Content clearance intake that captures third-party rights up front
Before you offer a free consultation on a project outside your risk appetite, see whether the content uses real people, licensed footage, or brand material, whether a platform has already demanded an E&O policy, and whether the script or releases are ready to review.
The exact intake your content clearance and errors and omissions leads complete
This is the real 8-question guided intake for Content Clearance and Errors and Omissions — the same flow your customers finish before you ever pick up the phone.
What a qualified content clearance and errors and omissions lead should tell you
Legal review of media content — footage, music, artwork, or portrayals of real people — to identify third-party rights issues, defamation exposure, and Errors & Omissions insurance requirements before a project is published, distributed, or broadcast.
- Creating Or Releasing Film,
- Help Clearing Rights Or
- Content Include Any Real
- Content Mention Or Portray
- Sell, License, Distribute, Or
- Distributor, Platform, Broadcaster, Publisher,
- Have Planned Release Date
- Able Share Content (Or
The questions your team needs answered
Every content clearance and errors and omissions intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you creating or releasing a film, TV/video, podcast, game, book, music project, ad, or other media content for the U.S. market? | Confirms the project is U.S.-market media content at all, the baseline condition for this to be a clearance or E&O engagement. |
| Do you need help clearing rights or reducing legal risk before you publish, distribute, broadcast, or screen the content? | Filters for prospects who actually want a pre-publication legal risk review rather than general information. |
| Does your content include any real people, brands, logos, products, artwork, photos, video clips, music, or written material that you did not create entirely yourself? | Flags real third-party material — footage, music, brands, artwork — that drives most of the clearance workload and billable scope. |
| Does your content mention or portray real people or real events in a way that could upset someone (for example, accusations, negative statements, or private details)? | Surfaces defamation and privacy exposure from real-person portrayals, which often needs different handling than a routine rights clearance. |
| Are you planning to sell, license, distribute, or monetize the content (including on streaming platforms, TV, theaters, app stores, social media, or through advertisers)? | Shows whether the content will be commercially distributed or monetized, which usually raises the stakes and formality of the review. |
| Has a distributor, platform, broadcaster, publisher, investor, or advertiser asked you for an E&O insurance policy or a legal clearance review? | The strongest single signal — an existing platform or distributor demand for an E&O policy means there's a live commercial deadline behind the request. |
| Do you have a planned release date within the next 6 months (or have you already released the content and need to address clearance issues now)? | Distinguishes a proactive pre-release review from post-release remediation, which changes both urgency and the type of work involved. |
| Are you able to share the content (or a script/cut) and any existing permissions, licenses, releases, or source materials for review? | Tests whether the prospect can actually produce the script, cut, or existing releases needed to scope the engagement before booking time. |
How Cliont scores content clearance and errors and omissions leads
Every answer is weighted automatically — no manual review required.
Value signals
- Creating Or Releasing Film,: yes
- Help Clearing Rights Or: yes
- Content Include Any Real: yes
- Content Mention Or Portray: yes
- Sell, License, Distribute, Or: yes
- Distributor, Platform, Broadcaster, Publisher,: yes
See the lead your team receives
Content Clearance & E&O 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 content clearance and errors and omissions workflows
| Cliont capability | Content Clearance And Errors And Omissions application |
|---|---|
| Conditional branching | If the client confirms the content includes no third-party material and no real-person portrayals, the intake can skip deeper clearance questions rather than forcing every prospect through the full catalog. |
| Document upload | Collects the script or rough cut alongside any existing releases, licenses, or permissions so you can scope the engagement before the first consultation. |
| Weighted scoring engine | Treats a distributor's existing E&O demand as the top-weighted signal, pushing that lead above one still exploring whether they need clearance at all. |
| CRM routing | Sends leads with confirmed real-person portrayals or defamation risk into your CRM tagged distinctly from straightforward third-party licensing requests. |
Common content clearance and errors and omissions lead scenarios
Distributor already demanding E&O
A platform or broadcaster has told the creator they need an Errors & Omissions policy before it will air the content — the intake surfaces this as the single highest-weight signal.
Documentary with archival footage
The project mixes real people, licensed music, and third-party clips the creator didn't produce, which the intake flags separately from content that's entirely original.
Already published, damage control now
The content is live and a subject is upset about how they were portrayed — the intake distinguishes this reactive cleanup from pre-release clearance work.
Early-stage script, no distribution plan
A writer has a draft with no confirmed monetization or platform yet, so the intake still captures whether real people or third-party material appear before a distribution deal exists.
Ad campaign with brand and logo use
A commercial features competitor products, licensed music, or recognizable people, and the client can already share the cut and any permissions on file.
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 entertainment sports and media law intake templates
View all entertainment sports and media law intake templates →
Content Clearance and Errors and Omissions lead-intake FAQs
How does the intake tell a routine clearance check apart from a defamation-risk review?
The intake separately asks whether the content includes third-party material the client didn't create versus whether it portrays real people or events in a way that could upset someone, so a straightforward rights-clearance request doesn't get treated the same as a potential defamation exposure.
Can prospective clients submit before the content is finished?
Yes — one question asks whether they can share the content, a script, or a cut along with existing permissions and releases, so incomplete projects still get scored on the material that's ready.
Does the intake catch a lead that already has a distributor demanding an E&O policy?
That question carries the highest weight in the catalog, so a prospect who's already been asked for an E&O policy or clearance review by a platform, broadcaster, or investor scores at the top of your queue.
How does the intake handle content that's already been released?
The release-timeline question distinguishes a pre-release review from a project that's already published and needs clearance issues addressed after the fact, so you know whether you're looking at prevention or remediation.
What if the prospect can't share the script or any releases yet?
The intake still records that as a signal — a lead who can't produce source material yet scores lower on readiness than one who can share the cut and existing permissions right away.
Will the intake flag content that's purely personal or non-commercial?
Yes — the questions on U.S.-market release and plans to sell, license, or monetize the content help separate hobby projects from commercially distributed work that typically needs a formal clearance opinion.
Turn content clearance and errors and omissions visitors into qualified cases
Give every content clearance and errors and omissions visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.