See the D&O coverage denial details before you meet
Our D&O liability intake asks whether the prospective client held a director or officer role, whether a claim or lawsuit names them, and whether their D&O policy has denied or delayed coverage — then requests the policy and demand letter before the matter reaches your CRM.
The exact intake your directors and officers liability leads complete
This is the real 6-question guided intake for Directors and Officers Liability — the same flow your customers finish before you ever pick up the phone.
What a qualified directors and officers liability lead should tell you
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.
- Current Or Former Director,
- There Claim, Lawsuit, Investigation,
- Have (Or Did Company
- Insurer Denied Coverage, Delayed
- Facing Or Expecting Significant
- This Claim Or Coverage
The questions your team needs answered
Every directors and officers liability intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a current or former director, officer, executive, or board member of a company or nonprofit? | Confirms the prospective client actually held a director, officer, or board role, which is the threshold fact for any D&O matter to apply at all. |
| Is there a claim, lawsuit, investigation, or written demand that names you (or could name you) because of decisions or actions taken in that role? | Separates people with an actual claim, lawsuit, or written demand from those with a hypothetical concern and no active matter. |
| Do you have (or did the company have) a Directors & Officers (D&O) insurance policy that might apply to this matter? | Identifies whether a D&O policy might even be in play, which shapes whether the matter is a coverage dispute or a defense-only situation. |
| Has the insurer denied coverage, delayed a decision, or offered less coverage than you expected? | A denial, delay, or reduced offer from the insurer signals a live coverage dispute that typically needs faster attorney attention. |
| Are you facing or expecting significant costs (such as attorney fees, settlement, or judgment) because of this matter? | Significant anticipated costs indicate real financial stakes and help distinguish matters worth prioritizing for consultation time. |
| Did this claim or coverage problem start within the last 3 years? | The timing of the claim helps you assess whether the matter is recent and active versus an older issue that may raise other considerations. |
How Cliont scores directors and officers liability leads
Every answer is weighted automatically — no manual review required.
Value signals
- Current Or Former Director,: yes
- There Claim, Lawsuit, Investigation,: yes
- Have (Or Did Company: yes
- Insurer Denied Coverage, Delayed: yes
- Facing Or Expecting Significant: yes
- This Claim Or Coverage: yes
See the lead your team receives
Directors and Officers Liability 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 directors and officers liability workflows
| Cliont capability | Directors And Officers Liability application |
|---|---|
| Weighted lead scoring | Combines the role, claim, policy, and denial answers so a named director with an active policy and a coverage denial scores far higher than a board member with no claim filed yet. |
| Document capture | Requests the D&O policy or declarations page and any complaint, demand letter, or denial correspondence up front, so you review the actual paper trail before the consultation. |
| Conditional intake logic | Adjusts follow-up depth based on whether a claim, lawsuit, or demand exists, so preventive inquiries from board members aren't pushed through the same cost and urgency questions as an active matter. |
| CRM routing | Sends matters where coverage has been denied or delayed straight to your CRM tagged for priority review, based on the coverage-response answer alone. |
Common directors and officers liability lead scenarios
Sitting director named in lawsuit
A current officer is named in a shareholder suit with an active D&O policy and mounting legal costs — the intake flags every high-value signal at once and this reaches your CRM as urgent.
Coverage denied on aging claim
The insurer has denied coverage, but the underlying claim started more than three years ago, so the intake captures the denial detail while surfacing the older claim date for you to weigh.
Former officer, no D&O policy in place
A past executive is under investigation but the company never had (or can't confirm) a D&O policy — the intake still records the claim details even though the coverage question comes back no.
Nonprofit board member, no claim yet
A nonprofit director is asking preventively with no claim, lawsuit, or demand filed yet — the intake records the lower-signal answer so you can decide whether an early consultation is worth it.
Insurer stalling on a live demand
A written demand has been served, the insurer is delaying its decision, and the prospective client expects significant defense costs — the intake surfaces the delay and cost signals together for prioritization.
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 insurance law intake templates
Directors and Officers Liability lead-intake FAQs
How does the intake tell a real D&O claim apart from a general coverage question?
The intake asks directly whether the person held a director or officer role and whether a claim, lawsuit, investigation, or written demand actually names them because of decisions made in that role — someone with no claim yet still gets captured, but scores lower than someone already named in a demand.
Does the intake collect the D&O policy before the consultation?
Yes, the intake asks whether a D&O policy exists that might apply and requests supporting documents like the policy or declarations page so you're not scheduling a consultation blind to whether coverage is even in play.
What happens if the claim is more than three years old?
The intake records whether the claim or coverage problem started within the last three years and passes that timing detail to you as context — it does not make any determination about limitations or timeliness on your behalf.
Can the intake flag matters where the insurer already denied or delayed coverage?
Yes, a direct question captures whether the insurer denied coverage, delayed a decision, or offered less than expected, and that answer carries meaningful weight in how the lead is scored.
Does the intake distinguish corporate officers from nonprofit board members?
The role question covers both current or former directors, officers, executives, or board members of a company or nonprofit, so either type of prospective client is captured under the same qualifying question.
Does the intake ask about expected legal costs before routing the lead?
Yes, the intake asks whether the prospective client is facing or expecting significant costs such as attorney fees, settlement, or judgment, which helps you gauge the financial stakes before the matter lands in your CRM.
Turn directors and officers liability visitors into qualified cases
Give every directors and officers liability visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.