Which OSHA incidents deserve consultation time
The intake asks whether the incident involved hospitalization, amputation, or lost work time, and whether it falls within the current OSHA recordkeeping period, before requesting incident reports or logs so you only book a consultation on matters that actually need OSHA guidance.
The exact intake your osha recordability and reporting leads complete
This is the real 7-question guided intake for OSHA Recordability and Reporting — the same flow your customers finish before you ever pick up the phone.
What a qualified osha recordability and reporting lead should tell you
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.
- This About Workplace Injury
- Employer, Manager, Hr/Safety Staff,
- Injury Or Illness Involve
- Worker Miss At Least
- Incident Happen Within Last
- Help Deciding Whether Case
- There Risk Osha Inspection,
The questions your team needs answered
Every osha recordability and reporting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is this about a workplace injury or illness that happened in the United States? | OSHA recordkeeping and reporting rules only apply to U.S. workplaces, so this confirms the matter is even in scope. |
| Are you an employer, manager, HR/safety staff, or someone authorized to handle OSHA reporting for the company? | OSHA reporting obligations sit with the employer, so this filters out individual worker inquiries that aren't the right fit for this intake. |
| Did the injury or illness involve any of these: death, overnight hospital stay, amputation, or loss of an eye? | Death, hospitalization, amputation, or loss of an eye are the automatic triggers for OSHA's direct reporting deadlines, making this the single strongest urgency signal. |
| Did the worker miss at least one full day of work, have restricted duties, or need medical treatment beyond first aid because of the incident? | Missed workdays, restricted duty, or treatment beyond first aid are the exact threshold OSHA uses to decide whether a case belongs on the recordkeeping log. |
| Did the incident happen within the last 12 months (or are you dealing with OSHA logs for the current or prior year)? | Whether the incident falls in the current or prior reporting year determines if log corrections or reporting action are still actionable. |
| Do you need help deciding whether the case must be recorded on OSHA logs or reported to OSHA, or how to complete the required forms? | This separates employers who genuinely need a recordability determination from ones who already know the answer and want something else entirely. |
| Is there a risk of an OSHA inspection, citation, or deadline problem related to this incident or your OSHA records? | An active inspection, citation, or deadline risk turns a routine recordkeeping question into a time-sensitive matter that needs faster attention. |
How Cliont scores osha recordability and reporting leads
Every answer is weighted automatically — no manual review required.
Value signals
- This About Workplace Injury: yes
- Employer, Manager, Hr/Safety Staff,: yes
- Injury Or Illness Involve: yes
- Worker Miss At Least: yes
- Incident Happen Within Last: yes
- Help Deciding Whether Case: yes
See the lead your team receives
OSHA Recordability 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 osha recordability and reporting workflows
| Cliont capability | OSHA Recordability And Reporting application |
|---|---|
| Conditional branching | If the submitter isn't authorized to handle OSHA reporting or the incident happened outside the U.S., the intake shortens the flow instead of walking them through severity and deadline questions meant for employers. |
| Weighted lead scoring | Death, hospitalization, amputation, and active inspection risk carry the heaviest weights, so a case with a citation deadline scores well above a routine log-entry question. |
| Document upload widget | Incident reports and OSHA log excerpts are collected during intake, so the file is attached to the lead before anyone reviews or books time on it. |
| CRM routing | Qualified OSHA matters are sent to your CRM with the severity and deadline answers attached, so whoever picks it up knows immediately whether it's a reporting-deadline issue or a log-classification question. |
Common osha recordability and reporting lead scenarios
Severe injury, reporting clock running
A death, overnight hospitalization, or amputation occurred, which starts OSHA's tight reporting deadlines and pushes the lead straight to the top of the queue.
Recordability judgment call
The worker missed a day of work or has restricted duty, but the employer isn't sure whether that crosses the line into a recordable case, exactly the kind of question the intake is built to surface.
Inspection or citation already in motion
OSHA has flagged the company's logs or opened an inspection, so the intake captures that deadline pressure separately from routine, non-urgent recordkeeping questions.
Unauthorized or out-of-scope submitter
The person filling out the form isn't HR, safety, or management, or the incident happened outside the U.S., so the intake flags the mismatch instead of routing it as a standard employer matter.
Older incident, log cleanup request
The injury happened well outside the current or prior reporting year, so the intake still captures it but with lower urgency than an active-year determination.
Connect Cliont to your workflow
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Notify your team
Email, SMS, Slack
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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
OSHA Recordability and Reporting lead-intake FAQs
How does the intake tell a reportable incident from a routine recordkeeping question?
It checks for the automatic severity triggers - death, overnight hospitalization, amputation, or loss of an eye - and separately checks missed workdays, restricted duty, or medical treatment beyond first aid, since those two paths carry different urgency and different OSHA obligations.
Does the intake confirm the person submitting actually handles OSHA reporting for the company?
Yes, it asks whether the submitter is an employer, manager, or HR/safety staff authorized to deal with OSHA reporting, so an individual worker inquiry doesn't get treated the same as a company recordkeeping matter.
What happens if the incident occurred outside the United States?
The intake screens for that up front, since OSHA recordkeeping and reporting rules apply to U.S. workplaces, and a non-U.S. incident is scored differently rather than treated as a standard OSHA matter.
Can the intake flag cases where an OSHA inspection or deadline is already at risk?
Yes, it asks directly about inspection, citation, or deadline risk and about whether the incident falls in the current or prior reporting year, so time-sensitive matters stand out from general questions.
What documentation does the intake collect before a consultation?
It's built to gather incident reports, OSHA 300/300A log excerpts, and medical treatment documentation so you're reviewing the actual record instead of a verbal description on the first call.
Is this intake different from the one used for a Claim Filing and Administration matter?
Yes, this intake is scoped to recordability and reporting decisions rather than the benefits or claims process itself, so incidents that turn out to be about filing a comp claim can be routed to that separate intake instead.
Turn osha recordability and reporting visitors into qualified cases
Give every osha recordability and reporting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.