ERISA intake that flags plan type and appeal deadlines up front
The intake asks whether the dispute involves an employer or union benefit plan, when the denial or termination happened, and whether the appeal deadline has passed, while collecting the denial letter and plan documents before anyone books a consultation.
The exact intake your erisa and benefits claims leads complete
This is the real 8-question guided intake for ERISA and Benefits Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified erisa and benefits claims lead should tell you
A dispute over an employer- or union-sponsored benefit plan — health insurance, disability, life insurance, pension/401(k), or severance — where a claim has been denied, reduced, stopped, or subject to repayment demand, and the intake needs to confirm the plan type, denial paperwork, and remaining appeal window.
- Issue About Benefit Plan
- Been Denied Benefits, Had
- Receive Written Denial, Termination,
- It Been Less Than
- Already Filed Appeal Or
- Able Identify Plan Or
- Value Benefits Seeking (Or
- Claim Mainly About Government
The questions your team needs answered
Every erisa and benefits claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about a benefit plan from an employer or union (such as health insurance, disability, life insurance, pension/401(k), or severance)? | Confirms the dispute actually involves an employer or union plan governed by ERISA rather than a private policy or government program. |
| Have you been denied benefits, had benefits stopped, been underpaid, or been asked to repay benefits under that plan? | Establishes that an adverse benefit event has actually occurred, which is the core fact needed before any ERISA claim exists. |
| Did you receive a written denial, termination, or appeal decision from the plan or insurance company (letter, email, or online notice)? | A written denial is typically required to start the appeal clock and is the document the firm will need to review first. |
| Has it been less than 180 days since the most recent denial or since your benefits stopped (or are you still within the deadline stated in the denial letter)? | ERISA appeals and lawsuits run on strict deadlines, so knowing whether the window is still open determines whether the firm can act at all. |
| Have you already filed an appeal or asked the plan/insurer to review the decision? | Whether an appeal has already been filed changes the next legal step from drafting an appeal to preparing for litigation over an existing denial. |
| Are you able to identify the plan or insurance company responsible (name on your benefits booklet, pay stub, or denial letter)? | Being able to name the responsible plan or insurer is necessary before the firm can even determine which entity to pursue. |
| Is the value of the benefits you are seeking (or have lost) more than $1,000? | The dollar value in dispute helps the firm judge whether pursuing the claim is proportionate to the time and cost involved. |
| Is your claim mainly about a government benefit (like Social Security, SSI, Medicare, Medicaid, VA benefits, or unemployment) rather than an employer/union plan? | A claim that is really about a government benefit program falls outside ERISA and should be scored as lower fit for this practice area. |
How Cliont scores erisa and benefits claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Benefit Plan: yes
- Been Denied Benefits, Had: yes
- Receive Written Denial, Termination,: yes
- It Been Less Than: yes
- Able Identify Plan Or: yes
- Value Benefits Seeking (Or: yes
Lower-fit signals
- Claim Mainly About Government: no
See the lead your team receives
ERISA and Benefits Claims 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 erisa and benefits claims workflows
| Cliont capability | ERISA And Benefits Claims application |
|---|---|
| Conditional branching | If a caller answers yes to the government-benefit question, the intake can flag the lead as lower fit for an ERISA claim without asking the remaining plan-specific questions. |
| Document collection | The intake requests the written denial letter and plan documents at submission so the attorney can confirm the plan name and deadline before the first call. |
| Automated lead scoring | Answers on plan type, denial status, deadline, and benefit value combine into a single score so staff can see which ERISA inquiries are worth consultation time without reading every submission. |
| CRM routing | Once a benefits claim clears the deadline and plan-identification questions, it's sent to the CRM as a qualified matter rather than sitting in a general inbox with unrelated employment inquiries. |
Common erisa and benefits claims lead scenarios
Recent long-term disability denial
Claimant has a written denial from within the last 180 days, can name the insurer, and lost benefits worth more than $1,000 — the intake flags this as time-sensitive and high value.
Plan or insurer not yet identified
Caller knows benefits stopped but cannot name the plan or insurance company from a booklet, pay stub, or letter, so the intake routes it for follow-up documentation before scoring it as ready for a consultation.
Appeal already filed and pending
Claimant has submitted an internal appeal and is waiting on the plan's decision — the intake captures this separately so the firm knows whether the next step is monitoring a deadline or filing suit.
Government benefit mistaken for ERISA
The dispute is actually about Social Security, Medicare, Medicaid, VA, or unemployment benefits rather than an employer or union plan, which the intake flags as lower fit for an ERISA matter.
Small-dollar life insurance shortfall
Benefit value in dispute is under $1,000 with no written denial yet received, so the intake scores it lower priority rather than treating it the same as a six-figure pension dispute.
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More employment and labor law intake templates
ERISA and Benefits Claims lead-intake FAQs
How does the intake separate ERISA plan disputes from Social Security or VA claims?
One question asks directly whether the claim is mainly about a government benefit like Social Security, Medicare, Medicaid, VA, or unemployment rather than an employer or union plan, and answering yes to that lowers the lead's fit score since it likely isn't an ERISA matter.
What happens if the claimant's appeal deadline has already passed?
The intake asks whether it has been less than 180 days since the denial or benefit stoppage, or whether the caller is still within the deadline stated in their letter; answering no reduces the score since exhausted deadlines change what the firm can still do.
Does the intake collect the actual denial letter before the consultation?
Yes — required uploads include the written denial, termination, or appeal decision along with the plan documents, so the attorney reviews real paperwork instead of a secondhand account of what the letter said.
How is the dollar value of the benefit used in scoring?
The catalog asks whether the value of benefits sought or lost exceeds $1,000, and that answer contributes meaningfully to the lead's overall score since it signals whether pursuing the claim is proportionate to the effort involved.
What if the caller already filed an appeal with the plan or insurer?
A dedicated question captures whether an appeal has already been filed, which helps the firm distinguish leads that need a fresh appeal drafted from those where litigation over an existing denial is the likely next step.
Can this intake also catch severance-related benefit disputes?
The plan-type question includes severance as an example, so a caller disputing a severance payout under an employer plan is captured here rather than under the separate Severance Agreements and Releases intake.
Turn erisa and benefits claims visitors into qualified cases
Give every erisa and benefits claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.