Claim intake that flags denied or delayed benefits first
The intake asks whether the injury happened on the job, if it's been reported to the employer, and whether benefits have been denied or delayed, then collects incident reports and denial letters before a claim lands in your CRM.
The exact intake your claim filing and administration leads complete
This is the real 7-question guided intake for Claim Filing and Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified claim filing and administration lead should tell you
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.
- 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
The questions your team needs answered
Every claim filing and administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you get injured or become ill because of your job? | Confirms the injury or illness is actually job-caused, the baseline requirement before any workers' comp claim can proceed. |
| Did this happen while you were working or doing a work-related task (including at a job site or while traveling for work)? | Establishes the incident happened during work or a work task, which is what makes it compensable rather than a personal injury. |
| Were you working for an employer (not just for yourself) at the time? | Separates employees from self-employed individuals, since only employees typically qualify for workers' comp filing assistance. |
| Have you reported the injury/illness to your employer, or are you willing to report it now? | Shows whether the required employer notice has already happened or still needs to be handled as part of filing the claim. |
| Do you need help filing a workers' compensation claim or dealing with the insurance company (for example, forms, deadlines, approvals, or payments)? | Confirms the person actually wants help with forms, deadlines, or the insurer rather than general information. |
| Has your claim been denied, delayed, or are your benefits/medical care being reduced or stopped? | Flags claims where benefits or medical care are already denied, delayed, or reduced, which changes how urgently the claim needs attention. |
| Did the injury/illness happen within the last two years? | Surfaces whether the injury falls within a typical filing window so time-sensitive cases can be identified early. |
How Cliont scores claim filing and administration leads
Every answer is weighted automatically — no manual review required.
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
See the lead your team receives
Workers' Comp Claim Filing 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 claim filing and administration workflows
| Cliont capability | Claim Filing And Administration application |
|---|---|
| Yes/No branching logic | Automatically flags self-employed callers and non-work injuries as lower fit while the intake is still in progress, before staff time is spent. |
| Weighted lead scoring | Claims where benefits or medical care have been denied, delayed, or stopped score higher so they surface for faster review than a routine new filing. |
| Document upload capture | Collects incident reports and denial or benefit-reduction letters so the filing status is visible before you offer a consultation. |
| CRM routing | Sends qualified claim-filing leads straight into your case intake queue with the injury timeline and employer-notice status attached. |
Common claim filing and administration lead scenarios
Fresh on-the-job injury, ready to file
Injury happened within the last two years, employer has been notified, and the caller wants help with forms and deadlines — the intake routes this as a high-value claim-filing lead.
Benefits denied or cut off
An existing claim's benefits or medical care have been reduced or stopped, so the intake flags it for priority review even though it started as routine filing help.
Self-employed caller, no employer
The person was working for themselves rather than an employer, which the intake catches early and marks as lower fit before a consultation is offered.
Injury unrelated to job duties
The incident didn't happen at work or during a work task, so the intake disqualifies the lead instead of routing it toward a free consultation.
Old injury past the filing window
The injury occurred more than two years ago, which the intake surfaces as a timing risk so it can be reviewed differently than a fresh claim.
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 workers compensation intake templates
Claim Filing and Administration lead-intake FAQs
How does the intake separate real work injuries from personal ones?
It asks directly whether the injury happened because of the job and whether it occurred during work or a work-related task, so non-compensable incidents are flagged before they reach your team.
Does it screen out self-employed callers?
Yes — the intake asks whether the person was working for an employer rather than for themselves, since independent contractors typically don't qualify for workers' comp filing help.
What happens if the injury hasn't been reported to the employer yet?
The intake asks whether the injury has been reported or whether the person is willing to report it now, so you can see if that step still needs to happen before filing.
How are denied or stalled claims prioritized?
If benefits or medical care have been reduced, delayed, or stopped, the intake weights that answer heavily so those leads surface as higher priority than a routine new filing.
Does the intake check filing deadlines?
It asks whether the injury or illness happened within the last two years, which helps you spot claims that may be running against a filing window before you commit time to them.
What comes in before the consultation happens?
Along with the answers, the intake can collect incident reports, denial or benefit-reduction letters, and related records so you have the paperwork before you talk to the person.
How is this different from the Denied Claim Appeals intake?
This intake is built for new or ongoing claim filing and administration questions, while a claim already deep into appeals is better suited to the separate Denied Claim Appeals form.
Turn claim filing and administration visitors into qualified cases
Give every claim filing and administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.