Website accessibility intake that captures admin access up front
Every enquiry captures what's driving the request, which platform the site runs on, and whether the visitor holds admin access and approval authority — plus any prior audit history — before you draft a proposal that never lands.
Preview your website accessibility intake
Explore 7 questions from the Website Accessibility template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified website accessibility lead should tell you
An evaluation of an existing website against accessibility standards, covering what triggered the request, the platform it runs on, and whether the requester has the access and authority needed to act on findings.
- Prompting Interest In Website
- Website Evaluated
- Website Ever Had Accessibility
- Have Administrative Access Update
- Platform Website Built On
- Soon Address Accessibility Issues
- Person Authorized Approve Website
The questions your team needs answered
Every website accessibility intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is prompting your interest in website accessibility right now? | A legal complaint or demand letter carries the highest weight because it signals real litigation exposure rather than general interest. |
| What type of website do you need evaluated? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has your website ever had an accessibility audit before? | Prior audit history tells you whether this is a first-time evaluation or a follow-up remediation project with existing findings to reference. |
| Do you have administrative access to update the website's code or platform? | Admin access determines whether remediation work can start right away or first requires securing a developer or IT contact. |
| Which platform is your website built on? | Segments the lead so you can route, price, and prioritize it correctly. |
| How soon are you looking to address accessibility issues? | Timeline distinguishes leads facing an active deadline or complaint from those still exploring, shaping how fast you need to respond. |
| Are you the person authorized to approve website changes? | Approval authority separates leads ready to sign off on a proposal from those who still need to loop in a decision-maker. |
How Cliont scores website accessibility leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Received a legal complaint or demand letter
- Need to meet a compliance or regulatory requirement
- Users reported difficulty using the site
- Not sure
- Have Administrative Access Update: yes
- Within the next month
Urgency signals
- Proactively improving inclusivity
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Website Accessibility Lead
From first click to qualified lead
Follow prospects and clients 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 project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for website accessibility workflows
| Cliont capability | Website Accessibility application |
|---|---|
| Conditional scoring | Weights a legal complaint or demand letter trigger far above 'proactively improving inclusivity' so litigation-risk leads never sit in a generic queue. |
| Decision-maker flagging | Cross-references admin access and approval authority answers to flag leads where the requester can't actually authorize the work yet. |
| Platform-aware routing | Uses the platform answer (WordPress, Shopify, Squarespace/Wix, custom) to tag leads so proposals reflect the right technical scope from the start. |
| Timeline-based prioritization | Surfaces 'immediate' and 'within the next month' timeline answers ahead of 'just exploring' responses in your CRM feed. |
Example website accessibility lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Legal complaint just landed
The prospect selects a legal complaint or demand letter as the trigger and confirms both admin access and approval authority, so the lead routes straight to the top of the CRM as urgent.
Compliance deadline approaching
An e-commerce operator flags a compliance or regulatory requirement with a one-month timeline, giving you enough lead time to scope the audit before enforcement hits.
Users flagged real problems
A marketing site owner reports that users struggled to complete tasks, but has never had an audit and isn't sure who controls the CMS — worth a follow-up call to confirm access before quoting.
Proactive inclusivity project
A nonprofit is exploring options to improve inclusivity with no urgency and no admin access of their own, signaling a longer sales cycle and a need to loop in their IT contact.
Unclear decision-maker inquiry
The requester selects 'not sure' for both the trigger and platform, and isn't the person authorized to approve changes — a signal to qualify who the real buyer is before investing time.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 web design and development intake templates
Website Accessibility lead-intake FAQs
How does the intake separate legal-risk leads from casual inquiries?
The trigger question distinguishes a legal complaint or demand letter from proactive interest or 'not sure' answers, and legal-complaint responses carry the highest weight so those leads surface first.
Does the intake confirm the requester can actually greenlight the project?
Yes, it asks separately whether they have admin access to the site's code or platform and whether they're authorized to approve changes, so you know if you're talking to a decision-maker or a go-between.
Why does the intake ask what platform the site runs on?
Accessibility remediation looks different on WordPress, Shopify, Squarespace/Wix, or a custom build, so capturing the platform up front lets you scope the right fix before the call.
How does prior audit history affect how a lead is handled?
Knowing whether the site has been audited recently, long ago, or never helps you gauge whether this is a fresh review or a follow-up remediation project.
Does urgency change how the lead is prioritized?
Yes, timeline answers ranging from immediate to just exploring feed directly into the lead score, so time-sensitive requests are visible before you open your inbox.
What if the lead doesn't fit accessibility work at all — say they need a full redesign?
The intake distinguishes accessibility evaluation from adjacent needs like Website Redesign or Business Website, so you can redirect leads that are really asking for something else.
Turn website accessibility visitors into qualified clients
Give every website accessibility visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.