Which security clearance leads deserve consultation time
Ask whether the clearance action happened in the last 12 months, capture the type of action (denial, suspension, revocation, or request for information), and collect the denial letter or statement of reasons before the case reaches your calendar.
The exact intake your security clearance defense leads complete
This is the real 6-question guided intake for Security Clearance Defense — the same flow your customers finish before you ever pick up the phone.
What a qualified security clearance defense lead should tell you
Representation for service members, civilian employees, or contractors facing a clearance denial, suspension, revocation, or a request for further information (interview or written questions) tied to a security concern.
- U.S. Service Member, Civilian
- Facing Clearance Denial, Suspension,
- This Clearance Issue Happened
- Have Written Notice Or
- Keeping Or Getting Clearance
- Willing Work With Attorney
The questions your team needs answered
Every security clearance defense intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a U.S. service member, civilian employee, or contractor who needs a U.S. security clearance for your job or duties? | Confirms the person actually needs a U.S. security clearance for their role, which is the baseline for whether this is a clearance defense matter at all. |
| Are you currently facing a clearance denial, suspension, revocation, or a request for more information (like an interview or written questions) because of a security concern? | Identifies whether there is an active adverse action (denial, suspension, revocation, or information request) rather than a general question about the clearance process. |
| Has this clearance issue happened within the last 12 months, or is there an upcoming deadline or hearing date? | Shows whether the matter is fresh or approaching a hearing date, which determines how urgently a consultation should be scheduled. |
| Do you have a written notice or documents about the clearance action (for example, a denial letter, suspension notice, or statement of reasons)? | Whether a denial letter, suspension notice, or statement of reasons exists tells you if there is documentation to review before the call. |
| Is keeping or getting your clearance important to keeping your current job, pay, or assignment? | Confirms the clearance is tied to current employment, pay, or assignment, which raises the real-world stakes of the case. |
| Are you willing to work with an attorney and provide truthful information and supporting records (such as financial, medical, or legal documents) if needed? | Willingness to provide truthful information and supporting records signals whether the prospective client can actually be represented effectively once engaged. |
How Cliont scores security clearance defense leads
Every answer is weighted automatically — no manual review required.
Value signals
- U.S. Service Member, Civilian: yes
- Facing Clearance Denial, Suspension,: yes
- This Clearance Issue Happened: yes
- Have Written Notice Or: yes
- Keeping Or Getting Clearance: yes
- Willing Work With Attorney: yes
See the lead your team receives
Security Clearance Denial 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 security clearance defense workflows
| Cliont capability | Security Clearance Defense application |
|---|---|
| Weighted lead scoring | Prioritizes leads who confirm an active denial, suspension, or revocation with a recent or upcoming deadline over those still describing a hypothetical concern. |
| Document upload | Collects the denial letter, suspension notice, or statement of reasons before the consultation, so you review the actual language of the security concern instead of a secondhand summary. |
| CRM routing | Sends clearance-status, timing, and documentation answers straight into your CRM record so the case file starts complete rather than needing a follow-up call to fill gaps. |
| Video intake widget | Lets a service member or contractor describe the notice they received and what triggered the security concern in their own words, useful when the paperwork alone doesn't tell the full story. |
Common security clearance defense lead scenarios
Active-duty denial with hearing date
A service member confirms they need the clearance for their job, is facing a denial with an upcoming hearing, and already has the written notice in hand - this combination scores highest.
Contractor suspended, no date yet
A contractor has a suspension notice and documents ready but no confirmed hearing date, so the intake still flags it as active but slightly less time-pressed.
Early inquiry, no notice yet
A civilian employee suspects trouble is coming but has not received a denial letter, statement of reasons, or interview request - the intake captures this as a case still forming.
Clearance not tied to current job
Someone flags a past clearance issue but confirms the clearance is not needed for their current position, which the intake surfaces as lower relevance to the practice.
Reluctant to share records
A prospective client has a denial notice but is unwilling to provide financial or medical documentation an attorney would need, which the intake flags as a fit concern before the consultation is booked.
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
Security Clearance Defense lead-intake FAQs
How does the intake tell a real clearance action apart from a general question?
It asks directly whether the person is facing a denial, suspension, revocation, or a request for an interview or written questions, and whether they already have a written notice like a denial letter or statement of reasons - answers that separate an active case from a hypothetical one.
Does the intake check timing so we don't take on stale cases?
Yes, it asks whether the issue occurred within the last 12 months or whether there's an upcoming deadline or hearing date, which helps you see how time-sensitive the matter is before you commit a consultation slot.
Can it handle civilian employees and contractors, not just service members?
Yes, the first question asks whether the person is a service member, civilian employee, or contractor who needs a U.S. security clearance, so the intake works for all three categories your practice may represent.
Will it flag someone who won't share supporting documents?
It asks whether the prospective client is willing to work with an attorney and provide truthful information and supporting records, such as financial, medical, or legal documents, so you can see cooperation level before the call.
Does the intake separate clearance defense from other military law matters?
This intake asks only about clearance denials, suspensions, revocations, and related requests for information, so it stays distinct from adjacent matters like Administrative Separations or Court-Martial Defense, which use their own intake questions.
What if the clearance isn't tied to the person's current job?
One question asks whether keeping or getting the clearance matters to their current job, pay, or assignment, which lets you see whether the stakes are immediate employment consequences or something less pressing.
Turn security clearance defense visitors into qualified cases
Give every security clearance defense visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.