Discharge intake that captures branch, discharge type, and prior
Prospective clients answer questions about their discharge characterization, any claimed error or unfairness, and PTSD, MST, or domestic-violence factors before they ever reach your calendar. Cliont collects a DD-214 or separation document upload and flags prior board denials so you see the fact pattern before you agree to a consultation.
The exact intake your discharge upgrades and corrections leads complete
This is the real 7-question guided intake for Discharge Upgrades and Corrections — the same flow your customers finish before you ever pick up the phone.
What a qualified discharge upgrades and corrections lead should tell you
Petitioning a Discharge Review Board or Board for Correction of Military/Naval Records to change a discharge characterization or fix an error in service records, based on the veteran's discharge type and the facts behind it.
- Discharged Or Separated From
- Seeking Change Discharge Type
- Discharge Less Than Honorable
- Believe There Was Error
- Medical Or Mental Health
- Already Applied Military Review
- Know Branch Service And
The questions your team needs answered
Every discharge upgrades and corrections intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Were you discharged or separated from the U.S. military (Active Duty, Reserve, or National Guard)? | This confirms an actual military discharge occurred, which is the baseline fit filter for this consultation type since a 'no' answer carries the lowest weight in the catalog. |
| Are you seeking to change your discharge type (for example, to Honorable or General) or to correct something in your military records (like the reason, code, or reenlistment eligibility)? | This separates true discharge-upgrade requests from narrower records-correction requests, which changes which board and legal strategy applies. |
| Was your discharge less than Honorable (for example, General under honorable conditions, Other Than Honorable, Bad Conduct, or Dishonorable)? | The discharge characterization drives both eligibility and priority, since Other Than Honorable, Bad Conduct, and Dishonorable discharges carry the heaviest weight in the catalog. |
| Do you believe there was an error or unfairness in your discharge or records (for example, missing paperwork, wrong facts, or you were treated unfairly)? | A claimed error or unfairness is often the legal hook a board petition needs, so this answer raises the lead's priority. |
| Did medical or mental health issues (including PTSD/TBI), sexual assault/harassment, or domestic violence play a role in what led to your discharge? | PTSD, MST, or domestic-violence context can support a liberal-consideration or mitigating-factor argument, which is why it's weighted as a high-value signal. |
| Have you already applied to a military review board (like a Discharge Review Board or Board for Correction of Military Records) and been denied? | A prior board denial changes the case strategy from a first-time petition to a reconsideration or new-evidence filing, so it's important to flag rather than ignore. |
| Do you know your branch of service and approximate discharge date (month/year)? | Knowing the branch and approximate discharge date lets you confirm which board has jurisdiction and whether any filing deadlines apply before the consultation. |
How Cliont scores discharge upgrades and corrections leads
Every answer is weighted automatically — no manual review required.
Value signals
- Discharged Or Separated From: yes
- Seeking Change Discharge Type: yes
- Discharge Less Than Honorable: yes
- Believe There Was Error: yes
- Medical Or Mental Health: yes
- Know Branch Service And: yes
Urgency signals
- Discharged Or Separated From
See the lead your team receives
Discharge Upgrade 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 discharge upgrades and corrections workflows
| Cliont capability | Discharge Upgrades And Corrections application |
|---|---|
| Weighted scoring engine | Automatically ranks Other Than Honorable, Bad Conduct, and Dishonorable discharges above General discharges, since the catalog weights less-than-Honorable characterizations higher. |
| Document upload widget | Collects a DD-214 or separation certificate and, when applicable, a prior board decision letter, so the record is attached before the consultation is ever scheduled. |
| Conditional flagging | Surfaces a prior board denial as a distinct flag on the lead record, so you can tell a first-time petition from a reconsideration filing at a glance. |
| CRM routing | Sends leads with an error/unfairness claim or a PTSD, MST, or domestic-violence factor into your CRM with those signals visible, since both are weighted as high-value in the catalog. |
Common discharge upgrades and corrections lead scenarios
OTH discharge with a clear error claim
Discharge was Other Than Honorable, the person believes there was an error or unfair treatment, and PTSD played a role. This combination scores high and typically routes straight to priority follow-up.
Already denied by a board once
The lead applied to a Discharge Review Board or BCMR/BCNR before and was turned down. The intake still qualifies them but flags the prior denial so you know this is a reconsideration matter, not a first filing.
Fuzzy on branch and discharge date
The prospective client isn't sure of their exact branch or discharge month/year. That answer carries lower weight but doesn't disqualify the lead outright, so you see it flagged as needing follow-up before scheduling.
Still on active duty, asking ahead
The person hasn't actually been discharged yet and is asking about a future separation. This answer carries the lowest weight in the catalog, signaling a weak fit for a discharge upgrade consultation right now.
Records correction only, no upgrade needed
The discharge itself was already Honorable, but the client wants a coded error or reenlistment eligibility fixed. This is a narrower records-correction matter rather than a characterization upgrade, and the intake distinguishes the two.
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 military law intake templates
Discharge Upgrades and Corrections lead-intake FAQs
How does the intake tell a discharge upgrade apart from a records correction request?
One question asks specifically whether the person wants to change their discharge type or correct something else in their records, like the narrative reason, separation code, or reenlistment eligibility. That answer, combined with the discharge characterization question, tells you which kind of petition you're actually being asked about before you talk to anyone.
What happens when someone has already been denied by a board once?
The intake asks directly whether the person previously applied to a Discharge Review Board or Board for Correction of Military Records and was denied. A prior denial doesn't disqualify the lead, but it's flagged so you know you're evaluating a reconsideration or new-evidence filing rather than a first-time petition.
Does the intake screen out people who haven't actually been discharged?
Yes. Confirming an actual discharge or separation carries the heaviest weight in the catalog, and a 'no' answer carries the lowest weight available, so still-serving members asking hypothetically about a future discharge surface as a poor fit for this consultation type.
Can the intake capture PTSD, sexual assault, or domestic violence context?
Yes, there's a direct question asking whether medical or mental health issues, sexual assault or harassment, or domestic violence played a role in the discharge. That answer is weighted as high-value because it often supports a liberal-consideration or mitigating-factor argument in the petition.
What documents get collected before the consultation?
The intake is built to collect a DD-214 or separation document, and where relevant, any prior board decision letter or supporting medical/personnel records, so you're reviewing paperwork instead of chasing it down after the first call.
How is a lead scored if they don't remember their exact discharge date?
Knowing the branch and approximate discharge date carries meaningful weight because it determines which board has jurisdiction and what timelines apply, but an uncertain answer lowers rather than eliminates the score, so the lead still comes through flagged for clarification.
Turn discharge upgrades and corrections visitors into qualified cases
Give every discharge upgrades and corrections visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.