Know which trauma-focused therapy leads are worth intake session time
This intake asks who the therapy is for, how the trauma is currently affecting daily functioning, and how soon they want to begin, so you can see severity and readiness before you hold an intake session slot.
The exact intake your trauma-focused therapy leads complete
This is the real 6-question guided intake for Trauma-Focused Therapy — the same flow your customers finish before you ever pick up the phone.
What a qualified trauma-focused therapy lead should tell you
Individual therapy sessions aimed at processing a specific past traumatic event or pattern, where the intake needs to establish who the trauma belongs to, how it's currently disrupting daily life, and whether the person is ready to engage in sessions.
- This Therapy
- Person Seeking Therapy Open
- Past Trauma Affecting Daily
- This Person Worked With
- Soon Would Like Begin
- Parent, Guardian, Or Legal
The questions your team needs answered
Every trauma-focused therapy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this therapy for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is the person seeking therapy currently open to attending sessions? | Whether the person is currently open to sessions determines if a lead is ready to book or needs an engagement step first, before a slot is offered. |
| How is the past trauma currently affecting daily life? | The degree of daily-life disruption is the primary severity signal used to prioritize which leads need attention soonest. |
| Has this person worked with a therapist for this before? | Knowing whether someone is currently in therapy elsewhere helps you assess whether this is a first-time case or a possible transfer or second opinion. |
| How soon would you like to begin services? | Stated start timing indicates how soon a session slot is actually needed versus a lead that's still weighing options. |
| Are you the parent, guardian, or legal decision-maker for this person's care? | Confirming the submitter is the guardian or legal decision-maker clarifies who can authorize care before scheduling a minor or dependent. |
How Cliont scores trauma-focused therapy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Person Seeking Therapy Open: yes
- Significant disruption to daily functioning
- Moderate impact on mood or relationships
- Occasional or mild impact
- Not sure
- As soon as possible
See the lead your team receives
Trauma-Focused 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 trauma-focused therapy workflows
| Cliont capability | Trauma-Focused Therapy application |
|---|---|
| Conditional branching | The guardian/decision-maker question only appears when the submitter indicates the therapy is for a child or another family member, keeping the form shorter for self-referrals. |
| Weighted lead scoring | Daily-life impact answers and session-readiness answers combine into a single score, so a high-disruption but currently-unwilling case doesn't automatically outrank a moderate-impact, ready-to-start case. |
| CRM routing rules | Leads who report significant disruption and want to start as soon as possible can be routed to your CRM as high priority, separate from 'just exploring' submissions. |
| Treatment-history tagging | Answers to the prior-therapy question are tagged on the lead record, so your team can see at a glance whether someone is new to trauma work or currently seeing another provider. |
Common trauma-focused therapy lead scenarios
Self-referral, significant disruption
An adult fills out the form for themselves, reports significant disruption to daily functioning, and wants to start as soon as possible — this combination scores as high priority for direct scheduling.
Parent inquiring for a child
The submitter selects 'My child' as who the therapy is for, which prompts the guardian/decision-maker question so you can confirm who has authority to consent before you reach out.
Currently in therapy elsewhere
The prior-treatment answer shows they're already working with another therapist, signaling a possible second opinion or transfer situation rather than a first-time client.
Exploring options, mild impact
Someone reports only occasional or mild impact and says they're just exploring options for now — a lower-urgency lead worth a follow-up rather than an immediate slot.
Referral for someone not yet willing
A family member submits the form but indicates the person needing care isn't currently open to attending sessions, which flags the lead for an engagement conversation instead of a booked session.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
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 individual therapy intake templates
Trauma-Focused Therapy lead-intake FAQs
How does the intake handle a parent filling this out for a child?
When the submitter selects a child or another family member as who the therapy is for, the intake follows up on whether they're the parent, guardian, or legal decision-maker, so you know the consent path before you schedule.
Will the intake screen out leads whose trauma symptoms are 'mild'?
No — the daily-life impact question captures a range from significant disruption down to mild or unsure, and each level carries a different weight so you can prioritize without losing lower-acuity leads entirely.
What happens if the person isn't actually ready to attend sessions?
The readiness question is a direct yes/no with distinct weighting, so a 'not currently open to it' answer lowers the lead's score and can route it to a different follow-up path than a session-ready lead.
Does the intake ask if someone is already in therapy elsewhere?
Yes — the treatment-history question distinguishes between never having had therapy for this, having had it before, or currently being in therapy elsewhere, which helps you assess fit before booking.
How is urgency captured differently here than for something like Grief Counseling?
Both use a similar 'how soon would you like to begin' question, but here it combines with the daily-functioning impact question, so a trauma lead with high disruption and immediate timing scores differently than urgency alone would suggest.
Where do qualified trauma-focused therapy leads go once scored?
Leads that clear your threshold are sent to your CRM with their full answer set attached, so your intake process doesn't depend on manually re-asking what's already been captured.
Turn trauma-focused therapy visitors into qualified patients
Give every trauma-focused therapy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.