Every family therapy enquiry, scored before it hits your calendar
Ask who's involved in the family issue, confirm everyone's willingness to participate, and capture how soon they want to start—plus collect custody documentation before you set an intake session.
Preview your family therapy intake
Explore 6 questions from the Family Therapy template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified family therapy lead should tell you
Therapy sessions where parents, children, siblings, or extended relatives work with a clinician to address conflict, communication breakdowns, or a specific behavioral or transitional concern affecting the household.
- Involved In Family Issue
- Main Concern Want Work
- All Family Members Willing
- Soon Start Therapy
- Have Legal Authority Arrange
- Preferred Session Format
The questions your team needs answered
Every family therapy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is involved in the family issue you want addressed? | Knowing whether the issue spans parent-child, siblings, or the whole household lets you match the family with a therapist who specializes in that dynamic before the first session. |
| What is the main concern you want to work on in therapy? | The stated main concern, such as child behavioral issues versus grief, determines which clinician fit and follow-up questions apply to the case. |
| Are all family members willing to participate in sessions? | Families where not everyone is willing to attend often stall or cancel, so this answer flags whether the case needs a pre-session conversation before you hold a slot. |
| How soon are you hoping to start therapy? | How soon the family wants to start signals urgency and helps you prioritize session slots for households in active crisis over those still browsing. |
| Do you have legal authority to arrange therapy for the minor involved? | Confirming legal authority up front avoids booking a minor's session with someone who lacks consent rights, which creates liability and wastes an appointment slot. |
| What is your preferred session format? | Session format preference lets you route the lead to the correct calendar, in-person or virtual, before scheduling. |
How Cliont scores family therapy leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- All Family Members Willing: yes
- Within a few weeks
- Within a month
- Have Legal Authority Arrange: yes
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Family Therapy Lead
From first click to qualified lead
Follow patients and caregivers 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 visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for family therapy workflows
| Cliont capability | Family Therapy application |
|---|---|
| Weighted lead scoring | Combines the family-participation, start-timeline, and legal-authority answers into a single score, so a household ready to start immediately with full participation and consent ranks above one still exploring options. |
| Conditional document requests | Triggers a custody or guardianship document request when a minor is involved, instead of asking every family for the same paperwork. |
| Multi-choice routing | Uses the who's-involved answer to route leads by family configuration—parent-child, siblings, blended family, or whole household—so intake goes to the clinician who handles that dynamic. |
| CRM delivery with priority flags | Sends every completed family therapy intake to your CRM with the participation and legal-authority answers visible, so you're not holding a session slot for a family that isn't fully on board. |
Example family therapy lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Parent arranging teen's therapy
A parent confirms legal authority to consent for a minor and wants to start immediately for a child behavioral concern—this scores as high priority and gets flagged for fast booking.
Blended family adjusting to remarriage
A step-family lists a major life transition as the main concern, everyone is willing to attend, and they'd take virtual or in-person sessions—routed as a strong, flexible fit.
Sibling conflict after inheritance dispute
Siblings report ongoing conflict but one sibling isn't willing to attend, which lowers the participation score and flags the lead for a pre-session conversation before a slot is held.
Grandparent seeking custody guidance
An extended family member raises grief and legal questions but hasn't confirmed authority to arrange therapy for the minor involved, so the intake surfaces that gap before scheduling.
Just researching for the future
A household selects 'just exploring options' rather than a firm start date—still captured in the CRM, but scored lower so it doesn't take a slot from a ready-to-start family.
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 couples and family therapy intake templates
Family Therapy lead-intake FAQs
How does the intake handle families where not everyone agrees to attend?
The willingness-to-participate question is weighted lower when the answer is no, so those leads still reach your CRM but are flagged for a pre-session conversation rather than booked straight into a slot.
Can the intake confirm who has legal authority to consent to a minor's therapy?
Yes, one catalog question directly asks whether the person arranging therapy has legal authority for the minor involved, which carries the highest weight in the scoring model and helps you avoid booking a session with a parent who lacks consent rights.
What happens if a family says they're just exploring options rather than ready to start?
That start-timeline answer carries the lowest weight of the options, so the lead is still captured and routed to your CRM but scored lower than families ready to begin immediately.
Does the intake ask which family members are actually affected before I see the lead?
Yes, families select whether the issue involves a parent and child, siblings, extended family, a blended household, or the whole family, so you can match the right clinician before the first session.
Can this intake work for blended or step-family situations, not just parent-child cases?
Yes, the family-involvement question explicitly includes a blended or step-family option alongside siblings, extended family, and whole-household scenarios.
Does the intake capture whether a family prefers in-person or virtual sessions?
Yes, a dedicated question asks for session format preference so leads can be routed to the correct calendar type before you follow up.
Turn family therapy visitors into qualified patients
Give every family therapy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.