes the scope of work. |
| Is the person applying willing to share basic financial information (income, savings, and major assets) to see if they may qualify? | Willingness to share income, savings, and assets signals whether a net worth screening can happen before the consultation. |
How Cliont scores veterans benefits aid and attendance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Veteran, Veteran’S Spouse, Or: yes
- Veteran Serve On Active: yes
- Person Applying Regular Help: yes
- Person Applying Age 65: yes
- Person Applying Paying Care,: yes
- Person Applying Not Receiving: yes
Urgency signals
- Veteran Serve On Active
See the lead your team receives
Aid and Attendance 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 veterans benefits aid and attendance workflows
| Cliont capability | Veterans Benefits Aid And Attendance application |
|---|---|
| Weighted scoring | Combines veteran/spouse status, wartime service confirmation, and daily care needs into a single score reflecting genuine VA Aid and Attendance eligibility rather than a generic elder law inquiry. |
| Document capture | Collects discharge paperwork and current care invoices before the consultation so your team can verify service dates and unreimbursed medical expenses without a back-and-forth. |
| Automatic CRM routing | Sends leads who confirm wartime service, functional need, and current care costs straight into your CRM as consultation-ready matters. |
| Video intake widget | Lets a spouse or adult child describe the applicant's daily care needs in their own words alongside the structured yes/no eligibility questions. |
Common veterans benefits aid and attendance lead scenarios
Surviving spouse already paying for care
A surviving spouse over 65 who is currently private-paying for assisted living and not yet receiving VA Aid and Attendance scores high on every weighted signal in the catalog.
Veteran with no daily care need
Wartime service is confirmed, but the applicant doesn't need help with bathing, dressing, or supervision, pulling the score down since the core functional-need question weighs heavily.
Adult child calling for aging parent
A family member inquires on behalf of a veteran parent already in a facility, willing to share financial details; the intake captures the relationship and care setting distinctly from a self-reporting spouse case.
Reluctant to disclose finances
An applicant otherwise matching every eligibility signal declines to share income and asset information, which the intake flags for a follow-up conversation rather than an immediate qualification.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
Veterans Benefits Aid and Attendance lead-intake FAQs
How does the intake confirm wartime service eligibility?
The intake asks directly whether the veteran served at least 90 days of active duty with one day during a wartime period, which is a statutory threshold for the pension and one of the highest-weighted questions in the catalog.
Can the intake tell if someone already receives Aid and Attendance?
Yes, one question asks whether the applicant is NOT currently receiving the benefit, which distinguishes a new application from a possible appeal or benefits-review matter.
What happens if the applicant doesn't need daily care help?
The daily-activity assistance question carries significant weight, so a 'no' answer lowers the score since functional need for bathing, dressing, or supervision is central to A&A eligibility.
Does the intake collect financial information before the consultation?
It asks whether the applicant is willing to share income, savings, and major assets, since VA net worth limits determine eligibility, but it doesn't collect the detailed figures itself.
What if a lead won't share financial details?
That answer is still captured and scored lower, letting your team decide whether to follow up before committing consultation time rather than turning the lead away outright.
Does this intake work for both veterans and surviving spouses?
Yes, the first question distinguishes whether the person filling out the form is the veteran, the veteran's spouse, or a surviving spouse, since each has different eligibility paths.
Turn veterans benefits aid and attendance visitors into qualified cases
Give every veterans benefits aid and attendance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.