By the Cliont product team
workers compensation lead intake software for firms

Qualify more workers compensation leads for legal before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their matter, collects documents, and hands you a scored, qualified lead.

●Video greeting●Guided intake●Document upload●Instant lead scoring
Live previewQuestion 1 of 7
Did you get injured or become ill because of your job?
Yes
No

A custom intake for every workers compensation matter

Each one is a ready-to-embed smart survey tuned to the matter — open any to try the exact experience your leads would complete.

Claim Filing and Administration intake preview
7-question intake

Claim Filing and Administration

Intake and processing of a new workers' compensation claim, covering employer notice, insurer forms, deadlines, and initial approvals — before the case reaches litigation or appeal.

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Death Benefits intake preview
7-question intake

Death Benefits

A workers' compensation death benefits claim filed by a dependent or family member after an employee dies from a job-related injury or illness, seeking wage-replacement or burial benefits from the employer's insurer.

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Denied Claim Appeals intake preview
7-question intake

Denied Claim Appeals

An appeal filed on behalf of an injured worker whose workers' compensation claim was denied in whole or in part, or whose benefits were stopped, requiring the intake to confirm the work-related injury, the denial or stoppage, and what benefits remain unpaid.

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Employer Defense intake preview
7-question intake

Employer Defense

Legal representation for an employer facing a workers' compensation claim, dispute, hearing, or insurer coverage issue involving one of its employees — as opposed to representing the injured worker.

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Independent Medical Exams intake preview
7-question intake

Independent Medical Exams

An Independent Medical Exam (IME) is a medical evaluation ordered by an employer or insurer during a workers' compensation claim to assess an injury, treatment need, or work capacity — often used to challenge the treating physician's findings on causation, restrictions, or disability rating.

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Lump Sum Settlements intake preview
7-question intake

Lump Sum Settlements

A workers' comp lump sum settlement resolves an open or past claim with a one-time payment instead of continued medical and wage benefits, and typically only applies once a claim exists and benefits have been paid or are in dispute.

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Medical Treatment Authorization intake preview
7-question intake

Medical Treatment Authorization

Disputes over whether an injured worker's employer or insurer has approved, delayed, or denied doctor-recommended treatment for a workplace injury or illness, qualified by employment status, claim status, and the specifics of the denial or delay.

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OSHA Recordability and Reporting intake preview
7-question intake

OSHA Recordability and Reporting

Determining whether a workplace injury or illness meets OSHA's criteria for entry on the OSHA 300/300A recordkeeping logs, or triggers a direct report to OSHA, based on severity, missed work time, and reporting deadlines.

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Permanent Partial or Total Disability intake preview
7-question intake

Permanent Partial or Total Disability

A workers' comp claim where a doctor has assigned lasting impairment or work restrictions, distinguishing permanent partial disability (reduced future earning capacity) from permanent total disability (unable to work in any capacity) after a job-related injury or illness.

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Temporary Disability Benefits intake preview
7-question intake

Temporary Disability Benefits

Wage-replacement payments owed to a worker who cannot perform their job, or can only work reduced or restricted duties, because of a job-related injury or illness while their workers' compensation claim is open.

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Third-Party Liability Coordination intake preview
7-question intake

Third-Party Liability Coordination

Coordination of a workers' compensation claim with a separate liability claim against a third party (not the employer or a coworker) whose negligence contributed to the on-the-job injury.

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Vocational Rehabilitation intake preview
7-question intake

Vocational Rehabilitation

Vocational rehabilitation cases involve an injured worker who cannot return to their prior job due to doctor-imposed restrictions and needs job retraining, placement help, or a return-to-work plan — often after the insurer has denied, delayed, or cut off those services.

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Information you need before every workers compensation matter

  • Get Injured Or Become
  • This Happen While Were
  • Working Employer (Not Just
  • Reported Injury/Illness Employer, Or
  • Help Filing Workers' Compensation
  • Claim Been Denied, Delayed,
  • Injury/Illness Happen Within Last
  • Person Pass Away Because
  • Injury Or Illness Happen
  • Person Employee (Not Independent

How workers compensation lead scoring works

Value signals

  • Get Injured Or Become: yes
  • This Happen While Were: yes
  • Working Employer (Not Just: yes
  • Reported Injury/Illness Employer, Or: yes
  • Help Filing Workers' Compensation: yes
  • Claim Been Denied, Delayed,: yes

Your visitor has a real matter. A contact form can’t hear it.

People and businesses seeking counsel arrive ready to explain the matter. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No matter details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full matter scope in their own words
  • Reports, contracts, and filings attached automatically
  • Every lead scored by value
  • High-intent leads flagged for you

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.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and matter template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Workers Compensation lead-intake FAQs

What does a workers compensation intake collect?

Each workers compensation template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are workers compensation leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger workers compensation opportunities without manually reviewing every raw submission first.

Can visitors try a workers compensation intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified workers compensation leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • 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
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • 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
Get started

Browse every legal intake template

View all legal intake templates →

While they’re still using contact forms, you’re booking cases

Give every website visitor a guided, bilingual, qualifying intake — and turn your workers compensation traffic into signed work.