Spot denied coverage and looming deadlines before the consultation
The intake asks whether the claim involves alleged injury or property damage, whether the insurer has denied, delayed, or lowballed coverage, and whether a lawsuit or deadline is already active — while collecting the policy declarations page and any denial letter before the matter lands in your CRM.
The exact intake your third-party liability coverage leads complete
This is the real 7-question guided intake for Third-Party Liability Coverage — the same flow your customers finish before you ever pick up the phone.
What a qualified third-party liability coverage lead should tell you
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.
- In United States And
- Issue Involve Someone Else
- Have Insurance Policy That
- Already Reported Incident Insurance
- Insurance Company Denied Coverage,
- There Active Claim, Demand
- Incident Happen Within Last
The questions your team needs answered
Every third-party liability coverage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States and looking for help with an insurance claim or coverage issue? | US jurisdiction is a threshold filter, since insurance liability rules and licensing vary by country and most firms only handle domestic matters. |
| Does your issue involve someone else saying you caused injury or property damage (for example, a car crash, a slip-and-fall, or damage to someone’s belongings)? | This is the core fit question for the subservice — a 'no' means the matter is likely a first-party claim rather than third-party liability. |
| Do you have an insurance policy that should include liability coverage for this situation (auto, homeowners, renters, business, or umbrella)? | Confirms an actual liability policy exists to trigger coverage, without which there is no third-party liability matter to evaluate. |
| Have you already reported the incident to your insurance company or been contacted by an insurance adjuster about it? | Shows how far the claim has progressed with the insurer, which affects whether there's already a documented position to dispute. |
| Has your insurance company denied coverage, refused to defend you, delayed, or offered a settlement you think is unfair? | A denial, refusal to defend, delay, or unfair offer is the strongest signal that there's an actual dispute worth a consultation. |
| Is there an active claim, demand letter, lawsuit, or a deadline coming up related to this incident? | An active claim, demand letter, lawsuit, or deadline is the only urgency signal in the catalog and can determine how fast the matter needs attention. |
| Did the incident happen within the last 3 years? | A recent incident lowers the risk of a limitations problem, while an older incident may need a quick timing check before booking time. |
How Cliont scores third-party liability coverage leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States And: yes
- Issue Involve Someone Else: yes
- Have Insurance Policy That: yes
- Already Reported Incident Insurance: yes
- Insurance Company Denied Coverage,: yes
- There Active Claim, Demand: yes
Urgency signals
- There Active Claim, Demand
See the lead your team receives
Third-Party Liability Coverage 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 third-party liability coverage workflows
| Cliont capability | Third-Party Liability Coverage application |
|---|---|
| Weighted scoring | A denial, refusal to defend, or unfair settlement offer automatically pulls a lead's score up, so denied claims surface above leads still waiting on an adjuster's first decision. |
| Conditional branching | When a prospective client answers 'no' to someone else claiming injury or property damage, the intake can steer them toward the First-Party Property Claims path instead of continuing the third-party questions. |
| Document upload | Collects the policy declarations page and any denial or demand letter alongside the answers, so the coverage dispute is visible before a consultation is booked. |
| CRM routing with urgency flags | Leads with an active claim, demand letter, or lawsuit deadline are sent to your CRM marked time-sensitive rather than mixed in with routine coverage questions. |
Common third-party liability coverage lead scenarios
Denied claim, active deadline
A client's insurer refused to defend or denied coverage after a crash, and a demand letter is already pending. This mix of q005 and q006 flags the lead as high priority and urgent.
Just reported, not yet denied
The incident happened recently and was reported to the carrier, but no adjuster decision has come back yet. The intake still qualifies the lead but scores it lower than a confirmed denial.
Old incident, statute risk
A prospective client describes an incident from several years ago. A 'no' on q007 lowers the score and signals the matter may need a quick limitations check before booking a consultation.
Wrong claim type entirely
The client is disputing damage to their own home rather than someone else's injury claim. A 'no' on q002 pulls the score down sharply and points toward First-Party Property Claims instead.
Lawsuit already filed
A summons has been served and the client has a court deadline. This combination of q005 and q006 produces the highest-urgency lead the intake can generate for this subservice.
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
Third-Party Liability Coverage lead-intake FAQs
How does the intake separate a third-party liability matter from a first-party property claim?
The question asking whether someone else is claiming the client caused injury or property damage is the split point. A 'no' there scores the lead low for this subservice and points the prospective client toward First-Party Property Claims instead.
What happens when a prospective client says their insurer denied or delayed coverage?
A denial, delay, or unfair-settlement answer carries the heaviest weight in the catalog, so those leads are marked high priority and routed to your CRM ahead of leads still waiting on an adjuster decision.
Can the intake flag cases that might be too old to pursue?
Yes. The question on whether the incident happened within the last 3 years scores 'no' answers lower, so aging cases surface as lower-priority and can be manually screened for a limitations issue before you offer time.
Does the intake work for people whose issue happened outside the United States?
The first question confirms US jurisdiction. A 'no' answer carries minimal weight, which keeps out-of-scope enquiries from scoring as strong leads.
What if there's already a lawsuit, demand letter, or a coming deadline?
That question is the single urgency signal in the catalog. A 'yes' pushes the lead's score up and it can be delivered to your CRM as time-sensitive rather than sitting in a general queue.
What documents does the intake collect before the consultation?
Prospective clients are prompted to upload their policy declarations page and any denial, delay, or demand correspondence so you can see the coverage dispute in writing before you schedule time.
Turn third-party liability coverage visitors into qualified cases
Give every third-party liability coverage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.