Know which injury leads have a real third-party claim
Cliont's intake asks whether the injury happened on the job, whether a driver, company, or property owner may share fault, and whether that party can be identified—then collects incident reports and photos before the claim reaches your CRM.
The exact intake your third-party liability coordination leads complete
This is the real 7-question guided intake for Third-Party Liability Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified third-party liability coordination lead should tell you
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.
- Injured Or Made Ill
- Report Injury Employer Or
- Someone Other Than Employer
- Know Who That Other
- Injury Happen Within Last
- Receive Medical Treatment, Miss
- Willing Be Contacted Discuss
The questions your team needs answered
Every third-party liability coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Were you injured or made ill because of something that happened while you were doing your job? | Confirms the injury is work-related, which is the baseline requirement before any third-party angle can apply. |
| Did you report the injury to your employer or start a workers’ compensation claim? | Shows whether a workers' comp claim is already underway, which affects how the third-party case needs to be coordinated with it. |
| Did someone other than your employer or a coworker possibly cause the injury (for example, a driver, another company, a property owner, or a product maker)? | Identifies whether a party outside the employment relationship may be liable, which is the core qualifying question for this subservice. |
| Do you know who that other person or company is, or have enough information to identify them (name, business, license plate, address, or incident report)? | Determines whether the third party can be pursued now or whether investigation is needed first to locate them. |
| Did the injury happen within the last 2 years? | Flags injuries outside the typical filing window so the firm can weigh statute-of-limitations risk before scheduling time. |
| Did you receive medical treatment, miss work, or have ongoing symptoms because of the injury? | Confirms actual damages exist, such as treatment or missed work, to support pursuing a claim against the third party. |
| Are you willing to be contacted to discuss both the workers’ compensation claim and a possible claim against the other person or company? | Signals whether the client is open to coordinating both the workers' comp claim and the third-party claim with the same firm. |
How Cliont scores third-party liability coordination leads
Every answer is weighted automatically — no manual review required.
Value signals
- Injured Or Made Ill: yes
- Report Injury Employer Or: yes
- Someone Other Than Employer: yes
- Know Who That Other: yes
- Injury Happen Within Last: yes
- Receive Medical Treatment, Miss: yes
See the lead your team receives
Third-Party Liability Coordination 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 third-party liability coordination workflows
| Cliont capability | Third-Party Liability Coordination application |
|---|---|
| Conditional branching | The follow-up question about identifying the third party only surfaces when the caller confirms someone other than the employer or a coworker may be at fault. |
| Weighted lead scoring | Work-related injury and third-party involvement each carry the heaviest weight in this catalog, so leads without both rarely reach a high-priority score. |
| CRM routing | Qualified leads are sent to your CRM tagged with both the workers' comp status and the third-party details already captured, so intake doesn't need to be repeated at the consultation. |
| Document capture | Callers can attach incident reports, photos, or third-party contact and insurance information during intake rather than bringing them to the first meeting. |
Common third-party liability coordination lead scenarios
Delivery driver hit by another vehicle
Injured on the job by a third-party driver who is already identified through a police report, with recent treatment ongoing. This combination of answers scores at the top of the range.
Injury from defective jobsite equipment
The worker was hurt on the job by faulty equipment from an outside manufacturer, but hasn't yet filed a workers' comp claim. The intake still flags the third-party angle even though the underlying claim status is unresolved.
Old injury just outside the window
A known third party is identified, but the injury happened more than two years ago, which pulls the score down so the firm can weigh statute-of-limitations exposure before offering a consultation.
Coworker-only workplace injury
The caller was hurt on the job, but only a coworker or the employer was at fault. With no third party involved, the intake scores this as a workers' comp-only matter rather than a coordination case.
Client-site injury, owner unidentified
A property owner may share fault for an injury during a work assignment, but the caller can't yet name or locate them. The intake still records the partial information for later investigation instead of dropping the lead.
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
Third-Party Liability Coordination lead-intake FAQs
How does the intake separate a plain workers' comp claim from a genuine third-party case?
The intake asks directly whether someone other than the employer or a coworker may have caused the injury; a yes answer is what pushes a lead into third-party liability coordination scoring rather than a standard claim.
What happens if the caller doesn't know who else might be responsible yet?
The intake still records that a third party is suspected even if identifying details aren't available yet, so the lead isn't discarded—it's flagged as needing follow-up investigation before a consultation is booked.
Does the intake check whether the injury is still within a filing window?
Yes, it asks whether the injury happened within the last two years and weighs older injuries lower so your team can assess timing concerns before offering time.
Will the intake filter out injuries where only a coworker or the employer was at fault?
Injuries with no third party involved score lower on this intake, since the underlying qualifying question is whether another driver, company, or property owner may share liability.
Can the intake still qualify a lead who hasn't started their workers' comp claim yet?
Yes, not having reported the injury or filed a claim yet is weighted lower than having one open, but it doesn't disqualify the lead on its own.
How does this differ from the Claim Filing and Administration or Employer Defense intakes?
This intake is built around identifying an outside party's fault and the client's willingness to pursue both claims at once, which is different ground than Claim Filing and Administration or Employer Defense leads.
Turn third-party liability coordination visitors into qualified cases
Give every third-party liability coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.