See the 1099 status and control-test answers before you consult
The intake walks prospective clients through their 1099 classification, the company's control over their schedule and methods, and the financial losses that followed, before asking them to upload pay records or contracts.
The exact intake your independent contractor misclassification leads complete
This is the real 7-question guided intake for Independent Contractor Misclassification — the same flow your customers finish before you ever pick up the phone.
What a qualified independent contractor misclassification lead should tell you
Determining whether a worker paid as an independent contractor (1099) was actually functioning as an employee under the company's direction, based on who controlled the work, whether the role was core to the business, and what pay or benefits were lost as a result.
- Work Situation In United
- Classified Or Paid As
- Company Control Important Parts
- Work That Was Regular
- Have Work-Related Losses Because
- This Work Happen Within
- Know Name Company Or
The questions your team needs answered
Every independent contractor misclassification intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your work situation in the United States? | U.S. jurisdiction is foundational, so a 'no' here changes whether the claim can be handled under U.S. employment and labor law at all. |
| Were you classified or paid as an independent contractor (for example, given a 1099 instead of a W-2) for this work? | Confirming 1099 (rather than W-2) status establishes the baseline fact that a misclassification claim depends on. |
| Did the company control important parts of how you did the job (such as your schedule, where you worked, or the steps you had to follow)? | Employer control over schedule, location, or methods is a core factor courts weigh in classifying workers, so it carries one of the highest weights. |
| Did you do work that was a regular part of the company’s business (not a one-time special project)? | Work that is a regular part of the company's business, rather than a one-off project, strengthens the argument that the role functioned like employment. |
| Did you have work-related losses because of being treated as a contractor (such as unpaid overtime, paying your own business expenses, or missing benefits)? | Documented financial losses like unpaid overtime or uncovered expenses are often what gives a misclassification case measurable value, so this carries the highest weight in the catalog. |
| Did this work happen within the last 3 years (or is it still ongoing)? | Whether the work is recent or ongoing affects statute-of-limitations exposure, which shapes how urgently the case should be reviewed. |
| Do you know the name of the company or person that paid you or directed your work? | Knowing the paying company or individual affects how quickly you can confirm the employment relationship, though its lower weight means it doesn't block an otherwise strong lead. |
How Cliont scores independent contractor misclassification leads
Every answer is weighted automatically — no manual review required.
Value signals
- Work Situation In United: yes
- Classified Or Paid As: yes
- Company Control Important Parts: yes
- Work That Was Regular: yes
- Have Work-Related Losses Because: yes
- This Work Happen Within: yes
See the lead your team receives
Independent Contractor Misclassification 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 independent contractor misclassification workflows
| Cliont capability | Independent Contractor Misclassification application |
|---|---|
| Weighted scoring logic | Ranks leads higher when they report both employer control over schedule/methods and concrete financial losses like unpaid overtime, since those two factors carry the most weight in the catalog. |
| Document upload step | Collects 1099 forms, pay stubs, or contracts alongside the classification questions so you can verify contractor status before the consultation. |
| Timing flag on intake answers | Surfaces whether the work happened within the last 3 years or is ongoing, giving you an early read on statute-of-limitations exposure before you review the file. |
| CRM routing with full answer history | Sends qualified misclassification leads to your CRM with every control-test and damages answer attached, so you're not re-asking the same questions on the call. |
Common independent contractor misclassification lead scenarios
App-based driver, controlled schedule
A gig platform worker classified as 1099 but told when, where, and how to work, with unpaid overtime as a result. The intake surfaces every control indicator that supports a strong misclassification claim.
Long-term consultant, core business role
Someone paid on a 1099 basis for years doing work that was central to the company's operations, not a side project. The intake distinguishes this from a genuine short-term engagement.
Work ended more than 3 years ago
A prospective client describes contractor work that stopped over three years back. The intake still captures the details but flags the timing answer, which lowers the score and points toward a statute-of-limitations review.
Worker based outside the United States
A remote worker paid as a contractor but located outside the U.S. The intake's jurisdiction question is foundational, so this answer meaningfully changes how the lead should be triaged.
One-off freelance project
A short, defined project rather than ongoing work that mirrors an employee role. The intake's regular-business-work question separates this lower-fit case from a stronger, recurring-engagement claim.
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More employment and labor law intake templates
Independent Contractor Misclassification lead-intake FAQs
How does the intake apply the control test attorneys use in misclassification cases?
One question asks directly whether the company controlled important parts of the job, like schedule, location, or required steps. That answer carries a high weight because control is a central factor in most misclassification analyses.
What happens if the work happened more than three years ago?
The intake still asks about timing and records the answer, but a response outside the recent window lowers the lead's score so you can prioritize cases that are less likely to run into statute-of-limitations issues.
Does the intake ask for proof of 1099 status?
Yes. Alongside the yes/no question about being classified or paid as a contractor, the intake requests supporting documents like 1099 forms or pay stubs so you have evidence to review before the consultation.
Can the intake still qualify a lead who doesn't know the employer's legal name?
Yes. Not knowing the exact company or person is a lower-weighted answer rather than a blocking one, so the lead can still reach your CRM with a note that identifying information needs to be confirmed.
What if the prospective client worked outside the United States?
The intake's first question checks whether the work situation is U.S.-based, since that's foundational to most employment and labor law claims, and a 'no' answer is scored accordingly.
How much do unpaid overtime or business expenses matter to the lead score?
That question carries the highest weight in the catalog, since documented financial losses from being treated as a contractor are often central to case value.
Turn independent contractor misclassification visitors into qualified cases
Give every independent contractor misclassification visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.