Which Certificate of Need enquiries deserve consultation time
Ask prospective clients about their project type, whether the state runs a CON program, and any active deadline or agency action before they book time on your calendar. Have them upload the denial letter, application, or agency correspondence so you see the full posture of the matter before the first call.
The exact intake your certificate of need leads complete
This is the real 7-question guided intake for Certificate of Need — the same flow your customers finish before you ever pick up the phone.
What a qualified certificate of need lead should tell you
Certificate of Need matters involve obtaining, amending, appealing, or opposing a state CON approval before a healthcare facility can build, expand, add major equipment, or launch a new service line.
- Issue About Getting, Changing,
- Facility Or Service Located
- Owner, Operator, Developer, Investor,
- Have Specific Project Or
- There Active Deadline Or
- Know Which State Agency
- Seeking Legal Help Move
The questions your team needs answered
Every certificate of need intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about getting, changing, appealing, or challenging a state Certificate of Need (CON) for a healthcare facility or service in the U.S.? | Confirms the matter is actually a CON issue rather than a different licensing or regulatory question before it enters your pipeline. |
| Is the facility or service located in a state that has a Certificate of Need (CON) program for what you are trying to do? | Filters out states without a CON program, since there's no CON matter to take if the state doesn't regulate it. |
| Are you the owner, operator, developer, investor, or an authorized representative of the healthcare provider involved (or a competitor directly affected)? | Identifies which side of the matter the prospective client sits on, applicant, investor, or opposing competitor, which affects fit and conflicts. |
| Do you have a specific project or action involved, such as building a new facility, expanding beds, adding major equipment (like MRI/CT), starting a new service line, or relocating a facility? | Pins down the specific project type so you can gauge scope and complexity before the consultation. |
| Is there an active deadline or recent action (for example, an application due soon, a denial, a request for more information, a hearing date, or a competitor filing) within the last 12 months? | Surfaces matters with a hearing, denial, or competitor filing in the last year so time-sensitive work is prioritized. |
| Do you know which state agency or board is handling the CON matter (or can you identify the state and county where the project is located)? | Knowing the state agency or county lets you confirm jurisdiction and route the lead to the right attorney immediately. |
| Are you seeking legal help to move the CON process forward or to oppose/appeal a CON decision (rather than only asking for general information)? | Separates people who want active representation from those only seeking general information about CON rules. |
How Cliont scores certificate of need leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Getting, Changing,: yes
- Facility Or Service Located: yes
- Owner, Operator, Developer, Investor,: yes
- Have Specific Project Or: yes
- There Active Deadline Or: yes
- Know Which State Agency: yes
Urgency signals
- There Active Deadline Or
See the lead your team receives
Certificate of Need Appeal 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 certificate of need workflows
| Cliont capability | Certificate Of Need application |
|---|---|
| Weighted lead scoring | Answers about an active deadline, hearing date, or recent denial carry higher weight, so time-sensitive CON matters surface above general inquiries. |
| Structured project capture | The project/action question sorts leads by CON category (new facility, bed expansion, major equipment, new service line, relocation) before you review them. |
| Role and posture identification | The owner/operator/competitor question tags whether the lead is on the applicant side or the opposing side, avoiding conflicts before a consultation is booked. |
| Document collection at intake | Prospective clients upload the denial letter, application, or agency correspondence directly, giving you the paper trail before your first call. |
Common certificate of need lead scenarios
Hearing date within weeks
A hospital has a CON hearing or a competitor filing coming up in the next 12 months and needs counsel fast; the intake flags this as urgent based on the active-deadline question.
New facility or equipment buildout
A developer or provider wants to add beds, install an MRI/CT, or open a new service line and needs to confirm the state actually runs a CON program before engaging counsel.
Appealing a CON denial
A provider was denied a CON application and wants to appeal; the intake confirms they're seeking active legal help to move or oppose a decision, not just background information.
Competitor opposing a filing
A directly affected competitor wants to challenge another facility's pending CON application, a distinct posture the intake separates from applicant-side matters.
General information request
Someone asks about CON rules without a specific project, role, or intent to pursue or oppose a filing, which the intake surfaces as lower priority rather than consultation-ready.
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- 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
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Only pay when you receive a qualified lead.
- Unlimited intake forms
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- AI-powered voice bot
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- Automatic lead scoring
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- Charged only for submitted leads
More healthcare law intake templates
Certificate of Need lead-intake FAQs
How does the intake know if a state even has a CON program?
The intake asks directly whether the facility or service is in a state with a CON program for the specific project, so you don't spend time on jurisdictions where CON law doesn't apply.
Can the form tell an applicant apart from a competitor opposing someone else's CON?
Yes, the intake confirms whether the person is the owner, operator, developer, or a directly affected competitor, so you know which side of the matter you'd be representing.
How does urgency get flagged for matters with a hearing date or denial?
The intake asks about any active deadline or recent action in the last 12 months, such as a pending hearing, denial, or competitor filing, and treats that as a time-sensitive signal.
What happens with leads who only want general information?
The intake asks whether the person is seeking help to move the CON process forward or to appeal a decision rather than just asking for information, which lets you weight those differently from consultation-ready matters.
Does the intake capture what kind of project is involved?
Yes, it asks whether the matter involves a new facility, bed expansion, major equipment, a new service line, or a relocation, so you can see project scope before the call.
How is the right agency or jurisdiction identified?
The intake asks whether the prospective client knows the state agency or board handling the matter, or can identify the state and county, which helps route the lead correctly.
Turn certificate of need visitors into qualified cases
Give every certificate of need visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.