By the Cliont product team
insurance law lead intake software for firms

Qualify more insurance law leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.

●Video greeting●Guided intake●Document upload●Instant lead scoring
Live previewQuestion 1 of 8
Is the insurance company you’re having problems with based in the United States or handling a claim for a loss in the United States?
Yes
No

A custom intake for every insurance law matter

Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.

Bad Faith Litigation intake preview
8-question intake

Bad Faith Litigation

Bad faith litigation involves pursuing an insurance company that denied, delayed, or underpaid a claim it should have covered; qualifying the lead means confirming a valid policy and filed claim existed, how the insurer actually responded, and whether that response caused real financial harm.

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Builders Risk intake preview
8-question intake

Builders Risk

Disputes over builders risk insurance policies covering construction or renovation projects — claims involving loss or damage at the job site, insurer denials, delays, or underpayment, and questions about who is authorized to claim under the policy.

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Business Interruption Claims intake preview
7-question intake

Business Interruption Claims

A dispute over lost income or extra expenses a business incurred after being forced to close, reduce hours, or scale back operations due to a covered event, where the insurer has denied, underpaid, delayed, or is disputing the business interruption portion of a commercial policy.

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Claim Denial Appeals intake preview
7-question intake

Claim Denial Appeals

Appeals of a fully or partially denied, reduced, or unpaid insurance claim — across health, auto, home, life, or disability policies — where the client is contesting the insurer's decision and seeking payment.

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Coverage Analysis and Opinions intake preview
7-question intake

Coverage Analysis and Opinions

Coverage Analysis and Opinions covers reviewing an existing insurance policy or claim — including any denial or reservation-of-rights letter — to determine what that specific policy does and does not cover for a specific insured party.

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Cyber Insurance Claims intake preview
8-question intake

Cyber Insurance Claims

Legal representation for a business disputing how its insurer is handling a cyber incident claim — covering denied, delayed, or underpaid payouts for events like ransomware, hacking, data theft, or business email compromise under an active cyber policy.

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Directors and Officers Liability intake preview
6-question intake

Directors and Officers Liability

Matters where a current or former director, officer, or board member faces a claim, lawsuit, or investigation tied to their decisions in that role, and where a Directors & Officers (D&O) policy may or may not respond to cover the costs.

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Employment Practices Liability intake preview
7-question intake

Employment Practices Liability

Employment Practices Liability covers an employer's exposure to claims from employees or applicants — discrimination, harassment, retaliation, wrongful termination, wage disputes — and the intake needs to establish whether an EPLI or similar policy exists, whether a claim or charge has actually been filed, and how the insurer has responded so far.

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First-Party Property Claims intake preview
7-question intake

First-Party Property Claims

A first-party property claim is a policyholder's own insurer-facing dispute over damage to real or personal property they insured themselves, qualified by whether coverage was active, a claim was actually filed, and the insurer denied, delayed, or underpaid it.

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Health Insurance Appeals intake preview
7-question intake

Health Insurance Appeals

Challenging a health insurer's denial, reduction, or termination of coverage for a medical service, medication, test, or hospital stay, typically through an internal appeal or external review process.

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Life Insurance Claims intake preview
7-question intake

Life Insurance Claims

Legal representation for beneficiaries or estate handlers whose life insurance benefits have been delayed, denied, reduced, or disputed by the insurer after the insured's death.

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Professional Liability Errors and Omissions intake preview
8-question intake

Professional Liability Errors and Omissions

Legal disputes over whether an errors-and-omissions or professional liability policy covers a claim, lawsuit, or demand arising from a professional's services — qualified by policy status, claim stage, and dollar exposure.

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Reservation of Rights and Declaratory Relief intake preview
7-question intake

Reservation of Rights and Declaratory Relief

A reservation of rights letter is when an insurer agrees to defend or handle a claim while reserving the right to later deny coverage; declaratory relief involves a court ruling on whether the policy actually covers the dispute — the intake needs to know which stage the client is at and whether coverage is genuinely contested.

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Subrogation intake preview
7-question intake

Subrogation

Recovery of money an insurance company already paid out on a policyholder's loss, pursued against the person or business responsible for causing that loss. Qualification turns on confirmed insurer payment, an identifiable liable party, and whether repayment or a settlement split is already in dispute.

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Third-Party Liability Coverage intake preview
7-question intake

Third-Party Liability Coverage

Legal work for policyholders facing a claim that someone else caused injury or property damage, where the client's own auto, homeowners, renters, business, or umbrella policy should provide liability coverage for the incident.

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UM or UIM Auto Claims intake preview
8-question intake

UM or UIM Auto Claims

A claim brought under the injured party's own auto policy when the at-fault driver had no insurance, insufficient coverage, or fled the scene, requiring proof of the claimant's own coverage and the other driver's insurance status.

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Information you need before every insurance law matter

  • Insurance Company ’Re Having
  • Have (Or Did Have)
  • File Claim With Insurance
  • Insurance Company Denied Claim,
  • Insurance Company Delayed Claim
  • Insurance Company Ask Unnecessary
  • Have Financial Harm Because
  • This Denial Or Major
  • Issue About Builders Risk
  • Had Loss Or Damage

How insurance law lead scoring works

Value signals

  • Insurance Company ’Re Having: yes
  • Have (Or Did Have): yes
  • File Claim With Insurance: yes
  • Insurance Company Denied Claim,: yes
  • Insurance Company Delayed Claim: yes
  • Insurance Company Ask Unnecessary: yes

Urgency signals

  • Had Loss Or Damage
  • Loss Happen While Builders
  • Business Have Active Business
  • Business Have Close, Reduce
  • Claim Or Alleged Events
  • Have Active Policy At

Lower-fit signals

  • This Matter Mainly About: no

Your visitor has a real matter. A contact form can’t hear it.

People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No matter details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full matter scope in their own words
  • Reports, contracts, and filings attached automatically
  • Every lead scored by value
  • High-intent leads flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and matter template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Insurance Law lead-intake FAQs

What does a insurance law intake collect?

Each insurance law template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are insurance law leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger insurance law opportunities without manually reviewing every raw submission first.

Can visitors try a insurance law intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified insurance law leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every legal intake template

View all legal intake templates →

While they’re still using contact forms, you’re booking cases

Give every website visitor a guided, bilingual, qualifying intake — and turn your insurance law traffic into signed work.