Board of Inquiry intake that captures written notice up front
Ask whether the client has received written notice of a Board of Inquiry, confirm any response deadline within the next 30 days, and check whether it's their own case before a consultation gets booked. Collect the convening notice and scheduling correspondence directly in the intake.
The exact intake your board of inquiry leads complete
This is the real 6-question guided intake for Board of Inquiry — the same flow your customers finish before you ever pick up the phone.
What a qualified board of inquiry lead should tell you
A Board of Inquiry is a formal administrative proceeding used by the military to decide whether an officer should be involuntarily separated or have their discharge status changed, and the intake needs to confirm written notice, timing, and whose case it is before a consultation is offered.
- Serving In U.S. Military,
- Received Written Notice That
- Board Inquiry Related Possibly
- Have Upcoming Deadline, Hearing
- Want Legal Help Prepare
- This Matter About Own
The questions your team needs answered
Every board of inquiry intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently serving in the U.S. military, or were you separated within the last 12 months? | Current service status or a recent separation is what makes someone eligible for a Board of Inquiry proceeding at all, so this is the baseline eligibility check before anything else matters. |
| Have you received written notice that a Board of Inquiry (or similar separation board) has been started or is being scheduled for you? | A confirmed written notice is the strongest signal an actual board proceeding exists rather than a speculative concern, which is why it carries the heaviest weight in the catalog. |
| Is the Board of Inquiry related to possibly separating you from the military or changing your discharge status? | This answer separates a genuine separation-board matter from other military law issues like Article 15 or court-martial proceedings that don't belong in this intake. |
| Do you have an upcoming deadline, hearing date, or required response due within the next 30 days? | A response or hearing date inside 30 days tells the attorney how quickly they need to act, which directly affects whether the lead gets same-day attention. |
| Do you want legal help to prepare for or appear at the Board of Inquiry (for example, to keep your job, benefits, or rank)? | This confirms the person actually wants representation for the Board itself, rather than a general question about their military status. |
| Is this matter about your own military case (not someone else’s case)? | A no answer flags that the submitter isn't the servicemember, meaning the attorney needs direct contact with the actual client before proceeding. |
How Cliont scores board of inquiry leads
Every answer is weighted automatically — no manual review required.
Value signals
- Serving In U.S. Military,: yes
- Received Written Notice That: yes
- Board Inquiry Related Possibly: yes
- Have Upcoming Deadline, Hearing: yes
- Want Legal Help Prepare: yes
- This Matter About Own: yes
See the lead your team receives
Board of Inquiry Lead — Active-Duty Officer, Notice Already Issued
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 board of inquiry workflows
| Cliont capability | Board Of Inquiry application |
|---|---|
| Weighted question scoring | Written notice of the board and whether it relates to separation or discharge status carry the highest weights, so a lead with both confirmed rises to the top of the queue automatically. |
| Document upload step | The intake collects the written Board of Inquiry notice and any scheduling correspondence up front, so the attorney sees the actual convening documentation before deciding to book a consultation. |
| CRM routing with scored fields | Qualified leads arrive in the CRM with service status, notice status, deadline, and whose case it is already answered, cutting down the intake conversation the attorney would otherwise have to run manually. |
| Conditional field logic | Deadline and representation questions are framed around the fact that notice has already been issued, so the intake reads differently for a prospect still waiting on formal notice. |
Common board of inquiry lead scenarios
Active-duty officer, notice already issued
The officer confirms they're currently serving, has written notice a board has been scheduled, and has a response deadline inside 30 days — the intake flags this as time-sensitive and worth immediate consultation time.
Recently separated, no imminent deadline
Someone separated within the last 12 months confirms the board relates to their discharge status but hasn't been given a firm deadline yet, so the intake still qualifies the lead but without the urgency flag of a near-term hearing.
Family member asking on someone's behalf
A spouse or parent submits the intake but answers no to it being their own military case, signaling the attorney needs to get the actual servicemember on record before scheduling anything.
No written notice received yet
The prospect suspects a board is coming but hasn't received formal written notice, which the intake surfaces clearly so the attorney can decide whether to engage early or wait for documentation.
Outside the service window entirely
The person answers no to currently serving or separated within 12 months, which the catalog weights as a disqualifying signal for this specific proceeding even if they describe an urgent-sounding situation.
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- 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.
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- 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
Board of Inquiry lead-intake FAQs
How does the intake tell a Board of Inquiry lead apart from an Article 15 or court-martial inquiry?
The intake asks directly whether the matter involves possible separation or a discharge status change, which is the field that distinguishes a Board of Inquiry from Article 15 Non-Judicial Punishment or Court-Martial Defense inquiries. If that answer doesn't fit a separation board, you can route or decline the lead before offering time.
What happens if the person filling out the form isn't the servicemember?
The catalog specifically asks whether the matter is about the person's own military case. A no answer here is weighted low, so the intake surfaces those submissions as needing the actual servicemember's involvement before scheduling.
Can the intake still qualify someone who hasn't received written notice yet?
Yes — the written-notice question is one of the highest-weighted fields, so a no answer doesn't disqualify the lead outright, but it does lower the score relative to someone with a formal notice already in hand.
Does the intake flag leads with a hearing coming up fast?
The intake asks whether there's a deadline, hearing date, or required response due within 30 days, and that answer is factored into the score so time-sensitive Board of Inquiry matters stand out from cases with no immediate clock running.
How is this different from intake for Medical and Physical Evaluation Boards?
Both are administrative boards, but this catalog is built around separation and discharge status specifically. If a prospect's situation is actually a fitness-for-duty or medical retention question, it belongs with Medical and Physical Evaluation Boards instead, and the intake questions here won't line up cleanly with that scenario.
What documents does the intake collect for a Board of Inquiry lead?
It's built to collect the written notice or convening order and any scheduling correspondence showing the response or hearing date, so the attorney can see the actual documentation before the consultation instead of relying on a description of it.
Turn board of inquiry visitors into qualified cases
Give every board of inquiry visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.