Collective bargaining intake that captures union status up front
Ask whether the matter involves a union contract, confirm the employer type and location, and capture recent bargaining disputes—then let Cliont route CBA copies and prospective client details straight to your CRM.
The exact intake your collective bargaining leads complete
This is the real 7-question guided intake for Collective Bargaining — the same flow your customers finish before you ever pick up the phone.
What a qualified collective bargaining lead should tell you
Legal representation involving negotiation, enforcement, or interpretation of a union contract between an employer and a group of employees, covering pay, benefits, schedules, or working conditions.
- Issue Related Union Or
- Union Member, Union Representative,
- Employer Involved Private Company
- Dealing With Current Contract
- There Been Recent Problem
- Identify Employer And Work
- Seeking Help Negotiate, Enforce,
The questions your team needs answered
Every collective bargaining intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue related to a union or group of employees negotiating with an employer about pay, benefits, schedules, or working conditions? | Confirms the dispute is actually about union-employer negotiation rather than an unrelated workplace issue, the single highest-weighted signal in the catalog. |
| Are you a union member, a union representative, or an employee covered by (or trying to be covered by) a union contract at work? | Establishes whether the prospective client has standing under a union contract, which most collective bargaining representation requires. |
| Is the employer involved a private company or a non-federal public employer (not the U.S. federal government)? | Federal employers fall under a different labor relations framework, so this answer flags matters outside typical collective bargaining practice before a consultation is booked. |
| Are you dealing with a current contract negotiation, a contract renewal, or a dispute about what a union contract means or requires? | Identifies whether the matter is an active negotiation, renewal, or contract-interpretation dispute, which determines the type of representation needed. |
| Has there been a recent problem in the last 12 months (or an ongoing problem) such as refusal to bargain, changes to terms without bargaining, or interference with union activity? | A recent or ongoing bargaining violation, such as a refusal to bargain, signals a time-sensitive matter worth prioritizing. |
| Can you identify the employer and the work location where this is happening? | Knowing the employer and work location up front lets the firm run a conflict check before committing consultation time. |
| Are you seeking help to negotiate, enforce, or challenge actions related to collective bargaining (rather than only a personal issue unrelated to the union contract)? | Separates genuine bargaining-related requests from personal workplace complaints that have nothing to do with the union contract. |
How Cliont scores collective bargaining leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue Related Union Or: yes
- Union Member, Union Representative,: yes
- Employer Involved Private Company: yes
- Dealing With Current Contract: yes
- There Been Recent Problem: yes
- Identify Employer And Work: yes
See the lead your team receives
Collective Bargaining 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 collective bargaining workflows
| Cliont capability | Collective Bargaining application |
|---|---|
| Conditional question logic | If the union/employer-negotiation question is answered no, the intake can shortcut past bargaining-specific follow-ups instead of walking an unrelated employment inquiry through the full CBA questionnaire. |
| Weighted lead scoring | Union coverage, employer type, and an active negotiation or dispute are the heaviest-weighted answers, so a union rep mid-negotiation scores well above a caller with no contract tie. |
| Document upload capture | Prospective clients can attach the CBA and any bargaining correspondence during intake so you review the actual contract language before the consultation. |
| CRM routing | Once employer, location, and dispute type are captured, the qualified matter and its uploaded documents land in your CRM ready for conflict checks and scheduling. |
Common collective bargaining lead scenarios
Mid-term contract dispute
A union representative reports the employer changed terms without bargaining under an existing CBA; recent-problem and employer-identification answers push this to the top of the queue.
Contract renewal negotiation
A bargaining unit is heading into contract renewal talks with a private employer and needs negotiation support, scoring high on the negotiation-help and current-contract questions.
Federal employee inquiry
The prospective client works for the federal government, where a different labor relations framework applies; the employer-type answer flags this as a poor fit before a consultation is offered.
Personal issue, no union tie
An employee describes a workplace complaint that has nothing to do with the union contract; the negotiation-help question routes this away from collective bargaining and toward a better-fit practice area.
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 employment and labor law intake templates
Collective Bargaining lead-intake FAQs
How does this intake tell a collective bargaining matter apart from a general NLRB or union issue?
The catalog asks specifically whether the prospective client is dealing with a current contract negotiation, renewal, or dispute about what a union contract requires, which separates bargaining-table matters from the broader NLRB and Union Matters category.
Does the intake screen out federal employees automatically?
The employer-type question distinguishes private and non-federal public employers from federal government employers, since federal labor relations follow a different statute, and that answer feeds directly into the lead's score.
What if the caller has a grievance but it's a personal complaint, not a bargaining issue?
The intake asks whether the client is seeking help negotiating, enforcing, or challenging bargaining-related actions rather than an unrelated personal issue, so individual grievances that don't touch the union contract score lower and can be pointed toward Grievances and Arbitration instead.
What documents does the intake ask for on a bargaining dispute?
Beyond the qualification questions, Cliont can request the current or most recent CBA and any correspondence showing the dispute, such as a refusal-to-bargain notice, before the matter reaches your CRM.
How is a lead scored if there's no recent incident, just a routine contract renewal coming up?
The recent-problem question adds weight but isn't required for a high score; a clear answer on current negotiation status, employer identification, and union coverage is enough to qualify a renewal-stage inquiry.
Can the intake confirm whether the person is actually covered by a union contract?
Yes, one question directly asks whether the prospective client is a union member, representative, or employee covered by or seeking coverage under a union contract, which is one of the highest-weighted signals in the scoring model.
Turn collective bargaining visitors into qualified cases
Give every collective bargaining visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.