See employee counts and complaint history before the consultation
This intake confirms the visitor is an authorized decision-maker, checks for U.S.-based employees, and flags any complaint, audit, or lawsuit from the last 24 months before you see the lead. Have prospects upload their current handbook or any audit notices so your team walks into the consultation already prepared.
The exact intake your workplace training and compliance leads complete
This is the real 7-question guided intake for Workplace Training and Compliance — the same flow your customers finish before you ever pick up the phone.
What a qualified workplace training and compliance lead should tell you
Legal help building, updating, or auditing an employer's workplace training and compliance program — covering harassment prevention, safety, wage/hour rules, and required notices — usually triggered by a new hiring stage, a multi-state workforce, or a recent complaint or audit.
- Employer, Business Owner, Hr/Management
- Workplace Located In United
- Seeking Help Setting Up,
- There Been Complaint, Investigation,
- Guidance Specific State Or
- Have At Least One
- Legal Advice And/Or Written
The questions your team needs answered
Every workplace training and compliance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you an employer, business owner, HR/management staff, or someone authorized to make decisions for a workplace? | Confirms the submitter actually has authority to retain the firm, which is the single highest-weighted question in the catalog. |
| Is the workplace located in the United States (or do you have U.S.-based employees)? | Confirms the workplace falls under U.S. jurisdiction before the firm spends time on advice it may not be positioned to give. |
| Are you seeking help setting up, updating, or checking your workplace training or compliance program (for example: harassment prevention, safety, wage/hour, or required notices)? | Separates people actively looking to build or fix a training/compliance program from unrelated inquiries. |
| Has there been a complaint, investigation, audit, or lawsuit related to workplace rules, training, safety, discrimination/harassment, or pay practices within the last 24 months? | A recent complaint, audit, or lawsuit signals real legal exposure and urgency, not just preventive planning. |
| Do you need guidance for a specific state or city where your employees work (for example, different training or posting requirements)? | Multi-state employers face more complex, higher-value compliance work than single-location employers. |
| Do you have at least one employee (including part-time, temporary, or remote workers)? | Most workplace training and compliance obligations only apply once the business has at least one employee, making this a baseline eligibility check. |
| Are you looking for legal advice and/or written policies or training materials tailored to your workplace (not just general information)? | Distinguishes prospects wanting a paid legal engagement and tailored materials from those only seeking general information. |
How Cliont scores workplace training and compliance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Employer, Business Owner, Hr/Management: yes
- Workplace Located In United: yes
- Seeking Help Setting Up,: yes
- There Been Complaint, Investigation,: yes
- Guidance Specific State Or: yes
- Have At Least One: yes
See the lead your team receives
Workplace Training and Compliance 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 workplace training and compliance workflows
| Cliont capability | Workplace Training And Compliance application |
|---|---|
| Weighted scoring engine | Weights the authorized-decision-maker question and the recent complaint/audit/lawsuit question the highest, so leads tied to a live investigation surface above routine program setup requests. |
| Document upload capture | Collects the current employee handbook, existing training materials, or any complaint/audit notices before the consultation, instead of asking for them on the call. |
| CRM routing | Sends qualified compliance leads to your CRM with employer status, employee count, multi-state needs, and complaint history already attached to the record. |
| Real-time lead scoring | Distinguishes a proactive request to build a training program from a post-complaint compliance review, based on how the program-setup and complaint-history questions are answered. |
Common workplace training and compliance lead scenarios
New multi-state employer building a program
A growing company confirms it has employees in several states and wants a harassment-prevention and wage/hour program built from scratch, with no prior complaints on record.
Recent EEOC complaint or safety audit
The workplace has an open complaint, investigation, or audit within the last 24 months and needs tailored legal advice, not general information, before the first meeting.
HR manager auditing an existing handbook
An HR contact is checking whether current training materials and policies meet requirements for a single state, with no active complaint driving urgency.
Solo worker without hiring authority
Someone without employer or HR decision-making status fills out the form; the authorization question answers 'no' and the lead scores accordingly low.
Workforce outside the U.S.
A business without U.S.-based employees submits the form; the jurisdiction question flags the mismatch so it doesn't consume consultation time on a matter outside scope.
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
Workplace Training and Compliance lead-intake FAQs
How does the intake confirm the person filling it out can actually hire our firm?
The first question asks directly whether the submitter is an employer, business owner, HR/management staff, or otherwise authorized to make decisions for the workplace, and a 'no' answer carries far less weight in the score.
Can the intake tell me if there's already an open complaint or audit?
Yes — one question specifically asks about any complaint, investigation, audit, or lawsuit tied to workplace rules, safety, discrimination, or pay in the last 24 months, and a 'yes' answer is weighted heavily.
How does the form handle employers with staff in more than one state?
It asks whether the business needs guidance for a specific state or city because requirements differ, which helps you spot leads with more complex, multi-jurisdiction scope before the consultation.
Does the intake filter out people who don't currently employ anyone?
It asks whether the business has at least one employee, including part-time, temporary, or remote workers, and a 'no' answer scores lower since most workplace training and compliance obligations depend on having staff.
Will the form separate someone who just wants general information from someone who needs actual legal work?
Yes — a dedicated question asks whether the visitor wants legal advice and/or written policies or training materials tailored to their workplace, rather than general information, which is one of the higher-weighted signals in the score.
What if the workplace isn't based in the U.S.?
The intake asks directly whether the workplace or its employees are U.S.-based, and a 'no' answer is scored well below a 'yes,' since U.S. jurisdiction is a prerequisite for most employment and labor law engagements.
Turn workplace training and compliance visitors into qualified cases
Give every workplace training and compliance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.