Administrative separation intake that flags 30-day deadlines up front
Every intake captures service branch and status, whether separation paperwork has already been issued, and whether a board or hearing date is on the calendar. Attach the notification memo or counseling statement so you can see the timeline before you pick up the phone.
The exact intake your administrative separations leads complete
This is the real 6-question guided intake for Administrative Separations — the same flow your customers finish before you ever pick up the phone.
What a qualified administrative separations lead should tell you
Administrative Separations covers the command-initiated process of removing a service member outside a court-martial, where the qualifying details are service status, whether separation paperwork or board notice has been issued, and how close any hearing deadline is.
- Serving In U.S. Military
- Been Told May Be
- Command Started Or Scheduled
- There Deadline Coming Up
- This Separation Affect Benefits,
- Want Legal Help Fight
The questions your team needs answered
Every administrative separations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently serving in the U.S. military (active duty, Reserve, or National Guard)? | Only clients currently serving fit this practice area; a no answer often means the case belongs under discharge upgrades instead. |
| Have you been told you may be separated (kicked out) through an administrative process, or have you received separation paperwork? | Confirms separation paperwork has actually been issued, distinguishing a live matter from a speculative inquiry. |
| Has your command started or scheduled any separation steps (like a counseling statement, notification memo, or separation board date)? | Shows whether command has already moved into formal steps like counseling or a board, which changes how time-sensitive the case is. |
| Is there a deadline coming up soon (within the next 30 days) to respond, sign paperwork, or appear at a hearing/board? | An imminent response or hearing deadline is the clearest signal that a lead needs a same-day reply. |
| Could this separation affect your benefits, pay, housing, or the type of discharge you receive? | Whether benefits, pay, housing, or discharge characterization are on the line indicates the long-term stakes for the client. |
| Do you want legal help to fight the separation or to try to improve the outcome (like the discharge characterization)? | Confirms the client actually wants representation to contest or improve the outcome, not just general information. |
How Cliont scores administrative separations leads
Every answer is weighted automatically — no manual review required.
Value signals
- Serving In U.S. Military: yes
- Been Told May Be: yes
- Command Started Or Scheduled: yes
- There Deadline Coming Up: yes
- This Separation Affect Benefits,: yes
- Want Legal Help Fight: yes
Urgency signals
- Serving In U.S. Military
See the lead your team receives
Administrative Separation 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 administrative separations workflows
| Cliont capability | Administrative Separations application |
|---|---|
| Deadline flagging | Surfaces any lead who reports a response or board deadline inside 30 days so it doesn't sit behind slower, lower-urgency intakes. |
| Document capture | Collects the separation notification memo or counseling statement at intake so the case timeline is visible before the first call. |
| Weighted scoring | Separates active-duty cases with an imminent board date from inquiries where the person is no longer serving or has no scheduled hearing. |
| CRM routing | Pushes qualified administrative-separation leads into your CRM with service status, board-date status, and stakes already recorded. |
Common administrative separations lead scenarios
Board hearing days away
An active-duty client has already received a notification memo, a board date is set, and the deadline to respond falls within 30 days. The intake flags this combination as time-critical so it lands ahead of slower-moving inquiries.
Paperwork just received
A service member reports getting separation paperwork but command hasn't scheduled counseling or a board yet, and no deadline is imminent. The intake still scores this as a real case, just without the same urgency flag.
Discharge type at stake
A client isn't sure of any deadline yet but is worried the separation could change their discharge characterization and affect benefits or housing. The intake weighs that stakes-related answer heavily even before a board date exists.
Already out, asking anyway
Someone who is no longer currently serving submits the form about a past separation. Because the service-status question comes back no, the intake scores it lower and can route toward a discharge-upgrade conversation instead of an active defense.
Connect Cliont to your workflow
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Email, SMS, Slack
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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 military law intake templates
Administrative Separations lead-intake FAQs
How does the intake treat a client who has a notification memo but no board date yet?
The intake records the separation-paperwork answer and the command-action answer separately, so a memo without a scheduled board still qualifies as a live matter but won't get the same urgency flag as a case with a set hearing date.
If there's no deadline in the next 30 days, does that mean the lead isn't worth much?
Not necessarily. A missing near-term deadline lowers the urgency signal, but the score still reflects whether benefits, pay, or discharge characterization are at risk and whether the client wants to actively fight the separation.
Does the intake separate active-duty clients from Reserve or National Guard members?
The first question only confirms whether someone is currently serving in any of those statuses; it doesn't ask which branch or component, so that detail would need to be gathered on the call.
Can the intake tell if someone should really be asking about a discharge upgrade instead?
When the currently-serving question comes back no, the lead scores lower for administrative separations and is a good candidate to redirect toward the Discharge Upgrades and Corrections page instead of treating it as an active-duty defense matter.
What should clients upload during intake?
The separation notification memo, any counseling statement, and board hearing paperwork give the fastest read on where the process stands and what deadline is actually in play.
How does the score change if a client just wants information and isn't sure they want to fight it?
That question carries real weight, so a client who isn't seeking to contest the separation or improve the discharge outcome will score lower than one who explicitly wants representation, even if the other facts are identical.
Turn administrative separations visitors into qualified cases
Give every administrative separations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.