See family standing and liability signals before the consultation
Cliont's guided intake confirms how someone died and whether a family member or estate representative is reaching out before you spend consultation time on a case you can't take. Upload death certificates and incident reports so liability and financial-loss details are ready in your CRM.
The exact intake your wrongful death leads complete
This is the real 8-question guided intake for Wrongful Death — the same flow your customers finish before you ever pick up the phone.
What a qualified wrongful death lead should tell you
A civil claim brought by a surviving family member or estate representative when a death resulted from an accident, negligence, or wrongdoing rather than natural causes.
- Someone Die Because Accident
- Believe Another Person, Company,
- Death Happen In United
- Death Happen Within Last
- Immediate Family Member Person
- Identify Who May Be
- Death Cause Financial Losses
- Lawyer Already Been Hired
The questions your team needs answered
Every wrongful death intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did someone die because of an accident or incident (not from natural causes)? | Confirming the death was accidental rather than natural filters out matters with no wrongful death claim before any further time is spent. |
| Do you believe another person, company, or property owner may have caused or contributed to the death? | A belief that another party contributed to the death is what separates a wrongful death claim from an unrelated loss. |
| Did the death happen in the United States? | Jurisdiction affects whether your firm can even take the matter, so a death outside the US lowers fit. |
| Did the death happen within the last 2 years? | Wrongful death claims run on strict statutes of limitations, so a death more than two years old signals urgency to verify before booking a consultation. |
| Are you an immediate family member of the person who died (such as a spouse, child, or parent) or the person handling their estate? | Only an immediate family member or estate representative typically has legal standing to bring the claim, making this the strongest qualifying signal. |
| Can you identify who may be responsible (a driver, business, doctor/hospital, property owner, or a specific product)? | Being able to name a specific driver, business, provider, or product makes liability easier to evaluate and the case easier to size up quickly. |
| Did the death cause financial losses for the family (such as medical bills, funeral costs, or lost income)? | Documented financial losses like medical bills, funeral costs, or lost income point to measurable damages worth pursuing. |
| Has a lawyer already been hired to handle this wrongful death matter? | Existing representation on the same matter marks the lead as lower fit since your firm likely can't take over the case. |
How Cliont scores wrongful death leads
Every answer is weighted automatically — no manual review required.
Value signals
- Someone Die Because Accident: yes
- Believe Another Person, Company,: yes
- Death Happen In United: yes
- Death Happen Within Last: yes
- Immediate Family Member Person: yes
- Identify Who May Be: yes
Urgency signals
- Immediate Family Member Person
Lower-fit signals
- Lawyer Already Been Hired: no
See the lead your team receives
Wrongful Death 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 wrongful death workflows
| Cliont capability | Wrongful Death application |
|---|---|
| Weighted lead scoring | Standing (immediate family member or estate representative) and an identifiable liable party carry the heaviest weights, so the score reflects who actually has the right to bring the claim. |
| Conditional question branching | A 'no' on whether the death was accidental (not natural causes) can end the flow early, avoiding a full intake for matters that were never a fit. |
| Document upload capture | Death certificates and incident or police reports are collected up front so the estate and liability facts are attached before your firm reviews the file. |
| CRM lead routing | Cases with confirmed family standing, an identified liable party, and no existing counsel route into your CRM as priority matters instead of general contact-form clutter. |
| Guided video intake widget | Lets a grieving spouse or estate representative describe the circumstances of the death in their own words instead of filling out a cold form. |
Common wrongful death lead scenarios
Spouse with clear liability lead
An immediate family member reports a recent accidental death with an identifiable at-fault party and mounting funeral or medical bills — the intake flags this combination for priority follow-up.
Death from natural causes
The caller confirms the death was not caused by an accident or incident, which drives the score down and helps you skip a consultation the matter was never suited for.
Friend inquiring on family's behalf
The person reaching out isn't an immediate family member or estate representative, so the intake still records the details but routes the lead as lower priority pending the right contact.
Family already has counsel
The intake flags cases where a lawyer has already been retained for the wrongful death matter, so your team doesn't chase a lead that's already spoken for.
Death outside the filing window
The death occurred more than two years ago or outside the United States, both of which lower the score so you can weigh statute-of-limitations exposure before booking time.
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 personal injury intake templates
Wrongful Death lead-intake FAQs
How does the intake rule out deaths from natural causes?
The first question asks directly whether the death resulted from an accident or incident rather than natural causes, and a 'no' answer sharply lowers the score so these enquiries don't consume consultation time.
What happens if the caller isn't an immediate family member or estate representative?
The intake still captures the details, but because standing to bring the claim is one of the highest-weighted questions, the lead scores lower and can be routed for a standing check before you commit time.
Does the intake flag cases where a lawyer has already been hired?
Yes — that question is a designated lower-fit signal, so leads who confirm existing representation are scored down rather than treated as fresh opportunities.
Can the intake handle deaths that happened more than two years ago?
The intake asks whether the death occurred within the last two years and weights older cases lower, giving you an early signal to check statute-of-limitations exposure before scheduling.
What if the family can't yet name who's responsible?
Not being able to identify a driver, business, hospital, or product still allows the enquiry through, but it scores lower than cases where a specific responsible party is already named.
Does the intake capture the financial impact on the family?
It asks whether the death caused financial losses such as medical bills, funeral costs, or lost income, which feeds into how the case is prioritized alongside liability and standing.
What documentation should families upload during intake?
Families are prompted to upload items like the death certificate and any police or incident report so liability and cause-of-death details are already attached when the lead reaches your CRM.
Turn wrongful death visitors into qualified cases
Give every wrongful death visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.