Lump sum intake that captures claim and benefit status up front
Ask whether there's an open or past claim, whether benefits are being paid, and whether the insurer has floated a settlement number, then collect claim documentation before a consultation goes on the calendar.
The exact intake your lump sum settlements leads complete
This is the real 7-question guided intake for Lump Sum Settlements — the same flow your customers finish before you ever pick up the phone.
What a qualified lump sum settlements lead should tell you
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.
- Get Hurt Or Become
- Report Injury/Illness Employer Or
- There Open Workers’ Comp
- Receiving Workers’ Comp Benefits
- Interested In One-Time Lump
- Insurance Company Made Settlement
- Still Have Ongoing Medical
The questions your team needs answered
Every lump sum settlements intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did you get hurt or become ill because of your job while working in the United States? | Confirms the injury is actually a US workplace injury, which is the baseline requirement for any workers' comp settlement discussion. |
| Did you report the injury/illness to your employer or file a workers’ comp claim? | Distinguishes someone with a filed claim from someone who hasn't reported the injury and therefore has nothing yet to settle. |
| Is there an open workers’ comp claim right now, or have you had a workers’ comp claim for this injury/illness in the past? | An open or prior claim is what a lump sum settlement actually resolves, so this separates real settlement matters from hypothetical ones. |
| Are you currently receiving workers’ comp benefits (like medical care or wage checks), or have you received them before for this claim? | Shows whether benefits are actively flowing, which affects how much leverage exists in settlement negotiations. |
| Are you interested in a one-time lump sum payment to settle and close your workers’ comp claim? | Directly confirms the person wants a lump sum rather than continued benefits, filtering out mismatched inquiries. |
| Has the insurance company made a settlement offer, or are you in talks about settling? | A live offer or ongoing settlement talks signal the case is further along and closer to being resolved. |
| Do you still have ongoing medical treatment needs or lasting problems from the work injury/illness? | Ongoing treatment needs affect how a settlement should account for future medical costs, which shapes case strategy. |
How Cliont scores lump sum settlements leads
Every answer is weighted automatically — no manual review required.
Value signals
- Get Hurt Or Become: yes
- Report Injury/Illness Employer Or: yes
- There Open Workers’ Comp: yes
- Receiving Workers’ Comp Benefits: yes
- Interested In One-Time Lump: yes
- Insurance Company Made Settlement: yes
See the lead your team receives
Lump Sum Settlement 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 lump sum settlements workflows
| Cliont capability | Lump Sum Settlements application |
|---|---|
| Conditional branching | If the lead answers no to having reported an injury or opened a claim, the intake can route them differently than a lead already deep in settlement talks with an insurer. |
| Lead scoring | Answers on open/past claim status, benefits received, and whether an insurer offer is already on the table are weighted to surface settlement-ready leads above early-stage inquiries. |
| Document collection | Prompts the prospect to upload claim documentation or a settlement offer letter before the consultation, so the attorney reviews the actual claim status instead of asking for it live. |
| CRM routing | Sends qualified lump sum inquiries straight to the CRM with claim status and offer details attached, so intake staff aren't chasing basic facts before booking. |
Common lump sum settlements lead scenarios
Insurer already offering a number
The claim is open, benefits have been paid, and the insurance company has raised settlement talks — the intake flags this as high value since the case is already in motion toward a lump sum.
Injury reported but no claim filed
Someone got hurt on the job but never reported it or opened a claim, so there's nothing to settle yet — the intake still routes it, but scores it lower than a case with an active claim.
Closed claim, lingering medical issues
Benefits ended a while ago but the worker still has ongoing treatment needs from the original injury, which is relevant to how a settlement would need to account for future medical care.
Curious inquiry, no injury on the job
The person is asking about lump sum settlements generally but the injury didn't happen at work in the US — the intake catches this early instead of it surfacing during a consultation.
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
Lump Sum Settlements lead-intake FAQs
Can the intake tell whether someone already has a claim on file?
Yes — it asks directly whether a claim was reported to the employer and whether there's an open or past workers' comp claim for the injury, which separates people ready to discuss settlement from people who haven't filed anything yet.
Does it filter out people who just want general advice, not a settlement?
The catalog includes a direct yes/no on whether the person is interested in a one-time lump sum payment to settle and close the claim, so inquiries with no actual settlement intent score lower.
How does the intake handle a lead where the insurance company already made an offer?
That's one of the highest-weighted signals in the catalog — a lead where settlement talks or an offer are already underway is treated as more valuable than a claim still in its early stages.
Why does the intake ask about ongoing medical treatment for a settlement inquiry?
Whether the injury has left lasting problems or continuing treatment needs affects how a lump sum would be structured, so it's captured before the consultation rather than discovered mid-meeting.
What happens if the injury wasn't job-related or didn't happen in the US?
That question carries the heaviest weight in the catalog because it determines whether the matter is a workers' comp claim at all — a no answer keeps the lead from being scored as a strong fit.
How is this different from the intake for Permanent Partial or Total Disability?
This intake is built around whether someone wants to settle and close a claim for a lump sum, while disability-benefit intakes focus on ongoing benefit eligibility rather than closing the claim out.
Turn lump sum settlements visitors into qualified cases
Give every lump sum settlements visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.